CATCH THE WIND INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CATCH THE WIND INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2019: CATCH THE WIND INC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| Number of participants with account balances | 2019-01-01 | 0 |
| 2018: CATCH THE WIND INC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| 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 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Number of employers contributing to the scheme | 2018-01-01 | 2 |
| 2017: CATCH THE WIND INC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: CATCH THE WIND INC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Number of employers contributing to the scheme | 2016-01-01 | 1 |
| 2015: CATCH THE WIND INC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: CATCH THE WIND INC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Number of employers contributing to the scheme | 2014-01-01 | 1 |
| 2013: CATCH THE WIND INC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 0 |
| 2012: CATCH THE WIND INC 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 | 3 |
| 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 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Number of employers contributing to the scheme | 2012-01-01 | 2 |
| 2011: CATCH THE WIND INC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 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 | 4 |
| Number of employers contributing to the scheme | 2011-01-01 | 2 |
| 2009: CATCH THE WIND INC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Number of employers contributing to the scheme | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : CATCH THE WIND INC 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-205,145 |
| Total income from all sources | 2019-12-31 | $18,222 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $186,923 |
| Other income received | 2019-12-31 | $18,222 |
| Net income (gross income less expenses) | 2019-12-31 | $18,222 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $186,923 |
| 2018 : CATCH THE WIND INC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $65,377 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $186,923 |
| Total plan assets at beginning of year | 2018-12-31 | $121,546 |
| Total contributions received or receivable from participants | 2018-12-31 | $76,920 |
| Other income received | 2018-12-31 | $-15,760 |
| Net income (gross income less expenses) | 2018-12-31 | $65,377 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $186,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $121,546 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $4,217 |
| 2016 : CATCH THE WIND INC 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $26,780 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $18,407 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $18,407 |
| Total plan assets at end of year | 2016-12-31 | $77,034 |
| Total plan assets at beginning of year | 2016-12-31 | $68,661 |
| Total contributions received or receivable from participants | 2016-12-31 | $12,462 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $4,000 |
| Other income received | 2016-12-31 | $6,789 |
| Net income (gross income less expenses) | 2016-12-31 | $8,373 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $77,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $68,661 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $3,529 |
| 2015 : CATCH THE WIND INC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $21,579 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $273,842 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $273,842 |
| Total plan assets at end of year | 2015-12-31 | $68,661 |
| Total plan assets at beginning of year | 2015-12-31 | $320,924 |
| Total contributions received or receivable from participants | 2015-12-31 | $21,972 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $6,000 |
| Other income received | 2015-12-31 | $-10,633 |
| Net income (gross income less expenses) | 2015-12-31 | $-252,263 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $68,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $320,924 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,240 |
| 2014 : CATCH THE WIND INC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $40,137 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $320,924 |
| Total plan assets at beginning of year | 2014-12-31 | $280,787 |
| Total contributions received or receivable from participants | 2014-12-31 | $25,057 |
| Other income received | 2014-12-31 | $7,765 |
| Net income (gross income less expenses) | 2014-12-31 | $40,137 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $320,924 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $280,787 |
| Assets. Value of employer securities | 2014-12-31 | $73,352 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,315 |
| 2013 : CATCH THE WIND INC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $78,360 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $280,787 |
| Total plan assets at beginning of year | 2013-12-31 | $202,427 |
| Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $51,695 |
| Other income received | 2013-12-31 | $21,599 |
| Net income (gross income less expenses) | 2013-12-31 | $78,360 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $280,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $202,427 |
| Assets. Value of employer securities | 2013-12-31 | $65,714 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $5,066 |
| 2012 : CATCH THE WIND INC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $22,315 |
| Total plan assets at end of year | 2012-12-31 | $202,427 |
| Total plan assets at beginning of year | 2012-12-31 | $180,113 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,946 |
| Other income received | 2012-12-31 | $-14,235 |
| Net income (gross income less expenses) | 2012-12-31 | $22,315 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $202,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $180,113 |
| Assets. Value of employer securities | 2012-12-31 | $61,649 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,604 |
| 2011 : CATCH THE WIND INC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $31,248 |
| Total plan assets at end of year | 2011-12-31 | $180,113 |
| Total plan assets at beginning of year | 2011-12-31 | $148,865 |
| Total contributions received or receivable from participants | 2011-12-31 | $29,277 |
| Other income received | 2011-12-31 | $-1,900 |
| Net income (gross income less expenses) | 2011-12-31 | $31,248 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $180,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $148,865 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,871 |
| 2010 : CATCH THE WIND INC 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $35,319 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,446 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,446 |
| Total plan assets at end of year | 2010-12-31 | $148,865 |
| Total plan assets at beginning of year | 2010-12-31 | $114,992 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,437 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $5,705 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $33,873 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $148,865 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $114,992 |
| Assets. Value of employer securities | 2010-12-31 | $85,742 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,177 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2019: CATCH THE WIND INC 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 | Yes |
| 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 funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: CATCH THE WIND INC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-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 | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CATCH THE WIND INC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 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 - Trust | Yes |
| 2016: CATCH THE WIND INC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-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 | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CATCH THE WIND INC 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 - Trust | Yes |
| 2014: CATCH THE WIND INC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-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 | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CATCH THE WIND INC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple 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 - Trust | Yes |
| 2012: CATCH THE WIND INC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Multi-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 | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CATCH THE WIND INC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-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 | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CATCH THE WIND INC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| CATCH THE WIND INC 401(K) PLAN (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $275 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 $275 | | Additional information about fees paid to insurance broker | A.U.M/B.T.C 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $762 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | 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 $1,384 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,384 | | Additional information about fees paid to insurance broker | A.U.M/B.T.C 3 | | Insurance broker name | DONALD BUTTON |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,559 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,559 | | Additional information about fees paid to insurance broker | A.U.M/B.T.C 3 | | Insurance broker name | DONALD BUTTON |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,428 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,428 | | Additional information about fees paid to insurance broker | A.U.M./B.T.C. 3 | | Insurance broker name | DONALD BUTTON |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $956 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $956 | | Additional information about fees paid to insurance broker | A.U.M./B.T.C. 3 | | Insurance broker name | DONALD BUTTON |
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| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $700 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1119111 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1119111 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $448 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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