UNITED LAWYERS SERVICE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN
401k plan membership statisitcs for UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN
Measure | Date | Value |
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2012: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 40 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 41 |
Number of participants with account balances | 2011-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 42 |
Number of participants with account balances | 2009-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 43 |
Number of participants with account balances | 2008-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
Total of all active and inactive participants | 2007-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 44 |
Number of participants with account balances | 2007-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
2006: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2006 401k membership |
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Total participants, beginning-of-year | 2006-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2006-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
Total of all active and inactive participants | 2006-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
Total participants | 2006-01-01 | 44 |
Number of participants with account balances | 2006-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
2005: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2005-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
Total of all active and inactive participants | 2005-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
Total participants | 2005-01-01 | 44 |
Number of participants with account balances | 2005-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
Measure | Date | Value |
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2012 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $1,203,926 |
Expenses. Total of all expenses incurred | 2012-12-31 | $162,463 |
Benefits paid (including direct rollovers) | 2012-12-31 | $156,926 |
Total plan assets at end of year | 2012-12-31 | $8,786,711 |
Total plan assets at beginning of year | 2012-12-31 | $7,745,248 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $254,160 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,537 |
Other income received | 2012-12-31 | $866,518 |
Net income (gross income less expenses) | 2012-12-31 | $1,041,463 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,786,711 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,745,248 |
Assets. Value of participant loans | 2012-12-31 | $359,438 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $83,248 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $231,449 |
Expenses. Total of all expenses incurred | 2011-12-31 | $114,069 |
Benefits paid (including direct rollovers) | 2011-12-31 | $102,574 |
Total plan assets at end of year | 2011-12-31 | $7,745,248 |
Total plan assets at beginning of year | 2011-12-31 | $7,627,868 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $251,767 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $11,495 |
Other income received | 2011-12-31 | $-121,934 |
Net income (gross income less expenses) | 2011-12-31 | $117,380 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,745,248 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,627,868 |
Assets. Value of participant loans | 2011-12-31 | $306,639 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $101,616 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,219,077 |
Expenses. Total of all expenses incurred | 2010-12-31 | $115,998 |
Benefits paid (including direct rollovers) | 2010-12-31 | $108,301 |
Total plan assets at end of year | 2010-12-31 | $7,627,868 |
Total plan assets at beginning of year | 2010-12-31 | $6,524,789 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $242,041 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $7,697 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $158,270 |
Other income received | 2010-12-31 | $667,085 |
Net income (gross income less expenses) | 2010-12-31 | $1,103,079 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,627,868 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,524,789 |
Assets. Value of participant loans | 2010-12-31 | $325,802 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $151,681 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2008 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2008 401k financial data |
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Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $-1,365,498 |
Expenses. Total of all expenses incurred | 2008-12-31 | $25,238 |
Benefits paid (including direct rollovers) | 2008-12-31 | $16,017 |
Total plan assets at end of year | 2008-12-31 | $4,925,551 |
Total plan assets at beginning of year | 2008-12-31 | $6,316,287 |
Value of fidelity bond covering the plan | 2008-12-31 | $250,000 |
Total contributions received or receivable from participants | 2008-12-31 | $257,789 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $9,221 |
Other income received | 2008-12-31 | $-1,861,839 |
Net income (gross income less expenses) | 2008-12-31 | $-1,390,736 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $4,925,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $6,316,287 |
Assets. Value of participant loans | 2008-12-31 | $330,351 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $238,552 |
2007 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2007 401k financial data |
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Total plan liabilities at end of year | 2007-12-31 | $0 |
Total plan liabilities at beginning of year | 2007-12-31 | $0 |
Total income from all sources | 2007-12-31 | $774,933 |
Expenses. Total of all expenses incurred | 2007-12-31 | $397,241 |
Benefits paid (including direct rollovers) | 2007-12-31 | $386,756 |
Total plan assets at end of year | 2007-12-31 | $6,316,287 |
Total plan assets at beginning of year | 2007-12-31 | $5,938,595 |
Value of fidelity bond covering the plan | 2007-12-31 | $250,000 |
Total contributions received or receivable from participants | 2007-12-31 | $277,012 |
Expenses. Other expenses not covered elsewhere | 2007-12-31 | $10,485 |
Other income received | 2007-12-31 | $248,283 |
Net income (gross income less expenses) | 2007-12-31 | $377,692 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $6,316,287 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $5,938,595 |
Assets. Value of participant loans | 2007-12-31 | $243,093 |
Total contributions received or receivable from employer(s) | 2007-12-31 | $249,638 |
