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CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHRISTIAN-BAKER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHRISTIAN-BAKER COMPANY, INC.
Employer identification number (EIN):232122768
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01POLLY MCGLYNN2023-08-03 POLLY MCGLYNN2023-08-03
0012021-01-01POLLY MCGLYNN2022-07-19 POLLY MCGLYNN2022-07-19
0012020-01-01POLLY MCGLYNN2021-07-20 POLLY MCGLYNN2021-07-20
0012019-01-01JAMES PACE2020-04-24
0012018-01-01
0012017-01-01ROBERT CREASON
0012016-01-01ROBERT CREASON
0012015-01-01
0012015-01-01ROBERT CREASON
0012014-01-01ROBERT CREASON
0012014-01-01ROBERT CREASON
0012013-01-01ROBERT CREASON ROBERT CREASON2014-06-17
0012012-01-01ROBERT CREASON ROBERT CREASON2013-07-02
0012011-01-01ROBERT CREASON ROBERT CREASON2012-07-09
0012010-01-01SAME ROBERT CREASON2011-06-23
0012009-01-01GERALD BAVERO

Plan Statistics for CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-0117
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Number of participants with account balances2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0117
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 participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0118
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 participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0118
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 participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0119
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 participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0118
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 participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
2009: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$42,051
Expenses. Total of all expenses incurred2018-12-31$1,124,789
Benefits paid (including direct rollovers)2018-12-31$1,123,032
Total plan assets at end of year2018-12-31$1,699,448
Total plan assets at beginning of year2018-12-31$2,782,186
Value of fidelity bond covering the plan2018-12-31$278,219
Total contributions received or receivable from participants2018-12-31$84,026
Contributions received from other sources (not participants or employers)2018-12-31$1,740
Other income received2018-12-31$-69,336
Net income (gross income less expenses)2018-12-31$-1,082,738
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,699,448
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,782,186
Total contributions received or receivable from employer(s)2018-12-31$25,621
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$486,696
Expenses. Total of all expenses incurred2017-12-31$131,168
Benefits paid (including direct rollovers)2017-12-31$131,000
Total plan assets at end of year2017-12-31$2,782,186
Total plan assets at beginning of year2017-12-31$2,426,658
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$88,601
Other income received2017-12-31$375,019
Net income (gross income less expenses)2017-12-31$355,528
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,782,186
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,426,658
Total contributions received or receivable from employer(s)2017-12-31$23,076
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$252,684
Expenses. Total of all expenses incurred2016-12-31$61,609
Benefits paid (including direct rollovers)2016-12-31$61,405
Total plan assets at end of year2016-12-31$2,426,658
Total plan assets at beginning of year2016-12-31$2,235,583
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$119,166
Other income received2016-12-31$133,518
Net income (gross income less expenses)2016-12-31$191,075
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,426,658
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,235,583
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$184,682
Expenses. Total of all expenses incurred2015-12-31$46,921
Benefits paid (including direct rollovers)2015-12-31$46,717
Total plan assets at end of year2015-12-31$2,198,817
Total plan assets at beginning of year2015-12-31$2,061,056
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$199,212
Other income received2015-12-31$-14,530
Net income (gross income less expenses)2015-12-31$137,761
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,198,817
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,061,056
Total contributions received or receivable from employer(s)2015-12-31$3,519
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$194,890
Expenses. Total of all expenses incurred2014-12-31$118,012
Benefits paid (including direct rollovers)2014-12-31$117,699
Total plan assets at end of year2014-12-31$2,061,056
Total plan assets at beginning of year2014-12-31$1,984,178
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$101,609
Other income received2014-12-31$93,281
Net income (gross income less expenses)2014-12-31$76,878
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,061,056
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,984,178
Total contributions received or receivable from employer(s)2014-12-31$32,927
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$442,862
Expenses. Total of all expenses incurred2013-12-31$10,969
Benefits paid (including direct rollovers)2013-12-31$10,753
Total plan assets at end of year2013-12-31$1,984,178
Total plan assets at beginning of year2013-12-31$1,552,285
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$97,857
Expenses. Other expenses not covered elsewhere2013-12-31$216
Other income received2013-12-31$345,005
Net income (gross income less expenses)2013-12-31$431,893
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,984,178
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,552,285
2012 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$265,220
Expenses. Total of all expenses incurred2012-12-31$49,216
Benefits paid (including direct rollovers)2012-12-31$49,000
Total plan assets at end of year2012-12-31$1,552,285
Total plan assets at beginning of year2012-12-31$1,336,281
Total contributions received or receivable from participants2012-12-31$104,075
Expenses. Other expenses not covered elsewhere2012-12-31$216
Other income received2012-12-31$161,145
Net income (gross income less expenses)2012-12-31$216,004
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,552,285
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,336,281
2011 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$54,319
Expenses. Total of all expenses incurred2011-12-31$16,547
Benefits paid (including direct rollovers)2011-12-31$16,042
Total plan assets at end of year2011-12-31$1,336,281
Total plan assets at beginning of year2011-12-31$1,298,509
Total contributions received or receivable from participants2011-12-31$133,139
Expenses. Other expenses not covered elsewhere2011-12-31$505
Other income received2011-12-31$-78,820
Net income (gross income less expenses)2011-12-31$37,772
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,336,281
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,298,509
2010 : CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$258,111
Expenses. Total of all expenses incurred2010-12-31$124,753
Benefits paid (including direct rollovers)2010-12-31$124,501
Total plan assets at end of year2010-12-31$1,298,509
Total plan assets at beginning of year2010-12-31$1,165,151
Total contributions received or receivable from participants2010-12-31$129,362
Expenses. Other expenses not covered elsewhere2010-12-31$252
Other income received2010-12-31$128,749
Net income (gross income less expenses)2010-12-31$133,358
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,298,509
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,165,151

Form 5500 Responses for CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN

2018: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT 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: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHRISTIAN-BAKER COMPANY, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHRI10PA00K1
Policy instance 1
Insurance contract or identification number000CHRI10PA00K1
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,263
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
Commission paid to Insurance BrokerUSD $3,263
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameMERCAP SECURITIES LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KD6Y
Policy instance 2
Insurance contract or identification numberGAP-CP-KD6Y
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $279
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
Commission paid to Insurance BrokerUSD $279
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameMERCAP SECURITIES LLC

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