?>
Logo

COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 401k Plan overview

Plan NameCOUNTRY-WIDE INSURANCE CO. 401(K) PLAN
Plan identification number 001

COUNTRY-WIDE INSURANCE CO. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COUNTRY-WIDE INSURANCE CO. has sponsored the creation of one or more 401k plans.

Company Name:COUNTRY-WIDE INSURANCE CO.
Employer identification number (EIN):131999109
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNTRY-WIDE INSURANCE CO. 401(K) PLAN

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
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01LEE TING
0012016-01-01LEE TING
0012015-01-01LEE TING
0012014-01-01LEE TING
0012013-01-01MYLES M. SAPOSNICK
0012012-01-01MYLES SAPOSNICK MYLES SAPOSNICK2013-10-15
0012011-01-01MYLES M SAPOSNICK MYLES M SAPOSNICK2012-10-10
0012009-01-01MYLES SAPOSNICK MYLES SAPOSNICK2010-10-12

Plan Statistics for COUNTRY-WIDE INSURANCE CO. 401(K) PLAN

401k plan membership statisitcs for COUNTRY-WIDE INSURANCE CO. 401(K) PLAN

Measure Date Value
2022: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01376
Total number of active participants reported on line 7a of the Form 55002022-01-01226
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01154
Total of all active and inactive participants2022-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01388
Number of participants with account balances2022-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01403
Total number of active participants reported on line 7a of the Form 55002021-01-01206
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01372
Number of participants with account balances2021-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01410
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01162
Total of all active and inactive participants2020-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01401
Number of participants with account balances2020-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01411
Total number of active participants reported on line 7a of the Form 55002019-01-01239
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01157
Total of all active and inactive participants2019-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01401
Number of participants with account balances2019-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01272
Total number of active participants reported on line 7a of the Form 55002018-01-01248
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01152
Total of all active and inactive participants2018-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01403
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01455
Total number of active participants reported on line 7a of the Form 55002017-01-01262
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 participants2017-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01417
Number of participants with account balances2017-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01468
Total number of active participants reported on line 7a of the Form 55002016-01-01292
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01142
Total of all active and inactive participants2016-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01434
Number of participants with account balances2016-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01470
Total number of active participants reported on line 7a of the Form 55002015-01-01306
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01143
Total of all active and inactive participants2015-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01449
Number of participants with account balances2015-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01473
Total number of active participants reported on line 7a of the Form 55002014-01-01324
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01140
Total of all active and inactive participants2014-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01464
Number of participants with account balances2014-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01441
Total number of active participants reported on line 7a of the Form 55002013-01-01330
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01129
Total of all active and inactive participants2013-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01459
Number of participants with account balances2013-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01469
Total number of active participants reported on line 7a of the Form 55002012-01-01314
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01328
Total participants2012-01-01328
Number of participants with account balances2012-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01355
Total number of active participants reported on line 7a of the Form 55002011-01-01401
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01416
Total participants2011-01-01416
Number of participants with account balances2011-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01349
Total number of active participants reported on line 7a of the Form 55002009-01-01306
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01350
Total participants2009-01-01350
Number of participants with account balances2009-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on COUNTRY-WIDE INSURANCE CO. 401(K) PLAN

