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NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 401k Plan overview

Plan NameNATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN
Plan identification number 005

NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT 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.
  • 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)).
  • Life insurance

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:524210
NAIC Description:Insurance Agencies and Brokerages

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 INSURANCE COMPANY AGENTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MICHELE GRANITZ MICHELE GRANITZ2018-10-15
0052016-01-01MICHELE GRANITZ MICHELE GRANITZ2017-10-06
0052016-01-01 MICHELE GRANITZ2018-10-30
0052015-01-01MICHELE GRANITZ
0052014-01-01MICHELE GRANITZ
0052013-01-01SEAN WOODROFFE
0052012-01-01STEVEN SCHULTZ
0052011-01-01STEVEN SCHULTZ
0052009-01-01STEVEN SCHULTZ STEVEN SCHULTZ2010-10-06

Plan Statistics for NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN

Measure Date Value
2022: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01826
Total number of active participants reported on line 7a of the Form 55002022-01-01673
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01795
Number of participants with account balances2022-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0148
2021: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01660
Total number of active participants reported on line 7a of the Form 55002021-01-01618
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01208
Total of all active and inactive participants2021-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01826
Number of participants with account balances2021-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01628
Total number of active participants reported on line 7a of the Form 55002020-01-01458
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01642
Number of participants with account balances2020-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01617
Total number of active participants reported on line 7a of the Form 55002019-01-01471
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01179
Total of all active and inactive participants2019-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01650
Number of participants with account balances2019-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01610
Total number of active participants reported on line 7a of the Form 55002018-01-01455
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01599
Number of participants with account balances2018-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01569
Total number of active participants reported on line 7a of the Form 55002017-01-01445
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01600
Number of participants with account balances2017-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01633
Total number of active participants reported on line 7a of the Form 55002016-01-01387
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01164
Total of all active and inactive participants2016-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01551
Number of participants with account balances2016-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01511
Total number of active participants reported on line 7a of the Form 55002015-01-01478
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01135
Total of all active and inactive participants2015-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01615
Number of participants with account balances2015-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01463
Total number of active participants reported on line 7a of the Form 55002014-01-01346
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01164
Total of all active and inactive participants2014-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01511
Number of participants with account balances2014-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01431
Total number of active participants reported on line 7a of the Form 55002013-01-01304
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01158
Total of all active and inactive participants2013-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01463
Number of participants with account balances2013-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01443
Total number of active participants reported on line 7a of the Form 55002012-01-01289
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01140
Total of all active and inactive participants2012-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01431
Number of participants with account balances2012-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01553
Total number of active participants reported on line 7a of the Form 55002011-01-01278
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01165
Total of all active and inactive participants2011-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01443
Number of participants with account balances2011-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01445
Total number of active participants reported on line 7a of the Form 55002009-01-01301
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01384
Number of participants with account balances2009-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN

