POLONIA BANK has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016: POLONIA BANK RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 49 |
| Number of participants with account balances | 2016-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
| 2015: POLONIA BANK RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 54 |
| Number of participants with account balances | 2015-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 12 |
| 2014: POLONIA BANK RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
| Total of all active and inactive participants | 2014-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 67 |
| Number of participants with account balances | 2014-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
| 2013: POLONIA BANK RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 66 |
| Number of participants with account balances | 2013-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: POLONIA BANK RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 58 |
| Number of participants with account balances | 2012-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: POLONIA BANK RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 56 |
| Number of participants with account balances | 2011-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2010: POLONIA BANK RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 49 |
| Number of participants with account balances | 2010-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: POLONIA BANK RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 38 |
| 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 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 44 |
| Number of participants with account balances | 2009-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2016 : POLONIA BANK RETIREMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $390,669 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $300,071 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $287,822 |
| Total plan assets at end of year | 2016-12-31 | $2,557,346 |
| Total plan assets at beginning of year | 2016-12-31 | $2,466,748 |
| Total contributions received or receivable from participants | 2016-12-31 | $119,998 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $12,249 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $86,932 |
| Other income received | 2016-12-31 | $109,524 |
| Net income (gross income less expenses) | 2016-12-31 | $90,598 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,557,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,466,748 |
| Assets. Value of participant loans | 2016-12-31 | $29,973 |
| Assets. Value of employer securities | 2016-12-31 | $40,104 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $74,215 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : POLONIA BANK RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $168,516 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,079,270 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,070,313 |
| Total plan assets at end of year | 2015-12-31 | $2,466,748 |
| Total plan assets at beginning of year | 2015-12-31 | $3,377,502 |
| Total contributions received or receivable from participants | 2015-12-31 | $101,438 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,200 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-10,626 |
| Net income (gross income less expenses) | 2015-12-31 | $-910,754 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,466,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,377,502 |
| Assets. Value of participant loans | 2015-12-31 | $53,840 |
| Assets. Value of employer securities | 2015-12-31 | $193,191 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $77,704 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,757 |
| 2014 : POLONIA BANK RETIREMENT 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 | $306,261 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $883,398 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $882,148 |
| Total plan assets at end of year | 2014-12-31 | $3,377,502 |
| Total plan assets at beginning of year | 2014-12-31 | $3,954,639 |
| Total contributions received or receivable from participants | 2014-12-31 | $120,795 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,250 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $97,508 |
| Net income (gross income less expenses) | 2014-12-31 | $-577,137 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,377,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,954,639 |
| Assets. Value of participant loans | 2014-12-31 | $52,117 |
| Assets. Value of employer securities | 2014-12-31 | $174,943 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $87,958 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : POLONIA BANK RETIREMENT 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 | $610,167 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $158,564 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $156,910 |
| Total plan assets at end of year | 2013-12-31 | $3,954,639 |
| Total plan assets at beginning of year | 2013-12-31 | $3,503,036 |
| Total contributions received or receivable from participants | 2013-12-31 | $143,494 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $367,419 |
| Net income (gross income less expenses) | 2013-12-31 | $451,603 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,954,639 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,503,036 |
| Assets. Value of participant loans | 2013-12-31 | $57,732 |
| Assets. Value of employer securities | 2013-12-31 | $156,173 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $99,254 |
| Value of corrective distributions | 2013-12-31 | $1,154 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $500 |
| 2012 : POLONIA BANK RETIREMENT 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 | $498,341 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $15,324 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $14,831 |
| Total plan assets at end of year | 2012-12-31 | $3,503,036 |
| Total plan assets at beginning of year | 2012-12-31 | $3,020,019 |
| Total contributions received or receivable from participants | 2012-12-31 | $132,090 |
| Other income received | 2012-12-31 | $270,967 |
| Net income (gross income less expenses) | 2012-12-31 | $483,017 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,503,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,020,019 |
| Assets. Value of participant loans | 2012-12-31 | $71,829 |
| Assets. Value of employer securities | 2012-12-31 | $127,118 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $95,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $493 |
| 2011 : POLONIA BANK RETIREMENT 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 | $190,649 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $16,067 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $12,575 |
| Total plan assets at end of year | 2011-12-31 | $3,020,019 |
| Total plan assets at beginning of year | 2011-12-31 | $2,845,437 |
| Total contributions received or receivable from participants | 2011-12-31 | $90,674 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $38,291 |
| Other income received | 2011-12-31 | $-54,627 |
| Net income (gross income less expenses) | 2011-12-31 | $174,582 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,020,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,845,437 |
| Assets. Value of participant loans | 2011-12-31 | $73,658 |
| Assets. Value of employer securities | 2011-12-31 | $91,248 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $116,311 |
| Value of corrective distributions | 2011-12-31 | $2,717 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $775 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : POLONIA BANK RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| 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 | $433,727 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,139 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,739 |
| Total plan assets at end of year | 2010-12-31 | $2,845,437 |
| Total plan assets at beginning of year | 2010-12-31 | $2,416,849 |
| Total contributions received or receivable from participants | 2010-12-31 | $106,306 |
| Other income received | 2010-12-31 | $202,421 |
| Net income (gross income less expenses) | 2010-12-31 | $428,588 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,845,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,416,849 |
| Assets. Value of participant loans | 2010-12-31 | $81,793 |
| Assets. Value of employer securities | 2010-12-31 | $75,081 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $125,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $400 |
| 2009 : POLONIA BANK RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: POLONIA BANK RETIREMENT 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 - Trust | Yes |
| 2015: POLONIA BANK RETIREMENT 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 - Trust | Yes |
| 2014: POLONIA BANK RETIREMENT 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 - Trust | Yes |
| 2013: POLONIA BANK RETIREMENT 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 - Trust | Yes |
| 2012: POLONIA BANK RETIREMENT 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 - Trust | Yes |
| 2011: POLONIA BANK RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: POLONIA BANK RETIREMENT 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 - Trust | Yes |
| 2009: POLONIA BANK RETIREMENT 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 - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941277-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941277-01 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $3,947 | | Total amount of fees paid to insurance company | USD $0 | | 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 Broker | USD $3,121 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES POLIZZI |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941277-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941277-01 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,297 | | Total amount of fees paid to insurance company | USD $0 | | 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 Broker | USD $4,767 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES POLIZZI |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941277-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941277-01 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $24,344 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $4,869 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES POLIZZI |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941277-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941277-01 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $21,805 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $4,361 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES POLIZZI |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941277-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941277-01 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $20,041 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $4,008 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES POLIZZI |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941277-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941277-01 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $18,838 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 941277-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 941277-01 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $16,477 | | Total amount of fees paid to insurance company | USD $1,140 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $16,477 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | DUNCAN ACCOUNTING AND TAX SERVICES |
|