Measure Date Value
2022 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,553,032
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$239,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$201,033
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$38,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,154,252
Value of total assets at end of year2022-12-31$24,249,105
Value of total assets at beginning of year2022-12-31$27,042,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$14,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$3,000,000
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$920,986
Participant contributions at end of year2022-12-31$293,732
Participant contributions at beginning of year2022-12-31$218,414
Participant contributions at end of year2022-12-31$34,228
Participant contributions at beginning of year2022-12-31$39,162
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,793,009
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,249,105
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,042,114
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$16,627,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,891,650
Interest on participant loans2022-12-31$14,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$66,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$58,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$58,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,989,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,831,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,721,993
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$233,266
Employer contributions (assets) at end of year2022-12-31$233,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$201,033
Contract administrator fees2022-12-31$0
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 name2022-12-31REID CPSS LLP
Accountancy firm EIN2022-12-31203704273
2021 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,840,482
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$759,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$748,194
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$11,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$887,573
Value of total assets at end of year2021-12-31$27,042,114
Value of total assets at beginning of year2021-12-31$23,961,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$12,006
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$300,000
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$887,573
Participant contributions at end of year2021-12-31$218,414
Participant contributions at beginning of year2021-12-31$251,268
Participant contributions at end of year2021-12-31$39,162
Participant contributions at beginning of year2021-12-31$27,333
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,665
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$3,080,859
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,042,114
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,961,255
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$19,891,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,737,650
Interest on participant loans2021-12-31$12,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$58,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$71,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$71,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,831,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,869,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,940,903
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$748,194
Contract administrator fees2021-12-31$0
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 name2021-12-31G.R. REID ASSOCIATES LLP
Accountancy firm EIN2021-12-31203704273
2020 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,183,441
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$453,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$395,649
Expenses. Certain deemed distributions of participant loans2020-12-31$2,779
Value of total corrective distributions2020-12-31$37,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,237,168
Value of total assets at end of year2020-12-31$24,069,874
Value of total assets at beginning of year2020-12-31$20,340,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,883
Total interest from all sources2020-12-31$112,351
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$3,000,000
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$902,460
Participant contributions at end of year2020-12-31$251,268
Participant contributions at beginning of year2020-12-31$127,578
Participant contributions at end of year2020-12-31$27,333
Participant contributions at beginning of year2020-12-31$108
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$104,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,665
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$3,729,500
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,069,874
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,340,374
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$17,737,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,180,890
Interest on participant loans2020-12-31$8,868
Interest earned on other investments2020-12-31$103,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$71,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,869,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,775,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,833,922
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$230,150
Employer contributions (assets) at end of year2020-12-31$108,619
Employer contributions (assets) at beginning of year2020-12-31$245,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$395,649
Contract administrator fees2020-12-31$17,883
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 name2020-12-31REID CPA, LLP
Accountancy firm EIN2020-12-31113044886
2019 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$4,147,766
Total income from all sources (including contributions)2019-12-31$4,147,766
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$536,140
Total of all expenses incurred2019-12-31$536,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$484,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$484,558
Expenses. Certain deemed distributions of participant loans2019-12-31$20,439
Expenses. Certain deemed distributions of participant loans2019-12-31$20,439
Value of total corrective distributions2019-12-31$12,273
Value of total corrective distributions2019-12-31$12,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,321,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,321,730
Value of total assets at end of year2019-12-31$20,340,374
Value of total assets at end of year2019-12-31$20,340,374
Value of total assets at beginning of year2019-12-31$16,728,748
Value of total assets at beginning of year2019-12-31$16,728,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,870
Total interest from all sources2019-12-31$8,708
Total interest from all sources2019-12-31$8,708
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$18,870
Administrative expenses professional fees incurred2019-12-31$18,870
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$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
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
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$905,121
Contributions received from participants2019-12-31$905,121
Participant contributions at end of year2019-12-31$127,578
Participant contributions at end of year2019-12-31$127,578
Participant contributions at beginning of year2019-12-31$152,449
Participant contributions at beginning of year2019-12-31$152,449
Participant contributions at end of year2019-12-31$108
Participant contributions at end of year2019-12-31$108
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$198,907
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$198,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$496
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$3,611,626