Measure Date Value
2022 : NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-8,665,016
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,809,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,702,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,155,026
Value of total assets at end of year2022-12-31$57,403,967
Value of total assets at beginning of year2022-12-31$68,878,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$107,398
Total interest from all sources2022-12-31$664,704
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$260,302
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$260,302
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$1,494,843
Assets. Other investments not covered elsewhere at end of year2022-12-31$681,647
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$793,058
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,392,744
Other income not declared elsewhere2022-12-31$-489,092
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$-11,474,599
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,403,967
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,878,566
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$25,163,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,700,332
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,874,580
Interest earned on other investments2022-12-31$664,704
Value of interest in common/collective trusts at end of year2022-12-31$9,739,289
Value of interest in common/collective trusts at beginning of year2022-12-31$13,107,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,819,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,403,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,333,300
Net investment gain/loss from pooled separate accounts2022-12-31$-1,753,917
Net investment gain or loss from common/collective trusts2022-12-31$-2,168,739
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,267,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,702,185
Contract administrator fees2022-12-31$107,398
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 INSURANCE COMPANY AGENTS RETIREMENT 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$11,154,247
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,912,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,824,078
Value of total corrective distributions2021-12-31$3,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,616,456
Value of total assets at end of year2021-12-31$68,878,566
Value of total assets at beginning of year2021-12-31$62,637,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,861
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$271,720
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$271,720
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$1,310,486
Assets. Other investments not covered elsewhere at end of year2021-12-31$793,058
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$696,538
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,148,769
Other income not declared elsewhere2021-12-31$-130,768
Administrative expenses (other) incurred2021-12-31$84,861
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$6,241,445
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,878,566
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,637,121
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$28,700,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,707,876
Value of interest in pooled separate accounts at end of year2021-12-31$6,874,580
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,405,444
Value of interest in common/collective trusts at end of year2021-12-31$13,107,478
Value of interest in common/collective trusts at beginning of year2021-12-31$12,026,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,403,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,800,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,012,917
Net investment gain/loss from pooled separate accounts2021-12-31$787,100
Net investment gain or loss from common/collective trusts2021-12-31$1,596,822
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$1,157,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,824,078
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 INSURANCE COMPANY AGENTS RETIREMENT 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$10,988,311
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,041,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,965,680
Value of total corrective distributions2020-12-31$776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,397,897
Value of total assets at end of year2020-12-31$62,637,121
Value of total assets at beginning of year2020-12-31$55,690,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,006
Total interest from all sources2020-12-31$595,901
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$231,314
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$231,314
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$1,174,808
Assets. Other investments not covered elsewhere at end of year2020-12-31$696,538
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$504,113
Other income not declared elsewhere2020-12-31$143,431
Administrative expenses (other) incurred2020-12-31$75,006
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$6,946,849
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,637,121
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$55,690,272
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$23,707,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,387,726
Value of interest in pooled separate accounts at end of year2020-12-31$5,405,444
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,994,200
Interest earned on other investments2020-12-31$595,901
Value of interest in common/collective trusts at end of year2020-12-31$12,026,646
Value of interest in common/collective trusts at beginning of year2020-12-31$9,477,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,800,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,326,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,002,838
Net investment gain/loss from pooled separate accounts2020-12-31$1,876,226
Net investment gain or loss from common/collective trusts2020-12-31$1,740,704
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$1,223,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,965,680
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 INSURANCE COMPANY AGENTS RETIREMENT 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$10,732,147
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,380,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,314,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,243,416
Value of total assets at end of year2019-12-31$55,690,272
Value of total assets at beginning of year2019-12-31$47,338,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,910
Total interest from all sources2019-12-31$561,933
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$331,038
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$331,038
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$1,062,538
Assets. Other investments not covered elsewhere at end of year2019-12-31$504,113
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$388,249
Other income not declared elsewhere2019-12-31$43,538
Administrative expenses (other) incurred2019-12-31$65,910
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$8,351,431
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,690,272
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,338,841
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$23,387,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,090,952
Value of interest in pooled separate accounts at end of year2019-12-31$3,994,200
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,782,284
Interest earned on other investments2019-12-31$561,933
Value of interest in common/collective trusts at end of year2019-12-31$9,477,943
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 end of year2019-12-31$18,326,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,077,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,027,315
Net investment gain/loss from pooled separate accounts2019-12-31$894,110
Net investment gain or loss from common/collective trusts2019-12-31$1,630,797
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$1,180,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,314,806
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 INSURANCE COMPANY AGENTS RETIREMENT 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$1,643,830
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,509,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,445,215
Value of total corrective distributions2018-12-31$102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,082,724
Value of total assets at end of year2018-12-31$47,338,841
Value of total assets at beginning of year2018-12-31$48,204,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,853
Total interest from all sources2018-12-31$543,840
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$316,724
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$316,724
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$982,893
Assets. Other investments not covered elsewhere at end of year2018-12-31$388,249
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$326,362
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$37,554
Other income not declared elsewhere2018-12-31$-12,889
Administrative expenses (other) incurred2018-12-31$63,853
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-865,340
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,338,841
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,204,181
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$26,090,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,852,878
Value of interest in pooled separate accounts at end of year2018-12-31$2,782,284
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,608,862
Interest earned on other investments2018-12-31$543,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,077,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,416,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,223,438
Net investment gain/loss from pooled separate accounts2018-12-31$-63,131
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$1,062,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,445,215
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 INSURANCE COMPANY AGENTS RETIREMENT 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$7,059,331
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,992,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,920,867
Value of total corrective distributions2017-12-31$9,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,066,800
Value of total assets at end of year2017-12-31$48,204,181
Value of total assets at beginning of year2017-12-31$45,137,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,060
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$315,971
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$315,971
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$948,027
Assets. Other investments not covered elsewhere at end of year2017-12-31$326,362
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$329,615
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,340
Other income not declared elsewhere2017-12-31$-105,192
Administrative expenses (other) incurred2017-12-31$62,060
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$81
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$3,066,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,204,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,137,347
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$27,852,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,990,335
Value of interest in pooled separate accounts at end of year2017-12-31$2,608,862
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,625,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,416,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,191,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,216,045
