?>
Logo

WAYNE REGIONAL EYE CENTER 401 (K) PLAN 401k Plan overview

Plan NameWAYNE REGIONAL EYE CENTER 401 (K) PLAN
Plan identification number 002

WAYNE REGIONAL EYE CENTER 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

WAYNE REGIONAL EYE CENTER M.S. NAPOLEON, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:WAYNE REGIONAL EYE CENTER M.S. NAPOLEON, M.D., P.C.
Employer identification number (EIN):161096079
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAYNE REGIONAL EYE CENTER 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01BRIAN NAPOLEON BRIAN NAPOLEON2019-07-12
0022017-01-01BRIAN NAPOLEON BRIAN NAPOLEON2018-07-25
0022016-01-01BRIAN NAPOLEON BRIAN NAPOLEON2017-07-24
0022015-01-01BRIAN NAPOLEON BRIAN NAPOLEON2016-07-19
0022014-01-01BRIAN NAPOLEON BRIAN NAPOLEON2015-07-16
0022013-01-01BRIAN NAPOLEON BRIAN NAPOLEON2014-07-15
0022012-01-01BRIAN NAPOLEON BRIAN NAPOLEON2013-07-11
0022011-01-01BRIAN NAPOLEON BRIAN NAPOLEON2012-07-17
0022010-01-01BRIAN NAPOLEON BRIAN NAPOLEON2011-07-26
0022009-01-01BRIAN G. NAPOLEON BRIAN G. NAPOLEON2010-07-16

Plan Statistics for WAYNE REGIONAL EYE CENTER 401 (K) PLAN

401k plan membership statisitcs for WAYNE REGIONAL EYE CENTER 401 (K) PLAN

Measure Date Value
2018: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0114
Total participants2017-01-0114
Number of participants with account balances2017-01-0113
2016: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0122
Total participants2012-01-0122
Number of participants with account balances2012-01-0118
2011: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0121
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WAYNE REGIONAL EYE CENTER 401 (K) PLAN

Measure Date Value
2018 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-158,569
Expenses. Total of all expenses incurred2018-12-31$4,216,878
Benefits paid (including direct rollovers)2018-12-31$4,205,504
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$4,375,447
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$29,892
Other income received2018-12-31$-193,793
Net income (gross income less expenses)2018-12-31$-4,375,447
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,375,447
Total contributions received or receivable from employer(s)2018-12-31$5,332
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,374
2017 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$686,954
Total plan assets at end of year2017-12-31$4,375,447
Total plan assets at beginning of year2017-12-31$3,688,493
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$80,980
Other income received2017-12-31$590,191
Net income (gross income less expenses)2017-12-31$686,954
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,375,447
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,688,493
Assets. Value of participant loans2017-12-31$28,327
Total contributions received or receivable from employer(s)2017-12-31$15,783
2016 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$377,961
Expenses. Total of all expenses incurred2016-12-31$9,784
Benefits paid (including direct rollovers)2016-12-31$9,784
Total plan assets at end of year2016-12-31$3,688,493
Total plan assets at beginning of year2016-12-31$3,320,316
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$80,720
Other income received2016-12-31$269,269
Net income (gross income less expenses)2016-12-31$368,177
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,688,493
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,320,316
Assets. Value of participant loans2016-12-31$32,661
Total contributions received or receivable from employer(s)2016-12-31$27,972
2015 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$37,486
Expenses. Total of all expenses incurred2015-12-31$23,495
Benefits paid (including direct rollovers)2015-12-31$23,495
Total plan assets at end of year2015-12-31$3,320,316
Total plan assets at beginning of year2015-12-31$3,306,325
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$80,308
Other income received2015-12-31$-62,868
Net income (gross income less expenses)2015-12-31$13,991
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,320,316
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,306,325
Assets. Value of participant loans2015-12-31$32,661
Total contributions received or receivable from employer(s)2015-12-31$20,046
2014 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$287,352
Expenses. Total of all expenses incurred2014-12-31$45,115
Benefits paid (including direct rollovers)2014-12-31$45,115
Total plan assets at end of year2014-12-31$3,306,325
Total plan assets at beginning of year2014-12-31$3,064,088
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$65,552
Other income received2014-12-31$201,919
Net income (gross income less expenses)2014-12-31$242,237
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,306,325
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,064,088
Assets. Value of participant loans2014-12-31$36,377
Total contributions received or receivable from employer(s)2014-12-31$19,881
Value of certain deemed distributions of participant loans2014-12-31$0
2013 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$745,913
Expenses. Total of all expenses incurred2013-12-31$175,795
Benefits paid (including direct rollovers)2013-12-31$172,452
Total plan assets at end of year2013-12-31$3,064,088
Total plan assets at beginning of year2013-12-31$2,493,970
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$65,792
Other income received2013-12-31$606,758
Net income (gross income less expenses)2013-12-31$570,118
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,064,088
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,493,970
Assets. Value of participant loans2013-12-31$40,092
Total contributions received or receivable from employer(s)2013-12-31$73,363
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,343
2012 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$395,758
Expenses. Total of all expenses incurred2012-12-31$438,662
Benefits paid (including direct rollovers)2012-12-31$438,662
Total plan assets at end of year2012-12-31$2,493,970
Total plan assets at beginning of year2012-12-31$2,536,874
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$66,762
Other income received2012-12-31$258,717
Net income (gross income less expenses)2012-12-31$-42,904
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,493,970
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,536,874
Assets. Value of participant loans2012-12-31$43,808
Total contributions received or receivable from employer(s)2012-12-31$70,279
2011 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$126,682
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$2,536,874
Total plan assets at beginning of year2011-12-31$2,410,192
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$75,342
Other income received2011-12-31$-30,323
Net income (gross income less expenses)2011-12-31$126,682
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,536,874
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,410,192
Assets. Value of participant loans2011-12-31$47,523
Total contributions received or receivable from employer(s)2011-12-31$81,663
2010 : WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$350,133
Expenses. Total of all expenses incurred2010-12-31$6,493
Total plan assets at end of year2010-12-31$2,410,192
Total plan assets at beginning of year2010-12-31$2,066,552
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$82,132
Other income received2010-12-31$173,003
Net income (gross income less expenses)2010-12-31$343,640
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,410,192
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,066,552
Total contributions received or receivable from employer(s)2010-12-31$94,998
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,493

