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NATIONAL LIFE GROUP 401(K) PLAN 401k Plan overview

Plan NameNATIONAL LIFE GROUP 401(K) PLAN
Plan identification number 004

NATIONAL LIFE GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL LIFE INSURANCE COMPANY
Employer identification number (EIN):030144090
NAIC Classification:524140

Additional information about NATIONAL LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date:
Company Identification Number: 45855
Legal Registered Office Address: 1 NATIONAL LIFE DR

MONTPELIER,
United States of America (USA)
05604

More information about NATIONAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL LIFE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MICHELE GRANITZ MICHELE GRANITZ2018-10-15
0042016-01-01MICHELE GRANITZ MICHELE GRANITZ2017-10-06
0042016-01-01 MICHELE GRANITZ2018-10-29
0042015-01-01MICHELE GRANITZ
0042014-01-01MICHELE GRANITZ
0042013-01-01SEAN WOODROFFE
0042012-01-01STEVEN SCHULTZ
0042011-01-01STEVEN SCHULTZ
0042010-01-01STEVEN SCHULTZ
0042009-01-01STEVEN SCHULTZ STEVEN SCHULTZ2010-10-06

Plan Statistics for NATIONAL LIFE GROUP 401(K) PLAN

401k plan membership statisitcs for NATIONAL LIFE GROUP 401(K) PLAN

Measure Date Value
2022: NATIONAL LIFE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,958
Total number of active participants reported on line 7a of the Form 55002022-01-011,267
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01656
Total of all active and inactive participants2022-01-011,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-011,935
Number of participants with account balances2022-01-011,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0158
2021: NATIONAL LIFE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,924
Total number of active participants reported on line 7a of the Form 55002021-01-011,164
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01790
Total of all active and inactive participants2021-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,958
Number of participants with account balances2021-01-011,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: NATIONAL LIFE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,966
Total number of active participants reported on line 7a of the Form 55002020-01-011,164
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01757
Total of all active and inactive participants2020-01-011,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,924
Number of participants with account balances2020-01-011,924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: NATIONAL LIFE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,812
Total number of active participants reported on line 7a of the Form 55002019-01-011,306
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01657
Total of all active and inactive participants2019-01-011,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,966
Number of participants with account balances2019-01-011,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0150
2018: NATIONAL LIFE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,703
Total number of active participants reported on line 7a of the Form 55002018-01-011,224
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01587
Total of all active and inactive participants2018-01-011,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,812
Number of participants with account balances2018-01-011,812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: NATIONAL LIFE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,646
Total number of active participants reported on line 7a of the Form 55002017-01-011,151
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01551
Total of all active and inactive participants2017-01-011,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,703
Number of participants with account balances2017-01-011,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: NATIONAL LIFE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,469
Total number of active participants reported on line 7a of the Form 55002016-01-011,116
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01510
Total of all active and inactive participants2016-01-011,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,627
Number of participants with account balances2016-01-011,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: NATIONAL LIFE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,370
Total number of active participants reported on line 7a of the Form 55002015-01-011,018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01447
Total of all active and inactive participants2015-01-011,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,468
Number of participants with account balances2015-01-011,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0145
2014: NATIONAL LIFE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,280
Total number of active participants reported on line 7a of the Form 55002014-01-01942
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01425
Total of all active and inactive participants2014-01-011,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,370
Number of participants with account balances2014-01-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0142
2013: NATIONAL LIFE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,232
Total number of active participants reported on line 7a of the Form 55002013-01-01867
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01411
Total of all active and inactive participants2013-01-011,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,280
Number of participants with account balances2013-01-011,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: NATIONAL LIFE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,216
Total number of active participants reported on line 7a of the Form 55002012-01-01819
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01409
Total of all active and inactive participants2012-01-011,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,232
Number of participants with account balances2012-01-011,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: NATIONAL LIFE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,277
Total number of active participants reported on line 7a of the Form 55002011-01-01795
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01420
Total of all active and inactive participants2011-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,216
Number of participants with account balances2011-01-011,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: NATIONAL LIFE GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,347
Total number of active participants reported on line 7a of the Form 55002010-01-01814
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01463
Total of all active and inactive participants2010-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,277
Number of participants with account balances2010-01-011,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0151
2009: NATIONAL LIFE GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,316
Total number of active participants reported on line 7a of the Form 55002009-01-01883
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01464
Total of all active and inactive participants2009-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,347
Number of participants with account balances2009-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on NATIONAL LIFE GROUP 401(K) PLAN