Net investment gain/loss from pooled separate accounts2017-12-31$565,707
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$1,075,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,920,867
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 INSURANCE COMPANY AGENTS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$4,856,557
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,618,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,579,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,627,887
Value of total assets at end of year2016-12-31$45,137,347
Value of total assets at beginning of year2016-12-31$42,899,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,414
Total interest from all sources2016-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$370,282
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$370,282
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$827,740
Assets. Other investments not covered elsewhere at end of year2016-12-31$329,615
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$329,615
Other income not declared elsewhere2016-12-31$582,177
Administrative expenses (other) incurred2016-12-31$39,414
Total non interest bearing cash at end of year2016-12-31$81
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$2,238,101
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,137,347
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,899,246
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$23,990,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,344,136
Value of interest in pooled separate accounts at end of year2016-12-31$1,625,762
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,191,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,225,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,202,946
Net investment gain/loss from pooled separate accounts2016-12-31$73,261
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$800,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,579,042
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 INSURANCE COMPANY AGENTS RETIREMENT 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$2,736,726
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,504,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,467,191
Value of total corrective distributions2015-12-31$900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,185,068
Value of total assets at end of year2015-12-31$42,899,246
Value of total assets at beginning of year2015-12-31$44,667,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,722
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,201,207
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$1,201,207
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$818,175
Assets. Other investments not covered elsewhere at end of year2015-12-31$329,615
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$321,102
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$609,709
Other income not declared elsewhere2015-12-31$592,938
Administrative expenses (other) incurred2015-12-31$23,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,768,087
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,899,246
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,667,333
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$13,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,344,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,677,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,225,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,669,059
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,242,487
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$757,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,462,940
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 INSURANCE COMPANY AGENTS RETIREMENT 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$4,050,285
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,278,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,250,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,805,022
Value of total assets at end of year2014-12-31$44,667,333
Value of total assets at beginning of year2014-12-31$42,895,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,205
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,344,457
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$1,344,457
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$787,600
Assets. Other investments not covered elsewhere at end of year2014-12-31$321,102
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$307,100
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$237,401
Other income not declared elsewhere2014-12-31$578,621
Administrative expenses (other) incurred2014-12-31$17,896
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$1,771,619
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,667,333
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,895,714
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$10,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,677,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,955,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,669,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$16,632,736
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$322,185
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$780,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,246,210
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 INSURANCE COMPANY AGENTS RETIREMENT 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$7,718,815
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,520,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,493,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,351,643
Value of total assets at end of year2013-12-31$42,895,714
Value of total assets at beginning of year2013-12-31$41,697,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,849
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,854,887
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$1,854,887
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$730,316
Assets. Other investments not covered elsewhere at end of year2013-12-31$307,100
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$381,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$454,763
Administrative expenses (other) incurred2013-12-31$17,598
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$1,197,866
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,895,714
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,697,848
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$10,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,955,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,458,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$16,632,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,857,358
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,057,522
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$621,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,488,849
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 INSURANCE COMPANY AGENTS RETIREMENT 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$4,680,445
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,176,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,145,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,200,779
Value of total assets at end of year2012-12-31$41,697,848
Value of total assets at beginning of year2012-12-31$43,193,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,563
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,385,323
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$1,385,323
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$668,223
Assets. Other investments not covered elsewhere at end of year2012-12-31$381,800
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$406,095
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$3,445
Other income not declared elsewhere2012-12-31$605,139
Administrative expenses (other) incurred2012-12-31$19,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,495,954
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,697,848
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,193,802
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$10,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,458,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,335,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,857,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$20,448,754
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,489,204
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$532,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,139,105
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 INSURANCE COMPANY AGENTS RETIREMENT 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$2,852,939
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,756,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,730,744
Value of total corrective distributions2011-12-31$8,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,673,768
Value of total assets at end of year2011-12-31$43,193,802
Value of total assets at beginning of year2011-12-31$47,097,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,906
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$790,255
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$790,255
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$712,039
Assets. Other investments not covered elsewhere at end of year2011-12-31$406,095
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$419,088
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$217,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,038,178
Administrative expenses (other) incurred2011-12-31$15,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,903,831
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,193,802
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,097,633
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$2,736
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,335,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,547,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$20,448,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,094,327
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-649,262
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$744,644
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$37,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,723,771
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 INSURANCE COMPANY AGENTS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$35,055,453
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$2,226,890
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,781,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,781,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$846,629
Value of total assets at end of year2010-12-31$47,097,633
Value of total assets at beginning of year2010-12-31$11,597,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2
Total interest from all sources2010-12-31$204,629
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$419,088
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$77,400
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$445,043
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,097,633
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,597,137
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
Investment advisory and management fees2010-12-31$2
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,547,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,592,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$204,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,094,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,005,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,175,632
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$769,229
Employer contributions (assets) at end of year2010-12-31$37,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,781,845
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 INSURANCE COMPANY AGENTS RETIREMENT PLAN

