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PETER GREENBERG RETIREMENT PLAN 401k Plan overview

Plan NamePETER GREENBERG RETIREMENT PLAN
Plan identification number 001

PETER GREENBERG RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PETER GREENBERG has sponsored the creation of one or more 401k plans.

Company Name:PETER GREENBERG
Employer identification number (EIN):132726229
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER GREENBERG RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01EDWARD GREENBERG
0012022-01-01
0012022-01-01EDWARD GREENBERG
0012021-01-01
0012021-01-01
0012021-01-01EDWARD GREENBERG
0012020-01-01
0012019-01-01
0012018-01-01EDWARD GREENBERG
0012017-01-01EDWARD GREENBERG
0012016-01-01EDWARD GREENBERG
0012015-01-01EDWARD GREENBERG
0012014-01-01EDWARD GREENBERG
0012013-01-01EDWARD GREENBERG
0012012-01-01PETER GREENBERG PETER GREENBERG2013-06-06
0012011-01-01EDWARD GREENBERG
0012010-01-01PETER GREENBERG
0012009-01-01PETER GREENBERG

Financial Data on PETER GREENBERG RETIREMENT PLAN

Measure Date Value
2025 : PETER GREENBERG RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-140
Total liabilities as of the end of the plan year2025-04-140
Total liabilities as of the beginning of the plan year2025-04-140
Total expenses incurred by plan in this plan year2025-04-144066201
Net assets as of the end of the plan year2025-04-140
Total assets as of the beginning of the plan year2025-04-143421939
Value of plan covered by a fidelity bond2025-04-14190000
Participant contributions to plan in this plan year2025-04-140
Other expenses paid from plan in this plan year2025-04-140
Other contributions to plan in this plan year2025-04-140
Other income to plan in this plan year2025-04-14644262
Plan net income in this plan year2025-04-14-3421939
Net assets as of the end of the plan year2025-04-140
Net assets as of the beginning of the plan year2025-04-143421939
Employer contributions to plan in this plan year2025-04-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-140
2023 : PETER GREENBERG RETIREMENT PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$624,038
Expenses. Total of all expenses incurred2023-12-31$153,326
Benefits paid (including direct rollovers)2023-12-31$153,326
Total plan assets at end of year2023-12-31$3,421,939
Total plan assets at beginning of year2023-12-31$2,951,227
Value of fidelity bond covering the plan2023-12-31$190,000
Other income received2023-12-31$587,663
Net income (gross income less expenses)2023-12-31$470,712
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,421,939
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,951,227
Assets. Value of assets in partnership/joint-venture interests2023-12-31$1,301
Total contributions received or receivable from employer(s)2023-12-31$36,375
2022 : PETER GREENBERG RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-812,312
Expenses. Total of all expenses incurred2022-12-31$199,900
Benefits paid (including direct rollovers)2022-12-31$199,900
Total plan assets at end of year2022-12-31$2,951,227
Total plan assets at beginning of year2022-12-31$3,963,439
Value of fidelity bond covering the plan2022-12-31$190,000
Other income received2022-12-31$-824,312
Net income (gross income less expenses)2022-12-31$-1,012,212
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,951,227
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,963,439
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,301
Total contributions received or receivable from employer(s)2022-12-31$12,000
2021 : PETER GREENBERG RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$576,663
Expenses. Total of all expenses incurred2021-12-31$100,000
Benefits paid (including direct rollovers)2021-12-31$100,000
Total plan assets at end of year2021-12-31$3,963,439
Total plan assets at beginning of year2021-12-31$3,486,776
Value of fidelity bond covering the plan2021-12-31$190,000
Other income received2021-12-31$530,069
Net income (gross income less expenses)2021-12-31$476,663
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,963,439
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,486,776
Assets. Value of assets in partnership/joint-venture interests2021-12-31$1,413
Total contributions received or receivable from employer(s)2021-12-31$46,594
2020 : PETER GREENBERG RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$554,793
Expenses. Total of all expenses incurred2020-12-31$100,000
Benefits paid (including direct rollovers)2020-12-31$100,000
Total plan assets at end of year2020-12-31$3,486,776
Total plan assets at beginning of year2020-12-31$3,031,983
Value of fidelity bond covering the plan2020-12-31$348,700
Other income received2020-12-31$511,773
Net income (gross income less expenses)2020-12-31$454,793
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,486,776
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,031,983
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,547
Total contributions received or receivable from employer(s)2020-12-31$43,020
2019 : PETER GREENBERG RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$605,856
Expenses. Total of all expenses incurred2019-12-31$102,074
Benefits paid (including direct rollovers)2019-12-31$102,074
Total plan assets at end of year2019-12-31$3,031,983
Total plan assets at beginning of year2019-12-31$2,528,201
Value of fidelity bond covering the plan2019-12-31$250,000
Other income received2019-12-31$566,574
Net income (gross income less expenses)2019-12-31$503,782
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,031,983
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,528,201
Assets. Value of assets in partnership/joint-venture interests2019-12-31$37,801
Total contributions received or receivable from employer(s)2019-12-31$39,282
2018 : PETER GREENBERG RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-97,404
Expenses. Total of all expenses incurred2018-12-31$127,870
Benefits paid (including direct rollovers)2018-12-31$127,870
Total plan assets at end of year2018-12-31$2,528,201
Total plan assets at beginning of year2018-12-31$2,753,475
Value of fidelity bond covering the plan2018-12-31$250,000
Other income received2018-12-31$-134,078