Measure Date Value
2022 : NATIONAL LIFE GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-30,643,185
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,248,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,136,995
Expenses. Certain deemed distributions of participant loans2022-12-31$37,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,111,013
Value of total assets at end of year2022-12-31$259,900,906
Value of total assets at beginning of year2022-12-31$299,792,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,560
Total interest from all sources2022-12-31$3,283,275
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,175,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,175,533
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,418,961
Participant contributions at end of year2022-12-31$1,770,823
Participant contributions at beginning of year2022-12-31$1,753,804
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,615,830
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$987,799
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,708,614
Other income not declared elsewhere2022-12-31$-1,784,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-39,891,387
Value of net assets at end of year (total assets less liabilities)2022-12-31$259,900,906
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$299,792,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,289,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,795,147
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,601,099
Interest on participant loans2022-12-31$84,399
Interest earned on other investments2022-12-31$3,198,876
Value of interest in common/collective trusts at end of year2022-12-31$66,070,150
Value of interest in common/collective trusts at beginning of year2022-12-31$78,652,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$105,154,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$105,002,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,547,256
Net investment gain/loss from pooled separate accounts2022-12-31$-4,530,146
Net investment gain or loss from common/collective trusts2022-12-31$-30,351,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,983,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,136,995
Contract administrator fees2022-12-31$73,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2022-12-31030327374
2021 : NATIONAL LIFE GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$44,790,534
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,166,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,796,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,141,554
Value of total assets at end of year2021-12-31$299,792,293
Value of total assets at beginning of year2021-12-31$275,167,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$369,639
Total interest from all sources2021-12-31$92,116
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,142,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,142,829
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,674,838
Participant contributions at end of year2021-12-31$1,753,804
Participant contributions at beginning of year2021-12-31$1,916,033
Assets. Other investments not covered elsewhere at end of year2021-12-31$987,799
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$750,513
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,098,410
Other income not declared elsewhere2021-12-31$12,263
Administrative expenses (other) incurred2021-12-31$369,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,624,481
Value of net assets at end of year (total assets less liabilities)2021-12-31$299,792,293
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$275,167,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$96,795,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$193,787,560
Value of interest in pooled separate accounts at end of year2021-12-31$16,601,099
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,989,601
Interest on participant loans2021-12-31$92,116
Value of interest in common/collective trusts at end of year2021-12-31$78,652,070
Value of interest in common/collective trusts at beginning of year2021-12-31$63,724,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$105,002,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,584,408
Net investment gain/loss from pooled separate accounts2021-12-31$2,115,022
Net investment gain or loss from common/collective trusts2021-12-31$9,702,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,368,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,796,414
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2021-12-31030327374
2020 : NATIONAL LIFE GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,001,296
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,160,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,857,289
Expenses. Certain deemed distributions of participant loans2020-12-31$7,500
Value of total corrective distributions2020-12-31$305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,997,414
Value of total assets at end of year2020-12-31$275,167,812
Value of total assets at beginning of year2020-12-31$244,327,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$295,752
Total interest from all sources2020-12-31$119,088
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$970,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$970,803
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,585,685
Participant contributions at end of year2020-12-31$1,916,033
Participant contributions at beginning of year2020-12-31$2,388,294
Assets. Other investments not covered elsewhere at end of year2020-12-31$750,513
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$326,209
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,036,255
Other income not declared elsewhere2020-12-31$23,810
Administrative expenses (other) incurred2020-12-31$295,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$30,840,450
Value of net assets at end of year (total assets less liabilities)2020-12-31$275,167,812
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$244,327,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$193,787,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$177,392,195
Value of interest in pooled separate accounts at end of year2020-12-31$14,989,601
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,078,771
Interest on participant loans2020-12-31$119,088
Value of interest in common/collective trusts at end of year2020-12-31$63,724,105
Value of interest in common/collective trusts at beginning of year2020-12-31$54,141,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,660,582
Net investment gain/loss from pooled separate accounts2020-12-31$5,120,724
Net investment gain or loss from common/collective trusts2020-12-31$9,108,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,375,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,857,289
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2020-12-31030327374
2019 : NATIONAL LIFE GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$47,071,935
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,310,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,022,635
Expenses. Certain deemed distributions of participant loans2019-12-31$4,538
Value of total corrective distributions2019-12-31$11,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,336,021
Value of total assets at end of year2019-12-31$244,327,362
Value of total assets at beginning of year2019-12-31$209,565,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$272,144
