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KADDIS MFG DEF SALARY SAVINGS PLAN 401k Plan overview

Plan NameKADDIS MFG DEF SALARY SAVINGS PLAN
Plan identification number 001

KADDIS MFG DEF SALARY SAVINGS PLAN Benefits

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

401k Sponsoring company profile

KADDIS MANUFACTURING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:KADDIS MANUFACTURING CORPORATION
Employer identification number (EIN):160707802
NAIC Classification:332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KADDIS MFG DEF SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES MACANN JAMES MACANN2018-05-04
0012016-01-01JAMES MACANN JAMES MACANN2017-07-21
0012015-01-01JAMES MACANN JAMES MACANN2016-07-19
0012014-01-01JAMES MACANN JAMES MACANN2015-07-20
0012013-01-01MICHAEL A. TEDESCHI MICHAEL A. TEDESCHI2014-06-19
0012012-01-01MICHAEL A. TEDESCHI MICHAEL A. TEDESCHI2013-06-28
0012011-01-01MICHAEL A. TEDESCHI MICHAEL A. TEDESCHI2012-07-20
0012010-01-01MICHAEL A. TEDESCHI MICHAEL A. TEDESCHI2011-07-27
0012009-01-01MICHAEL A. TEDESCHI MICHAEL A. TEDESCHI2010-07-16

Plan Statistics for KADDIS MFG DEF SALARY SAVINGS PLAN

401k plan membership statisitcs for KADDIS MFG DEF SALARY SAVINGS PLAN

Measure Date Value
2022: KADDIS MFG DEF SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0131
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: KADDIS MFG DEF SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0138
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0131
Total participants2021-01-0131
Number of participants with account balances2021-01-0131
2020: KADDIS MFG DEF SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-0125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0138
Total participants2020-01-0138
Number of participants with account balances2020-01-0138
2019: KADDIS MFG DEF SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0135
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0143
Total participants2019-01-0143
Number of participants with account balances2019-01-0143
2018: KADDIS MFG DEF SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0143
Total participants2018-01-0143
Number of participants with account balances2018-01-0143
2017: KADDIS MFG DEF SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0132
Total number of active participants reported on line 7a of the Form 55002017-01-0133
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0142
Total participants2017-01-0142
Number of participants with account balances2017-01-0142
2016: KADDIS MFG DEF SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0143
Total participants2016-01-0143
Number of participants with account balances2016-01-0143
2015: KADDIS MFG DEF SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0144
Total participants2015-01-0144
Number of participants with account balances2015-01-0144
2014: KADDIS MFG DEF SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0144
Total participants2014-01-0144
Number of participants with account balances2014-01-0144
2013: KADDIS MFG DEF SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0148
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0142
Total participants2013-01-0142
Number of participants with account balances2013-01-0142
2012: KADDIS MFG DEF SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0148
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0148
Total participants2012-01-0148
Number of participants with account balances2012-01-0148
2011: KADDIS MFG DEF SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0151
Total number of active participants reported on line 7a of the Form 55002011-01-0138
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0148
Total participants2011-01-0148
Number of participants with account balances2011-01-0148
2010: KADDIS MFG DEF SALARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0158
Total number of active participants reported on line 7a of the Form 55002010-01-0138
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-0151
Total participants2010-01-0151
Number of participants with account balances2010-01-0151
2009: KADDIS MFG DEF SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0165
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0151
Total participants2009-01-0151
Number of participants with account balances2009-01-0158

