MJLF & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about MJLF & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN
401k plan membership statisitcs for MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN
| Measure | Date | Value |
|---|
| 2022: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 19 |
| Total of all active and inactive participants | 2022-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 47 |
| Number of participants with account balances | 2022-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
| Total of all active and inactive participants | 2021-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 47 |
| Number of participants with account balances | 2021-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20 |
| Total of all active and inactive participants | 2020-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 54 |
| Number of participants with account balances | 2020-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
| Total of all active and inactive participants | 2019-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 56 |
| Number of participants with account balances | 2019-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
| Total of all active and inactive participants | 2018-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 53 |
| Number of participants with account balances | 2018-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 21 |
| Total of all active and inactive participants | 2017-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 57 |
| Number of participants with account balances | 2017-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 30 |
| Total of all active and inactive participants | 2016-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 67 |
| Number of participants with account balances | 2016-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 31 |
| Total of all active and inactive participants | 2015-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 70 |
| Number of participants with account balances | 2015-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 31 |
| Total of all active and inactive participants | 2014-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 70 |
| Number of participants with account balances | 2014-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 28 |
| Total of all active and inactive participants | 2013-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 64 |
| Number of participants with account balances | 2013-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 27 |
| Total of all active and inactive participants | 2012-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 66 |
| Number of participants with account balances | 2012-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-9,031,750 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,099,167 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,092,124 |
| Total plan assets at end of year | 2022-12-31 | $22,201,563 |
| Total plan assets at beginning of year | 2022-12-31 | $32,332,480 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $209,563 |
| Other income received | 2022-12-31 | $-9,378,131 |
| Net income (gross income less expenses) | 2022-12-31 | $-10,130,917 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $22,201,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,332,480 |
| Assets. Value of participant loans | 2022-12-31 | $121,364 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $9,268 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $136,818 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,043 |
| 2021 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $7,950,871 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,415,794 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,404,001 |
| Total plan assets at end of year | 2021-12-31 | $32,332,480 |
| Total plan assets at beginning of year | 2021-12-31 | $25,797,403 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $257,837 |
| Other income received | 2021-12-31 | $7,532,007 |
| Net income (gross income less expenses) | 2021-12-31 | $6,535,077 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $32,332,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,797,403 |
| Assets. Value of participant loans | 2021-12-31 | $73,172 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $9,202 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $161,027 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,793 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $5,963,477 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $315,487 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $309,900 |
| Total plan assets at end of year | 2020-12-31 | $25,797,403 |
| Total plan assets at beginning of year | 2020-12-31 | $20,149,413 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $326,524 |
| Other income received | 2020-12-31 | $5,470,889 |
| Net income (gross income less expenses) | 2020-12-31 | $5,647,990 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $25,797,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,149,413 |
| Assets. Value of participant loans | 2020-12-31 | $77,841 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $166,064 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,587 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $5,505,645 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $330,617 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $329,149 |
| Total plan assets at end of year | 2019-12-31 | $20,149,413 |
| Total plan assets at beginning of year | 2019-12-31 | $14,974,385 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $315,517 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $32,131 |
| Other income received | 2019-12-31 | $5,000,731 |
| Net income (gross income less expenses) | 2019-12-31 | $5,175,028 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $20,149,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,974,385 |
| Assets. Value of participant loans | 2019-12-31 | $87,363 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $157,266 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,468 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-390,433 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,439,617 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,434,917 |
| Total plan assets at end of year | 2018-12-31 | $14,974,385 |
| Total plan assets at beginning of year | 2018-12-31 | $18,804,435 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $355,098 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $229,248 |
| Other income received | 2018-12-31 | $-1,128,245 |
| Net income (gross income less expenses) | 2018-12-31 | $-3,830,050 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,974,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,804,435 |
| Assets. Value of participant loans | 2018-12-31 | $97,446 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $153,466 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,700 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,997,066 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,881,801 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,877,745 |
| Total plan assets at end of year | 2017-12-31 | $18,804,435 |
| Total plan assets at beginning of year | 2017-12-31 | $16,689,170 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $467,732 |
| Other income received | 2017-12-31 | $3,195,224 |
| Net income (gross income less expenses) | 2017-12-31 | $2,115,265 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $18,804,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,689,170 |
| Assets. Value of participant loans | 2017-12-31 | $148,399 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $20,626 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $334,110 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,056 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,097,736 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,290,397 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,286,646 |