Total interest from all sources2019-12-31$122,713
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,221,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,221,558
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,454,809
Participant contributions at end of year2019-12-31$2,388,294
Participant contributions at beginning of year2019-12-31$2,321,761
Assets. Other investments not covered elsewhere at end of year2019-12-31$326,209
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$237,719
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,933,476
Other income not declared elsewhere2019-12-31$536,971
Administrative expenses (other) incurred2019-12-31$272,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$34,761,593
Value of net assets at end of year (total assets less liabilities)2019-12-31$244,327,362
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$209,565,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$177,392,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$101,424,290
Value of interest in pooled separate accounts at end of year2019-12-31$10,078,771
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,191,573
Interest on participant loans2019-12-31$122,713
Value of interest in common/collective trusts at end of year2019-12-31$54,141,893
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$97,390,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,952,526
Net investment gain/loss from pooled separate accounts2019-12-31$2,388,998
Net investment gain or loss from common/collective trusts2019-12-31$9,513,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,947,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,022,635
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2019-12-31030327374
2018 : NATIONAL LIFE GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,699,541
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,208,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,942,746
Expenses. Certain deemed distributions of participant loans2018-12-31$1,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,221,642
Value of total assets at end of year2018-12-31$209,565,769
Value of total assets at beginning of year2018-12-31$209,074,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$263,997
Total interest from all sources2018-12-31$3,076,468
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,129,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,129,503
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,651,513
Participant contributions at end of year2018-12-31$2,321,761
Participant contributions at beginning of year2018-12-31$2,099,296
Assets. Other investments not covered elsewhere at end of year2018-12-31$237,719
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$154,935
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,379,784
Other income not declared elsewhere2018-12-31$1,208
Administrative expenses (other) incurred2018-12-31$263,997
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$490,930
Value of net assets at end of year (total assets less liabilities)2018-12-31$209,565,769
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$209,074,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$101,424,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$103,172,262
Value of interest in pooled separate accounts at end of year2018-12-31$8,191,573
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,290,837
Interest on participant loans2018-12-31$107,622
Interest earned on other investments2018-12-31$2,968,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$97,390,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$95,357,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,662,279
Net investment gain/loss from pooled separate accounts2018-12-31$-67,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,190,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,942,746
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2018-12-31030327374
2017 : NATIONAL LIFE GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$35,317,012
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,058,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,776,927
Expenses. Certain deemed distributions of participant loans2017-12-31$1
Value of total corrective distributions2017-12-31$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,675,580
Value of total assets at end of year2017-12-31$209,074,839
Value of total assets at beginning of year2017-12-31$182,816,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$281,499
Total interest from all sources2017-12-31$86,488
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,059,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,059,181
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,359,502
Participant contributions at end of year2017-12-31$2,099,296
Participant contributions at beginning of year2017-12-31$1,850,730
Assets. Other investments not covered elsewhere at end of year2017-12-31$154,935
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$60,437
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,246,084
Other income not declared elsewhere2017-12-31$59,575
Administrative expenses (other) incurred2017-12-31$281,499
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,258,345
Value of net assets at end of year (total assets less liabilities)2017-12-31$209,074,839
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$182,816,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$103,172,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$85,907,234
Value of interest in pooled separate accounts at end of year2017-12-31$8,290,837
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,680,204
Interest on participant loans2017-12-31$86,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$95,357,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$88,317,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,465,272
Net investment gain/loss from pooled separate accounts2017-12-31$1,970,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,069,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,776,927
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2017-12-31030327374
2016 : NATIONAL LIFE GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,428,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$25,974,723
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,142,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,994,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,191,107
Value of total assets at end of year2016-12-31$182,816,494
Value of total assets at beginning of year2016-12-31$162,556,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$148,807
Total interest from all sources2016-12-31$77,528
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,333,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,333,883
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,802,730
Participant contributions at end of year2016-12-31$1,850,730
Participant contributions at beginning of year2016-12-31$1,922,016
Assets. Other investments not covered elsewhere at end of year2016-12-31$60,437
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,694,993
Other income not declared elsewhere2016-12-31$2,624,666
Administrative expenses (other) incurred2016-12-31$148,807
Total non interest bearing cash at end of year2016-12-31$197
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$18,831,806
Value of net assets at end of year (total assets less liabilities)2016-12-31$182,816,494
