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UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameUNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN
Plan identification number 001

UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION
Employer identification number (EIN):592944683
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1989-05-09
Company Identification Number: N31887
Legal Registered Office Address: UNIVERSITY OF SOUTH FLORIDA GENERAL COUNSE

TAMPA

33620

More information about UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01WILMA DANIEL
0012015-01-01WILMA DANIEL
0012014-01-01WILMA DANIEL
0012013-01-01WILMA DANIEL
0012012-01-01WILMA DANIEL
0012011-01-01WILMA DANIEL
0012010-01-01WILMA DANIEL
0012009-01-01WILMA DANIEL

Plan Statistics for UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2016: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01534
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,367
Total number of active participants reported on line 7a of the Form 55002015-01-01683
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01713
Total of all active and inactive participants2015-01-011,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,396
Number of participants with account balances2015-01-011,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0169
2014: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,324
Total number of active participants reported on line 7a of the Form 55002014-01-01711
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01699
Total of all active and inactive participants2014-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,410
Number of participants with account balances2014-01-011,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,200
Total number of active participants reported on line 7a of the Form 55002013-01-01694
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01611
Total of all active and inactive participants2013-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,305
Number of participants with account balances2013-01-011,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,249
Total number of active participants reported on line 7a of the Form 55002012-01-01672
Number of retired or separated participants receiving benefits2012-01-0149
Number of other retired or separated participants entitled to future benefits2012-01-01477
Total of all active and inactive participants2012-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,198
Number of participants with account balances2012-01-011,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,317
Total number of active participants reported on line 7a of the Form 55002011-01-01682
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01635
Total of all active and inactive participants2011-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,317
Number of participants with account balances2011-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2010: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,328
Total number of active participants reported on line 7a of the Form 55002010-01-01666
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01662
Total of all active and inactive participants2010-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,328
Number of participants with account balances2010-01-011,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,113
Total number of active participants reported on line 7a of the Form 55002009-01-01557
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01177
Total of all active and inactive participants2009-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01734
Number of participants with account balances2009-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2016 : UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total transfer of assets from this plan2016-02-29$31,322,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$-824,938
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$215,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$206,231
Expenses. Certain deemed distributions of participant loans2016-02-29$8,240
Value of total corrective distributions2016-02-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$369,582
Value of total assets at end of year2016-02-29$0
Value of total assets at beginning of year2016-02-29$32,363,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$1,338
Total interest from all sources2016-02-29$48,949
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$5,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$5,276
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
If this is an individual account plan, was there a blackout period2016-02-29No
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$167,563
Participant contributions at end of year2016-02-29$0
Participant contributions at beginning of year2016-02-29$319,155
Assets. Other investments not covered elsewhere at end of year2016-02-29$0
Assets. Other investments not covered elsewhere at beginning of year2016-02-29$0
Income. Received or receivable in cash from other sources (including rollovers)2016-02-29$0
Administrative expenses (other) incurred2016-02-29$1,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-1,040,747
Value of net assets at end of year (total assets less liabilities)2016-02-29$0
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$32,363,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$22,908,357
Interest on participant loans2016-02-29$1,619
Interest earned on other investments2016-02-29$47,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$9,136,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-1,248,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$202,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$206,231
Contract administrator fees2016-02-29$225
Did the plan have assets held for investment2016-02-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29BARLEY MCNAMARA WILD
Accountancy firm EIN2016-02-29273236857
2015 : UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,293,943
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,802,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,666,363
Expenses. Certain deemed distributions of participant loans2015-12-31$32,248
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,278,267
Value of total assets at end of year2015-12-31$32,363,542
Value of total assets at beginning of year2015-12-31$33,872,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$103,930
Total interest from all sources2015-12-31$291,009
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$527,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$527,846
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,007,603
Participant contributions at end of year2015-12-31$319,155
Participant contributions at beginning of year2015-12-31$346,432
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$99,041
Administrative expenses (other) incurred2015-12-31$5,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,508,598
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,363,542
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,872,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,908,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,046,726
Interest on participant loans2015-12-31$10,063
Interest earned on other investments2015-12-31$280,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,136,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,478,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-803,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,171,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,666,363
Contract administrator fees2015-12-31$98,242
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2015-12-31273236857
2014 : UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,921,120
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,438,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,297,442
Expenses. Certain deemed distributions of participant loans2014-12-31$48,534
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,227,935
Value of total assets at end of year2014-12-31$33,872,140
Value of total assets at beginning of year2014-12-31$33,389,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$92,170
Total interest from all sources2014-12-31$300,209
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$404,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$404,497
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,004,510
Participant contributions at end of year2014-12-31$346,432
Participant contributions at beginning of year2014-12-31$432,713
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$191,045
Administrative expenses (other) incurred2014-12-31$41,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$482,974
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,872,140
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,389,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,046,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,554,000
Interest on participant loans2014-12-31$13,536
Interest earned on other investments2014-12-31$286,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,478,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,402,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$988,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,032,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,297,442
