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OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 401k Plan overview

Plan NameOAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN
Plan identification number 001

OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

OAK HILL COMMUNITY DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:OAK HILL COMMUNITY DEVELOPMENT CORPORATION
Employer identification number (EIN):222599363
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01
0012019-07-01MULLEN SAWYER2021-04-08 MULLEN SAWYER2021-04-08
0012018-07-01MULLEN SAWYER2020-04-14 MULLEN SAWYER2020-04-14
0012017-07-01MULLEN SAWYER2019-04-07 MULLEN SAWYER2019-04-07
0012016-07-01
0012016-07-01MULLEN SAWYER2018-01-12
0012015-07-01MULLEN SAWYER
0012014-07-01MULLEN SAWYER
0012013-07-01MULLEN SAWYER
0012012-07-01MULLEN SAWYER
0012011-07-01MULLEN SAWYER
0012010-07-01MULLEN SAWYER
0012009-07-01MULLEN SAWYER

Plan Statistics for OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN

401k plan membership statisitcs for OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN

Measure Date Value
2019: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-011
Total of all active and inactive participants2019-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011
Number of participants with account balances2019-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-012
Number of participants with account balances2018-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-012
Number of participants with account balances2017-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-012
Number of participants with account balances2016-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-013
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-013
Number of participants with account balances2015-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-014
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-014
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-014
Number of participants with account balances2013-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-015
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015
Number of participants with account balances2012-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-010
Total number of active participants reported on line 7a of the Form 55002011-07-010
Number of retired or separated participants receiving benefits2011-07-016
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-016
Number of participants with account balances2011-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-017
Total number of active participants reported on line 7a of the Form 55002010-07-010
Number of retired or separated participants receiving benefits2010-07-015
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-015
Number of participants with account balances2010-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
Number of employers contributing to the scheme2010-07-010
2009: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0110
Total number of active participants reported on line 7a of the Form 55002009-07-0118
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-013
Total of all active and inactive participants2009-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0121
Number of participants with account balances2009-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN

