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TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CONNECTICUT RENAISSANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT RENAISSANCE, INC.
Employer identification number (EIN):060854288
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN DESCHENES
0012016-01-01KATHLEEN DESCHENES
0012015-01-01JOSEPH RIKER
0012014-01-01JOSEPH RIKER
0012013-01-01RACHAEL PETITTI RACHAEL PETITTI2014-10-14
0012012-01-01JOSEPH RIKER JOSEPH RIKER2013-10-11
0012011-01-01JOSEPH RIKER JOSEPH RIKER2012-10-12
0012009-01-01JOSEPH RIKER JOSEPH RIKER2011-06-17
0012009-01-01JOSEPH RIKER JOSEPH RIKER2010-10-15

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC.

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01343
Total number of active participants reported on line 7a of the Form 55002022-01-01213
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01160
Total of all active and inactive participants2022-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01374
Number of participants with account balances2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01317
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01139
Total of all active and inactive participants2021-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01298
Number of participants with account balances2021-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01333
Total number of active participants reported on line 7a of the Form 55002020-01-01191
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01317
Number of participants with account balances2020-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01318
Total number of active participants reported on line 7a of the Form 55002019-01-01213
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01333
Number of participants with account balances2019-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0165
2018: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01346
Total number of active participants reported on line 7a of the Form 55002018-01-01210
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01107
Total of all active and inactive participants2018-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01318
Number of participants with account balances2018-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0168
2017: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01304
Total number of active participants reported on line 7a of the Form 55002017-01-01265
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01346
Number of participants with account balances2017-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01248
Total number of active participants reported on line 7a of the Form 55002016-01-01235
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01304
Number of participants with account balances2016-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01248
Number of participants with account balances2015-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01201
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01237
Number of participants with account balances2014-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01216
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01213
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01203
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01204
Total participants2011-01-01204
Number of participants with account balances2011-01-01197
2009: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01153
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC.

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-578,020
Total of all expenses incurred2022-12-31$275,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$277,604
Expenses. Certain deemed distributions of participant loans2022-12-31$-3,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$261,218
Value of total assets at end of year2022-12-31$4,864,383
Value of total assets at beginning of year2022-12-31$5,718,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,249
Total interest from all sources2022-12-31$4,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$173,803
Participant contributions at end of year2022-12-31$104,535
Participant contributions at beginning of year2022-12-31$105,183
Participant contributions at end of year2022-12-31$15,409
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$87,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-853,768
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,864,383
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,718,151
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
Investment advisory and management fees2022-12-31$1,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,300,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,214,402
Interest on participant loans2022-12-31$3,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$443,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$398,566
Net investment gain/loss from pooled separate accounts2022-12-31$-843,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$277,604
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 name2022-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2022-12-31061218594
2021 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$971,927
Total of all expenses incurred2021-12-31$1,505,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,506,115
Expenses. Certain deemed distributions of participant loans2021-12-31$-2,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$178,337
Value of total assets at end of year2021-12-31$5,718,151
Value of total assets at beginning of year2021-12-31$6,252,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,018
Total interest from all sources2021-12-31$11,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$178,337
Participant contributions at end of year2021-12-31$105,183
Participant contributions at beginning of year2021-12-31$147,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-533,900
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,718,151
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,252,051
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
Investment advisory and management fees2021-12-31$2,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,214,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,280,875
Interest on participant loans2021-12-31$4,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$398,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$823,797
Net investment gain/loss from pooled separate accounts2021-12-31$782,486
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,506,115
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 name2021-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2021-12-31061218594
2020 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$811,092
Total of all expenses incurred2020-12-31$547,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$540,072
Expenses. Certain deemed distributions of participant loans2020-12-31$5,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$199,468
Value of total assets at end of year2020-12-31$6,252,051
Value of total assets at beginning of year2020-12-31$5,988,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,206
Total interest from all sources2020-12-31$16,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$199,468
Participant contributions at end of year2020-12-31$147,379
Participant contributions at beginning of year2020-12-31$186,333
Participant contributions at beginning of year2020-12-31$196
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$263,403
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,252,051
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,988,648
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
Investment advisory and management fees2020-12-31$2,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,280,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,908,550
Interest on participant loans2020-12-31$6,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$823,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$893,569