Contract administrator fees2014-12-31$50,880
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2014-12-31273236857
2013 : UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$21,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,857,725
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,248,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,119,066
Expenses. Certain deemed distributions of participant loans2013-12-31$38,249
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,068,706
Value of total assets at end of year2013-12-31$33,389,166
Value of total assets at beginning of year2013-12-31$28,802,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$91,639
Total interest from all sources2013-12-31$293,522
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$158,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$988,046
Participant contributions at end of year2013-12-31$432,713
Participant contributions at beginning of year2013-12-31$356,292
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$92,402
Administrative expenses (other) incurred2013-12-31$27,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,608,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,389,166
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,802,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,554,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,973,578
Interest on participant loans2013-12-31$12,171
Interest earned on other investments2013-12-31$281,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,402,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,472,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,336,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$988,258
Income. Dividends from preferred stock2013-12-31$158,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,119,066
Contract administrator fees2013-12-31$64,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2013-12-31273236857
2012 : UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,057,884
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,681,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,564,825
Expenses. Certain deemed distributions of participant loans2012-12-31$37,709
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,255,058
Value of total assets at end of year2012-12-31$28,802,074
Value of total assets at beginning of year2012-12-31$25,425,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,690
Total interest from all sources2012-12-31$266,530
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$592
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,039,277
Participant contributions at end of year2012-12-31$356,292
Participant contributions at beginning of year2012-12-31$300,468
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,506
Administrative expenses (other) incurred2012-12-31$19,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,376,660
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,802,074
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,425,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,973,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,576,375
Interest on participant loans2012-12-31$11,211
Interest earned on other investments2012-12-31$255,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,472,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,548,571
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,564,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,535,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,197,275
Contract administrator fees2012-12-31$59,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARLEY, MCNAMARA, WILD, MARTIN
Accountancy firm EIN2012-12-31273236857
2011 : UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,096,139
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,582,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,475,195
Expenses. Certain deemed distributions of participant loans2011-12-31$29,888
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,469,210
Value of total assets at end of year2011-12-31$25,425,414
Value of total assets at beginning of year2011-12-31$25,911,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$77,458
Total interest from all sources2011-12-31$254,002
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$616
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,063,543
Participant contributions at end of year2011-12-31$300,468
Participant contributions at beginning of year2011-12-31$340,875
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$91,380
Administrative expenses (other) incurred2011-12-31$17,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-486,402
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,425,414
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,911,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,576,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,894,104
Interest on participant loans2011-12-31$10,686
Interest earned on other investments2011-12-31$243,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,548,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,676,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-627,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,314,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,475,195
Contract administrator fees2011-12-31$60,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARLEY MCNAMARA WILD MARTIN
Accountancy firm EIN2011-12-31273236857
2010 : UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,351,466
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,283,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,175,828
Expenses. Certain deemed distributions of participant loans2010-12-31$41,363
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,709,008
Value of total assets at end of year2010-12-31$25,911,816
Value of total assets at beginning of year2010-12-31$22,843,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$65,927
Total interest from all sources2010-12-31$232,865
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$679
Administrative expenses professional fees incurred2010-12-31$52,725
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,129,612
Participant contributions at end of year2010-12-31$340,875
Participant contributions at beginning of year2010-12-31$234,492
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$168,010
Administrative expenses (other) incurred2010-12-31$13,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,068,348
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,911,816
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,843,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,894,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,533,902
Interest on participant loans2010-12-31$8,906
Interest earned on other investments2010-12-31$223,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,676,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,075,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,408,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,411,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,175,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BARLEY.MCNAMARA.WILD.MARTIN.JACKSON
Accountancy firm EIN2010-12-31273236857

Form 5500 Responses for UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN

2016: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $206
Insurance broker organization code?3
Insurance broker nameBROWN, CHRIS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 2
Insurance contract or identification number21355
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Number of Individuals Covered704
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 2
Insurance contract or identification number21355
Number of Individuals Covered851
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,599
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $1,342
Insurance broker organization code?3
Insurance broker nameDEL GUDICE JOSEPH
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Number of Individuals Covered932
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,795
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $2,764
Insurance broker organization code?3
Insurance broker nameMURPHY DEBORAH
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Number of Individuals Covered1042
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,822
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $10,708
Insurance broker organization code?3
Insurance broker nameMIDDLETON MICHAEL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,870
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $30,728
Insurance broker organization code?3
Insurance broker nameMANYAK, GEORGE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Number of Individuals Covered1131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $35,276
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Number of Individuals Covered1136
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $44,195
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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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