BERNARD WILLIAMS & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 21 |
| Total participants | 2016-01-01 | 21 |
| Number of participants with account balances | 2016-01-01 | 20 |
| 2015: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 28 |
| Total participants | 2015-01-01 | 28 |
| Number of participants with account balances | 2015-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 25 |
| Total participants | 2014-01-01 | 25 |
| Number of participants with account balances | 2014-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 24 |
| Total participants | 2013-01-01 | 24 |
| Number of participants with account balances | 2013-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
| Total of all active and inactive participants | 2012-01-01 | 31 |
| Total participants | 2012-01-01 | 31 |
| Number of participants with account balances | 2012-01-01 | 31 |
| 2011: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
| Total of all active and inactive participants | 2011-01-01 | 26 |
| Total participants | 2011-01-01 | 26 |
| Number of participants with account balances | 2011-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 37 |
| Total participants | 2010-01-01 | 37 |
| Number of participants with account balances | 2010-01-01 | 29 |
| 2009: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
| 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 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 33 |
| Number of participants with account balances | 2009-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $19,286 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $4,590 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $4,590 |
| Total plan assets at end of year | 2016-12-31 | $1,856,201 |
| Total plan assets at beginning of year | 2016-12-31 | $1,841,505 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $94,825 |
| Other income received | 2016-12-31 | $-100,015 |
| Net income (gross income less expenses) | 2016-12-31 | $14,696 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,856,201 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,841,505 |
| Assets. Value of participant loans | 2016-12-31 | $22,410 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $24,476 |
| 2015 : BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $83,712 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $98,810 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $96,266 |
| Total plan assets at end of year | 2015-12-31 | $1,833,481 |
| Total plan assets at beginning of year | 2015-12-31 | $1,848,579 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $101,087 |
| Other income received | 2015-12-31 | $-42,370 |
| Net income (gross income less expenses) | 2015-12-31 | $-15,098 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,833,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,848,579 |
| Assets. Value of participant loans | 2015-12-31 | $33,945 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $23,186 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $24,995 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,544 |
| 2014 : BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $186,406 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $26,990 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $19,682 |
| Total plan assets at end of year | 2014-12-31 | $1,848,579 |
| Total plan assets at beginning of year | 2014-12-31 | $1,689,163 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $78,717 |
| Other income received | 2014-12-31 | $86,574 |
| Net income (gross income less expenses) | 2014-12-31 | $159,416 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,848,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,689,163 |
| Assets. Value of participant loans | 2014-12-31 | $33,945 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $23,186 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,115 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $7,308 |
| 2013 : BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $259,564 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $65,392 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $63,872 |
| Total plan assets at end of year | 2013-12-31 | $1,689,163 |
| Total plan assets at beginning of year | 2013-12-31 | $1,494,991 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $14,525 |
| Other income received | 2013-12-31 | $178,038 |
| Net income (gross income less expenses) | 2013-12-31 | $194,172 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,689,163 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,494,991 |
| Assets. Value of participant loans | 2013-12-31 | $45,952 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $40,330 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $67,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,520 |
| 2012 : BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $192,643 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $80,468 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $77,548 |
| Total plan assets at end of year | 2012-12-31 | $1,494,991 |
| Total plan assets at beginning of year | 2012-12-31 | $1,382,816 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $60,068 |
| Other income received | 2012-12-31 | $118,600 |
| Net income (gross income less expenses) | 2012-12-31 | $112,175 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,494,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,382,816 |
| Assets. Value of participant loans | 2012-12-31 | $15,190 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $39,895 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,920 |
| 2011 : BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $30,872 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $37,864 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $37,864 |
| Total plan assets at end of year | 2011-12-31 | $1,330,272 |
| Total plan assets at beginning of year | 2011-12-31 | $1,337,264 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $62,126 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $8,031 |
| Other income received | 2011-12-31 | $-56,021 |
| Net income (gross income less expenses) | 2011-12-31 | $-6,992 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,330,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,337,264 |
| Assets. Value of participant loans | 2011-12-31 | $20,390 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,736 |
| 2010 : BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING 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 | $238,669 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $14,636 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $14,636 |
| Total plan assets at end of year | 2010-12-31 | $1,337,264 |
| Total plan assets at beginning of year | 2010-12-31 | $1,113,231 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $91,028 |