Measure Date Value
2020 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2020 401k financial data
Total income from all sources2020-06-30$511
Expenses. Total of all expenses incurred2020-06-30$48,877
Benefits paid (including direct rollovers)2020-06-30$48,872
Total plan assets at end of year2020-06-30$4,693
Total plan assets at beginning of year2020-06-30$53,059
Value of fidelity bond covering the plan2020-06-30$10,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$5
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$511
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-48,366
Net plan assets at end of year (total assets less liabilities)2020-06-30$4,693
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$53,059
Total contributions received or receivable from employer(s)2020-06-30$0
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
2019 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2019 401k financial data
Total income from all sources2019-06-30$420
Expenses. Total of all expenses incurred2019-06-30$28
Total plan assets at end of year2019-06-30$53,059
Total plan assets at beginning of year2019-06-30$52,667
Value of fidelity bond covering the plan2019-06-30$10,000
Expenses. Other expenses not covered elsewhere2019-06-30$28
Other income received2019-06-30$420
Net income (gross income less expenses)2019-06-30$392
Net plan assets at end of year (total assets less liabilities)2019-06-30$53,059
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$52,667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2017 401k financial data
Total income from all sources2017-06-30$6,384
Expenses. Total of all expenses incurred2017-06-30$30
Total plan assets at end of year2017-06-30$48,746
Total plan assets at beginning of year2017-06-30$42,392
Value of fidelity bond covering the plan2017-06-30$10,000
Expenses. Other expenses not covered elsewhere2017-06-30$30
Other income received2017-06-30$6,384
Net income (gross income less expenses)2017-06-30$6,354
Net plan assets at end of year (total assets less liabilities)2017-06-30$48,746
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$42,392
2016 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2016 401k financial data
Total income from all sources2016-06-30$-1,382
Expenses. Total of all expenses incurred2016-06-30$14,764
Benefits paid (including direct rollovers)2016-06-30$14,718
Total plan assets at end of year2016-06-30$42,392
Total plan assets at beginning of year2016-06-30$58,538
Value of fidelity bond covering the plan2016-06-30$10,000
Expenses. Other expenses not covered elsewhere2016-06-30$46
Other income received2016-06-30$-1,382
Net income (gross income less expenses)2016-06-30$-16,146
Net plan assets at end of year (total assets less liabilities)2016-06-30$42,392
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$58,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$1,262
Expenses. Total of all expenses incurred2015-06-30$22,826
Benefits paid (including direct rollovers)2015-06-30$22,752
Total plan assets at end of year2015-06-30$58,538
Total plan assets at beginning of year2015-06-30$80,102
Value of fidelity bond covering the plan2015-06-30$10,000
Expenses. Other expenses not covered elsewhere2015-06-30$74
Other income received2015-06-30$1,262
Net income (gross income less expenses)2015-06-30$-21,564
Net plan assets at end of year (total assets less liabilities)2015-06-30$58,538
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$80,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$11,765
Expenses. Total of all expenses incurred2014-06-30$8,848
Benefits paid (including direct rollovers)2014-06-30$8,758
Total plan assets at end of year2014-06-30$80,102
Total plan assets at beginning of year2014-06-30$77,185
Value of fidelity bond covering the plan2014-06-30$10,000
Expenses. Other expenses not covered elsewhere2014-06-30$90
Other income received2014-06-30$11,765
Net income (gross income less expenses)2014-06-30$2,917
Net plan assets at end of year (total assets less liabilities)2014-06-30$80,102
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$77,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$8,122
Expenses. Total of all expenses incurred2013-06-30$90
Total plan assets at end of year2013-06-30$77,185
Total plan assets at beginning of year2013-06-30$69,153
Value of fidelity bond covering the plan2013-06-30$10,000
Expenses. Other expenses not covered elsewhere2013-06-30$90
Other income received2013-06-30$8,122
Net income (gross income less expenses)2013-06-30$8,032
Net plan assets at end of year (total assets less liabilities)2013-06-30$77,185
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$69,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$-1,060
Expenses. Total of all expenses incurred2012-06-30$90
Total plan assets at end of year2012-06-30$69,153
Total plan assets at beginning of year2012-06-30$70,303
Value of fidelity bond covering the plan2012-06-30$10,000
Expenses. Other expenses not covered elsewhere2012-06-30$90
Other income received2012-06-30$-1,060
Net income (gross income less expenses)2012-06-30$-1,150
Net plan assets at end of year (total assets less liabilities)2012-06-30$69,153
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$70,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$19,871
Expenses. Total of all expenses incurred2011-06-30$29,914
Benefits paid (including direct rollovers)2011-06-30$28,583
Total plan assets at end of year2011-06-30$70,303
Total plan assets at beginning of year2011-06-30$80,346
Value of fidelity bond covering the plan2011-06-30$10,000
Total contributions received or receivable from participants2011-06-30$7,976
Expenses. Other expenses not covered elsewhere2011-06-30$1,331
Other income received2011-06-30$8,498
Net income (gross income less expenses)2011-06-30$-10,043
Net plan assets at end of year (total assets less liabilities)2011-06-30$70,303
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$80,346
Total contributions received or receivable from employer(s)2011-06-30$3,397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN

2019: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: OAK HILL COMMUNITY DEV. CORP. 403B PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?5
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Additional information about fees paid to insurance brokerINVESTMENTS
Insurance broker organization code?5
Insurance broker nameDAVID M. DIMENSTEIN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?5
Insurance broker nameDAVID M. DIMENSTEIN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $0
Additional information about fees paid to insurance brokerINVESTMENTS
Insurance broker organization code?5
Insurance broker nameDAVID M. DIMENSTEIN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractANNUITY CONTRACT
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922529
Policy instance 1
Insurance contract or identification number922529
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,505
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $1,505
Additional information about fees paid to insurance brokerINVESTMENTS
Insurance broker organization code?5
Insurance broker nameDAVID M. DIMENSTEIN

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