FINANCIAL EQUITIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FINANCIAL EQUITIES 401(K) PLAN
Measure | Date | Value |
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2014: FINANCIAL EQUITIES 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 15 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 3 |
Total of all active and inactive participants | 2014-11-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 1 |
Total participants | 2014-11-01 | 19 |
Number of participants with account balances | 2014-11-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 3 |
2013: FINANCIAL EQUITIES 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 5 |
Total of all active and inactive participants | 2013-11-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 1 |
Total participants | 2013-11-01 | 20 |
Number of participants with account balances | 2013-11-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 1 |
2012: FINANCIAL EQUITIES 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 3 |
Total of all active and inactive participants | 2012-11-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 1 |
Total participants | 2012-11-01 | 18 |
Number of participants with account balances | 2012-11-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 8 |
2011: FINANCIAL EQUITIES 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 2 |
Total of all active and inactive participants | 2011-11-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 1 |
Total participants | 2011-11-01 | 16 |
Number of participants with account balances | 2011-11-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 5 |
2009: FINANCIAL EQUITIES 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 11 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 4 |
Total of all active and inactive participants | 2009-11-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 1 |
Total participants | 2009-11-01 | 16 |
Number of participants with account balances | 2009-11-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
2008: FINANCIAL EQUITIES 401(K) PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-11-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 11 |
Number of retired or separated participants receiving benefits | 2008-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-11-01 | 5 |
Total of all active and inactive participants | 2008-11-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-11-01 | 0 |
Total participants | 2008-11-01 | 16 |
Number of participants with account balances | 2008-11-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-11-01 | 0 |
Measure | Date | Value |
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2015 : FINANCIAL EQUITIES 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-10-31 | $283,300 |
Expenses. Total of all expenses incurred | 2015-10-31 | $159,857 |
Benefits paid (including direct rollovers) | 2015-10-31 | $142,319 |
Total plan assets at end of year | 2015-10-31 | $3,083,547 |
Total plan assets at beginning of year | 2015-10-31 | $2,960,104 |
Value of fidelity bond covering the plan | 2015-10-31 | $200,000 |
Total contributions received or receivable from participants | 2015-10-31 | $192,224 |
Expenses. Other expenses not covered elsewhere | 2015-10-31 | $149 |
Contributions received from other sources (not participants or employers) | 2015-10-31 | $0 |
Other income received | 2015-10-31 | $46,588 |
Net income (gross income less expenses) | 2015-10-31 | $123,443 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $3,083,547 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,960,104 |
Assets. Value of participant loans | 2015-10-31 | $36,190 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $44,488 |
Value of certain deemed distributions of participant loans | 2015-10-31 | $0 |
Value of corrective distributions | 2015-10-31 | $17,389 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
2014 : FINANCIAL EQUITIES 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-10-31 | $121 |
Total income from all sources | 2014-10-31 | $565,412 |
Expenses. Total of all expenses incurred | 2014-10-31 | $126,920 |
Benefits paid (including direct rollovers) | 2014-10-31 | $126,808 |
Total plan assets at end of year | 2014-10-31 | $2,960,104 |
Total plan assets at beginning of year | 2014-10-31 | $2,521,491 |
Value of fidelity bond covering the plan | 2014-10-31 | $200,000 |
Total contributions received or receivable from participants | 2014-10-31 | $207,873 |
Expenses. Other expenses not covered elsewhere | 2014-10-31 | $112 |
Contributions received from other sources (not participants or employers) | 2014-10-31 | $98,676 |
Other income received | 2014-10-31 | $218,674 |
Net income (gross income less expenses) | 2014-10-31 | $438,492 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,960,104 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,521,491 |
Assets. Value of participant loans | 2014-10-31 | $50,785 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $40,189 |
Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
Value of corrective distributions | 2014-10-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-10-31 | $0 |
Minimum employer required contribution for this plan year | 2014-10-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-10-31 | $0 |
2013 : FINANCIAL EQUITIES 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-10-31 | $0 |
Total income from all sources | 2013-10-31 | $608,106 |
Expenses. Total of all expenses incurred | 2013-10-31 | $9,625 |
Benefits paid (including direct rollovers) | 2013-10-31 | $9,600 |
Total plan assets at end of year | 2013-10-31 | $2,521,491 |
Total plan assets at beginning of year | 2013-10-31 | $1,923,010 |
Value of fidelity bond covering the plan | 2013-10-31 | $200,000 |
Total contributions received or receivable from participants | 2013-10-31 | $195,350 |
Expenses. Other expenses not covered elsewhere | 2013-10-31 | $25 |
Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
Other income received | 2013-10-31 | $366,249 |
Net income (gross income less expenses) | 2013-10-31 | $598,481 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,521,491 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,923,010 |
Assets. Value of participant loans | 2013-10-31 | $7,011 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $46,507 |
Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
Value of corrective distributions | 2013-10-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-10-31 | $0 |
Minimum employer required contribution for this plan year | 2013-10-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-10-31 | $0 |
2012 : FINANCIAL EQUITIES 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-10-31 | $0 |
Total income from all sources | 2012-10-31 | $320,574 |
Expenses. Total of all expenses incurred | 2012-10-31 | $44,027 |
Benefits paid (including direct rollovers) | 2012-10-31 | $44,027 |
Total plan assets at end of year | 2012-10-31 | $1,923,010 |
Total plan assets at beginning of year | 2012-10-31 | $1,646,463 |
Value of fidelity bond covering the plan | 2012-10-31 | $100,000 |
Total contributions received or receivable from participants | 2012-10-31 | $150,423 |
Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
Other income received | 2012-10-31 | $134,830 |