Financial Data on KADDIS MFG DEF SALARY SAVINGS PLAN

Measure Date Value
2022 : KADDIS MFG DEF SALARY SAVINGS PLAN 2022 401k financial data
Total income from all sources2022-12-31$-171,691
Expenses. Total of all expenses incurred2022-12-31$4,030,944
Benefits paid (including direct rollovers)2022-12-31$4,030,354
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$4,202,635
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Other income received2022-12-31$-171,691
Net income (gross income less expenses)2022-12-31$-4,202,635
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,202,635
Total contributions received or receivable from employer(s)2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$590
2021 : KADDIS MFG DEF SALARY SAVINGS PLAN 2021 401k financial data
Total income from all sources2021-12-31$512,976
Expenses. Total of all expenses incurred2021-12-31$784,159
Benefits paid (including direct rollovers)2021-12-31$784,159
Total plan assets at end of year2021-12-31$4,202,635
Total plan assets at beginning of year2021-12-31$4,473,818
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$139,629
Other income received2021-12-31$363,547
Net income (gross income less expenses)2021-12-31$-271,183
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,202,635
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,473,818
Total contributions received or receivable from employer(s)2021-12-31$9,800
2020 : KADDIS MFG DEF SALARY SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-12-31$447,257
Expenses. Total of all expenses incurred2020-12-31$103,900
Benefits paid (including direct rollovers)2020-12-31$103,804
Total plan assets at end of year2020-12-31$4,473,818
Total plan assets at beginning of year2020-12-31$4,130,461
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$127,902
Other income received2020-12-31$310,185
Net income (gross income less expenses)2020-12-31$343,357
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,473,818
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,130,461
Total contributions received or receivable from employer(s)2020-12-31$9,170
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$96
2019 : KADDIS MFG DEF SALARY SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$599,453
Expenses. Total of all expenses incurred2019-12-31$118,018
Benefits paid (including direct rollovers)2019-12-31$118,018
Total plan assets at end of year2019-12-31$4,130,461
Total plan assets at beginning of year2019-12-31$3,649,026
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$136,406
Other income received2019-12-31$453,097
Net income (gross income less expenses)2019-12-31$481,435
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,130,461
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,649,026
Total contributions received or receivable from employer(s)2019-12-31$9,950
2018 : KADDIS MFG DEF SALARY SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$134,343
Expenses. Total of all expenses incurred2018-12-31$52,386
Benefits paid (including direct rollovers)2018-12-31$52,386
Total plan assets at end of year2018-12-31$3,649,026
Total plan assets at beginning of year2018-12-31$3,567,069
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$128,568
Other income received2018-12-31$-12,975
Net income (gross income less expenses)2018-12-31$81,957
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,649,026
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,567,069
Total contributions received or receivable from employer(s)2018-12-31$18,750
2017 : KADDIS MFG DEF SALARY SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$415,547
Expenses. Total of all expenses incurred2017-12-31$115,699
Benefits paid (including direct rollovers)2017-12-31$115,699
Total plan assets at end of year2017-12-31$3,567,069
Total plan assets at beginning of year2017-12-31$3,267,221
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$111,924
Other income received2017-12-31$303,623
Net income (gross income less expenses)2017-12-31$299,848
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,567,069
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,267,221
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : KADDIS MFG DEF SALARY SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$258,042
Expenses. Total of all expenses incurred2016-12-31$246,610
Benefits paid (including direct rollovers)2016-12-31$246,585
Total plan assets at end of year2016-12-31$3,267,221
Total plan assets at beginning of year2016-12-31$3,255,789
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$114,942
Other income received2016-12-31$134,462
Net income (gross income less expenses)2016-12-31$11,432
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,267,221
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,255,789
Total contributions received or receivable from employer(s)2016-12-31$8,638
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
2015 : KADDIS MFG DEF SALARY SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$186,822
Expenses. Total of all expenses incurred2015-12-31$83,371
Benefits paid (including direct rollovers)2015-12-31$83,321
Total plan assets at end of year2015-12-31$3,255,789
Total plan assets at beginning of year2015-12-31$3,152,338
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$107,669
Other income received2015-12-31$71,153
Net income (gross income less expenses)2015-12-31$103,451
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,255,789
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,152,338
Total contributions received or receivable from employer(s)2015-12-31$8,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : KADDIS MFG DEF SALARY SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$246,661
Expenses. Total of all expenses incurred2014-12-31$247,491
Benefits paid (including direct rollovers)2014-12-31$247,489
Total plan assets at end of year2014-12-31$3,152,338
Total plan assets at beginning of year2014-12-31$3,153,168
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$102,606
Other income received2014-12-31$136,055
Net income (gross income less expenses)2014-12-31$-830
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,152,338
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,153,168
Total contributions received or receivable from employer(s)2014-12-31$8,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2
2013 : KADDIS MFG DEF SALARY SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$354,949
Expenses. Total of all expenses incurred2013-12-31$480,193
Benefits paid (including direct rollovers)2013-12-31$479,927
Total plan assets at end of year2013-12-31$3,153,168
Total plan assets at beginning of year2013-12-31$3,278,412
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$76,522
Other income received2013-12-31$270,594
Net income (gross income less expenses)2013-12-31$-125,244
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,153,168
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,278,412
Total contributions received or receivable from employer(s)2013-12-31$7,833
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$266
2012 : KADDIS MFG DEF SALARY SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$282,705
Expenses. Total of all expenses incurred2012-12-31$125,493
Benefits paid (including direct rollovers)2012-12-31$125,482
Total plan assets at end of year2012-12-31$3,278,412
Total plan assets at beginning of year2012-12-31$3,121,200
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$73,528
Other income received2012-12-31$204,182
Net income (gross income less expenses)2012-12-31$157,212
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,278,412
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,121,200
Total contributions received or receivable from employer(s)2012-12-31$4,995
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11
2011 : KADDIS MFG DEF SALARY SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$136,375
Expenses. Total of all expenses incurred2011-12-31$185,189
Benefits paid (including direct rollovers)2011-12-31$185,144
Total plan assets at end of year2011-12-31$3,121,200
Total plan assets at beginning of year2011-12-31$3,170,014
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$111,669
Other income received2011-12-31$17,439
Net income (gross income less expenses)2011-12-31$-48,814
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,121,200
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,170,014
Total contributions received or receivable from employer(s)2011-12-31$7,267
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$45
2010 : KADDIS MFG DEF SALARY SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$277,618
Expenses. Total of all expenses incurred2010-12-31$532,898
Benefits paid (including direct rollovers)2010-12-31$532,898
Total plan assets at end of year2010-12-31$3,170,014
Total plan assets at beginning of year2010-12-31$3,425,294
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$92,897
Other income received2010-12-31$180,302
Net income (gross income less expenses)2010-12-31$-255,280
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,170,014
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,425,294
Total contributions received or receivable from employer(s)2010-12-31$4,419

Form 5500 Responses for KADDIS MFG DEF SALARY SAVINGS PLAN

2022: KADDIS MFG DEF SALARY SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KADDIS MFG DEF SALARY SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KADDIS MFG DEF SALARY SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KADDIS MFG DEF SALARY SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KADDIS MFG DEF SALARY SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KADDIS MFG DEF SALARY SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KADDIS MFG DEF SALARY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KADDIS MFG DEF SALARY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KADDIS MFG DEF SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KADDIS MFG DEF SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KADDIS MFG DEF SALARY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KADDIS MFG DEF SALARY SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KADDIS MFG DEF SALARY SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KADDIS MFG DEF SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,621
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5486
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered31
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,746
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10746
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered38
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,610
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7610
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,626
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5626
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered42
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,625
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2842
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered44
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,442
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5442
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered44
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,944
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2944
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered48
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,289
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5289
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered48
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,813
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106911
Policy instance 1
Insurance contract or identification number106911
Number of Individuals Covered51
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,004
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5004
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWS INSURANCE SERVICES, LLC

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