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SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

SAN DIEGO EYE BANK has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO EYE BANK
Employer identification number (EIN):956089611
NAIC Classification:621900

Additional information about SAN DIEGO EYE BANK

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1960-01-20
Company Identification Number: C0389799
Legal Registered Office Address: 9246 Lightwave Avenue, Suite 120

San Diego
United States of America (USA)
92123

More information about SAN DIEGO EYE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DHORE ANUNCIADO2023-04-03
0012021-01-01DHORE ANUNCIADO2022-07-07
0012020-01-01DHORE ANUNCIADO2021-04-20
0012019-01-01DHORE ANUNCIADO2020-10-01
0012019-01-01DHORE ANUNCIADO2020-12-15
0012018-01-01JEFFREY PENTA2019-03-12
0012017-01-01JEFFREY PENTA2018-06-20
0012016-01-01JEFFREY PENTA2017-07-28
0012015-01-01JEFFREY PENTA2016-07-15
0012014-01-01JEFFREY G. PENTA2015-07-24
0012013-01-01JEFFREY PENTA FOR SAN DIEGO EYE BAN2014-07-28
0012012-01-01SAN DIEGO EYE BANK
0012011-01-01JEFFREY G. PENTA2014-10-10 JEFFREY G. PENTA2014-10-10
0012010-01-01JEFFREY PENTA2014-10-14 JEFFREY PENTA2014-10-14
0012009-01-01JEFFREY G. PENTA2014-10-10 JEFFREY G. PENTA2014-10-10
0012008-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10
0012007-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10
0012006-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10
0012005-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10
0012004-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10
0012003-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10
0012002-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10
0012001-01-01JEFFREY G. PENTA JEFFREY G. PENTA2014-10-10

Plan Statistics for SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-0134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2008: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-0117
Total number of active participants reported on line 7a of the Form 55002008-01-0112
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-015
Total of all active and inactive participants2008-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0117
Number of participants with account balances2008-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-0116
Total number of active participants reported on line 7a of the Form 55002007-01-0114
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0117
Number of participants with account balances2007-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-0121
Total number of active participants reported on line 7a of the Form 55002006-01-0113
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-013
Total of all active and inactive participants2006-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-0116
Number of participants with account balances2006-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-0117
Total number of active participants reported on line 7a of the Form 55002005-01-0117
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-014
Total of all active and inactive participants2005-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-0121
Number of participants with account balances2005-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2004 401k membership
Total participants, beginning-of-year2004-01-0118
Total number of active participants reported on line 7a of the Form 55002004-01-0114
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-013
Total of all active and inactive participants2004-01-0117
Total participants2004-01-0117
Number of participants with account balances2004-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2003 401k membership
Total participants, beginning-of-year2003-01-0116
Total number of active participants reported on line 7a of the Form 55002003-01-0117
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-011
Total of all active and inactive participants2003-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-0118
Number of participants with account balances2003-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2002: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2002 401k membership
Total participants, beginning-of-year2002-01-0115
Total number of active participants reported on line 7a of the Form 55002002-01-0114
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-012
Total of all active and inactive participants2002-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-0116
Number of participants with account balances2002-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-010
2001: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2001 401k membership
Total participants, beginning-of-year2001-01-010
Total number of active participants reported on line 7a of the Form 55002001-01-0115
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-010
Total of all active and inactive participants2001-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-0115
Number of participants with account balances2001-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-010