Value of net income/loss2019-12-31$3,611,626
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,340,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,340,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,728,748
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,728,748
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,180,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,180,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,942,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,942,201
Interest on participant loans2019-12-31$8,598
Interest on participant loans2019-12-31$8,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,775,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,775,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,627,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,627,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,817,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,817,328
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$217,702
Contributions received in cash from employer2019-12-31$217,702
Employer contributions (assets) at end of year2019-12-31$245,857
Employer contributions (assets) at end of year2019-12-31$245,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$484,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$484,558
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 name2019-12-31ISRAELOFF TRATTNER & CO., PC
Accountancy firm name2019-12-31ISRAELOFF TRATTNER & CO., PC
Accountancy firm EIN2019-12-31113044886
Accountancy firm EIN2019-12-31113044886
2018 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$57
Total income from all sources (including contributions)2018-12-31$430,165
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$687,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$646,706
Expenses. Certain deemed distributions of participant loans2018-12-31$223
Value of total corrective distributions2018-12-31$22,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,119,837
Value of total assets at end of year2018-12-31$16,728,748
Value of total assets at beginning of year2018-12-31$16,985,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,328
Total interest from all sources2018-12-31$8,812
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$17,328
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$795,334
Participant contributions at end of year2018-12-31$152,449
Participant contributions at beginning of year2018-12-31$187,653
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$324,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-256,986
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,728,748
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,985,734
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$10,942,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,878,539
Interest on participant loans2018-12-31$8,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,627,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,919,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-698,484
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$646,706
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 name2018-12-31ISRAELOFF, TRATTNER & CO., PC
Accountancy firm EIN2018-12-31113044886
2017 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$57
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31
Total income from all sources (including contributions)2017-12-31$2,624,892
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,096,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,074,944
Value of total corrective distributions2017-12-31$1,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$679,210
Value of total assets at end of year2017-12-31$16,985,791
Value of total assets at beginning of year2017-12-31$15,456,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,059
Total interest from all sources2017-12-31$116,289
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$2,000,000
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$679,210
Participant contributions at end of year2017-12-31$187,653
Participant contributions at beginning of year2017-12-31$298,165
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$25,330
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$57
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$31
Other income not declared elsewhere2017-12-31$8,292
Administrative expenses (other) incurred2017-12-31$20,059
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,528,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,985,734
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,456,910
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$11,878,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,499,463
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$11,612
Interest earned on other investments2017-12-31$104,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,919,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,590,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,821,101
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$43,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,074,944
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 name2017-12-31ISRAELOFF, TRATTNER & CO., PC
Accountancy firm EIN2017-12-31113044886
2016 : COUNTRY-WIDE INSURANCE CO. 401(K) 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$31
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$452
Total income from all sources (including contributions)2016-12-31$1,710,645
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,753,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,743,063
Value of total corrective distributions2016-12-31$10,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$890,324
Value of total assets at end of year2016-12-31$15,456,941
Value of total assets at beginning of year2016-12-31$15,500,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$127,379
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$2,000,000
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$719,643
Participant contributions at end of year2016-12-31$298,165
Participant contributions at beginning of year2016-12-31$473,848
Participant contributions at end of year2016-12-31$25,330
Participant contributions at beginning of year2016-12-31$27,135
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$153,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$31
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-42,851
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,456,910
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,499,761
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$10,499,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,163,247
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$17,169
Interest earned on other investments2016-12-31$110,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,590,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,786,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$692,942
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,553
Employer contributions (assets) at end of year2016-12-31$43,500
Employer contributions (assets) at beginning of year2016-12-31$49,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,743,063
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 name2016-12-31ISRAELOFF, TRATTNER & CO., PC
Accountancy firm EIN2016-12-31113044886
2015 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30
Total income from all sources (including contributions)2015-12-31$1,237,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$863,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$862,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$867,174
Value of total assets at end of year2015-12-31$15,500,213
Value of total assets at beginning of year2015-12-31$15,125,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,250
Total interest from all sources2015-12-31$88,103
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$2,000,000
