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KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameKAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN
Plan identification number 001

KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

KAYCLAY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KAYCLAY ENTERPRISES, INC.
Employer identification number (EIN):205889469
NAIC Classification:561710
NAIC Description:Exterminating and Pest Control Services

Additional information about KAYCLAY ENTERPRISES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-11-15
Company Identification Number: 0800734183
Legal Registered Office Address: PO BOX 28

LAMPASAS
United States of America (USA)
76550

More information about KAYCLAY ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFF HAMMONDS
0012016-01-01JEFF HAMMONDS
0012015-01-01JEFF HAMMONDS
0012014-01-01JEFF HAMMONDS
0012013-01-01JEFF HAMMONDS
0012012-01-01JEFF HAMMONDS
0012011-01-01JEFF HAMMONDS

Plan Statistics for KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$7,286
Expenses. Total of all expenses incurred2022-12-31$15
Total plan assets at end of year2022-12-31$249,454
Total plan assets at beginning of year2022-12-31$242,183
Value of fidelity bond covering the plan2022-12-31$30,000
Other income received2022-12-31$7,286
Net income (gross income less expenses)2022-12-31$7,271
Net plan assets at end of year (total assets less liabilities)2022-12-31$249,454
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$242,183
Assets. Value of employer securities2022-12-31$222,196
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$15
2021 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$15,193
Expenses. Total of all expenses incurred2021-12-31$11
Total plan assets at end of year2021-12-31$242,183
Total plan assets at beginning of year2021-12-31$227,001
Value of fidelity bond covering the plan2021-12-31$30,000
Other income received2021-12-31$10,008
Net income (gross income less expenses)2021-12-31$15,182
Net plan assets at end of year (total assets less liabilities)2021-12-31$242,183
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$227,001
Assets. Value of employer securities2021-12-31$211,025
Total contributions received or receivable from employer(s)2021-12-31$5,185
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11
2020 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$12,528
Expenses. Total of all expenses incurred2020-12-31$2
Total plan assets at end of year2020-12-31$227,001
Total plan assets at beginning of year2020-12-31$214,475
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$884
Net income (gross income less expenses)2020-12-31$12,526
Net plan assets at end of year (total assets less liabilities)2020-12-31$227,001
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$214,475
Assets. Value of employer securities2020-12-31$203,150
Total contributions received or receivable from employer(s)2020-12-31$11,644
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2
2019 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$11,555
Total plan assets at end of year2019-12-31$214,475
Total plan assets at beginning of year2019-12-31$202,920
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$630
Net income (gross income less expenses)2019-12-31$11,555
Net plan assets at end of year (total assets less liabilities)2019-12-31$214,475
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$202,920
Assets. Value of employer securities2019-12-31$203,550
Total contributions received or receivable from employer(s)2019-12-31$10,925
2018 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$2,565
Total plan assets at end of year2018-12-31$202,920
Total plan assets at beginning of year2018-12-31$200,355
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$2,565
Net income (gross income less expenses)2018-12-31$2,565
Net plan assets at end of year (total assets less liabilities)2018-12-31$202,920
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$200,355
Assets. Value of employer securities2018-12-31$202,920
2017 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$38,760
Total plan assets at end of year2017-12-31$200,355
Total plan assets at beginning of year2017-12-31$161,595
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$38,760
Net income (gross income less expenses)2017-12-31$38,760
Net plan assets at end of year (total assets less liabilities)2017-12-31$200,355
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$161,595
Assets. Value of employer securities2017-12-31$200,355
2016 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total plan assets at end of year2016-12-31$161,595
Total plan assets at beginning of year2016-12-31$161,595
Value of fidelity bond covering the plan2016-12-31$20,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$161,595
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$161,595
Assets. Value of employer securities2016-12-31$161,595
2015 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total plan assets at end of year2015-12-31$161,595
Total plan assets at beginning of year2015-12-31$161,595
Value of fidelity bond covering the plan2015-12-31$20,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$161,595
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$161,595
Assets. Value of employer securities2015-12-31$161,595
2014 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$161,595
Total plan assets at beginning of year2014-12-31$161,595
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$0
Net plan assets at end of year (total assets less liabilities)2014-12-31$161,595
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$161,595
Assets. Value of employer securities2014-12-31$161,595
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$17,793
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$161,595
Total plan assets at beginning of year2013-12-31$143,802
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$17,793
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$17,793
Net plan assets at end of year (total assets less liabilities)2013-12-31$161,595
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$143,802
Assets. Value of employer securities2013-12-31$161,595
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-62,491
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$143,802
Total plan assets at beginning of year2012-12-31$206,293
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$-62,491
Net income (gross income less expenses)2012-12-31$-62,491
Net plan assets at end of year (total assets less liabilities)2012-12-31$143,802
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$206,293
Assets. Value of employer securities2012-12-31$143,802
2011 : KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$45,026
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$206,293
Total plan assets at beginning of year2011-12-31$161,267
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$45,026
Net income (gross income less expenses)2011-12-31$45,026
Net plan assets at end of year (total assets less liabilities)2011-12-31$206,293
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$161,267
Assets. Value of employer securities2011-12-31$206,293

Form 5500 Responses for KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN

2022: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KAYCLAY ENTERPRISES INC. - PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3

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