PHILIP J REILLY JR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILIP J REILLY JR SELF EMPLOYED RETIREMENT PLAN
401k plan membership statisitcs for PHILIP J REILLY JR SELF EMPLOYED RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2011: PHILIP J REILLY JR SELF EMPLOYED RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2010: PHILIP J REILLY JR SELF EMPLOYED RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| 2009: PHILIP J REILLY JR SELF EMPLOYED RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2011 : PHILIP J REILLY JR SELF EMPLOYED RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-26,495 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $92,338 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $91,594 |
| Total plan assets at end of year | 2011-12-31 | $2,194,827 |
| Total plan assets at beginning of year | 2011-12-31 | $2,313,660 |
| Other income received | 2011-12-31 | $-45,328 |
| Net income (gross income less expenses) | 2011-12-31 | $-118,833 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,194,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,313,660 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $18,833 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $744 |
| 2010 : PHILIP J REILLY JR SELF EMPLOYED RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $226,860 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $82,999 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $82,250 |
| Total plan assets at end of year | 2010-12-31 | $2,313,660 |
| Total plan assets at beginning of year | 2010-12-31 | $2,169,799 |
| Other income received | 2010-12-31 | $203,446 |
| Net income (gross income less expenses) | 2010-12-31 | $143,861 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,313,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,169,799 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $23,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $749 |
| 2011: PHILIP J REILLY JR SELF EMPLOYED 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 – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: PHILIP J REILLY JR SELF EMPLOYED 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 – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PHILIP J REILLY JR SELF EMPLOYED 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 – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR05030013 |
| Policy instance | 5 |
| Insurance contract or identification number | VR05030013 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR05030012 |
| Policy instance | 4 |
| Insurance contract or identification number | VR05030012 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C223455-0 |
| Policy instance | 3 |
| Insurance contract or identification number | C223455-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $333 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 2464288 |
| Policy instance | 2 |
| Insurance contract or identification number | 2464288 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 2481931 |
| Policy instance | 1 |
| Insurance contract or identification number | 2481931 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $411 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | 0100014787 |
| Policy instance | 6 |
| Insurance contract or identification number | 0100014787 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR0530013 |
| Policy instance | 5 |
| Insurance contract or identification number | VR0530013 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR05030012 |
| Policy instance | 4 |
| Insurance contract or identification number | VR05030012 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C223455-0W |
| Policy instance | 3 |
| Insurance contract or identification number | C223455-0W | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $338 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 ) |
| Policy contract number | 2464288 |
| Policy instance | 2 |
| Insurance contract or identification number | 2464288 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 ) |
| Policy contract number | 2481931 |
| Policy instance | 1 |
| Insurance contract or identification number | 2481931 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $411 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
