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ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT J. ANDREW, D.D.S., P.S. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. ANDREW, D.D.S., P.S.
Employer identification number (EIN):910870481
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ROBERT J. ANDREW, D.D.S., P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1971-09-13
Company Identification Number: 600049375
Legal Registered Office Address: 12002 PACIFIC AVE

TACOMA
United States of America (USA)
98444

More information about ROBERT J. ANDREW, D.D.S., P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01ROBERT ANDREW
0012013-01-01ROBERT ANDREW
0012012-01-01ROBERT ANDREW
0012011-01-01ROBERT ANDREW
0012010-01-01TODD HUGHES
0012009-01-01ROBERT J. ANDREW D.D.S.,P.S.

Plan Statistics for ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
2012: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$27,027
Expenses. Total of all expenses incurred2016-03-31$611,932
Benefits paid (including direct rollovers)2016-03-31$611,907
Total plan assets at end of year2016-03-31$0
Total plan assets at beginning of year2016-03-31$584,905
Value of fidelity bond covering the plan2016-03-31$275,000
Other income received2016-03-31$27,027
Net income (gross income less expenses)2016-03-31$-584,905
Net plan assets at end of year (total assets less liabilities)2016-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$584,905
Assets. Value of assets in partnership/joint-venture interests2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$12,789
Expenses. Total of all expenses incurred2015-12-31$2,069,474
Benefits paid (including direct rollovers)2015-12-31$2,050,965
Total plan assets at end of year2015-12-31$584,905
Total plan assets at beginning of year2015-12-31$2,641,590
Value of fidelity bond covering the plan2015-12-31$275,000
Other income received2015-12-31$12,789
Net income (gross income less expenses)2015-12-31$-2,056,685
Net plan assets at end of year (total assets less liabilities)2015-12-31$584,905
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,641,590
Assets. Value of participant loans2015-12-31$0
Assets. Value of assets in partnership/joint-venture interests2015-12-31$6,825
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$18,509
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$245,839
Expenses. Total of all expenses incurred2014-12-31$218,039
Benefits paid (including direct rollovers)2014-12-31$199,920
Total plan assets at end of year2014-12-31$2,641,590
Total plan assets at beginning of year2014-12-31$2,613,790
Value of fidelity bond covering the plan2014-12-31$275,000
Total contributions received or receivable from participants2014-12-31$16,600
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$176,570
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$27,800
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,641,590
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,613,790
Assets. Value of participant loans2014-12-31$34,995
Assets. Value of assets in partnership/joint-venture interests2014-12-31$10,500
Total contributions received or receivable from employer(s)2014-12-31$52,669
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$18,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$292,420
Expenses. Total of all expenses incurred2013-12-31$99,300
Benefits paid (including direct rollovers)2013-12-31$81,318
Total plan assets at end of year2013-12-31$2,613,790
Total plan assets at beginning of year2013-12-31$2,420,670
Value of fidelity bond covering the plan2013-12-31$275,000
Total contributions received or receivable from participants2013-12-31$25,875
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$236,545
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$193,120
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,613,790
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,420,670
Assets. Value of participant loans2013-12-31$36,444
Assets. Value of assets in partnership/joint-venture interests2013-12-31$14,600
Total contributions received or receivable from employer(s)2013-12-31$30,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$17,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$257,706
Expenses. Total of all expenses incurred2012-12-31$18,138
Benefits paid (including direct rollovers)2012-12-31$1,562
Total plan assets at end of year2012-12-31$2,420,670
Total plan assets at beginning of year2012-12-31$2,181,102
Value of fidelity bond covering the plan2012-12-31$275,000
Total contributions received or receivable from participants2012-12-31$22,925
Other income received2012-12-31$204,781
Net income (gross income less expenses)2012-12-31$239,568
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,420,670
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,181,102
Assets. Value of participant loans2012-12-31$39,632
Assets. Value of assets in partnership/joint-venture interests2012-12-31$20,000
Total contributions received or receivable from employer(s)2012-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$68,998
Expenses. Total of all expenses incurred2011-12-31$16,361
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,181,102
Total plan assets at beginning of year2011-12-31$2,128,465
Value of fidelity bond covering the plan2011-12-31$275,000
Total contributions received or receivable from participants2011-12-31$38,244
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$754
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$52,637
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,181,102
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,128,465
Assets. Value of participant loans2011-12-31$42,689
Assets. Value of assets in partnership/joint-venture interests2011-12-31$20,000
Total contributions received or receivable from employer(s)2011-12-31$30,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,361
2010 : ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$231,238
Expenses. Total of all expenses incurred2010-12-31$20,661
Benefits paid (including direct rollovers)2010-12-31$655
Total plan assets at end of year2010-12-31$2,128,465
Total plan assets at beginning of year2010-12-31$1,917,888
Value of fidelity bond covering the plan2010-12-31$220,000
Total contributions received or receivable from participants2010-12-31$36,150
Other income received2010-12-31$151,238
Net income (gross income less expenses)2010-12-31$210,577
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,128,465
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,917,888
Assets. Value of participant loans2010-12-31$45,663
Assets. Value of assets in partnership/joint-venture interests2010-12-31$20,000
Total contributions received or receivable from employer(s)2010-12-31$43,850
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$20,006

Form 5500 Responses for ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN

2016: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J. ANDREW, D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117879
Policy instance 1
Insurance contract or identification numberLP1117879
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $92
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46
Insurance broker organization code?4
Insurance broker nameMARTIN E. JUERGENS
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117879
Policy instance 1
Insurance contract or identification numberLP1117879
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $674
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $337
Insurance broker organization code?4
Insurance broker nameMARTIN E. JUERGENS
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117879
Policy instance 1
Insurance contract or identification numberLP1117879
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $546
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $273
Insurance broker organization code?4
Insurance broker nameMARTIN E. JUERGENS
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117879
Policy instance 1
Insurance contract or identification numberLP1117879
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $265
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150
Insurance broker organization code?4
Insurance broker nameMARTIN E. JUERGENS

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