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TELMAR INFORMATION SERVICES CORP. 401K PLAN 401k Plan overview

Plan NameTELMAR INFORMATION SERVICES CORP. 401K PLAN
Plan identification number 001

TELMAR INFORMATION SERVICES CORP. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TELMAR INFORMATION SERVICES CORP has sponsored the creation of one or more 401k plans.

Company Name:TELMAR INFORMATION SERVICES CORP
Employer identification number (EIN):133593970
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TELMAR INFORMATION SERVICES CORP. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JACK RAIA2023-09-18
0012021-01-01JACK RAIA2022-07-31
0012020-01-01JACK S. RAIA2021-10-04
0012019-01-01JACK S. RAIA GROUP TREASURER2020-10-06 JACK S RAIA GROUP TREASURER2020-10-06
0012018-01-01SUSAN LANZETTA2019-07-25 SUSAN LANZETTA2019-07-25
0012017-01-01SUSAN LANZETTA2018-07-24 SUSAN LANZETTA2018-07-24
0012016-01-01SUSAN LANZETTA2017-06-30
0012016-01-01SUSAN LANZETTA2017-06-29
0012015-01-01SUSAN LANZETTA2016-07-19 SUSAN LANZETTA2016-07-19
0012014-01-01SUSAN LANZETTA
0012013-01-01SUSAN LANZETTA
0012012-01-01SUSAN LANZETTA
0012011-03-01SUSAN LANZETTA
0012010-03-01SUSAN LANZETTA SUSAN LANZETTA2011-09-12
0012009-03-01SUSAN LANZETTA

Plan Statistics for TELMAR INFORMATION SERVICES CORP. 401K PLAN

401k plan membership statisitcs for TELMAR INFORMATION SERVICES CORP. 401K PLAN

Measure Date Value
2014: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0126
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0137
Number of participants with account balances2012-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0123
Total number of active participants reported on line 7a of the Form 55002011-03-0124
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-0124
Number of participants with account balances2011-03-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-0125
Total number of active participants reported on line 7a of the Form 55002010-03-0120
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-013
Total of all active and inactive participants2010-03-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-0123
Number of participants with account balances2010-03-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-0123
Total number of active participants reported on line 7a of the Form 55002009-03-0119
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-014
Total of all active and inactive participants2009-03-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-0123
Number of participants with account balances2009-03-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on TELMAR INFORMATION SERVICES CORP. 401K PLAN

Measure Date Value
2014 : TELMAR INFORMATION SERVICES CORP. 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$391,460
Expenses. Total of all expenses incurred2014-12-31$208,129
Benefits paid (including direct rollovers)2014-12-31$207,919
Total plan assets at end of year2014-12-31$3,699,149
Total plan assets at beginning of year2014-12-31$3,515,818
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$243,719
Expenses. Other expenses not covered elsewhere2014-12-31$210
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$139,935
Net income (gross income less expenses)2014-12-31$183,331
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,699,149
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,515,818
Assets. Value of participant loans2014-12-31$49,666
Total contributions received or receivable from employer(s)2014-12-31$7,806
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : TELMAR INFORMATION SERVICES CORP. 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$916,972
Expenses. Total of all expenses incurred2013-12-31$212,505
Benefits paid (including direct rollovers)2013-12-31$211,563
Total plan assets at end of year2013-12-31$3,515,818
Total plan assets at beginning of year2013-12-31$2,811,351
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$236,096
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$665,509
Net income (gross income less expenses)2013-12-31$704,467
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,515,818
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,811,351
Assets. Value of participant loans2013-12-31$18,306
Total contributions received or receivable from employer(s)2013-12-31$15,367
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$942
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : TELMAR INFORMATION SERVICES CORP. 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$519,889
Expenses. Total of all expenses incurred2012-12-31$15,640
Benefits paid (including direct rollovers)2012-12-31$15,640
Total plan assets at end of year2012-12-31$2,811,351
Total plan assets at beginning of year2012-12-31$2,307,102
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$239,365
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$265,183
Net income (gross income less expenses)2012-12-31$504,249
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,811,351
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,307,102
Assets. Value of participant loans2012-12-31$30,042
Total contributions received or receivable from employer(s)2012-12-31$15,341
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : TELMAR INFORMATION SERVICES CORP. 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$63,608
Expenses. Total of all expenses incurred2011-12-31$316,648
Benefits paid (including direct rollovers)2011-12-31$316,648
Total plan assets at end of year2011-12-31$2,307,102
Total plan assets at beginning of year2011-12-31$2,560,142
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$194,273
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-142,717
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-253,040
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,307,102
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,560,142
Assets. Value of participant loans2011-12-31$41,290
Total contributions received or receivable from employer(s)2011-12-31$12,052
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Transfers to/from the plan2011-02-28$0
Total income from all sources2011-02-28$574,866
Expenses. Total of all expenses incurred2011-02-28$98,206
Benefits paid (including direct rollovers)2011-02-28$97,996
Total plan assets at end of year2011-02-28$2,560,142
Total plan assets at beginning of year2011-02-28$2,083,482
Value of fidelity bond covering the plan2011-02-28$100,000
Total contributions received or receivable from participants2011-02-28$222,246
Expenses. Other expenses not covered elsewhere2011-02-28$210
Contributions received from other sources (not participants or employers)2011-02-28$0
Other income received2011-02-28$339,604
Net income (gross income less expenses)2011-02-28$476,660
Net plan assets at end of year (total assets less liabilities)2011-02-28$2,560,142
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$2,083,482
Assets. Value of participant loans2011-02-28$82,954
Total contributions received or receivable from employer(s)2011-02-28$13,016
Value of certain deemed distributions of participant loans2011-02-28$0
Value of corrective distributions2011-02-28$0
Funding deficiency by the employer to the plan for this plan year2011-02-28$0
Minimum employer required contribution for this plan year2011-02-28$0
Amount contributed by the employer to the plan for this plan year2011-02-28$0
2010 : TELMAR INFORMATION SERVICES CORP. 401K PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-02-28$0
Minimum employer required contribution for this plan year2010-02-28$0
Amount contributed by the employer to the plan for this plan year2010-02-28$0

Form 5500 Responses for TELMAR INFORMATION SERVICES CORP. 401K PLAN

2014: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: TELMAR INFORMATION SERVICES CORP. 401K PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023283
Policy instance 1
Insurance contract or identification numberGA-023283
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,879
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,879
Insurance broker organization code?3
Insurance broker nameFIRST ALLIED SECURITIES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023283
Policy instance 1
Insurance contract or identification numberGA-023283
Number of Individuals Covered24
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,064
Total amount of fees paid to insurance companyUSD $979
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,946
Insurance broker organization code?3
Amount paid for insurance broker fees979
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameFIRST ALLIED SECURITIES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023283
Policy instance 1
Insurance contract or identification numberGA-023283
Number of Individuals Covered32
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,154
Total amount of fees paid to insurance companyUSD $710
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,154
Insurance broker organization code?3
Amount paid for insurance broker fees710
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameAMERIPRISE FINANCIAL SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023283
Policy instance 1
Insurance contract or identification numberGA-023283
Number of Individuals Covered24
Insurance policy start date2011-03-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023283
Policy instance 1
Insurance contract or identification numberGA-023283
Number of Individuals Covered23
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $8,082
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,832
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES INC

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