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$162,556,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$85,907,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$77,987,813
Value of interest in pooled separate accounts at end of year2016-12-31$6,680,204
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$77,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$88,317,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$82,405,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,551,986
Net investment gain/loss from pooled separate accounts2016-12-31$195,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,693,384
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$241,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,994,110
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2016-12-31030327374
2015 : NATIONAL LIFE GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$13,508,970
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,441,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,285,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,037,013
Value of total assets at end of year2015-12-31$162,556,583
Value of total assets at beginning of year2015-12-31$158,488,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$155,471
Total interest from all sources2015-12-31$71,863
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,364,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,364,622
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,082,803
Participant contributions at end of year2015-12-31$1,922,016
Participant contributions at beginning of year2015-12-31$1,681,834
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,270,027
Other income not declared elsewhere2015-12-31$2,492,056
Administrative expenses (other) incurred2015-12-31$108,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,067,655
Value of net assets at end of year (total assets less liabilities)2015-12-31$162,556,583
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$158,488,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$77,987,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$78,001,023
Interest on participant loans2015-12-31$71,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$82,405,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$78,618,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,456,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,684,183
Employer contributions (assets) at end of year2015-12-31$241,340
Employer contributions (assets) at beginning of year2015-12-31$187,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,285,844
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2015-12-31030327374
2014 : NATIONAL LIFE GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$15,852,119
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,928,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,802,557
Value of total corrective distributions2014-12-31$6,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,487,852
Value of total assets at end of year2014-12-31$158,488,928
Value of total assets at beginning of year2014-12-31$149,565,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$119,306
Total interest from all sources2014-12-31$63,854
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,853,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,853,668
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,972,900
Participant contributions at end of year2014-12-31$1,681,834
Participant contributions at beginning of year2014-12-31$1,641,768
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$309,678
Other income not declared elsewhere2014-12-31$2,400,538
Administrative expenses (other) incurred2014-12-31$83,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,923,619
Value of net assets at end of year (total assets less liabilities)2014-12-31$158,488,928
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$149,565,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$36,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$78,001,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,587,912
Interest on participant loans2014-12-31$63,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$78,618,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$75,297,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,046,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,205,274
Employer contributions (assets) at end of year2014-12-31$187,489
Employer contributions (assets) at beginning of year2014-12-31$38,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,802,557
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2014-12-31030327374
2013 : NATIONAL LIFE GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$25,161,879
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,216,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,100,139
Value of total corrective distributions2013-12-31$2,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,827,237
Value of total assets at end of year2013-12-31$149,565,309
Value of total assets at beginning of year2013-12-31$132,619,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$113,953
Total interest from all sources2013-12-31$34,575
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,490,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,490,319
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,373,137
Participant contributions at end of year2013-12-31$1,641,768
Participant contributions at beginning of year2013-12-31$1,459,878
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$697,953
Other income not declared elsewhere2013-12-31$2,335,472
Administrative expenses (other) incurred2013-12-31$80,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,945,591
Value of net assets at end of year (total assets less liabilities)2013-12-31$149,565,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$132,619,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$33,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$72,587,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$56,415,742
Interest on participant loans2013-12-31$34,575
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$75,297,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$74,697,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,474,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,756,147
Employer contributions (assets) at end of year2013-12-31$38,338
Employer contributions (assets) at beginning of year2013-12-31$46,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,100,139
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2013-12-31030327374
2012 : NATIONAL LIFE GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,379,934
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,489,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,375,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,508,670
Value of total assets at end of year2012-12-31$132,619,718
Value of total assets at beginning of year2012-12-31$128,729,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$114,585
Total interest from all sources2012-12-31$32,556
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,035,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,035,129
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,978,324
Participant contributions at end of year2012-12-31$1,459,878
Participant contributions at beginning of year2012-12-31$1,585,997
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$903,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,425
Other income not declared elsewhere2012-12-31$2,395,435
