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5 STAR TESTING, INC PROFIT SHARING PLAN 401k Plan overview

Plan Name5 STAR TESTING, INC PROFIT SHARING PLAN
Plan identification number 001

5 STAR TESTING, INC 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.

401k Sponsoring company profile

5 STAR TESTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:5 STAR TESTING, INC.
Employer identification number (EIN):911493615
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about 5 STAR TESTING, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1990-09-05
Company Identification Number: 601270520
Legal Registered Office Address: 300 DESCHUTES WAY SW STE 208 MC-CSC1

TUMWATER
United States of America (USA)
98501

More information about 5 STAR TESTING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 5 STAR TESTING, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MITCHELL CALVI2020-12-14
0012019-01-01
0012018-01-01
0012017-01-01MITCH CALVI
0012016-01-01MITCH CALVI
0012015-01-01MITCH CALVI
0012014-01-01MITCH CALVI
0012013-01-01BRIAN CLEYS
0012012-01-01BRIAN CLEYS
0012011-01-01MITCH CALVI
0012010-01-01MITCH CALVI
0012009-01-01MITCH CALVI

Plan Statistics for 5 STAR TESTING, INC PROFIT SHARING PLAN

401k plan membership statisitcs for 5 STAR TESTING, INC PROFIT SHARING PLAN

Measure Date Value
2019: 5 STAR TESTING, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0131
Total number of active participants reported on line 7a of the Form 55002019-01-0126
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0131
Number of participants with account balances2019-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 5 STAR TESTING, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0130
Total number of active participants reported on line 7a of the Form 55002018-01-0125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0129
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 5 STAR TESTING, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131
Total number of active participants reported on line 7a of the Form 55002017-01-0128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 5 STAR TESTING, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0127
Total number of active participants reported on line 7a of the Form 55002016-01-0127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0130
Number of participants with account balances2016-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 5 STAR TESTING, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0127
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 5 STAR TESTING, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0123
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 5 STAR TESTING, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0121
Number of participants with account balances2013-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 5 STAR TESTING, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
2011: 5 STAR TESTING, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 5 STAR TESTING, INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0119
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 participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 5 STAR TESTING, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 5 STAR TESTING, INC PROFIT SHARING PLAN

