KA HALE A KE OLA HOMELESS RESOURCE CENTERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC.
401k plan membership statisitcs for 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC.
Measure | Date | Value |
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2014: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 34 |
Total of all active and inactive participants | 2014-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 92 |
Number of participants with account balances | 2014-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 11 |
2013: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 26 |
Total of all active and inactive participants | 2013-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 126 |
Number of participants with account balances | 2013-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 13 |
2012: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
Total of all active and inactive participants | 2012-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 116 |
Number of participants with account balances | 2012-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 23 |
2011: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 18 |
Total of all active and inactive participants | 2011-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 111 |
Number of participants with account balances | 2011-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 13 |
2010: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 20 |
Total of all active and inactive participants | 2010-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 106 |
Number of participants with account balances | 2010-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 25 |
Measure | Date | Value |
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2014 : 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $155,465 |
Expenses. Total of all expenses incurred | 2014-12-31 | $397,866 |
Benefits paid (including direct rollovers) | 2014-12-31 | $395,438 |
Total plan assets at end of year | 2014-12-31 | $606,835 |
Total plan assets at beginning of year | 2014-12-31 | $849,236 |
Value of fidelity bond covering the plan | 2014-12-31 | $40,000 |
Total contributions received or receivable from participants | 2014-12-31 | $71,070 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,428 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $27,835 |
Net income (gross income less expenses) | 2014-12-31 | $-242,401 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $606,835 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $849,236 |
Assets. Value of participant loans | 2014-12-31 | $49,177 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $56,560 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $285,026 |
Expenses. Total of all expenses incurred | 2013-12-31 | $211,762 |
Benefits paid (including direct rollovers) | 2013-12-31 | $202,539 |
Total plan assets at end of year | 2013-12-31 | $849,236 |
Total plan assets at beginning of year | 2013-12-31 | $775,972 |
Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
Total contributions received or receivable from participants | 2013-12-31 | $90,354 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,223 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $15,237 |
Other income received | 2013-12-31 | $103,787 |
Net income (gross income less expenses) | 2013-12-31 | $73,264 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $849,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $775,972 |
Assets. Value of participant loans | 2013-12-31 | $53,167 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $75,648 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $254,953 |
Expenses. Total of all expenses incurred | 2012-12-31 | $252,206 |
Benefits paid (including direct rollovers) | 2012-12-31 | $224,689 |
Total plan assets at end of year | 2012-12-31 | $775,971 |
Total plan assets at beginning of year | 2012-12-31 | $773,224 |
Value of fidelity bond covering the plan | 2012-12-31 | $40,000 |
Total contributions received or receivable from participants | 2012-12-31 | $95,472 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $27,517 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $20,788 |
Other income received | 2012-12-31 | $51,918 |
Net income (gross income less expenses) | 2012-12-31 | $2,747 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $775,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $773,224 |
Assets. Value of participant loans | 2012-12-31 | $44,247 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $86,775 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $180,184 |
Expenses. Total of all expenses incurred | 2011-12-31 | $281,360 |
Benefits paid (including direct rollovers) | 2011-12-31 | $260,246 |
Total plan assets at end of year | 2011-12-31 | $773,224 |
Total plan assets at beginning of year | 2011-12-31 | $874,400 |
Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
Total contributions received or receivable from participants | 2011-12-31 | $80,003 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $20,332 |
Net income (gross income less expenses) | 2011-12-31 | $-101,176 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $773,224 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $874,400 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $79,849 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $21,114 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $253,159 |
Expenses. Total of all expenses incurred | 2010-12-31 | $64,337 |
Benefits paid (including direct rollovers) | 2010-12-31 | $37,903 |
Total plan assets at end of year | 2010-12-31 | $874,400 |
Total plan assets at beginning of year | 2010-12-31 | $685,578 |
Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
Total contributions received or receivable from participants | 2010-12-31 | $64,892 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $26,434 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $104,190 |
Net income (gross income less expenses) | 2010-12-31 | $188,822 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $874,400 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $685,578 |
Assets. Value of participant loans | 2010-12-31 | $32,035 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $84,077 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2014: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: 403(B) THRIFT PLAN OF KA HALE A KE OLA HOMELESS RESOURCECENTERS, INC. 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 016106H |
Policy instance | 1 |
Insurance contract or identification number | 016106H | Number of Individuals Covered | 86 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $177 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 1 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $0 | Amount paid for insurance broker fees | 177 | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | SAN FRANCISCO REGIONAL OFFICE |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 016106H |
Policy instance | 1 |
Insurance contract or identification number | 016106H | Number of Individuals Covered | 95 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $810 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 1 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $0 | Amount paid for insurance broker fees | 810 | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | SAN FRANCISCO REGIONAL OFFICE |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 016106H |
Policy instance | 1 |
Insurance contract or identification number | 016106H | Number of Individuals Covered | 99 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $121 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 1 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $0 | Amount paid for insurance broker fees | 42 | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | JAMIE DANFORD |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 016106H |
Policy instance | 1 |
Insurance contract or identification number | 016106H | Number of Individuals Covered | 104 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $249 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 1 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 016106H |
Policy instance | 1 |
Insurance contract or identification number | 016106H | Number of Individuals Covered | 106 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $367 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 1 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $0 | Amount paid for insurance broker fees | 80 | Additional information about fees paid to insurance broker | COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL PEARCE |
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