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TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTAX-DEFERRED ANNUITY PLAN
Plan identification number 099

TAX-DEFERRED ANNUITY 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.

401k Sponsoring company profile

TOWER HEALTH AT HOME has sponsored the creation of one or more 401k plans.

Company Name:TOWER HEALTH AT HOME
Employer identification number (EIN):231466250
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0992021-01-01
0992020-01-01
0992019-01-01MARCIA THOMPSON-CROOK2020-07-22 MARCIA THOMPSON-CROOK2020-07-22
0992018-01-01MARCIA THOMPSON-CROOK2019-07-25 MARCIA THOMPSON-CROOK2019-07-25
0992017-01-01
0992016-01-01MARCIA THOMPSON-CROOK MARCIA THOMPSON-CROOK2017-10-04
0992015-01-01MARCIA THOMPSON-CROOK MARCIA THOMPSON-CROOK2016-10-07
0992014-01-01AMICIE ZIMMERMAN AMICIE ZIMMERMAN2015-07-07
0992013-01-01AMICIE ZIMMERMAN AMICIE ZIMMERMAN2014-06-17
0992012-01-01AMICIE ZIMMERMAN AMICIE ZIMMERMAN2013-07-08
0992011-01-01AMICIE ZIMMERMAN AMICIE ZIMMERMAN2012-07-25
0992010-01-01AMICIE ZIMMERMAN2011-06-08 AMICIE ZIMMERMAN2011-06-08

Plan Statistics for TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2021: TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-016
Total participants2021-01-016
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-018
Total participants2019-01-018
Number of participants with account balances2019-01-017
2018: TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-018
Total participants2018-01-018
Number of participants with account balances2018-01-017
2017: TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-018
Total participants2017-01-018
Number of participants with account balances2017-01-017
2016: TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-018
Total participants2016-01-018
Number of participants with account balances2016-01-017
2015: TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0110
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
2014: TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0110
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
2013: TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0110
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
2012: TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
2011: TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0113
Total participants2011-01-0113
Number of participants with account balances2011-01-0113