2006 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2006 401k financial data |
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Total income from all sources | 2006-12-31 | $925,913 |
Expenses. Total of all expenses incurred | 2006-12-31 | $63,115 |
Benefits paid (including direct rollovers) | 2006-12-31 | $54,685 |
Total plan assets at end of year | 2006-12-31 | $5,938,595 |
Total plan assets at beginning of year | 2006-12-31 | $5,075,797 |
Value of fidelity bond covering the plan | 2006-12-31 | $250,000 |
Total contributions received or receivable from participants | 2006-12-31 | $216,290 |
Expenses. Other expenses not covered elsewhere | 2006-12-31 | $8,430 |
Other income received | 2006-12-31 | $603,628 |
Net income (gross income less expenses) | 2006-12-31 | $862,798 |
Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $5,938,595 |
Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $5,075,797 |
Assets. Value of participant loans | 2006-12-31 | $230,965 |
Total contributions received or receivable from employer(s) | 2006-12-31 | $105,995 |
2005 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2005 401k financial data |
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Total income from all sources | 2005-12-31 | $578,404 |
Expenses. Total of all expenses incurred | 2005-12-31 | $14,251 |
Benefits paid (including direct rollovers) | 2005-12-31 | $2,644 |
Total plan assets at end of year | 2005-12-31 | $5,075,797 |
Total plan assets at beginning of year | 2005-12-31 | $4,511,644 |
Value of fidelity bond covering the plan | 2005-12-31 | $250,000 |
Total contributions received or receivable from participants | 2005-12-31 | $201,324 |
Expenses. Other expenses not covered elsewhere | 2005-12-31 | $11,607 |
Other income received | 2005-12-31 | $277,396 |
Net income (gross income less expenses) | 2005-12-31 | $564,153 |
Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $5,075,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $4,511,644 |
Assets. Value of participant loans | 2005-12-31 | $268,006 |
Total contributions received or receivable from employer(s) | 2005-12-31 | $99,684 |
2004 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2004 401k financial data |
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Total income from all sources | 2004-12-31 | $669,694 |
Expenses. Total of all expenses incurred | 2004-12-31 | $244,786 |
Benefits paid (including direct rollovers) | 2004-12-31 | $215,765 |
Total plan assets at end of year | 2004-12-31 | $4,511,644 |
Total plan assets at beginning of year | 2004-12-31 | $4,086,736 |
Value of fidelity bond covering the plan | 2004-12-31 | $250,000 |
Total contributions received or receivable from participants | 2004-12-31 | $201,207 |
Expenses. Other expenses not covered elsewhere | 2004-12-31 | $29,021 |
Other income received | 2004-12-31 | $368,379 |
Net income (gross income less expenses) | 2004-12-31 | $424,908 |
Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $4,511,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $4,086,736 |
Assets. Value of participant loans | 2004-12-31 | $184,181 |
Total contributions received or receivable from employer(s) | 2004-12-31 | $100,108 |
2003 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2003 401k financial data |
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Total income from all sources | 2003-12-31 | $1,230,596 |
Expenses. Total of all expenses incurred | 2003-12-31 | $7,336 |
Benefits paid (including direct rollovers) | 2003-12-31 | $143 |
Total plan assets at end of year | 2003-12-31 | $4,086,736 |
Total plan assets at beginning of year | 2003-12-31 | $2,863,476 |
Value of fidelity bond covering the plan | 2003-12-31 | $250,000 |
Total contributions received or receivable from participants | 2003-12-31 | $176,869 |
Expenses. Other expenses not covered elsewhere | 2003-12-31 | $7,193 |
Other income received | 2003-12-31 | $965,303 |
Net income (gross income less expenses) | 2003-12-31 | $1,223,260 |
Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $4,086,736 |
Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $2,863,476 |
Assets. Value of participant loans | 2003-12-31 | $199,718 |
Total contributions received or receivable from employer(s) | 2003-12-31 | $88,424 |
2002 : UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2002 401k financial data |
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Total income from all sources | 2002-12-31 | $205,184 |
Expenses. Total of all expenses incurred | 2002-12-31 | $422,139 |
Benefits paid (including direct rollovers) | 2002-12-31 | $383,589 |
Total plan assets at end of year | 2002-12-31 | $2,863,476 |
Total plan assets at beginning of year | 2002-12-31 | $3,080,431 |
Value of fidelity bond covering the plan | 2002-12-31 | $650,000 |
Total contributions received or receivable from participants | 2002-12-31 | $176,651 |
Expenses. Other expenses not covered elsewhere | 2002-12-31 | $38,550 |
Contributions received from other sources (not participants or employers) | 2002-12-31 | $3,609 |
Other income received | 2002-12-31 | $-63,028 |
Net income (gross income less expenses) | 2002-12-31 | $-216,955 |
Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $2,863,476 |
Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $3,080,431 |
Assets. Value of participant loans | 2002-12-31 | $221,049 |
Total contributions received or receivable from employer(s) | 2002-12-31 | $87,952 |
2012: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses |
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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 |
2011: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2008 form 5500 responses |
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2007 form 5500 responses |
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2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Insurance | Yes |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement – Insurance | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |
2006: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2006 form 5500 responses |
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2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | No |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2006-01-01 | Plan funding arrangement – Insurance | Yes |
2006-01-01 | Plan funding arrangement – Trust | Yes |
2006-01-01 | Plan benefit arrangement – Insurance | Yes |
2006-01-01 | Plan benefit arrangement - Trust | Yes |
2005: UNITED LAWYERS SERVICE, INC. SAVINGS & PROFIT SHARING PLAN 2005 form 5500 responses |