Net income (gross income less expenses)2018-12-31$-225,274
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,528,201
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,753,475
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,020
Total contributions received or receivable from employer(s)2018-12-31$36,674
2017 : PETER GREENBERG RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$467,796
Expenses. Total of all expenses incurred2017-12-31$179,577
Benefits paid (including direct rollovers)2017-12-31$179,577
Total plan assets at end of year2017-12-31$2,753,475
Total plan assets at beginning of year2017-12-31$2,465,256
Value of fidelity bond covering the plan2017-12-31$250,000
Other income received2017-12-31$420,952
Net income (gross income less expenses)2017-12-31$288,219
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,753,475
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,465,256
Assets. Value of assets in partnership/joint-venture interests2017-12-31$57
Total contributions received or receivable from employer(s)2017-12-31$46,844
2016 : PETER GREENBERG RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$109,348
Expenses. Total of all expenses incurred2016-12-31$102,000
Benefits paid (including direct rollovers)2016-12-31$102,000
Total plan assets at end of year2016-12-31$2,465,256
Total plan assets at beginning of year2016-12-31$2,457,908
Value of fidelity bond covering the plan2016-12-31$250,000
Other income received2016-12-31$64,989
Net income (gross income less expenses)2016-12-31$7,348
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,465,256
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,457,908
Assets. Value of assets in partnership/joint-venture interests2016-12-31$3,497
Total contributions received or receivable from employer(s)2016-12-31$44,359
2015 : PETER GREENBERG RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$75,086
Expenses. Total of all expenses incurred2015-12-31$145,000
Benefits paid (including direct rollovers)2015-12-31$145,000
Total plan assets at end of year2015-12-31$2,457,908
Total plan assets at beginning of year2015-12-31$2,527,822
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$14,359
Net income (gross income less expenses)2015-12-31$-69,914
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,457,908
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,527,822
Assets. Value of assets in partnership/joint-venture interests2015-12-31$74
Total contributions received or receivable from employer(s)2015-12-31$60,727
2014 : PETER GREENBERG RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$137,454
Expenses. Total of all expenses incurred2014-12-31$150,000
Benefits paid (including direct rollovers)2014-12-31$150,000
Total plan assets at end of year2014-12-31$2,527,822
Total plan assets at beginning of year2014-12-31$2,540,368
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$102,481
Net income (gross income less expenses)2014-12-31$-12,546
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,527,822
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,540,368
Assets. Value of assets in partnership/joint-venture interests2014-12-31$2,003
Total contributions received or receivable from employer(s)2014-12-31$34,973
2013 : PETER GREENBERG RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$14,504
Total income from all sources2013-12-31$499,531
Expenses. Total of all expenses incurred2013-12-31$100,000
Benefits paid (including direct rollovers)2013-12-31$100,000
Total plan assets at end of year2013-12-31$2,540,368
Total plan assets at beginning of year2013-12-31$2,155,341
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$450,054
Net income (gross income less expenses)2013-12-31$399,531
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,540,368
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,140,837
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,596
Total contributions received or receivable from employer(s)2013-12-31$49,477
2012 : PETER GREENBERG RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$14,504
Total income from all sources2012-12-31$317,837
Expenses. Total of all expenses incurred2012-12-31$99,997
Benefits paid (including direct rollovers)2012-12-31$99,997
Total plan assets at end of year2012-12-31$2,155,341
Total plan assets at beginning of year2012-12-31$1,922,997
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$270,341
Net income (gross income less expenses)2012-12-31$217,840
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,140,837
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,922,997
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,780
Total contributions received or receivable from employer(s)2012-12-31$47,496
2011 : PETER GREENBERG RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-23,684
Expenses. Total of all expenses incurred2011-12-31$100,000
Benefits paid (including direct rollovers)2011-12-31$100,000
Total plan assets at end of year2011-12-31$1,922,997
Total plan assets at beginning of year2011-12-31$2,046,681
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$-84,686
Net income (gross income less expenses)2011-12-31$-123,684
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,922,997
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,046,681
Assets. Value of assets in partnership/joint-venture interests2011-12-31$-16,700
Total contributions received or receivable from employer(s)2011-12-31$61,002
2010 : PETER GREENBERG RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$319,224
Expenses. Total of all expenses incurred2010-12-31$175,500
Benefits paid (including direct rollovers)2010-12-31$175,500
Total plan assets at end of year2010-12-31$2,046,681
Total plan assets at beginning of year2010-12-31$1,902,957
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$264,197
Net income (gross income less expenses)2010-12-31$143,724
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,046,681
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,902,957
Assets. Value of assets in partnership/joint-venture interests2010-12-31$-17,970
Total contributions received or receivable from employer(s)2010-12-31$55,027

