FLORIDA ACTUARIAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLORIDA ACTUARIAL CORPORATION 401(K) PLAN
Measure | Date | Value |
---|
2019: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|
2019 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $163,037 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,796 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,796 |
Total plan assets at end of year | 2019-12-31 | $1,339,708 |
Total plan assets at beginning of year | 2019-12-31 | $1,180,467 |
Value of fidelity bond covering the plan | 2019-12-31 | $140,000 |
Total contributions received or receivable from participants | 2019-12-31 | $29,435 |
Other income received | 2019-12-31 | $122,554 |
Net income (gross income less expenses) | 2019-12-31 | $159,241 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,339,708 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,180,467 |
Assets. Value of participant loans | 2019-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $420,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $11,048 |
2018 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $16,418 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,180,467 |
Total plan assets at beginning of year | 2018-12-31 | $1,164,049 |
Value of fidelity bond covering the plan | 2018-12-31 | $120,000 |
Total contributions received or receivable from participants | 2018-12-31 | $29,762 |
Other income received | 2018-12-31 | $-57,350 |
Net income (gross income less expenses) | 2018-12-31 | $16,418 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,180,467 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,164,049 |
Assets. Value of participant loans | 2018-12-31 | $980 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $440,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $44,006 |
2017 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $223,209 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,164,049 |
Total plan assets at beginning of year | 2017-12-31 | $940,840 |
Value of fidelity bond covering the plan | 2017-12-31 | $120,000 |
Total contributions received or receivable from participants | 2017-12-31 | $27,808 |
Other income received | 2017-12-31 | $158,545 |
Net income (gross income less expenses) | 2017-12-31 | $223,209 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,164,049 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $940,840 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $350,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $36,856 |
2016 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $78,077 |
Expenses. Total of all expenses incurred | 2016-12-31 | $341 |
Benefits paid (including direct rollovers) | 2016-12-31 | $341 |
Total plan assets at end of year | 2016-12-31 | $940,840 |
Total plan assets at beginning of year | 2016-12-31 | $863,104 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $27,760 |
Other income received | 2016-12-31 | $14,192 |
Net income (gross income less expenses) | 2016-12-31 | $77,736 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $940,840 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $863,104 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $36,125 |
2015 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $20,518 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,000 |
Benefits paid (including direct rollovers) | 2015-12-31 | $4,000 |
Total plan assets at end of year | 2015-12-31 | $863,104 |
Total plan assets at beginning of year | 2015-12-31 | $846,586 |
Value of fidelity bond covering the plan | 2015-12-31 | $85,000 |
Total contributions received or receivable from participants | 2015-12-31 | $27,864 |
Other income received | 2015-12-31 | $-43,399 |
Net income (gross income less expenses) | 2015-12-31 | $16,518 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $863,104 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $846,586 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $215,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $36,053 |
2014 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $93,855 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,176 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,176 |
Total plan assets at end of year | 2014-12-31 | $846,586 |
Total plan assets at beginning of year | 2014-12-31 | $754,907 |
Value of fidelity bond covering the plan | 2014-12-31 | $85,000 |
Total contributions received or receivable from participants | 2014-12-31 | $27,205 |
Other income received | 2014-12-31 | $34,093 |
Net income (gross income less expenses) | 2014-12-31 | $91,679 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $846,586 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $754,907 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $195,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $32,557 |
2013 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $138,962 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $754,907 |
Total plan assets at beginning of year | 2013-12-31 | $615,945 |
Value of fidelity bond covering the plan | 2013-12-31 | $76,000 |
Total contributions received or receivable from participants | 2013-12-31 | $27,201 |
Other income received | 2013-12-31 | $76,143 |
Net income (gross income less expenses) | 2013-12-31 | $138,962 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $754,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $615,945 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $158,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $35,618 |
2012 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $94,655 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,521 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,521 |
Total plan assets at end of year | 2012-12-31 | $615,945 |
Total plan assets at beginning of year | 2012-12-31 | $522,811 |
Value of fidelity bond covering the plan | 2012-12-31 | $70,000 |
Total contributions received or receivable from participants | 2012-12-31 | $26,318 |
Other income received | 2012-12-31 | $34,874 |
Net income (gross income less expenses) | 2012-12-31 | $93,134 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $615,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $522,811 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $149,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $33,463 |
2011 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $34,497 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $522,811 |
Total plan assets at beginning of year | 2011-12-31 | $488,314 |
Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
Total contributions received or receivable from participants | 2011-12-31 | $25,439 |
Other income received | 2011-12-31 | $-25,516 |
Net income (gross income less expenses) | 2011-12-31 | $34,497 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $522,811 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $488,314 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $145,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $34,574 |
2010 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $133,971 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $488,314 |
Total plan assets at beginning of year | 2010-12-31 | $354,343 |
Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
Total contributions received or receivable from participants | 2010-12-31 | $25,562 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $132 |
Other income received | 2010-12-31 | $75,060 |
Net income (gross income less expenses) | 2010-12-31 | $133,971 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $488,314 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $354,343 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $145,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $33,217 |
2019: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2018: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2017: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2016: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2015: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 653231 |
Policy instance | 1 |
Insurance contract or identification number | 653231 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-03-05 | Total amount of commissions paid to insurance broker | USD $166 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $166 | Insurance broker organization code? | 0 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
Policy contract number | 631291 |
Policy instance | 1 |
Insurance contract or identification number | 631291 | Number of Individuals Covered | 2 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,123 | Are there contracts with allocated funds for individual policies? | 0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 718 | Additional information about fees paid to insurance broker | WHOLESALER SERVICE | Insurance broker organization code? | 0 | Insurance broker name | SWBC INVESTMENT ADVISORY SRVCS LLC |
|
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 7780415 |
Policy instance | 2 |
Insurance contract or identification number | 7780415 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $93 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $53 | Insurance broker organization code? | 3 | Insurance broker name | VOYA FINANCIAL ADVISORS INC. |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
Policy contract number | 631291 |
Policy instance | 1 |
Insurance contract or identification number | 631291 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $658 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 382 | Additional information about fees paid to insurance broker | WHOLESALER SERVICE | Insurance broker organization code? | 0 | Insurance broker name | SWBC INVESTMENT ADVISORY SRVCS LLC |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
Policy contract number | 631291 |
Policy instance | 1 |
Insurance contract or identification number | 631291 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
Policy contract number | 631291 |
Policy instance | 1 |
Insurance contract or identification number | 631291 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 15358 |
Policy instance | 2 |
Insurance contract or identification number | 15358 | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-08-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $347 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 335 | Additional information about fees paid to insurance broker | PLAN SERVICE FEES | Insurance broker organization code? | 3 | Insurance broker name | 401K COACH |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
Policy contract number | 631291 |
Policy instance | 1 |
Insurance contract or identification number | 631291 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
Policy contract number | 670003 |
Policy instance | 1 |
Insurance contract or identification number | 670003 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 15358 |
Policy instance | 2 |
Insurance contract or identification number | 15358 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $154 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
Policy contract number | 670003 |
Policy instance | 1 |
Insurance contract or identification number | 670003 | Number of Individuals Covered | 2 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|