| Other income received | 2010-12-31 | $129,719 |
| Net income (gross income less expenses) | 2010-12-31 | $224,033 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,337,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,113,231 |
| Assets. Value of participant loans | 2010-12-31 | $4,425 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $24,591 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,922 |
| 2016: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING 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 funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING 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 funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING 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 funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING 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 funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING 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 funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 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 funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING 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 funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BERNARD WILLIAMS & COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | VAN001267 |
| Policy instance | 1 |
| Insurance contract or identification number | VAN001267 | | Number of Individuals Covered | 28 | | 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 $0 |
|
| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | AN0004235 |
| Policy instance | 2 |
| Insurance contract or identification number | AN0004235 | | Number of Individuals Covered | 28 | | 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 $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | 01F0005911 |
| Policy instance | 3 |
| Insurance contract or identification number | 01F0005911 | | Number of Individuals Covered | 28 | | 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 $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP4267/3214 |
| Policy instance | 4 |
| Insurance contract or identification number | GP4267/3214 | | Number of Individuals Covered | 26 | | 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 $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Insurance broker organization code? | 3 | | Insurance broker name | NEW ENGLAND SECURITIES |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | 01F0005911 |
| Policy instance | 2 |
| Insurance contract or identification number | 01F0005911 | | Number of Individuals Covered | 25 | | 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 group deferred annuity? | Yes |
|
| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | AN0004235 |
| Policy instance | 1 |
| Insurance contract or identification number | AN0004235 | | Number of Individuals Covered | 25 | | 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 group deferred annuity? | Yes |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP4267/3214 |
| Policy instance | 3 |
| Insurance contract or identification number | GP4267/3214 | | Number of Individuals Covered | 25 | | 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 group deferred annuity? | Yes | | Insurance broker organization code? | 3 | | Insurance broker name | NEW ENGLAND SECURITIES |
|
| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | AN0004235 |
| Policy instance | 1 |
| Insurance contract or identification number | AN0004235 | | Number of Individuals Covered | 24 | | 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 group deferred annuity? | Yes |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | 01F0005911 |
| Policy instance | 2 |
| Insurance contract or identification number | 01F0005911 | | Number of Individuals Covered | 24 | | 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 group deferred annuity? | Yes |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP4267 |
| Policy instance | 3 |
| Insurance contract or identification number | GP4267 | | Number of Individuals Covered | 24 | | 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 group deferred annuity? | Yes | | Insurance broker organization code? | 3 | | Insurance broker name | NEW ENGLAND SECURITIES |
|
| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | AN0004235 |
| Policy instance | 1 |
| Insurance contract or identification number | AN0004235 | | Number of Individuals Covered | 31 | | 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 group deferred annuity? | Yes |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | 6P1458 |
| Policy instance | 3 |
| Insurance contract or identification number | 6P1458 | | Number of Individuals Covered | 31 | | 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 group deferred annuity? | Yes |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | 01F0005911 |
| Policy instance | 2 |
| Insurance contract or identification number | 01F0005911 | | Number of Individuals Covered | 31 | | 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 group deferred annuity? | Yes |
|
| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | AN0004235 |
| Policy instance | 1 |
| Insurance contract or identification number | AN0004235 | | Number of Individuals Covered | 23 | | 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 group deferred annuity? | Yes |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | 01F0005911 |
| Policy instance | 2 |
| Insurance contract or identification number | 01F0005911 | | Number of Individuals Covered | 23 | | 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 group deferred annuity? | Yes |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | 6P1458 |
| Policy instance | 3 |
| Insurance contract or identification number | 6P1458 | | Number of Individuals Covered | 23 | | 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 group deferred annuity? | Yes |
|
| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | AN0004235 |
| Policy instance | 1 |
| Insurance contract or identification number | AN0004235 | | Number of Individuals Covered | 30 | | 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 group deferred annuity? | Yes |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | 01F0005911 |
| Policy instance | 2 |
| Insurance contract or identification number | 01F0005911 | | Number of Individuals Covered | 33 | | 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 group deferred annuity? | Yes |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | 6P1458 |
| Policy instance | 3 |
| Insurance contract or identification number | 6P1458 | | Number of Individuals Covered | 33 | | 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 group deferred annuity? | Yes |
|