Net investment gain/loss from pooled separate accounts2020-12-31$595,321
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$540,072
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 name2020-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2020-12-31061218594
2019 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,358,764
Total income from all sources (including contributions)2019-12-31$1,358,764
Total of all expenses incurred2019-12-31$516,326
Total of all expenses incurred2019-12-31$516,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$516,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$516,337
Expenses. Certain deemed distributions of participant loans2019-12-31$-2,485
Expenses. Certain deemed distributions of participant loans2019-12-31$-2,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$409,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$409,640
Value of total assets at end of year2019-12-31$5,988,648
Value of total assets at end of year2019-12-31$5,988,648
Value of total assets at beginning of year2019-12-31$5,146,210
Value of total assets at beginning of year2019-12-31$5,146,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,474
Total interest from all sources2019-12-31$23,688
Total interest from all sources2019-12-31$23,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$224,579
Contributions received from participants2019-12-31$224,579
Participant contributions at end of year2019-12-31$186,333
Participant contributions at end of year2019-12-31$186,333
Participant contributions at beginning of year2019-12-31$195,183
Participant contributions at beginning of year2019-12-31$195,183
Participant contributions at end of year2019-12-31$196
Participant contributions at end of year2019-12-31$196
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,658
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,658
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
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$842,438
Value of net income/loss2019-12-31$842,438
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,988,648
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,988,648
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,146,210
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,146,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,474
Investment advisory and management fees2019-12-31$2,474
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,908,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,908,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,276,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,276,698
Interest on participant loans2019-12-31$8,066
Interest on participant loans2019-12-31$8,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$893,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$893,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$674,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$674,329
Net investment gain/loss from pooled separate accounts2019-12-31$925,436
Net investment gain/loss from pooled separate accounts2019-12-31$925,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$167,403
Contributions received in cash from employer2019-12-31$167,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$516,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$516,337
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUDWITZ & MEYERJACK
Accountancy firm name2019-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2019-12-31061218594
Accountancy firm EIN2019-12-31061218594
2018 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$234,586
Total of all expenses incurred2018-12-31$433,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$428,581
Expenses. Certain deemed distributions of participant loans2018-12-31$2,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$568,608
Value of total assets at end of year2018-12-31$5,146,210
Value of total assets at beginning of year2018-12-31$5,345,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,465
Total interest from all sources2018-12-31$18,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$196,774
Participant contributions at end of year2018-12-31$195,183
Participant contributions at beginning of year2018-12-31$272,259
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$170,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-198,945
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,146,210
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,345,155
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
Investment advisory and management fees2018-12-31$2,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,276,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,355,005
Interest on participant loans2018-12-31$9,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$674,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$717,891
Net investment gain/loss from pooled separate accounts2018-12-31$-352,205
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$201,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$428,581
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 name2018-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2018-12-31061218594
2017 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,080,016
Total of all expenses incurred2017-12-31$376,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$379,397
Expenses. Certain deemed distributions of participant loans2017-12-31$-5,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$471,491
Value of total assets at end of year2017-12-31$5,345,155
Value of total assets at beginning of year2017-12-31$4,641,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,566
Total interest from all sources2017-12-31$15,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$215,318
Participant contributions at end of year2017-12-31$272,259
Participant contributions at beginning of year2017-12-31$227,470
Participant contributions at beginning of year2017-12-31$6,220
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$207
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$703,643
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,345,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,641,512
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
Investment advisory and management fees2017-12-31$2,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,355,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,915,389
Interest on participant loans2017-12-31$6,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$717,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$483,725
Net investment gain/loss from pooled separate accounts2017-12-31$593,174
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$210,236
Employer contributions (assets) at beginning of year2017-12-31$8,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$379,397
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 name2017-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2017-12-31061218594
2016 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$779,072
Total of all expenses incurred2016-12-31$304,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$301,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$424,978
Value of total assets at end of year2016-12-31$4,641,512
Value of total assets at beginning of year2016-12-31$4,166,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,516
Total interest from all sources2016-12-31$13,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$179,895
Participant contributions at end of year2016-12-31$227,470
Participant contributions at beginning of year2016-12-31$154,182
Participant contributions at end of year2016-12-31$6,220
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$207
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$474,942
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,641,512
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,166,570
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
Investment advisory and management fees2016-12-31$2,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,915,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,582,519