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$744,306
Participant contributions at end of year2015-12-31$473,848
Participant contributions at beginning of year2015-12-31$329,260
Participant contributions at end of year2015-12-31$27,135
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$122,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$30
Administrative expenses (other) incurred2015-12-31$1,250
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$374,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,499,761
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,125,113
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,163,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,343,239
Interest on participant loans2015-12-31$8,180
Interest earned on other investments2015-12-31$79,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,786,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,403,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-536,735
Net investment gain/loss from pooled separate accounts2015-12-31$819,391
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$0
Employer contributions (assets) at end of year2015-12-31$49,300
Employer contributions (assets) at beginning of year2015-12-31$49,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$862,035
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 name2015-12-31ISRAELOFF, TRATTNER & CO., PC
Accountancy firm EIN2015-12-31113044886
2014 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30
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$1,435,817
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$591,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$587,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$791,791
Value of total assets at end of year2014-12-31$15,125,143
Value of total assets at beginning of year2014-12-31$14,280,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,555
Total interest from all sources2014-12-31$143,857
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$703,536
Participant contributions at end of year2014-12-31$329,260
Participant contributions at beginning of year2014-12-31$388,620
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$24,953
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$30
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$355
Administrative expenses (other) incurred2014-12-31$4,555
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$844,212
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,125,113
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,280,901
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
Value of interest in pooled separate accounts at end of year2014-12-31$10,343,239
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,105,245
Interest on participant loans2014-12-31$20,728
Interest earned on other investments2014-12-31$123,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,403,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,762,083
Net investment gain/loss from pooled separate accounts2014-12-31$499,814
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$49,300
Employer contributions (assets) at end of year2014-12-31$49,300
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$587,050
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 name2014-12-31ISRAELOFF, TRATTNER & CO., PC
Accountancy firm EIN2014-12-31113044886
2013 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$49,341
Total income from all sources (including contributions)2013-12-31$2,485,496
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$572,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$545,512
Value of total corrective distributions2013-12-31$22,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$712,356
Value of total assets at end of year2013-12-31$14,280,901
Value of total assets at beginning of year2013-12-31$12,417,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,375
Total interest from all sources2013-12-31$15,216
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$661,229
Participant contributions at end of year2013-12-31$388,620
Participant contributions at beginning of year2013-12-31$363,922
Participant contributions at end of year2013-12-31$24,953
Participant contributions at beginning of year2013-12-31$22,889
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$49,341
Other income not declared elsewhere2013-12-31$1,212
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$1,913,178
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,280,901
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,367,723
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
Value of interest in pooled separate accounts at end of year2013-12-31$10,105,245
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,617,098
Interest on participant loans2013-12-31$15,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,762,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,413,155
Net investment gain/loss from pooled separate accounts2013-12-31$1,756,712
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$49,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$545,512
Contract administrator fees2013-12-31$4,375
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 name2013-12-31ISRAELOFF, TRATTNER & CO., PC
Accountancy firm EIN2013-12-31113044886
2012 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$49,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$46,310
Total income from all sources (including contributions)2012-12-31$1,937,864
Total of all expenses incurred2012-12-31$1,065,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,019,013
Expenses. Certain deemed distributions of participant loans2012-12-31$42,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$676,392
Value of total assets at end of year2012-12-31$12,417,064
Value of total assets at beginning of year2012-12-31$11,541,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,850
Total interest from all sources2012-12-31$17,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$676,392
Participant contributions at end of year2012-12-31$363,922
Participant contributions at beginning of year2012-12-31$457,300
Participant contributions at end of year2012-12-31$22,889
Participant contributions at beginning of year2012-12-31$53,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$49,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$46,310
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$872,166
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,367,723
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,495,557
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
Value of interest in pooled separate accounts at end of year2012-12-31$8,617,098
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,150,726
Income. Interest from loans (other than to participants)2012-12-31$17,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,413,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,880,612
Net investment gain or loss from common/collective trusts2012-12-31$1,243,593
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,019,013
Contract administrator fees2012-12-31$3,850
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 name2012-12-31ISRAELOFF, TRATTNER & CO., P.C.
Accountancy firm EIN2012-12-31113044886
2011 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$46,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$42,331
Expenses. Interest paid2011-12-31$5,179
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$5,179
Total income from all sources (including contributions)2011-12-31$583,884
Total of all expenses incurred2011-12-31$1,015,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,006,360
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$893,529
Value of total assets at end of year2011-12-31$11,541,867
Value of total assets at beginning of year2011-12-31$11,969,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,650
Total interest from all sources2011-12-31$91,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$777,619