Form 5500 Responses for PETER GREENBERG RETIREMENT PLAN

2023: PETER GREENBERG RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PETER GREENBERG RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: PETER GREENBERG RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETER GREENBERG RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETER GREENBERG RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETER GREENBERG RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETER GREENBERG RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETER GREENBERG RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETER GREENBERG RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETER GREENBERG RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PETER GREENBERG RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETER GREENBERG RETIREMENT 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: PETER GREENBERG RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PETER GREENBERG RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETER GREENBERG RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTRN44851775
Policy instance 1
Insurance contract or identification numberTRN44851775
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $495
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTRN44851775
Policy instance 1
Insurance contract or identification numberTRN44851775
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $495
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number2107333
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTRN44851775
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number2107333
Policy instance 2
MASS MUTUAL (National Association of Insurance Commissioners NAIC id number: 65693 )
Policy contract numberTRN44851775
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberEVN46022620ETC
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number2107333
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number2107333
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberEVN46022620 ETC
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number2107333
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberEVN46022620,ETC
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number2107333
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number10001405
Policy instance 2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGIO52497
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number2107333
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberS4E10001405
Policy instance 2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberG1052497
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21073333
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberEVN46022620
Policy instance 1
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberG1052497
Policy instance 3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberG1052497
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21073333
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTRN44851775
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21073333
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTRN44851775
Policy instance 2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberG1052497
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTRN44851775
Policy instance 3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberG1052497
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21073333
Policy instance 1

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