Financial Data on TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2021 : TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources2021-12-31$10,972
Expenses. Total of all expenses incurred2021-12-31$6,055
Benefits paid (including direct rollovers)2021-12-31$5,995
Total plan assets at end of year2021-12-31$372,447
Total plan assets at beginning of year2021-12-31$367,530
Expenses. Other expenses not covered elsewhere2021-12-31$60
Other income received2021-12-31$10,972
Net income (gross income less expenses)2021-12-31$4,917
Net plan assets at end of year (total assets less liabilities)2021-12-31$372,447
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$367,530
2020 : TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources2020-12-31$15,873
Expenses. Total of all expenses incurred2020-12-31$52,852
Benefits paid (including direct rollovers)2020-12-31$52,777
Total plan assets at end of year2020-12-31$367,531
Total plan assets at beginning of year2020-12-31$404,510
Expenses. Other expenses not covered elsewhere2020-12-31$75
Other income received2020-12-31$15,873
Net income (gross income less expenses)2020-12-31$-36,979
Net plan assets at end of year (total assets less liabilities)2020-12-31$367,531
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$404,510
2019 : TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources2019-12-31$21,849
Expenses. Total of all expenses incurred2019-12-31$5,520
Benefits paid (including direct rollovers)2019-12-31$5,436
Total plan assets at end of year2019-12-31$404,511
Total plan assets at beginning of year2019-12-31$388,182
Other income received2019-12-31$21,849
Net income (gross income less expenses)2019-12-31$16,329
Net plan assets at end of year (total assets less liabilities)2019-12-31$404,511
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$388,182
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$84
2018 : TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources2018-12-31$8,156
Expenses. Total of all expenses incurred2018-12-31$5,410
Benefits paid (including direct rollovers)2018-12-31$5,327
Total plan assets at end of year2018-12-31$388,182
Total plan assets at beginning of year2018-12-31$385,436
Other income received2018-12-31$8,156
Net income (gross income less expenses)2018-12-31$2,746
Net plan assets at end of year (total assets less liabilities)2018-12-31$388,182
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$385,436
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$83
2017 : TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources2017-12-31$17,488
Expenses. Total of all expenses incurred2017-12-31$5,302
Benefits paid (including direct rollovers)2017-12-31$5,219
Total plan assets at end of year2017-12-31$385,436
Total plan assets at beginning of year2017-12-31$373,250
Other income received2017-12-31$17,488
Net income (gross income less expenses)2017-12-31$12,186
Net plan assets at end of year (total assets less liabilities)2017-12-31$385,436
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$373,250
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$83
2016 : TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources2016-12-31$11,364
Expenses. Total of all expenses incurred2016-12-31$8,169
Benefits paid (including direct rollovers)2016-12-31$8,074
Total plan assets at end of year2016-12-31$373,250
Total plan assets at beginning of year2016-12-31$370,055
Other income received2016-12-31$11,364
Net income (gross income less expenses)2016-12-31$3,195
Net plan assets at end of year (total assets less liabilities)2016-12-31$373,250
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$370,055
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$95
2015 : TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,956
Expenses. Total of all expenses incurred2015-12-31$5,123
Benefits paid (including direct rollovers)2015-12-31$5,002
Total plan assets at end of year2015-12-31$370,055
Total plan assets at beginning of year2015-12-31$364,222
Other income received2015-12-31$10,956
Net income (gross income less expenses)2015-12-31$5,833
Net plan assets at end of year (total assets less liabilities)2015-12-31$370,055
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$364,222
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$121
2014 : TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources2014-12-31$12,224
Expenses. Total of all expenses incurred2014-12-31$4,188
Benefits paid (including direct rollovers)2014-12-31$4,058
Total plan assets at end of year2014-12-31$364,222
Total plan assets at beginning of year2014-12-31$356,186
Other income received2014-12-31$12,224
Net income (gross income less expenses)2014-12-31$8,036
Net plan assets at end of year (total assets less liabilities)2014-12-31$364,222
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$356,186
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$130
2013 : TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources2013-12-31$24,657
Expenses. Total of all expenses incurred2013-12-31$59,933
Benefits paid (including direct rollovers)2013-12-31$59,783
Total plan assets at end of year2013-12-31$356,186
Total plan assets at beginning of year2013-12-31$391,462
Other income received2013-12-31$24,657
Net income (gross income less expenses)2013-12-31$-35,276
Net plan assets at end of year (total assets less liabilities)2013-12-31$356,186
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$391,462
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
2012 : TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources2012-12-31$17,234
Expenses. Total of all expenses incurred2012-12-31$4,640
Benefits paid (including direct rollovers)2012-12-31$4,486
Total plan assets at end of year2012-12-31$391,462
Total plan assets at beginning of year2012-12-31$378,868
Other income received2012-12-31$17,234
Net income (gross income less expenses)2012-12-31$12,594
Net plan assets at end of year (total assets less liabilities)2012-12-31$391,462
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$378,868
Assets. Value of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$154
2011 : TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,147
Expenses. Total of all expenses incurred2011-12-31$23,643
Benefits paid (including direct rollovers)2011-12-31$23,481
Total plan assets at end of year2011-12-31$378,868
Total plan assets at beginning of year2011-12-31$393,364
Other income received2011-12-31$9,147
Net income (gross income less expenses)2011-12-31$-14,496
Net plan assets at end of year (total assets less liabilities)2011-12-31$378,868
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$393,364
Assets. Value of participant loans2011-12-31$1,011
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$162

Form 5500 Responses for TAX-DEFERRED ANNUITY PLAN

2021: TAX-DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TAX-DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006827-E
Policy instance 1
Insurance contract or identification number006827-E
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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