401k Plan data: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN plan

INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN
Plan identification number	002

INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

INDEPENDENT INSURANCE AGENTS OF TEXAS has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENT INSURANCE AGENTS OF TEXAS

Employer identification number (EIN): 741286506

NAIC Classification: 524290

Additional information about INDEPENDENT INSURANCE AGENTS OF TEXAS

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1925-06-24

Company Identification Number: 0004386901

Legal Registered Office Address: 1115 SAN JACINTO BLVD STE 100

AUSTIN
United States of America (USA)
78701

More information about INDEPENDENT INSURANCE AGENTS OF TEXAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 MARIT PETERS
002 2017-01-01 MARIT PETERS
002 2016-01-01 DAVID NEAHUSAN
002 2015-01-01 DAVID NEAHUSAN
002 2014-01-01 DAVID NEAHUSAN
002 2013-01-01 DAVID NEAHUSAN
002 2012-01-01 DAVID NEAHUSAN 2013-05-31
002 2011-01-01 DAVID NEAHUSAN 2012-03-06
002 2010-01-01 DAVID NEAHUSAN 2011-03-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	MARIT PETERS
002	2017-01-01	MARIT PETERS
002	2016-01-01	DAVID NEAHUSAN
002	2015-01-01	DAVID NEAHUSAN
002	2014-01-01	DAVID NEAHUSAN
002	2013-01-01	DAVID NEAHUSAN
002	2012-01-01	DAVID NEAHUSAN	2013-05-31
002	2011-01-01	DAVID NEAHUSAN	2012-03-06
002	2010-01-01	DAVID NEAHUSAN	2011-03-08

Plan Statistics for INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN

Measure Date Value
2018: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
2017: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 41
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 41
Number of participants with account balances 2016-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 42
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2018: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
2017: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	41
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	41
Number of participants with account balances	2016-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	42
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2018 : INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2018 401k financial data
Transfers to/from the plan	2018-04-16	$-2,866,596
Total plan liabilities at beginning of year	2018-04-16	$626
Total income from all sources	2018-04-16	$-11,659
Expenses. Total of all expenses incurred	2018-04-16	$103,382
Benefits paid (including direct rollovers)	2018-04-16	$103,382
Total plan assets at end of year	2018-04-16	$0
Total plan assets at beginning of year	2018-04-16	$2,982,263
Value of fidelity bond covering the plan	2018-04-16	$2,000,000
Other income received	2018-04-16	$-20,423
Net income (gross income less expenses)	2018-04-16	$-115,041
Net plan assets at end of year (total assets less liabilities)	2018-04-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-04-16	$2,981,637
Total contributions received or receivable from employer(s)	2018-04-16	$8,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-04-16	$0
Funding deficiency by the employer to the plan for this plan year	2018-04-16	$0
Minimum employer required contribution for this plan year	2018-04-16	$23,669
Amount contributed by the employer to the plan for this plan year	2018-04-16	$23,669
2017 : INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$625
Total plan liabilities at beginning of year	2017-12-31	$1,397
Total income from all sources	2017-12-31	$522,433
Expenses. Total of all expenses incurred	2017-12-31	$82,119
Benefits paid (including direct rollovers)	2017-12-31	$79,361
Total plan assets at end of year	2017-12-31	$2,982,263
Total plan assets at beginning of year	2017-12-31	$2,542,721
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,758
Other income received	2017-12-31	$397,270
Net income (gross income less expenses)	2017-12-31	$440,314
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,981,638
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,541,324
Total contributions received or receivable from employer(s)	2017-12-31	$125,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$125,163
Amount contributed by the employer to the plan for this plan year	2017-12-31	$125,163
2016 : INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,397
Total plan liabilities at beginning of year	2016-12-31	$4,002
Total income from all sources	2016-12-31	$316,778
Expenses. Total of all expenses incurred	2016-12-31	$235,833
Benefits paid (including direct rollovers)	2016-12-31	$233,030
Total plan assets at end of year	2016-12-31	$2,542,721
Total plan assets at beginning of year	2016-12-31	$2,464,381
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,758
Contributions received from other sources (not participants or employers)	2016-12-31	$465
Other income received	2016-12-31	$190,305
Net income (gross income less expenses)	2016-12-31	$80,945
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,541,324
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,460,379
Total contributions received or receivable from employer(s)	2016-12-31	$126,008
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$126,008
Amount contributed by the employer to the plan for this plan year	2016-12-31	$126,008
2015 : INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$4,002
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$146,161
Expenses. Total of all expenses incurred	2015-12-31	$756,831
Benefits paid (including direct rollovers)	2015-12-31	$754,073
Total plan assets at end of year	2015-12-31	$2,464,381
Total plan assets at beginning of year	2015-12-31	$3,071,049
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,758
Other income received	2015-12-31	$24,482
Net income (gross income less expenses)	2015-12-31	$-610,670
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,460,379
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,071,049
Total contributions received or receivable from employer(s)	2015-12-31	$121,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$121,679
Amount contributed by the employer to the plan for this plan year	2015-12-31	$121,679
2014 : INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$12,773
Total income from all sources	2014-12-31	$416,184
Expenses. Total of all expenses incurred	2014-12-31	$314,445
Benefits paid (including direct rollovers)	2014-12-31	$305,876
Total plan assets at end of year	2014-12-31	$3,071,049
Total plan assets at beginning of year	2014-12-31	$2,982,083
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$8,531
Other income received	2014-12-31	$251,225
Net income (gross income less expenses)	2014-12-31	$101,739
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,071,049
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,969,310
Total contributions received or receivable from employer(s)	2014-12-31	$164,959
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$38
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$164,959
Amount contributed by the employer to the plan for this plan year	2014-12-31	$164,959
2013 : INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$12,773
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$621,902
Expenses. Total of all expenses incurred	2013-12-31	$167,083
Benefits paid (including direct rollovers)	2013-12-31	$158,923
Total plan assets at end of year	2013-12-31	$2,982,083
Total plan assets at beginning of year	2013-12-31	$2,514,491
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$8,129
Other income received	2013-12-31	$454,036
Net income (gross income less expenses)	2013-12-31	$454,819
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,969,310
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,514,491
Total contributions received or receivable from employer(s)	2013-12-31	$167,866
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$31
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$167,866
Amount contributed by the employer to the plan for this plan year	2013-12-31	$167,866

Form 5500 Responses for INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN

2018: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INDEPENDENT INSURANCE AGENTS OF TEXAS MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 )

Policy contract number

001441

Policy instance

Insurance contract or identification number	001441
Number of Individuals Covered	5
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $2,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 )

Policy contract number

001441

Policy instance

Insurance contract or identification number	001441
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $2,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 )

Policy contract number

001441

Policy instance

Insurance contract or identification number	001441
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $8,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 )

Policy contract number

001441

Policy instance

Insurance contract or identification number	001441
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $8,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INDEPENDENT INSURANCE AGENTS OF TEXAS
Employer identification number (EIN):	741286506
NAIC Classification:	524290

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1925-06-24
Company Identification Number:	0004386901
Legal Registered Office Address:	1115 SAN JACINTO BLVD STE 100 AUSTIN United States of America (USA) 78701