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CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

CHAMBERLAIN & STEWARD ASSOCIATES LTD has sponsored the creation of one or more 401k plans.

Company Name:CHAMBERLAIN & STEWARD ASSOCIATES LTD
Employer identification number (EIN):133279213
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LAWRENCE BUKZIN2019-05-16
0012017-01-01LAWRENCE BUKZIN2018-09-14
0012016-01-01LAWRENCE BUKZIN2017-07-11
0012015-01-01LAWRENCE BUKZIN2016-08-19
0012014-01-01LAWRENCE BUKZIN2015-07-20
0012013-01-01LAWRENCE BUKZIN
0012012-01-01LAWRENCE BUKZIN
0012011-01-01LAWRENCE BUKZIN
0012009-01-01LAWRENCE BUKZIN

Plan Statistics for CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2013: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-231,712
Expenses. Total of all expenses incurred2022-12-31$252,711
Benefits paid (including direct rollovers)2022-12-31$191,468
Total plan assets at end of year2022-12-31$2,141,180
Total plan assets at beginning of year2022-12-31$2,625,603
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$61,118
Other income received2022-12-31$-281,712
Net income (gross income less expenses)2022-12-31$-484,423
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,141,180
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,625,603
Assets. Value of assets in partnership/joint-venture interests2022-12-31$507,000
Total contributions received or receivable from employer(s)2022-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$125
2021 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$272,336
Expenses. Total of all expenses incurred2021-12-31$169,424
Benefits paid (including direct rollovers)2021-12-31$108,306
Total plan assets at end of year2021-12-31$2,625,603
Total plan assets at beginning of year2021-12-31$2,522,691
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$61,118
Other income received2021-12-31$222,336
Net income (gross income less expenses)2021-12-31$102,912
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,625,603
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,522,691
Assets. Value of assets in partnership/joint-venture interests2021-12-31$507,000
Total contributions received or receivable from employer(s)2021-12-31$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$49,109
Expenses. Total of all expenses incurred2020-12-31$48,000
Total plan assets at end of year2020-12-31$2,522,691
Total plan assets at beginning of year2020-12-31$2,521,582
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$48,000
Other income received2020-12-31$-891
Net income (gross income less expenses)2020-12-31$1,109
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,522,691
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,521,582
Assets. Value of assets in partnership/joint-venture interests2020-12-31$699,400
Total contributions received or receivable from employer(s)2020-12-31$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$292,284
Expenses. Total of all expenses incurred2019-12-31$160,640
Benefits paid (including direct rollovers)2019-12-31$99,522
Total plan assets at end of year2019-12-31$2,521,582
Total plan assets at beginning of year2019-12-31$2,389,938
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$61,118
Other income received2019-12-31$242,284
Net income (gross income less expenses)2019-12-31$131,644
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,521,582
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,389,938
Assets. Value of assets in partnership/joint-venture interests2019-12-31$834,400
Total contributions received or receivable from employer(s)2019-12-31$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2013 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$318,696
Expenses. Total of all expenses incurred2013-12-31$112,814
Benefits paid (including direct rollovers)2013-12-31$112,814
Total plan assets at end of year2013-12-31$2,816,292
Total plan assets at beginning of year2013-12-31$2,610,410
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$268,696
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$205,882
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,816,292
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,610,410
Total contributions received or receivable from employer(s)2013-12-31$50,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$211,854
Expenses. Total of all expenses incurred2012-12-31$54,495
Benefits paid (including direct rollovers)2012-12-31$50,000
Total plan assets at end of year2012-12-31$2,610,410
Total plan assets at beginning of year2012-12-31$2,453,051
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$175,125
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$157,359
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,610,410
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,453,051
Total contributions received or receivable from employer(s)2012-12-31$36,729
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,495
2011 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$72,704
Expenses. Total of all expenses incurred2011-12-31$63,547
Benefits paid (including direct rollovers)2011-12-31$63,547
Total plan assets at end of year2011-12-31$2,453,051
Total plan assets at beginning of year2011-12-31$2,443,894
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$48,922
Net income (gross income less expenses)2011-12-31$9,157
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,453,051
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,443,894
Total contributions received or receivable from employer(s)2011-12-31$23,782
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$250,878
Expenses. Total of all expenses incurred2010-12-31$41,000
Benefits paid (including direct rollovers)2010-12-31$41,000
Total plan assets at end of year2010-12-31$2,443,894
Total plan assets at beginning of year2010-12-31$2,234,016
Value of fidelity bond covering the plan2010-12-31$250,000
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$178,225
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$209,878
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,443,894
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,234,016
Assets. Value of participant loans2010-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$72,653
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST

2022: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 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: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 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: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 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: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 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
2013: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 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: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 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: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 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: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0152160
Policy instance 1
Insurance contract or identification number0152160
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number93 033 210
Policy instance 2
Insurance contract or identification number93 033 210
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0152160
Policy instance 1
Insurance contract or identification number0152160
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0152160
Policy instance 1
Insurance contract or identification number0152160
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0152160
Policy instance 1
Insurance contract or identification number0152160
Number of Individuals Covered2
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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