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2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | Submission has been amended | No |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2005-01-01 | Plan funding arrangement – Insurance | Yes |
2005-01-01 | Plan funding arrangement – Trust | Yes |
2005-01-01 | Plan benefit arrangement – Insurance | Yes |
2005-01-01 | Plan benefit arrangement - Trust | Yes |
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 0112K |
Policy instance | 1 |
Insurance contract or identification number | 0112K | Number of Individuals Covered | 10 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | 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? | Yes | 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? | No | 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 | Other information about contract | POLICES IN 401K PLAN | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLES MSFS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 0112K |
Policy instance | 1 |
Insurance contract or identification number | 0112K | Number of Individuals Covered | 10 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1 | 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? | Yes | 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? | No | 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 | Other information about contract | POLICES IN 401K PLAN |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 0112K |
Policy instance | 1 |
Insurance contract or identification number | 0112K | Number of Individuals Covered | 11 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $127 | 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? | Yes | 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? | No | 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 | Other information about contract | POLICES IN 401K PLAN | Commission paid to Insurance Broker | USD $127 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLES MSFS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 0112K |
Policy instance | 1 |
Insurance contract or identification number | 0112K | Number of Individuals Covered | 11 | Insurance policy start date | 2008-01-01 | Insurance policy end date | 2008-12-31 | Total amount of commissions paid to insurance broker | USD $168 | 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? | Yes | 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? | No | 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 | Other information about contract | 401K POLICIES | Commission paid to Insurance Broker | USD $168 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLES |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | P70032 |
Policy instance | 1 |
Insurance contract or identification number | P70032 | Number of Individuals Covered | 14 | Insurance policy start date | 2007-01-01 | Insurance policy end date | 2007-12-31 | Total amount of commissions paid to insurance broker | USD $157 | 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? | Yes | 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? | No | 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 | Other information about contract | 401K POLICIES | Commission paid to Insurance Broker | USD $157 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLES MSFS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P70032 |
Policy instance | 1 |
Insurance contract or identification number | P70032 | Number of Individuals Covered | 14 | Insurance policy start date | 2006-01-01 | Insurance policy end date | 2006-12-31 | Total amount of commissions paid to insurance broker | USD $193 | 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? | Yes | 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? | No | 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 | Other information about contract | 401K POLICIES | Commission paid to Insurance Broker | USD $193 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLES |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P70032 |
Policy instance | 1 |
Insurance contract or identification number | P70032 | Number of Individuals Covered | 14 | Insurance policy start date | 2005-01-01 | Insurance policy end date | 2005-12-31 | Total amount of commissions paid to insurance broker | USD $146 | 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? | Yes | 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? | No | 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 | Other information about contract | 401K PLAN POLICIES | Commission paid to Insurance Broker | USD $146 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLE MSFS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P70032 |
Policy instance | 1 |
Insurance contract or identification number | P70032 | Number of Individuals Covered | 14 | Insurance policy start date | 2004-01-01 | Insurance policy end date | 2004-12-31 | Total amount of commissions paid to insurance broker | USD $242 | 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? | Yes | 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? | No | 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 | Other information about contract | 401K PLAN POLICES | Commission paid to Insurance Broker | USD $242 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLE MSFS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P70032 |
Policy instance | 1 |
Insurance contract or identification number | P70032 | Number of Individuals Covered | 15 | Insurance policy start date | 2003-01-01 | Insurance policy end date | 2003-12-31 | Total amount of commissions paid to insurance broker | USD $274 | 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? | Yes | 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? | No | 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 | Other information about contract | 401K PLAN POLICES | Commission paid to Insurance Broker | USD $274 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLE MSFS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P70032 |
Policy instance | 1 |
Insurance contract or identification number | P70032 | Number of Individuals Covered | 15 | Insurance policy start date | 2002-01-01 | Insurance policy end date | 2002-12-31 | Total amount of commissions paid to insurance broker | USD $294 | 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? | Yes | 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? | No | 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 | Other information about contract | 401K PLAN POLICES | Commission paid to Insurance Broker | USD $294 | Insurance broker organization code? | 3 | Insurance broker name | LEE B NOLE MSFS |
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