Financial Data on SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2012 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$181,536
Expenses. Total of all expenses incurred2012-12-31$45,343
Benefits paid (including direct rollovers)2012-12-31$44,387
Total plan assets at end of year2012-12-31$1,100,527
Total plan assets at beginning of year2012-12-31$964,334
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$65,343
Expenses. Other expenses not covered elsewhere2012-12-31$65
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$82,916
Net income (gross income less expenses)2012-12-31$136,193
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,100,527
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$964,334
Total contributions received or receivable from employer(s)2012-12-31$33,277
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2008 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total income from all sources2008-12-31$-137,227
Expenses. Total of all expenses incurred2008-12-31$12,777
Benefits paid (including direct rollovers)2008-12-31$12,399
Total plan assets at end of year2008-12-31$507,190
Total plan assets at beginning of year2008-12-31$657,194
Total contributions received or receivable from participants2008-12-31$44,740
Other income received2008-12-31$-222,175
Net income (gross income less expenses)2008-12-31$-150,004
Net plan assets at end of year (total assets less liabilities)2008-12-31$507,190
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$657,194
Assets. Value of participant loans2008-12-31$45,090
Total contributions received or receivable from employer(s)2008-12-31$40,208
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$378
2007 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total income from all sources2007-12-31$113,486
Expenses. Total of all expenses incurred2007-12-31$31,231
Benefits paid (including direct rollovers)2007-12-31$31,040
Total plan assets at end of year2007-12-31$657,194
Total plan assets at beginning of year2007-12-31$574,939
Total contributions received or receivable from participants2007-12-31$50,939
Other income received2007-12-31$16,548
Net income (gross income less expenses)2007-12-31$82,255
Net plan assets at end of year (total assets less liabilities)2007-12-31$657,194
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$574,939
Assets. Value of participant loans2007-12-31$52,972
Total contributions received or receivable from employer(s)2007-12-31$45,999
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$191
2006 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2006 401k financial data
Total income from all sources2006-12-31$168,233
Expenses. Total of all expenses incurred2006-12-31$88,871
Benefits paid (including direct rollovers)2006-12-31$88,715
Total plan assets at end of year2006-12-31$574,939
Total plan assets at beginning of year2006-12-31$495,577
Total contributions received or receivable from participants2006-12-31$67,875
Other income received2006-12-31$49,451
Net income (gross income less expenses)2006-12-31$79,362
Net plan assets at end of year (total assets less liabilities)2006-12-31$574,939
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$495,577
Assets. Value of participant loans2006-12-31$30,439
Total contributions received or receivable from employer(s)2006-12-31$50,907
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$156
2005 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2005 401k financial data
Total income from all sources2005-12-31$150,289
Expenses. Total of all expenses incurred2005-12-31$69,388
Benefits paid (including direct rollovers)2005-12-31$69,336
Total plan assets at end of year2005-12-31$495,577
Total plan assets at beginning of year2005-12-31$414,676
Total contributions received or receivable from participants2005-12-31$73,553
Other income received2005-12-31$21,571
Net income (gross income less expenses)2005-12-31$80,901
Net plan assets at end of year (total assets less liabilities)2005-12-31$495,577
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$414,676
Assets. Value of participant loans2005-12-31$13,876
Total contributions received or receivable from employer(s)2005-12-31$55,165
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$52
2004 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2004 401k financial data
Total income from all sources2004-12-31$138,410
Expenses. Total of all expenses incurred2004-12-31$23,319
Benefits paid (including direct rollovers)2004-12-31$23,319
Total plan assets at end of year2004-12-31$414,676
Total plan assets at beginning of year2004-12-31$299,585
Total contributions received or receivable from participants2004-12-31$62,248
Other income received2004-12-31$29,476
Net income (gross income less expenses)2004-12-31$115,091
Net plan assets at end of year (total assets less liabilities)2004-12-31$414,676
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$299,585
Assets. Value of participant loans2004-12-31$11,604
Total contributions received or receivable from employer(s)2004-12-31$46,686
2003 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2003 401k financial data
Total income from all sources2003-12-31$160,487
Expenses. Total of all expenses incurred2003-12-31$5,074
Benefits paid (including direct rollovers)2003-12-31$5,074
Total plan assets at end of year2003-12-31$299,585
Total plan assets at beginning of year2003-12-31$144,172
Total contributions received or receivable from participants2003-12-31$65,372
Other income received2003-12-31$46,086
Net income (gross income less expenses)2003-12-31$155,413
Net plan assets at end of year (total assets less liabilities)2003-12-31$299,585
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$144,172
Total contributions received or receivable from employer(s)2003-12-31$49,029
2002 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2002 401k financial data
Total income from all sources2002-12-31$70,611
Expenses. Total of all expenses incurred2002-12-31$183
Benefits paid (including direct rollovers)2002-12-31$183
Total plan assets at end of year2002-12-31$144,172
Total plan assets at beginning of year2002-12-31$73,744
Total contributions received or receivable from participants2002-12-31$52,396
Other income received2002-12-31$-21,082
Net income (gross income less expenses)2002-12-31$70,428
Net plan assets at end of year (total assets less liabilities)2002-12-31$144,172
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$73,744
Total contributions received or receivable from employer(s)2002-12-31$39,297
2001 : SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2001 401k financial data
Total income from all sources2001-12-31$73,744
Total plan assets at end of year2001-12-31$73,744
Total contributions received or receivable from participants2001-12-31$42,243
Other income received2001-12-31$-181
Net income (gross income less expenses)2001-12-31$73,744
Net plan assets at end of year (total assets less liabilities)2001-12-31$73,744
Total contributions received or receivable from employer(s)2001-12-31$31,682

Form 5500 Responses for SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST

2012: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2008: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes
2001: SAN DIEGO EYE BANK 401(K) PROFIT SHARING PLAN & TRUST 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01First time form 5500 has been submittedYes
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered17
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered17
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $1,137
Total amount of fees paid to insurance companyUSD $0
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 $1,042
Insurance broker organization code?3
Insurance broker nameWEXLER, ART
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered16
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $996
Total amount of fees paid to insurance companyUSD $0
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 $900
Insurance broker organization code?3
Insurance broker namePETTAWAY-GREEN, SHIRLEY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered21
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $3,794
Total amount of fees paid to insurance companyUSD $0
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 $3,446
Insurance broker organization code?3
Insurance broker namePETTAWAY-GREEN, SHIRLEY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered17
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $123
Total amount of fees paid to insurance companyUSD $0
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 $123
Insurance broker organization code?3
Insurance broker namePETTAWAY-GREEN, SHIRLEY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered18
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $4,155
Total amount of fees paid to insurance companyUSD $0
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 $3,655
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered16
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $1,780
Total amount of fees paid to insurance companyUSD $0
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 $1,606
Insurance broker organization code?3
Insurance broker namePREJEAN JR., WILBERT P
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50590
Policy instance 1
Insurance contract or identification number50590
Number of Individuals Covered15
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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

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