Logo

SEARCH RETIREMENT PLAN 401k Plan overview

Plan NameSEARCH RETIREMENT PLAN
Plan identification number 001

SEARCH RETIREMENT 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SEARCH has sponsored the creation of one or more 401k plans.

Company Name:SEARCH
Employer identification number (EIN):760260403
NAIC Classification:624200

Additional information about SEARCH

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0900055741

More information about SEARCH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEARCH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JAIME MCMINN2021-10-12
0012019-01-01JAIME MCMINN2020-10-14
0012018-01-01
0012017-01-01
0012016-01-01JAIME MCMINN JAIME MCMINN2017-10-15
0012015-01-01JAIME MCMINN
0012014-01-01JAIME MCMINN
0012013-01-01JAIME MCMINN
0012012-01-01JAIME MCMINN
0012011-01-01JAIME MCMINN
0012009-01-01JAIME MCMINN

Plan Statistics for SEARCH RETIREMENT PLAN

401k plan membership statisitcs for SEARCH RETIREMENT PLAN

Measure Date Value
2020: SEARCH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01180
Number of participants with account balances2020-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: SEARCH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: SEARCH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01141
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01166
Total participants2018-01-01166
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SEARCH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01141
Total participants2017-01-01141
Number of participants with account balances2017-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: SEARCH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01110
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01137
Total participants2016-01-01137
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: SEARCH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0193
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01110
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: SEARCH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01101
Total number of active participants reported on line 7a of the Form 55002014-01-0164
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0193
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SEARCH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0192
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01101
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: SEARCH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0198
Total number of active participants reported on line 7a of the Form 55002012-01-0166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01104
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: SEARCH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01167
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0198
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: SEARCH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01168
Total number of active participants reported on line 7a of the Form 55002009-01-0189
Number of other retired or separated participants entitled to future benefits2009-01-0186
Total of all active and inactive participants2009-01-01175
Total participants2009-01-01175
Number of participants with account balances2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SEARCH RETIREMENT PLAN

