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COMPWEST 401(K) PLAN 401k Plan overview

Plan NameCOMPWEST 401(K) PLAN
Plan identification number 001

COMPWEST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMPWEST INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:COMPWEST INSURANCE COMPANY
Employer identification number (EIN):201117107
NAIC Classification:524150

Additional information about COMPWEST INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1559010

More information about COMPWEST INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPWEST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-03-01VICTORIA KELL
0012016-03-01
0012015-03-01VICTORIA KELL
0012014-03-01VICTORIA KELL
0012013-03-01VICTORIA KELL
0012012-03-01KATHLEEN SCHUETT
0012011-03-01KATHLEEN SCHUETT
0012010-03-01HEATHER ALLAN
0012009-03-01HEATHER ALLAN

Plan Statistics for COMPWEST 401(K) PLAN

401k plan membership statisitcs for COMPWEST 401(K) PLAN

Measure Date Value
2016: COMPWEST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01114
Total number of active participants reported on line 7a of the Form 55002016-03-010
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-010
Number of participants with account balances2016-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: COMPWEST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01116
Total number of active participants reported on line 7a of the Form 55002015-03-0181
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-0133
Total of all active and inactive participants2015-03-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-01114
Number of participants with account balances2015-03-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: COMPWEST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01120
Total number of active participants reported on line 7a of the Form 55002014-03-0178
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-0138
Total of all active and inactive participants2014-03-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-01116
Number of participants with account balances2014-03-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: COMPWEST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01124
Total number of active participants reported on line 7a of the Form 55002013-03-0182
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-0138
Total of all active and inactive participants2013-03-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01120
Number of participants with account balances2013-03-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: COMPWEST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01152
Total number of active participants reported on line 7a of the Form 55002012-03-0182
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-0141
Total of all active and inactive participants2012-03-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-01123
Number of participants with account balances2012-03-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: COMPWEST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01163
Total number of active participants reported on line 7a of the Form 55002011-03-01116
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-0133
Total of all active and inactive participants2011-03-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-01149
Number of participants with account balances2011-03-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-011
2010: COMPWEST 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01151
Total number of active participants reported on line 7a of the Form 55002010-03-01139
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-0122
Total of all active and inactive participants2010-03-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-01161
Number of participants with account balances2010-03-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-012
2009: COMPWEST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01146
Total number of active participants reported on line 7a of the Form 55002009-03-01140
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-0111
Total of all active and inactive participants2009-03-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01151
Number of participants with account balances2009-03-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on COMPWEST 401(K) PLAN

