COLLINS HEEB MILLER & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS
401k plan membership statisitcs for GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS
| Measure | Date | Value |
|---|
| 2018: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 9 |
| Total of all active and inactive participants | 2018-10-01 | 9 |
| Total participants | 2018-10-01 | 9 |
| 2017: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 9 |
| Total of all active and inactive participants | 2017-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 1 |
| Total participants | 2017-10-01 | 10 |
| 2016: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 10 |
| Total of all active and inactive participants | 2016-10-01 | 10 |
| 2015: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 10 |
| Total of all active and inactive participants | 2015-10-01 | 10 |
| 2014: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 11 |
| Total of all active and inactive participants | 2014-10-01 | 11 |
| 2013: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 11 |
| Total of all active and inactive participants | 2013-10-01 | 11 |
| 2012: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 11 |
| Total of all active and inactive participants | 2012-10-01 | 11 |
| 2011: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 12 |
| Total of all active and inactive participants | 2011-10-01 | 12 |
| 2010: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 12 |
| Total of all active and inactive participants | 2010-10-01 | 12 |
| 2009: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 11 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
| Total of all active and inactive participants | 2009-10-01 | 11 |
| Measure | Date | Value |
|---|
| 2019 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $2,311 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $2,311 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $2,311 |
| Total plan assets at end of year | 2019-09-30 | $0 |
| Total contributions received or receivable from participants | 2019-09-30 | $1,772 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $539 |
| 2017 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $4,443 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $4,443 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $4,443 |
| Total contributions received or receivable from participants | 2017-09-30 | $774 |
| Net income (gross income less expenses) | 2017-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $3,669 |
| 2016 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $4,246 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $4,246 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $4,246 |
| Total contributions received or receivable from participants | 2016-09-30 | $115 |
| Net income (gross income less expenses) | 2016-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $4,131 |
| 2015 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $2,962 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $2,962 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $2,962 |
| Net income (gross income less expenses) | 2015-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $2,962 |
| 2014 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $1,326 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $1,326 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $1,326 |
| Other income received | 2014-09-30 | $-2,736 |
| Net income (gross income less expenses) | 2014-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $4,062 |
| 2013 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $1,653 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $1,653 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $1,653 |
| Net income (gross income less expenses) | 2013-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $1,653 |
| 2012 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $1,512 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $1,512 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $1,512 |
| Net income (gross income less expenses) | 2012-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $1,512 |
| 2011 : GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $2,176 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $2,176 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $2,176 |
| Net income (gross income less expenses) | 2011-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $2,176 |
| 2018: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | This submission is the final filing | Yes |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP INSURANCE PLAN UNDER THE AMERICAN INSTITUTE OF CPAS 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4580 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4580 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,311 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4850 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4850 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,146 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4850 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4850 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,246 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4850 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4850 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,962 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4850 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4850 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,062 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4850 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4850 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,653 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4850 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4850 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,512 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | GC-4850 |
| Policy instance | 1 |
| Insurance contract or identification number | GC-4850 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,176 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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