Interest on participant loans2016-12-31$7,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$483,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$429,869
Net investment gain/loss from pooled separate accounts2016-12-31$340,115
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$184,618
Employer contributions (assets) at end of year2016-12-31$8,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$301,614
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 name2016-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2016-12-31061218594
2015 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$417,362
Total of all expenses incurred2015-12-31$258,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$255,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$449,801
Value of total assets at end of year2015-12-31$4,166,570
Value of total assets at beginning of year2015-12-31$4,007,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,263
Total interest from all sources2015-12-31$10,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$217,170
Participant contributions at end of year2015-12-31$154,182
Participant contributions at beginning of year2015-12-31$144,522
Participant contributions at beginning of year2015-12-31$9,694
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,697
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$159,091
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,166,570
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,007,479
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$3,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,582,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,501,627
Interest on participant loans2015-12-31$5,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$429,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$341,672
Net investment gain/loss from pooled separate accounts2015-12-31$-42,817
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$225,934
Employer contributions (assets) at beginning of year2015-12-31$9,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$255,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2015-12-31061218594
2014 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$700,454
Total of all expenses incurred2014-12-31$670,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$651,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$467,275
Value of total assets at end of year2014-12-31$4,007,479
Value of total assets at beginning of year2014-12-31$3,977,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,973
Total interest from all sources2014-12-31$7,411
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,533
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$233,808
Participant contributions at end of year2014-12-31$144,522
Participant contributions at beginning of year2014-12-31$164,466
Participant contributions at end of year2014-12-31$9,694
Participant contributions at beginning of year2014-12-31$9,279
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,534
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$30,069
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,007,479
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,977,410
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$18,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,501,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,124,169
Interest on participant loans2014-12-31$5,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$21,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$21,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$341,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$648,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$26,755
Net investment gain/loss from pooled separate accounts2014-12-31$195,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$230,933
Employer contributions (assets) at end of year2014-12-31$9,964
Employer contributions (assets) at beginning of year2014-12-31$10,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$651,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2014-12-31061218594
2013 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2013 401k financial data
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$1,087,500
Total of all expenses incurred2013-12-31$396,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$355,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$448,092
Value of total assets at end of year2013-12-31$3,977,410
Value of total assets at beginning of year2013-12-31$3,286,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,231
Total interest from all sources2013-12-31$7,701
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$170,682
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$170,682
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
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$251,540
Participant contributions at end of year2013-12-31$164,466
Participant contributions at beginning of year2013-12-31$203,853
Participant contributions at end of year2013-12-31$9,279
Participant contributions at beginning of year2013-12-31$6,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$690,818
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,977,410
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,286,592
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$41,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,124,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,250,244
Interest on participant loans2013-12-31$7,701
Income. Interest from US Government securities2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$21,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$25,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$25,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$648,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$789,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$461,025
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$196,552
Employer contributions (assets) at end of year2013-12-31$10,207
Employer contributions (assets) at beginning of year2013-12-31$10,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$355,451
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 name2013-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2013-12-31061218594
2012 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 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$732,224
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$198,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$155,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$437,228
Value of total assets at end of year2012-12-31$3,286,592
Value of total assets at beginning of year2012-12-31$2,752,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,343
Total interest from all sources2012-12-31$15,541
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$27,284
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$27,284
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
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$187,121
Participant contributions at end of year2012-12-31$203,853
Participant contributions at beginning of year2012-12-31$163,733
Participant contributions at end of year2012-12-31$6,920
Participant contributions at beginning of year2012-12-31$5,880
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$534,072
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,286,592
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,752,520
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$42,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,250,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,767,022
Interest on participant loans2012-12-31$7,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$25,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$63,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$63,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$789,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$741,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$252,171
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$250,107
