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ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameACURA OF BELLEVUE 401(K) RETIREMENT PLAN
Plan identification number 001

ACURA OF BELLEVUE 401(K) RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ACURA OF BELLEVUE has sponsored the creation of one or more 401k plans.

Company Name:ACURA OF BELLEVUE
Employer identification number (EIN):911330334
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACURA OF BELLEVUE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANGELA LEVICK2023-06-27
0012021-01-01ANGELA LEVICK2022-07-14
0012020-01-01ANGELA LEVICK2021-10-15
0012018-01-01ANGELA LEVICK2019-09-09
0012017-01-01ANGELA LEVICK2018-09-24
0012016-01-01ANGELA LEVICK
0012015-01-01ROBERT SESNON
0012014-01-01TAWNI BULLOCK
0012013-01-01TAWNI BULLOCK
0012012-01-01ROBERT SESNON
0012011-01-01ROBERT SESNON
0012010-01-01ROBERT SESNON
0012009-01-01ROBERT SESNON

Plan Statistics for ACURA OF BELLEVUE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ACURA OF BELLEVUE 401(K) RETIREMENT PLAN

Measure Date Value
2016: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0182
Total number of active participants reported on line 7a of the Form 55002016-01-0170
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 participants2016-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0170
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0167
Total number of active participants reported on line 7a of the Form 55002015-01-0175
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0182
Number of participants with account balances2015-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0153
Total number of active participants reported on line 7a of the Form 55002014-01-0164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0167
Number of participants with account balances2014-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0153
Total number of active participants reported on line 7a of the Form 55002013-01-0151
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 participants2013-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0153
Number of participants with account balances2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0151
Total number of active participants reported on line 7a of the Form 55002012-01-0146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0153
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0165
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0151
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0170
Total number of active participants reported on line 7a of the Form 55002010-01-0159
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0159
Number of participants with account balances2010-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0173
Total number of active participants reported on line 7a of the Form 55002009-01-0157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0165
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ACURA OF BELLEVUE 401(K) RETIREMENT PLAN

Measure Date Value
2016 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$504,542
Expenses. Total of all expenses incurred2016-12-31$85,371
Benefits paid (including direct rollovers)2016-12-31$77,068
Total plan assets at end of year2016-12-31$3,345,273
Total plan assets at beginning of year2016-12-31$2,926,102
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$225,579
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$947
Other income received2016-12-31$225,352
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$419,171
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,345,273
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,926,102
Assets. Value of participant loans2016-12-31$43,506
Total contributions received or receivable from employer(s)2016-12-31$52,664
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,303
2015 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$384,647
Expenses. Total of all expenses incurred2015-12-31$489,178
Benefits paid (including direct rollovers)2015-12-31$482,183
Total plan assets at end of year2015-12-31$2,926,102
Total plan assets at beginning of year2015-12-31$3,030,633
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$255,566
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$110,734
Other income received2015-12-31$-37,945
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-104,531
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,926,102
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,030,633
Assets. Value of participant loans2015-12-31$46,458
Total contributions received or receivable from employer(s)2015-12-31$56,292
Value of certain deemed distributions of participant loans2015-12-31$-138
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,133
2014 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$549,321
Expenses. Total of all expenses incurred2014-12-31$103,338
Benefits paid (including direct rollovers)2014-12-31$70,636
Total plan assets at end of year2014-12-31$3,030,633
Total plan assets at beginning of year2014-12-31$2,584,650
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$186,943
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$146,737
Other income received2014-12-31$173,771
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$445,983
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,030,633
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,584,650
Assets. Value of participant loans2014-12-31$55,918
Total contributions received or receivable from employer(s)2014-12-31$41,870
Value of certain deemed distributions of participant loans2014-12-31$28,642
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,060
2013 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$543,653
Expenses. Total of all expenses incurred2013-12-31$467,847
Benefits paid (including direct rollovers)2013-12-31$460,119
Total plan assets at end of year2013-12-31$2,584,650
Total plan assets at beginning of year2013-12-31$2,508,844
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$125,380
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$387,091
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$75,806
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,584,650
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,508,844
Assets. Value of participant loans2013-12-31$113,586
Total contributions received or receivable from employer(s)2013-12-31$31,182
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$3,989
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,739
2012 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$477,833
Expenses. Total of all expenses incurred2012-12-31$147,276
Benefits paid (including direct rollovers)2012-12-31$145,074
Total plan assets at end of year2012-12-31$2,508,844
Total plan assets at beginning of year2012-12-31$2,178,287
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$129,371
Other income received2012-12-31$326,409
Net income (gross income less expenses)2012-12-31$330,557
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,508,844
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,178,287
Assets. Value of participant loans2012-12-31$57,146
Total contributions received or receivable from employer(s)2012-12-31$22,053
Value of certain deemed distributions of participant loans2012-12-31$1,482
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$931
Total income from all sources2011-12-31$89,768
Expenses. Total of all expenses incurred2011-12-31$169,573
Benefits paid (including direct rollovers)2011-12-31$168,287
Total plan assets at end of year2011-12-31$2,178,287
Total plan assets at beginning of year2011-12-31$2,257,161
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$141,982
Expenses. Other expenses not covered elsewhere2011-12-31$1,286
Contributions received from other sources (not participants or employers)2011-12-31$3,069
Other income received2011-12-31$-89,667
Net income (gross income less expenses)2011-12-31$-79,805
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,178,287
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,257,161
Assets. Value of participant loans2011-12-31$67,223
Total contributions received or receivable from employer(s)2011-12-31$34,384
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$393,219
Expenses. Total of all expenses incurred2010-12-31$173,432
Benefits paid (including direct rollovers)2010-12-31$173,017
Total plan assets at end of year2010-12-31$2,257,161
Total plan assets at beginning of year2010-12-31$2,037,374
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$132,256
Expenses. Other expenses not covered elsewhere2010-12-31$415
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$230,749
Net income (gross income less expenses)2010-12-31$219,787
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,257,161
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,037,374
Assets. Value of participant loans2010-12-31$72,307
Total contributions received or receivable from employer(s)2010-12-31$30,214
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ACURA OF BELLEVUE 401(K) RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ACURA OF BELLEVUE 401(K) RETIREMENT PLAN

2016: ACURA OF BELLEVUE 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACURA OF BELLEVUE 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACURA OF BELLEVUE 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACURA OF BELLEVUE 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACURA OF BELLEVUE 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACURA OF BELLEVUE 401(K) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ACURA OF BELLEVUE 401(K) RETIREMENT 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
2009: ACURA OF BELLEVUE 401(K) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710422
Policy instance 1
Insurance contract or identification numberGA-710422
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710422
Policy instance 1
Insurance contract or identification numberGA-710422
Number of Individuals Covered38
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,452
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?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710422
Policy instance 1
Insurance contract or identification numberGA-710422
Number of Individuals Covered48
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,789
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?Yes
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 $5,789
Insurance broker organization code?3
Insurance broker namePAULSON INVESTMENT CO INC

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