| Total plan assets at end of year | 2016-12-31 | $16,689,170 |
| Total plan assets at beginning of year | 2016-12-31 | $17,881,831 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $498,372 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $27,698 |
| Other income received | 2016-12-31 | $1,151,510 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,192,661 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $16,689,170 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,881,831 |
| Assets. Value of participant loans | 2016-12-31 | $81,790 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $12,282 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $420,156 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,751 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $536,686 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,815,865 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,812,049 |
| Total plan assets at end of year | 2015-12-31 | $17,881,831 |
| Total plan assets at beginning of year | 2015-12-31 | $20,161,010 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $339,981 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $160,193 |
| Other income received | 2015-12-31 | $-136,828 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,279,179 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $17,881,831 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,161,010 |
| Assets. Value of participant loans | 2015-12-31 | $65,423 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $3,544 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $173,340 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,816 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,812,425 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $621,208 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $620,383 |
| Total plan assets at end of year | 2014-12-31 | $20,161,010 |
| Total plan assets at beginning of year | 2014-12-31 | $18,969,793 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $313,543 |
| Other income received | 2014-12-31 | $1,337,437 |
| Net income (gross income less expenses) | 2014-12-31 | $1,191,217 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $20,161,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,969,793 |
| Assets. Value of participant loans | 2014-12-31 | $45,954 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $161,445 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $825 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,758,866 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,401,404 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,400,539 |
| Total plan assets at end of year | 2013-12-31 | $18,969,793 |
| Total plan assets at beginning of year | 2013-12-31 | $18,612,331 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $396,469 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $865 |
| Other income received | 2013-12-31 | $1,179,816 |
| Net income (gross income less expenses) | 2013-12-31 | $357,462 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $18,969,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,612,331 |
| Assets. Value of participant loans | 2013-12-31 | $54,415 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $182,581 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,915,478 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,845,532 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $3,844,776 |
| Total plan assets at end of year | 2012-12-31 | $18,612,331 |
| Total plan assets at beginning of year | 2012-12-31 | $20,542,385 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $378,538 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $756 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $29,724 |
| Other income received | 2012-12-31 | $1,049,252 |
| Net income (gross income less expenses) | 2012-12-31 | $-1,930,054 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $18,612,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,542,385 |
| Assets. Value of participant loans | 2012-12-31 | $27,112 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $457,964 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2022: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MJLF & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 074031 |
| Policy instance | 1 |
| Insurance contract or identification number | 074031 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $4,747 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 4747 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 4 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 007750 |
| Policy instance | 1 |
| Insurance contract or identification number | 007750 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,986 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 6986 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 4 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 007750 |
| Policy instance | 1 |
| Insurance contract or identification number | 007750 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $7,449 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 7449 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 4 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 007750 |
| Policy instance | 1 |
| Insurance contract or identification number | 007750 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,356 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 8356 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 4 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 007750 |
| Policy instance | 1 |
| Insurance contract or identification number | 007750 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $9,076 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 9076 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 4 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 007750 |
| Policy instance | 1 |
| Insurance contract or identification number | 007750 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $10,353 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 10353 | | Additional information about fees paid to insurance broker | SERVICES TO INURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 7750 |
| Policy instance | 1 |
| Insurance contract or identification number | 7750 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $13,562 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 13562 | | Additional information about fees paid to insurance broker | SERVICES TO INURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKERAGE INS AG |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 7750 |
| Policy instance | 1 |
| Insurance contract or identification number | 7750 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $13,777 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 13777 | | Additional information about fees paid to insurance broker | SERVICES TO INURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKERAGE INS AG |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 7750 |
| Policy instance | 1 |
| Insurance contract or identification number | 7750 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $14,347 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 14347 | | Additional information about fees paid to insurance broker | SERVICES TO INURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKERAGE INS AG |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 7750 |
| Policy instance | 1 |
| Insurance contract or identification number | 7750 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $2,085 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 2085 | | Additional information about fees paid to insurance broker | SERVICES TO INURER OR PLAN | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKERAGE INS AG |
|