2022: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT 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 INSURANCE COMPANY AGENTS RETIREMENT 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 INSURANCE COMPANY AGENTS RETIREMENT 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 INSURANCE COMPANY AGENTS RETIREMENT 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 INSURANCE COMPANY AGENTS RETIREMENT 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 INSURANCE COMPANY AGENTS RETIREMENT 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 INSURANCE COMPANY AGENTS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 INSURANCE COMPANY AGENTS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number401K CONTRACT
Policy instance 3
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered795
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 number074428
Policy instance 2
Insurance contract or identification number074428
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0111430
Policy instance 1
Insurance contract or identification number0111430
Number of Individuals Covered4
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
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 number074428
Policy instance 3
Insurance contract or identification number074428
Number of Individuals Covered826
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 number401K CONTRACT
Policy instance 2
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered826
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
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number401K CONTRACT
Policy instance 1
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered4
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
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract numberIND CONTRACTS
Policy instance 1
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered4
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?1
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 number401K CONTRACT
Policy instance 2
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered642
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 number074428
Policy instance 3
Insurance contract or identification number074428
Number of Individuals Covered642
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074428
Policy instance 3
Insurance contract or identification number074428
Number of Individuals Covered650
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 number401K CONTRACT
Policy instance 2
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered650
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 numberIND CONTRACTS
Policy instance 1
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered4
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?1
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 numberIND CONTRACTS
Policy instance 1
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered4
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?1
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 number074428
Policy instance 3
Insurance contract or identification number074428
Number of Individuals Covered599
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
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number401K CONTRACT
Policy instance 2
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered599
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 number074428
Policy instance 1
Insurance contract or identification number074428
Number of Individuals Covered600
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 number401K CONTRACT
Policy instance 3
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered600
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 numberIND CONTRACTS
Policy instance 2
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered4
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?1
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 numberIND CONTRACTS
Policy instance 2
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number401K CONTRACT
Policy instance 1
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered450
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 number401K CONTRACT
Policy instance 1
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered395
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 numberIND CONTRACTS
Policy instance 2
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number401K CONTRACT
Policy instance 1
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered374
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 numberIND CONTRACTS
Policy instance 2
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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 numberIND CONTRACTS
Policy instance 2
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered7
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?Yes
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 number401K CONTRACT
Policy instance 1
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered375
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 number401K CONTRACT
Policy instance 1
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered443
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 numberIND CONTRACTS
Policy instance 2
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered10
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?Yes
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 numberIND CONTRACTS
Policy instance 2
Insurance contract or identification numberIND CONTRACTS
Number of Individuals Covered10
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
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
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number401K CONTRACT
Policy instance 1
Insurance contract or identification number401K CONTRACT
Number of Individuals Covered553
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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