Net income (gross income less expenses) | 2012-10-31 | $276,547 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,923,010 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,646,463 |
Assets. Value of participant loans | 2012-10-31 | $10,761 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $35,321 |
Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
Value of corrective distributions | 2012-10-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-10-31 | $0 |
Minimum employer required contribution for this plan year | 2012-10-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-10-31 | $0 |
2011 : FINANCIAL EQUITIES 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-10-31 | $0 |
Total income from all sources | 2011-10-31 | $174,780 |
Expenses. Total of all expenses incurred | 2011-10-31 | $78,508 |
Benefits paid (including direct rollovers) | 2011-10-31 | $78,438 |
Total plan assets at end of year | 2011-10-31 | $1,646,463 |
Total plan assets at beginning of year | 2011-10-31 | $1,550,191 |
Value of fidelity bond covering the plan | 2011-10-31 | $100,000 |
Total contributions received or receivable from participants | 2011-10-31 | $128,917 |
Expenses. Other expenses not covered elsewhere | 2011-10-31 | $70 |
Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
Other income received | 2011-10-31 | $13,286 |
Net income (gross income less expenses) | 2011-10-31 | $96,272 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,646,463 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,550,191 |
Assets. Value of participant loans | 2011-10-31 | $14,388 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $32,577 |
Value of certain deemed distributions of participant loans | 2011-10-31 | $0 |
Value of corrective distributions | 2011-10-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-10-31 | $0 |
Minimum employer required contribution for this plan year | 2011-10-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-10-31 | $0 |
2010 : FINANCIAL EQUITIES 401(K) PLAN 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-10-31 | $0 |
Minimum employer required contribution for this plan year | 2010-10-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-10-31 | $0 |
2009 : FINANCIAL EQUITIES 401(K) PLAN 2009 401k financial data |
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Total income from all sources | 2009-10-31 | $299,725 |
Expenses. Total of all expenses incurred | 2009-10-31 | $4,648 |
Benefits paid (including direct rollovers) | 2009-10-31 | $0 |
Total plan assets at end of year | 2009-10-31 | $1,203,836 |
Total plan assets at beginning of year | 2009-10-31 | $908,759 |
Total contributions received or receivable from participants | 2009-10-31 | $112,015 |
Contributions received from other sources (not participants or employers) | 2009-10-31 | $0 |
Other income received | 2009-10-31 | $160,877 |
Net income (gross income less expenses) | 2009-10-31 | $295,077 |
Net plan assets at end of year (total assets less liabilities) | 2009-10-31 | $1,203,836 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-10-31 | $908,759 |
Total contributions received or receivable from employer(s) | 2009-10-31 | $26,833 |
Value of certain deemed distributions of participant loans | 2009-10-31 | $0 |
Value of corrective distributions | 2009-10-31 | $4,648 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2009-10-31 | $0 |
2014: FINANCIAL EQUITIES 401(K) PLAN 2014 form 5500 responses |
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2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | Yes |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Insurance | Yes |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement – Insurance | Yes |
2013: FINANCIAL EQUITIES 401(K) PLAN 2013 form 5500 responses |
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2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Insurance | Yes |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement – Insurance | Yes |
2012: FINANCIAL EQUITIES 401(K) PLAN 2012 form 5500 responses |
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2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Insurance | Yes |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement – Insurance | Yes |
2011: FINANCIAL EQUITIES 401(K) PLAN 2011 form 5500 responses |
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2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Insurance | Yes |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement – Insurance | Yes |
2009: FINANCIAL EQUITIES 401(K) PLAN 2009 form 5500 responses |
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2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Insurance | Yes |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement – Insurance | Yes |
2008: FINANCIAL EQUITIES 401(K) PLAN 2008 form 5500 responses |
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2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |
2008-11-01 | Plan funding arrangement – Insurance | Yes |
2008-11-01 | Plan funding arrangement – Trust | Yes |
2008-11-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-829472 |
Policy instance | 1 |
Insurance contract or identification number | GA-829472 | Number of Individuals Covered | 16 | Insurance policy start date | 2014-11-01 | Insurance policy end date | 2015-10-31 | Total amount of commissions paid to insurance broker | USD $8,867 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Commission paid to Insurance Broker | USD $8,867 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-829472 |
Policy instance | 1 |
Insurance contract or identification number | GA-829472 | Number of Individuals Covered | 19 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-10-31 | Total amount of commissions paid to insurance broker | USD $8,118 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Commission paid to Insurance Broker | USD $8,118 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-829472 |
Policy instance | 1 |
Insurance contract or identification number | GA-829472 | Number of Individuals Covered | 15 | Insurance policy start date | 2012-11-01 | Insurance policy end date | 2013-10-31 | Total amount of commissions paid to insurance broker | USD $8,232 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Commission paid to Insurance Broker | USD $8,232 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-025584 |
Policy instance | 1 |
Insurance contract or identification number | GA-025584 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-11-01 | Insurance policy end date | 2012-10-31 | Total amount of commissions paid to insurance broker | USD $7,087 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-025584 |
Policy instance | 1 |
Insurance contract or identification number | GA-025584 | Number of Individuals Covered | 16 | Insurance policy start date | 2010-11-01 | Insurance policy end date | 2011-10-31 | Total amount of commissions paid to insurance broker | USD $6,642 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-025584 |
Policy instance | 1 |
Insurance contract or identification number | GA-025584 | Number of Individuals Covered | 16 | Insurance policy start date | 2008-11-01 | Insurance policy end date | 2009-10-31 | Total amount of commissions paid to insurance broker | USD $4,195 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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