Administrative expenses (other) incurred2012-12-31$82,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,890,073
Value of net assets at end of year (total assets less liabilities)2012-12-31$132,619,718
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$128,729,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$31,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$56,415,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$47,795,505
Interest on participant loans2012-12-31$32,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$74,697,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$79,266,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,408,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,626,662
Employer contributions (assets) at end of year2012-12-31$46,831
Employer contributions (assets) at beginning of year2012-12-31$71,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,375,276
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2012-12-31030327374
2011 : NATIONAL LIFE GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,263,101
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,590,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,516,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,251,305
Value of total assets at end of year2011-12-31$128,729,645
Value of total assets at beginning of year2011-12-31$125,057,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$73,870
Total interest from all sources2011-12-31$71,162
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,539,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,539,555
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,903,112
Participant contributions at end of year2011-12-31$1,585,997
Participant contributions at beginning of year2011-12-31$1,456,793
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$144,432
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$666,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$3,937,732
Administrative expenses (other) incurred2011-12-31$65,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,672,613
Value of net assets at end of year (total assets less liabilities)2011-12-31$128,729,645
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$125,057,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$47,795,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,401,371
Interest on participant loans2011-12-31$71,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$79,266,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$77,999,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,536,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,681,886
Employer contributions (assets) at end of year2011-12-31$71,390
Employer contributions (assets) at beginning of year2011-12-31$54,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,516,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2011-12-31030327374
2010 : NATIONAL LIFE GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$17,319,512
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,297,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,235,744
Expenses. Certain deemed distributions of participant loans2010-12-31$60,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,930,109
Value of total assets at end of year2010-12-31$125,057,032
Value of total assets at beginning of year2010-12-31$113,034,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$422
Total interest from all sources2010-12-31$4,027,203
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,836,777
Participant contributions at end of year2010-12-31$1,456,793
Participant contributions at beginning of year2010-12-31$1,443,978
Participant contributions at end of year2010-12-31$144,432
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$456,409
Administrative expenses (other) incurred2010-12-31$422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,022,351
Value of net assets at end of year (total assets less liabilities)2010-12-31$125,057,032
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$113,034,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$45,401,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$38,469,280
Interest on participant loans2010-12-31$72,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,955,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$77,999,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$73,121,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,362,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,636,923
Employer contributions (assets) at end of year2010-12-31$54,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,235,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2010-12-31030327374

Form 5500 Responses for NATIONAL LIFE GROUP 401(K) PLAN

2022: NATIONAL LIFE GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL LIFE GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL LIFE GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL LIFE GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL LIFE GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL LIFE GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL LIFE GROUP 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL LIFE GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL LIFE GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL LIFE GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL LIFE GROUP 401(K) 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: NATIONAL LIFE GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL LIFE GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL LIFE GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 2
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1935
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074412
Policy instance 1
Insurance contract or identification number074412
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-08-03
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074412
Policy instance 2
Insurance contract or identification number074412
Number of Individuals Covered1958
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1958
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074412
Policy instance 2
Insurance contract or identification number074412
Number of Individuals Covered1924
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1924
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074412
Policy instance 2
Insurance contract or identification number074412
Number of Individuals Covered1966
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1966
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1812
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074412
Policy instance 2
Insurance contract or identification number074412
Number of Individuals Covered1812
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074412
Policy instance 2
Insurance contract or identification number074412
Number of Individuals Covered1703
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1703
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1459
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1356
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1270
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1222
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1216
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberPSP CONTRACT
Policy instance 1
Insurance contract or identification numberPSP CONTRACT
Number of Individuals Covered1277
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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