Participant contributions at end of year2011-12-31$457,300
Participant contributions at beginning of year2011-12-31$274,265
Participant contributions at end of year2011-12-31$53,229
Participant contributions at beginning of year2011-12-31$57,322
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$115,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$46,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$42,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-431,305
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,495,557
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,926,862
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
Value of interest in pooled separate accounts at end of year2011-12-31$8,150,726
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,336,057
Interest on participant loans2011-12-31$15,716
Interest earned on other investments2011-12-31$75,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,880,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,301,549
Net investment gain or loss from common/collective trusts2011-12-31$-400,903
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,006,360
Contract administrator fees2011-12-31$3,650
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 name2011-12-31ISRAELOFF, TRATTNER & CO., P.C.
Accountancy firm EIN2011-12-31113044886
2010 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$42,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,849
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,944,823
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$188,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$182,488
Expenses. Certain deemed distributions of participant loans2010-12-31$5,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$844,571
Value of total assets at end of year2010-12-31$11,969,193
Value of total assets at beginning of year2010-12-31$10,207,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,150
Total interest from all sources2010-12-31$76,808
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$2,000,000
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$844,571
Participant contributions at end of year2010-12-31$274,265
Participant contributions at beginning of year2010-12-31$223,758
Participant contributions at end of year2010-12-31$57,322
Participant contributions at beginning of year2010-12-31$26,046
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$42,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$36,849
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$1,755,990
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,926,862
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,170,872
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 beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$9,336,057
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,808,829
Interest on participant loans2010-12-31$12,101
Interest earned on other investments2010-12-31$64,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,301,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,145,416
Net investment gain or loss from common/collective trusts2010-12-31$1,023,444
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$182,488
Contract administrator fees2010-12-31$1,150
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 name2010-12-31ISRAELOFF, TRATTNER & CO., P.C.
Accountancy firm EIN2010-12-31113044886
2009 : COUNTRY-WIDE INSURANCE CO. 401(K) PLAN 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 COUNTRY-WIDE INSURANCE CO. 401(K) PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GV1V
Policy instance 1
Insurance contract or identification numberGAP-CP-GV1V
Number of Individuals Covered307
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,917
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
Commission paid to Insurance BrokerUSD $16,917
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GV1V
Policy instance 1
Insurance contract or identification numberGAP-CP-GV1V
Number of Individuals Covered311
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $16,166
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
Commission paid to Insurance BrokerUSD $16,166
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GV1V
Policy instance 1
Insurance contract or identification numberGAP-CP-GV1V
Number of Individuals Covered321
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,612
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
Commission paid to Insurance BrokerUSD $14,612
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GV1V
Policy instance 1
Insurance contract or identification numberGAP-CP-GV1V
Number of Individuals Covered313
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,280
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
Commission paid to Insurance BrokerUSD $14,280
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GV1V
Policy instance 1
Insurance contract or identification numberGAP-CP-GV1V
Number of Individuals Covered295
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,540
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
Commission paid to Insurance BrokerUSD $13,540
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number509-80047
Policy instance 1
Insurance contract or identification number509-80047
Number of Individuals Covered298
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4058
Policy instance 1
Insurance contract or identification numberGH4058
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,306
Total amount of fees paid to insurance companyUSD $3,701
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?Yes
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
Commission paid to Insurance BrokerUSD $12,306
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number509-80047
Policy instance 2
Insurance contract or identification number509-80047
Number of Individuals Covered315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,514
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 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?Yes
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
Commission paid to Insurance BrokerUSD $23,514
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4058
Policy instance 1
Insurance contract or identification numberGH4058
Number of Individuals Covered319
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $35,977
Total amount of fees paid to insurance companyUSD $7,085
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?Yes
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
Commission paid to Insurance BrokerUSD $35,977
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameHERITAGE PENSION SERVICES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4058
Policy instance 1
Insurance contract or identification numberGH4058
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,294
Total amount of fees paid to insurance companyUSD $6,321
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?Yes
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
Commission paid to Insurance BrokerUSD $23,844
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameHERITAGE PENSION SERVICES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4058
Policy instance 1
Insurance contract or identification numberGH4058
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 $35,487
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees29638
Insurance broker organization code?3
Insurance broker nameHERITAGE PENSION SERVICES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4058
Policy instance 1
Insurance contract or identification numberGH4058
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,797
Total amount of fees paid to insurance companyUSD $5,764
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4058
Policy instance 1
Insurance contract or identification numberGH4058
Number of Individuals Covered340
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,830
Total amount of fees paid to insurance companyUSD $5,036
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3