Measure Date Value
2020 : SEARCH RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,112,587
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$497,559
Value of total assets at end of year2020-12-31$6,121,303
Value of total assets at beginning of year2020-12-31$5,051,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$25,172
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$308,454
Participant contributions at end of year2020-12-31$100,881
Participant contributions at beginning of year2020-12-31$115,115
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,069,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,121,303
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,051,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,041,936
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,072,775
Interest on participant loans2020-12-31$3,703
Interest earned on other investments2020-12-31$21,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$969,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$863,568
Net investment gain/loss from pooled separate accounts2020-12-31$589,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$170,613
Employer contributions (assets) at end of year2020-12-31$810
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,742
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2020-12-31741695589
2019 : SEARCH RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,271,077
Total income from all sources (including contributions)2019-12-31$1,271,077
Total of all expenses incurred2019-12-31$461,909
Total of all expenses incurred2019-12-31$461,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$461,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$461,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$469,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$469,713
Value of total assets at end of year2019-12-31$5,051,458
Value of total assets at end of year2019-12-31$5,051,458
Value of total assets at beginning of year2019-12-31$4,242,290
Value of total assets at beginning of year2019-12-31$4,242,290
Total interest from all sources2019-12-31$22,685
Total interest from all sources2019-12-31$22,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$288,426
Contributions received from participants2019-12-31$288,426
Participant contributions at end of year2019-12-31$115,115
Participant contributions at end of year2019-12-31$115,115
Participant contributions at beginning of year2019-12-31$132,819
Participant contributions at beginning of year2019-12-31$132,819
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,437
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$809,168
Value of net income/loss2019-12-31$809,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,051,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,051,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,242,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,242,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,072,775
Value of interest in pooled separate accounts at end of year2019-12-31$4,072,775
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,382,209
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,382,209
Interest on participant loans2019-12-31$4,154
Interest on participant loans2019-12-31$4,154
Interest earned on other investments2019-12-31$18,531
Interest earned on other investments2019-12-31$18,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$863,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$863,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$727,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$727,262
Net investment gain/loss from pooled separate accounts2019-12-31$778,679
Net investment gain/loss from pooled separate accounts2019-12-31$778,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$173,850
Contributions received in cash from employer2019-12-31$173,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$461,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$461,909
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2019-12-31741695589
Accountancy firm EIN2019-12-31741695589
2018 : SEARCH RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$229,010
Total of all expenses incurred2018-12-31$136,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$136,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$550,239
Value of total assets at end of year2018-12-31$4,242,290
Value of total assets at beginning of year2018-12-31$4,150,041
Total interest from all sources2018-12-31$19,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$309,192
Participant contributions at end of year2018-12-31$132,819
Participant contributions at beginning of year2018-12-31$133,060
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$92,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,242,290
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,150,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,382,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,412,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$727,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$604,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-340,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$178,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$136,761
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOEREN MAYHEW TEXAS PPLC
Accountancy firm EIN2018-12-31364745545
2017 : SEARCH RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$864,901
Total of all expenses incurred2017-12-31$136,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$136,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$384,904
Value of total assets at end of year2017-12-31$4,150,041
Value of total assets at beginning of year2017-12-31$3,421,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$129
Total interest from all sources2017-12-31$18,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$129
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$235,306
Participant contributions at end of year2017-12-31$133,060
Participant contributions at beginning of year2017-12-31$117,555
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$728,604
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,150,041
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,421,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,412,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,699,661
Interest on participant loans2017-12-31$4,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$604,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$604,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$461,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$147,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$136,168
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOREN MAYHEW TEXAS PLLC
Accountancy firm EIN2017-12-31364745545
2016 : SEARCH RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$656,422
Expenses. Total of all expenses incurred2016-12-31$105,510
Benefits paid (including direct rollovers)2016-12-31$105,510
Total plan assets at end of year2016-12-31$3,421,437
Total plan assets at beginning of year2016-12-31$2,870,525
Total contributions received or receivable from participants2016-12-31$209,334
Contributions received from other sources (not participants or employers)2016-12-31$6,387
Other income received2016-12-31$304,233
Net income (gross income less expenses)2016-12-31$550,912
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,421,437
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,870,525
Assets. Value of participant loans2016-12-31$117,555
Total contributions received or receivable from employer(s)2016-12-31$136,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SEARCH RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$268,863
Expenses. Total of all expenses incurred2015-12-31$287,955
Benefits paid (including direct rollovers)2015-12-31$287,955
Total plan assets at end of year2015-12-31$2,870,525
Total plan assets at beginning of year2015-12-31$2,889,617
Total contributions received or receivable from participants2015-12-31$184,385
Contributions received from other sources (not participants or employers)2015-12-31$6,614
Other income received2015-12-31$-40,912
Net income (gross income less expenses)2015-12-31$-19,092
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,870,525
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,889,617
Assets. Value of participant loans2015-12-31$79,599
Total contributions received or receivable from employer(s)2015-12-31$118,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SEARCH RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$431,047
Expenses. Total of all expenses incurred2014-12-31$58,492
Benefits paid (including direct rollovers)2014-12-31$58,492
Total plan assets at end of year2014-12-31$2,889,617
Total plan assets at beginning of year2014-12-31$2,517,062
Total contributions received or receivable from participants2014-12-31$168,032
Contributions received from other sources (not participants or employers)2014-12-31$1,757
Other income received2014-12-31$169,626
Net income (gross income less expenses)2014-12-31$372,555
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,889,617
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,517,062
Assets. Value of participant loans2014-12-31$117,385
Total contributions received or receivable from employer(s)2014-12-31$91,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SEARCH RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$674,996
Expenses. Total of all expenses incurred2013-12-31$121,271
Benefits paid (including direct rollovers)2013-12-31$121,664
Total plan assets at end of year2013-12-31$2,517,062
Total plan assets at beginning of year2013-12-31$1,963,337
Total contributions received or receivable from participants2013-12-31$157,815
Contributions received from other sources (not participants or employers)2013-12-31$14,695
Other income received2013-12-31$406,640
Net income (gross income less expenses)2013-12-31$553,725
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,517,062
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,963,337
Assets. Value of participant loans2013-12-31$119,383
Total contributions received or receivable from employer(s)2013-12-31$95,846
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$-393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SEARCH RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$442,371
Expenses. Total of all expenses incurred2012-12-31$290,263
Benefits paid (including direct rollovers)2012-12-31$290,248
Total plan assets at end of year2012-12-31$1,963,337
Total plan assets at beginning of year2012-12-31$1,811,229
Total contributions received or receivable from participants2012-12-31$131,703
Contributions received from other sources (not participants or employers)2012-12-31$4,815
Other income received2012-12-31$209,780
Net income (gross income less expenses)2012-12-31$152,108
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,963,337
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,811,229
Assets. Value of participant loans2012-12-31$107,727
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$174,071
Total contributions received or receivable from employer(s)2012-12-31$96,073
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SEARCH RETIREMENT 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$285,722
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$186,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$186,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$299,542
Value of total assets at end of year2011-12-31$1,811,229
Value of total assets at beginning of year2011-12-31$1,711,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$90
Total interest from all sources2011-12-31$18,493
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$90
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$131,652
Participant contributions at end of year2011-12-31$122,227
Participant contributions at beginning of year2011-12-31$84,924
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,357
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$99,443
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,811,229
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,711,786
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$1,266,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,200,305
Interest on participant loans2011-12-31$4,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$422,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$426,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-32,313
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$97,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$186,189
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 name2011-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2011-12-31364745545
2010 : SEARCH RETIREMENT 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$469,003
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$173,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$173,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$285,622
Value of total assets at end of year2010-12-31$1,711,786
Value of total assets at beginning of year2010-12-31$1,415,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$105
Total interest from all sources2010-12-31$17,735
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$105
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$112,296
Participant contributions at end of year2010-12-31$84,924
Participant contributions at beginning of year2010-12-31$91,723
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$91,858
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$295,837
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,711,786
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,415,949
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$1,200,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$922,744
Interest on participant loans2010-12-31$4,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$426,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$401,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$165,646
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$81,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$173,061
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MFR P.C.
Accountancy firm EIN2010-12-31760236814
2009 : SEARCH RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEARCH RETIREMENT PLAN

2020: SEARCH RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SEARCH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SEARCH RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SEARCH RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SEARCH RETIREMENT 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SEARCH RETIREMENT 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 benefit arrangement – InsuranceYes
2014: SEARCH RETIREMENT 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 benefit arrangement – InsuranceYes
2013: SEARCH RETIREMENT 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 benefit arrangement – InsuranceYes
2012: SEARCH RETIREMENT 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 benefit arrangement – InsuranceYes
2011: SEARCH RETIREMENT 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 benefit arrangement – InsuranceYes
2009: SEARCH RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered156
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,792
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 $7,216
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,533
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,792
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,750
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,639
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,329
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered110
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,434
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 Administration1
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 $3,978
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameE HAWTHORNE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,840
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 Administration1
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 $2,593
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameB SHAUGHNESSY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered99
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,738
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 Administration1
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 $2,492
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameB SHAUGHNESSY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered92
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,212
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 Administration1
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 $1,996
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameB SHAUGHNESSY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,386
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 Administration1
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 number45703
Policy instance 1
Insurance contract or identification number45703
Number of Individuals Covered139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,084
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 Administration1
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1