MICALE ACCOUNTING & TAX LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN
401k plan membership statisitcs for MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2012: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING 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 |
| 2009: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING 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 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $119,232 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $815,513 |
| Total plan assets at beginning of year | 2019-12-31 | $696,281 |
| Other income received | 2019-12-31 | $119,232 |
| Net income (gross income less expenses) | 2019-12-31 | $119,232 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $815,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $696,281 |
| 2018 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $13,140 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $13,132 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $9,171 |
| Total plan assets at end of year | 2018-12-31 | $696,281 |
| Total plan assets at beginning of year | 2018-12-31 | $696,273 |
| Other income received | 2018-12-31 | $-11,360 |
| Net income (gross income less expenses) | 2018-12-31 | $8 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $696,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $696,273 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $24,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,961 |
| 2017 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $99,467 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $696,273 |
| Total plan assets at beginning of year | 2017-12-31 | $596,806 |
| Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
| Other income received | 2017-12-31 | $65,400 |
| Net income (gross income less expenses) | 2017-12-31 | $99,467 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $696,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $596,806 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $10,067 |
| 2016 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $95,471 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $643 |
| Total plan assets at end of year | 2016-12-31 | $596,806 |
| Total plan assets at beginning of year | 2016-12-31 | $501,978 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $410 |
| Other income received | 2016-12-31 | $47,013 |
| Net income (gross income less expenses) | 2016-12-31 | $94,828 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $596,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $501,978 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $24,458 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $233 |
| 2015 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $32,931 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $36,796 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $36,229 |
| Total plan assets at end of year | 2015-12-31 | $501,978 |
| Total plan assets at beginning of year | 2015-12-31 | $505,843 |
| Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $417 |
| Other income received | 2015-12-31 | $-14,876 |
| Net income (gross income less expenses) | 2015-12-31 | $-3,865 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $501,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $505,843 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $23,807 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $150 |
| 2014 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $87,578 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,990 |
| Total plan assets at end of year | 2014-12-31 | $505,843 |
| Total plan assets at beginning of year | 2014-12-31 | $421,255 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,288 |
| Other income received | 2014-12-31 | $31,474 |
| Net income (gross income less expenses) | 2014-12-31 | $84,588 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $505,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $421,255 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,702 |
| 2013 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $85,286 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,453 |
| Total plan assets at end of year | 2013-12-31 | $421,255 |
| Total plan assets at beginning of year | 2013-12-31 | $338,422 |
| Total contributions received or receivable from participants | 2013-12-31 | $23,000 |
| Other income received | 2013-12-31 | $34,999 |
| Net income (gross income less expenses) | 2013-12-31 | $82,833 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $421,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $338,422 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $27,287 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,453 |
| 2012 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $71,426 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $150 |
| Total plan assets at end of year | 2012-12-31 | $338,422 |
| Total plan assets at beginning of year | 2012-12-31 | $267,146 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
| Other income received | 2012-12-31 | $21,287 |
| Net income (gross income less expenses) | 2012-12-31 | $71,276 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $338,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $267,146 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $27,639 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $150 |
| 2011 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $54,548 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $101,008 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $101,008 |
| Total plan assets at end of year | 2011-12-31 | $267,146 |
| Total plan assets at beginning of year | 2011-12-31 | $313,606 |
| Total contributions received or receivable from participants | 2011-12-31 | $22,525 |
| Other income received | 2011-12-31 | $8,039 |
| Net income (gross income less expenses) | 2011-12-31 | $-46,460 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $267,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $313,606 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $23,984 |
| 2010 : MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $61,177 |
| Total income from all sources | 2010-12-31 | $67,381 |
| Total plan assets at end of year | 2010-12-31 | $313,606 |
| Total plan assets at beginning of year | 2010-12-31 | $185,048 |
| Total contributions received or receivable from participants | 2010-12-31 | $22,322 |
| Other income received | 2010-12-31 | $17,909 |
| Net income (gross income less expenses) | 2010-12-31 | $67,381 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $313,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $185,048 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $27,150 |
| 2019: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MICALE ACCOUNTING & TAX LTD EMPLOYEES 401-K AND PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $495 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $310 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $310 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $310 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | MOHAMMAD AMINI |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $417 | | Are there contracts with allocated funds for group deferred annuity? | 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 $417 | | Additional information about fees paid to insurance broker | SEVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | N.M.L. |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $361 | | Total amount of fees paid to insurance company | USD $1,552 | | Are there contracts with allocated funds for group deferred annuity? | 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 $361 | | Amount paid for insurance broker fees | 759 | | Additional information about fees paid to insurance broker | SEVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | N.M.L. |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,007 | | Total amount of fees paid to insurance company | USD $1,447 | | Are there contracts with allocated funds for group deferred annuity? | 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 $503 | | Amount paid for insurance broker fees | 723 | | Insurance broker name | N.M.L. |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $400 | | Total amount of fees paid to insurance company | USD $739 | | Are there contracts with allocated funds for group deferred annuity? | 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 $400 | | Amount paid for insurance broker fees | 739 | | Insurance broker name | MOHI AMINI |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | 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 $1,012 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A0200 |
| Policy instance | 1 |
| Insurance contract or identification number | A0200 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,012 | | Are there contracts with allocated funds for group deferred annuity? | 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 $1,012 | | Insurance broker name | MOHI AMINI |
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