Measure Date Value
2016 : COMPWEST 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets from this plan2016-03-31$6,429,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$415,052
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$122,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$122,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$113,198
Value of total assets at end of year2016-03-31$0
Value of total assets at beginning of year2016-03-31$6,136,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$325
Total interest from all sources2016-03-31$412
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-03-31$0
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$113,198
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$170,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$292,549
Value of net assets at end of year (total assets less liabilities)2016-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$6,136,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in pooled separate accounts at end of year2016-03-31$0
Value of interest in pooled separate accounts at beginning of year2016-03-31$5,966,640
Interest on participant loans2016-03-31$412
Net investment gain/loss from pooled separate accounts2016-03-31$301,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$122,178
Contract administrator fees2016-03-31$325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31Yes
Did the plan have assets held for investment2016-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31MOSS ADAMS LLP
Accountancy firm EIN2016-03-31910189318
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$140,377
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$923,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$921,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$641,794
Value of total assets at end of year2016-02-29$6,136,827
Value of total assets at beginning of year2016-02-29$6,919,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$2,030
Total interest from all sources2016-02-29$6,216
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
If this is an individual account plan, was there a blackout period2016-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$615,980
Participant contributions at end of year2016-02-29$170,187
Participant contributions at beginning of year2016-02-29$199,330
Income. Received or receivable in cash from other sources (including rollovers)2016-02-29$25,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-782,732
Value of net assets at end of year (total assets less liabilities)2016-02-29$6,136,827
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$6,919,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in pooled separate accounts at end of year2016-02-29$5,966,640
Value of interest in pooled separate accounts at beginning of year2016-02-29$6,720,229
Interest on participant loans2016-02-29$6,216
Net investment gain/loss from pooled separate accounts2016-02-29$-507,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$921,079
Contract administrator fees2016-02-29$2,030
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29MOSS ADAMS LLP
Accountancy firm EIN2016-02-29910189318
2015 : COMPWEST 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$1,381,573
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$440,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$435,500
Value of total corrective distributions2015-02-28$2,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$923,426
Value of total assets at end of year2015-02-28$6,919,559
Value of total assets at beginning of year2015-02-28$5,978,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$2,745
Total interest from all sources2015-02-28$4,790
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
If this is an individual account plan, was there a blackout period2015-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$644,302
Participant contributions at end of year2015-02-28$199,330
Participant contributions at beginning of year2015-02-28$126,444
Income. Received or receivable in cash from other sources (including rollovers)2015-02-28$279,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$941,108
Value of net assets at end of year (total assets less liabilities)2015-02-28$6,919,559
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$5,978,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in pooled separate accounts at end of year2015-02-28$6,720,229
Value of interest in pooled separate accounts at beginning of year2015-02-28$5,852,007
Interest on participant loans2015-02-28$4,790
Net investment gain/loss from pooled separate accounts2015-02-28$453,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$435,500
Contract administrator fees2015-02-28$2,745
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28MOSS ADAMS LLP
Accountancy firm EIN2015-02-28910189318
2014 : COMPWEST 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$1,602,616
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$541,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$539,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$668,901
Value of total assets at end of year2014-02-28$5,978,451
Value of total assets at beginning of year2014-02-28$4,917,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$2,225
Total interest from all sources2014-02-28$4,752
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$20,000,000
If this is an individual account plan, was there a blackout period2014-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$534,663
Participant contributions at end of year2014-02-28$126,444
Participant contributions at beginning of year2014-02-28$158,149
Income. Received or receivable in cash from other sources (including rollovers)2014-02-28$134,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$1,060,749
Value of net assets at end of year (total assets less liabilities)2014-02-28$5,978,451
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$4,917,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in pooled separate accounts at end of year2014-02-28$5,852,007
Value of interest in pooled separate accounts at beginning of year2014-02-28$4,759,553
Interest on participant loans2014-02-28$4,752
Net investment gain/loss from pooled separate accounts2014-02-28$928,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$539,642
Contract administrator fees2014-02-28$2,225
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28MOSS ADAMS LLP
Accountancy firm EIN2014-02-28910189318
2013 : COMPWEST 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total income from all sources (including contributions)2013-02-28$1,058,563
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$998,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$994,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$669,639
Value of total assets at end of year2013-02-28$4,917,702
Value of total assets at beginning of year2013-02-28$4,858,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$4,390
Total interest from all sources2013-02-28$4,558
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$20,000,000
If this is an individual account plan, was there a blackout period2013-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$657,307
Participant contributions at end of year2013-02-28$158,149
Participant contributions at beginning of year2013-02-28$139,232
Income. Received or receivable in cash from other sources (including rollovers)2013-02-28$12,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$59,611
Value of net assets at end of year (total assets less liabilities)2013-02-28$4,917,702
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$4,858,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in pooled separate accounts at end of year2013-02-28$4,759,553
Value of interest in pooled separate accounts at beginning of year2013-02-28$4,718,859
Interest on participant loans2013-02-28$4,558
Net investment gain/loss from pooled separate accounts2013-02-28$384,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$994,562
Contract administrator fees2013-02-28$4,390
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28MOSS ADAMS LLP
Accountancy firm EIN2013-02-28910189318
2012 : COMPWEST 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total income from all sources (including contributions)2012-02-29$779,838
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$893,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$888,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$719,186
Value of total assets at end of year2012-02-29$4,858,091
Value of total assets at beginning of year2012-02-29$4,971,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$4,850
Total interest from all sources2012-02-29$2,897
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$20,000,000
If this is an individual account plan, was there a blackout period2012-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$718,386
Participant contributions at end of year2012-02-29$139,232
Participant contributions at beginning of year2012-02-29$94,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$-113,880
Value of net assets at end of year (total assets less liabilities)2012-02-29$4,858,091
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$4,971,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Value of interest in pooled separate accounts at end of year2012-02-29$4,718,859
Value of interest in pooled separate accounts at beginning of year2012-02-29$4,877,706
Interest on participant loans2012-02-29$2,897
Net investment gain/loss from pooled separate accounts2012-02-29$57,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$888,868
Contract administrator fees2012-02-29$4,850
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29MOSS ADAMS LLP
Accountancy firm EIN2012-02-29910189318
2011 : COMPWEST 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$1,837,587
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$569,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$564,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$1,073,781
Value of total assets at end of year2011-02-28$4,971,971
Value of total assets at beginning of year2011-02-28$3,703,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$4,485
Total interest from all sources2011-02-28$2,932
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$5,000,000
If this is an individual account plan, was there a blackout period2011-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$840,567
Participant contributions at end of year2011-02-28$94,265
Participant contributions at beginning of year2011-02-28$57,953
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$65,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$1,268,243
Value of net assets at end of year (total assets less liabilities)2011-02-28$4,971,971
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$3,703,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$3,214,955
Value of interest in pooled separate accounts at end of year2011-02-28$4,877,706
Interest on participant loans2011-02-28$2,792
Interest earned on other investments2011-02-28$140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$430,820
Net investment gain/loss from pooled separate accounts2011-02-28$760,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$167,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$564,859
Contract administrator fees2011-02-28$4,485
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28MOSS ADAMS LLP
Accountancy firm EIN2011-02-28910189318

Form 5500 Responses for COMPWEST 401(K) PLAN

2016: COMPWEST 401(K) PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedYes
2016-03-01This submission is the final filingYes
2016-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: COMPWEST 401(K) PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: COMPWEST 401(K) PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: COMPWEST 401(K) PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: COMPWEST 401(K) PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: COMPWEST 401(K) PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: COMPWEST 401(K) PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: COMPWEST 401(K) PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807700
Policy instance 1
Insurance contract or identification number807700
Number of Individuals Covered0
Insurance policy start date2016-03-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $2,554
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,554
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807700
Policy instance 1
Insurance contract or identification number807700
Number of Individuals Covered114
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $31,735
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,735
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807700
Policy instance 1
Insurance contract or identification number807700
Number of Individuals Covered116
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $30,996
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,996
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807700
Policy instance 1
Insurance contract or identification number807700
Number of Individuals Covered120
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $26,279
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,279
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807700
Policy instance 1
Insurance contract or identification number807700
Number of Individuals Covered123
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $23,217
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,217
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807700
Policy instance 1
Insurance contract or identification number807700
Number of Individuals Covered149
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $22,898
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800770
Policy instance 1
Insurance contract or identification number800770
Number of Individuals Covered161
Insurance policy start date2010-03-08
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $21,113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026134
Policy instance 2
Insurance contract or identification numberGA-026134
Number of Individuals Covered0
Insurance policy start date2010-03-01
Insurance policy end date2010-03-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT

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