Measure Date Value
2019 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,866,086
Expenses. Total of all expenses incurred2019-12-31$1,332,100
Benefits paid (including direct rollovers)2019-12-31$1,301,427
Total plan assets at end of year2019-12-31$7,236,229
Total plan assets at beginning of year2019-12-31$6,702,243
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$151,720
Other income received2019-12-31$1,458,475
Net income (gross income less expenses)2019-12-31$533,986
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,236,229
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,702,243
Total contributions received or receivable from employer(s)2019-12-31$255,891
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$30,673
2018 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-119,126
Expenses. Total of all expenses incurred2018-12-31$60,005
Benefits paid (including direct rollovers)2018-12-31$60,005
Total plan assets at end of year2018-12-31$6,702,243
Total plan assets at beginning of year2018-12-31$6,881,374
Total contributions received or receivable from participants2018-12-31$190,713
Other income received2018-12-31$-627,735
Net income (gross income less expenses)2018-12-31$-179,131
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,702,243
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,881,374
Total contributions received or receivable from employer(s)2018-12-31$317,896
2017 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,509,761
Expenses. Total of all expenses incurred2017-12-31$529,124
Benefits paid (including direct rollovers)2017-12-31$529,124
Total plan assets at end of year2017-12-31$6,881,374
Total plan assets at beginning of year2017-12-31$5,900,737
Total contributions received or receivable from participants2017-12-31$206,509
Other income received2017-12-31$996,677
Net income (gross income less expenses)2017-12-31$980,637
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,881,374
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,900,737
Total contributions received or receivable from employer(s)2017-12-31$306,575
2016 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$928,073
Total plan assets at end of year2016-12-31$5,900,737
Total plan assets at beginning of year2016-12-31$4,972,664
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$202,371
Other income received2016-12-31$414,912
Net income (gross income less expenses)2016-12-31$928,073
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,900,737
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,972,664
Total contributions received or receivable from employer(s)2016-12-31$310,790
2015 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$414,136
Total plan assets at end of year2015-12-31$4,972,664
Total plan assets at beginning of year2015-12-31$4,558,528
Total contributions received or receivable from participants2015-12-31$182,946
Other income received2015-12-31$-72,906
Net income (gross income less expenses)2015-12-31$414,136
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,972,664
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,558,528
Total contributions received or receivable from employer(s)2015-12-31$304,096
2014 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$631,974
Total plan assets at end of year2014-12-31$4,558,528
Total plan assets at beginning of year2014-12-31$3,926,554
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$188,763
Other income received2014-12-31$142,339
Net income (gross income less expenses)2014-12-31$631,974
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,558,528
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,926,554
Total contributions received or receivable from employer(s)2014-12-31$300,872
2013 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,012,621
Expenses. Total of all expenses incurred2013-12-31$286,040
Benefits paid (including direct rollovers)2013-12-31$282,848
Total plan assets at end of year2013-12-31$3,926,554
Total plan assets at beginning of year2013-12-31$3,199,973
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$165,938
Other income received2013-12-31$599,512
Net income (gross income less expenses)2013-12-31$726,581
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,926,554
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,199,973
Total contributions received or receivable from employer(s)2013-12-31$247,171
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,192
2012 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$711,713
Total plan assets at end of year2012-12-31$3,199,973
Total plan assets at beginning of year2012-12-31$2,488,260
Total contributions received or receivable from participants2012-12-31$158,029
Other income received2012-12-31$312,346
Net income (gross income less expenses)2012-12-31$711,713
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,199,973
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,488,260
Total contributions received or receivable from employer(s)2012-12-31$241,338
2011 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$191,093
Expenses. Total of all expenses incurred2011-12-31$54,541
Benefits paid (including direct rollovers)2011-12-31$54,541
Total plan assets at end of year2011-12-31$2,488,260
Total plan assets at beginning of year2011-12-31$2,351,708
Total contributions received or receivable from participants2011-12-31$137,231
Other income received2011-12-31$-207,147
Net income (gross income less expenses)2011-12-31$136,552
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,488,260
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,351,708
Total contributions received or receivable from employer(s)2011-12-31$261,009
2010 : 5 STAR TESTING, INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$597,007
Total plan assets at end of year2010-12-31$2,351,708
Total plan assets at beginning of year2010-12-31$1,754,701
Total contributions received or receivable from participants2010-12-31$121,427
Other income received2010-12-31$248,200
Net income (gross income less expenses)2010-12-31$597,007
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,351,708
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,754,701
Total contributions received or receivable from employer(s)2010-12-31$227,380

Form 5500 Responses for 5 STAR TESTING, INC PROFIT SHARING PLAN

2019: 5 STAR TESTING, INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 5 STAR TESTING, INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 5 STAR TESTING, INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 5 STAR TESTING, INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 5 STAR TESTING, INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 5 STAR TESTING, INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 5 STAR TESTING, INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 5 STAR TESTING, INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 5 STAR TESTING, INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 5 STAR TESTING, INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 5 STAR TESTING, INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $614
Insurance broker organization code?3
Insurance broker nameJOHN LOVELL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $560
Insurance broker organization code?3
Insurance broker nameJOHN LOVELL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $493
Insurance broker organization code?3
Insurance broker nameJOHN LOVELL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered9
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $456
Insurance broker organization code?3
Insurance broker nameJOHN LOVELL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $1,017
Insurance broker organization code?3
Insurance broker nameSYMETRA INVESTMENT SERVICES INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,169
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331112-01
Policy instance 1
Insurance contract or identification number331112-01
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $830
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $830
Insurance broker nameSYMETRA INVESTMENT SERVICES INC

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