Employer contributions (assets) at end of year2012-12-31$10,690
Employer contributions (assets) at beginning of year2012-12-31$10,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$155,809
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 name2012-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2012-12-31061218594
2011 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 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$389,657
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$90,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$447,849
Value of total assets at end of year2011-12-31$2,752,520
Value of total assets at beginning of year2011-12-31$2,453,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,239
Total interest from all sources2011-12-31$9,883
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$39,167
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$39,167
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$168,397
Participant contributions at end of year2011-12-31$163,733
Participant contributions at beginning of year2011-12-31$97,562
Participant contributions at end of year2011-12-31$5,880
Participant contributions at beginning of year2011-12-31$5,580
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$299,155
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,752,520
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,453,365
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$38,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,767,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,586,829
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$4,947
Income. Interest from US Government securities2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$63,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$67,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$67,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$741,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$686,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-107,242
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$279,452
Employer contributions (assets) at end of year2011-12-31$10,875
Employer contributions (assets) at beginning of year2011-12-31$9,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,263
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 name2011-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2011-12-31061218594
2010 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$556,288
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$74,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$74,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$396,504
Value of total assets at end of year2010-12-31$2,453,365
Value of total assets at beginning of year2010-12-31$1,972,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$159,784
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$251,680
Participant contributions at end of year2010-12-31$97,562
Participant contributions at beginning of year2010-12-31$103,991
Participant contributions at end of year2010-12-31$5,580
Participant contributions at beginning of year2010-12-31$7,811
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$144,824
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$481,310
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,453,365
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,972,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,586,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,189,768
Interest on participant loans2010-12-31$4,171
Interest earned on other investments2010-12-31$156,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$67,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$43,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$43,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-1,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$686,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$609,342
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
Employer contributions (assets) at end of year2010-12-31$9,689
Employer contributions (assets) at beginning of year2010-12-31$17,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$74,978
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 name2010-12-31BUDWITZ & MEYERJACK
Accountancy firm EIN2010-12-31061218594
2009 : TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC.

2022: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 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: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 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: TAX DEFERRED ANNUITY PLAN OF CONNECTICUT RENAISSANCE, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 1
Insurance contract or identification number059225-K
Number of Individuals Covered298
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $1,249
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1249
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 1
Insurance contract or identification number059225-K
Number of Individuals Covered298
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $1,538
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1538
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 1
Insurance contract or identification number059225-K
Number of Individuals Covered317
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $1,538
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1538
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 1
Insurance contract or identification number059225-K
Number of Individuals Covered318
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $699
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees699
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 1
Insurance contract or identification number059225-K
Number of Individuals Covered318
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $2,575
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2575
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 1
Insurance contract or identification number059225-K
Number of Individuals Covered346
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $1,012
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1012
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 1
Insurance contract or identification number059225-K
Number of Individuals Covered248
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $3,404
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3404
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-AB1G
Policy instance 1
Insurance contract or identification numberGAP-B0-AB1G
Number of Individuals Covered207
Insurance policy start date2014-01-01
Insurance policy end date2014-04-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059225-K
Policy instance 2
Insurance contract or identification number059225-K
Number of Individuals Covered237
Insurance policy start date2014-05-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-AB1G
Policy instance 1
Insurance contract or identification numberGAP-B0-AB1G
Number of Individuals Covered207
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,431
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,431
Insurance broker organization code?6
Insurance broker nameTRIAD ADVISORS, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-AB1G
Policy instance 1
Insurance contract or identification numberGAP-B0-AB1G
Number of Individuals Covered200
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,833
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $334
Insurance broker organization code?6
Insurance broker nameFIELDPOINT PRIVATE SECURITES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-AB1G
Policy instance 1
Insurance contract or identification numberGAP-B0-AB1G
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,571
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-AB1G
Policy instance 1
Insurance contract or identification numberGAP-B0-AB1G
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,254
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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