Form 5500 Responses for WAYNE REGIONAL EYE CENTER 401 (K) PLAN

2018: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAYNE REGIONAL EYE CENTER 401 (K) 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
2014-01-01Plan benefit arrangement - TrustYes
2013: WAYNE REGIONAL EYE CENTER 401 (K) 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
2013-01-01Plan benefit arrangement - TrustYes
2012: WAYNE REGIONAL EYE CENTER 401 (K) 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
2012-01-01Plan benefit arrangement - TrustYes
2011: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WAYNE REGIONAL EYE CENTER 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 1
Insurance contract or identification number341777-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,816
Total amount of fees paid to insurance companyUSD $943
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,816
Insurance broker organization code?3
Amount paid for insurance broker fees500
Additional information about fees paid to insurance broker0
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000-WAYN00K1
Policy instance 2
Insurance contract or identification number0000-WAYN00K1
Number of Individuals Covered0
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 $2,173
Amount paid for insurance broker fees2173
Insurance broker organization code?3
Insurance broker nameNATIONWIDE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 1
Insurance contract or identification number341777-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,972
Total amount of fees paid to insurance companyUSD $1,601
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,972
Insurance broker organization code?3
Amount paid for insurance broker fees1601
Insurance broker nameMYLES R FIREY & CO INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 1
Insurance contract or identification number341777-000
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 $1,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSERVICING BUSINESS
Insurance broker organization code?3
Insurance broker nameMYLES R. FIREY AND COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 1
Insurance contract or identification number341777-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Insurance broker organization code?3
Insurance broker nameMYLES R. FIREY AND COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 1
Insurance contract or identification number341777-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,717
Total amount of fees paid to insurance companyUSD $923
Commission paid to Insurance BrokerUSD $4,717
Insurance broker organization code?3
Amount paid for insurance broker fees923
Insurance broker nameMYLES R. FIREY AND COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 1
Insurance contract or identification number341777-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,241
Total amount of fees paid to insurance companyUSD $868
Commission paid to Insurance BrokerUSD $4,241
Insurance broker organization code?3
Amount paid for insurance broker fees868
Insurance broker nameMYLES R. FIREY AND COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 1
Insurance contract or identification number341777-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,348
Total amount of fees paid to insurance companyUSD $840
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number
Policy instance 1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,522
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,522
Insurance broker nameCADARET GRANT AND COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341777-000
Policy instance 2
Insurance contract or identification number341777-000
Total amount of commissions paid to insurance brokerUSD $14,531
Total amount of fees paid to insurance companyUSD $188
Commission paid to Insurance BrokerUSD $14,531
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCADARET GRANT AND COMPANY, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3