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RODNEY K KUSUMI PSP 401k Plan overview

Plan NameRODNEY K KUSUMI PSP
Plan identification number 001

RODNEY K KUSUMI PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

RODNEY K KUSUMI has sponsored the creation of one or more 401k plans.

Company Name:RODNEY K KUSUMI
Employer identification number (EIN):311141782
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RODNEY K KUSUMI PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOEL F OLES2023-03-17
0012021-01-01JOEL F OLES2022-05-26
0012020-01-01JOEL F OLES2021-05-13
0012019-01-01
0012018-01-01
0012017-01-01RODNEY K KUSUMI
0012016-01-01RODNEY K KUSUMI
0012015-01-01RODNEY K KUSUMI2016-10-24
0012014-01-01RODNEY K KUSUMI2015-08-10
0012013-01-01RODNEY K KUSUMI2014-06-02
0012012-01-01RODNEY K KUSUMI2013-07-31
0012010-01-01RODNEY K KUSUMI2011-10-18
0012009-01-01RODNEY K KUSUMI2010-10-15 RODNEY K KUSUMI2010-10-15

Plan Statistics for RODNEY K KUSUMI PSP

401k plan membership statisitcs for RODNEY K KUSUMI PSP

Measure Date Value
2022: RODNEY K KUSUMI PSP 2022 401k membership
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0113
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: RODNEY K KUSUMI PSP 2021 401k membership
Total participants, beginning-of-year2021-01-0115
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: RODNEY K KUSUMI PSP 2020 401k membership
Total participants, beginning-of-year2020-01-0113
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0115
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RODNEY K KUSUMI PSP 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-0113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RODNEY K KUSUMI PSP 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0113
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RODNEY K KUSUMI PSP 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RODNEY K KUSUMI PSP 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RODNEY K KUSUMI PSP 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
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 participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RODNEY K KUSUMI PSP 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0110
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 participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RODNEY K KUSUMI PSP 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0112
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 participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RODNEY K KUSUMI PSP 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0110
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 participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: RODNEY K KUSUMI PSP 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0110
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 participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-011
2009: RODNEY K KUSUMI PSP 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0110
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 participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-011

Financial Data on RODNEY K KUSUMI PSP

Measure Date Value
2022 : RODNEY K KUSUMI PSP 2022 401k financial data
Total income from all sources2022-12-31$-22,648
Expenses. Total of all expenses incurred2022-12-31$33,167
Total plan assets at end of year2022-12-31$557,432
Total plan assets at beginning of year2022-12-31$613,247
Expenses. Other expenses not covered elsewhere2022-12-31$2,844
Other income received2022-12-31$-22,648
Net income (gross income less expenses)2022-12-31$-55,815
Net plan assets at end of year (total assets less liabilities)2022-12-31$557,432
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$613,247
Value of certain deemed distributions of participant loans2022-12-31$26,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,323
2021 : RODNEY K KUSUMI PSP 2021 401k financial data
Total income from all sources2021-12-31$17,741
Expenses. Total of all expenses incurred2021-12-31$7,227
Total plan assets at end of year2021-12-31$613,247
Total plan assets at beginning of year2021-12-31$602,733
Expenses. Other expenses not covered elsewhere2021-12-31$2,844
Other income received2021-12-31$17,741
Net income (gross income less expenses)2021-12-31$10,514
Net plan assets at end of year (total assets less liabilities)2021-12-31$613,247
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$602,733
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,383
2020 : RODNEY K KUSUMI PSP 2020 401k financial data
Total income from all sources2020-12-31$27,550
Expenses. Total of all expenses incurred2020-12-31$7,315
Total plan assets at end of year2020-12-31$602,733
Total plan assets at beginning of year2020-12-31$582,498
Expenses. Other expenses not covered elsewhere2020-12-31$2,844
Other income received2020-12-31$27,550
Net income (gross income less expenses)2020-12-31$20,235
Net plan assets at end of year (total assets less liabilities)2020-12-31$602,733
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$582,498
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,471
2019 : RODNEY K KUSUMI PSP 2019 401k financial data
Total income from all sources2019-12-31$48,034
Expenses. Total of all expenses incurred2019-12-31$76,313
Benefits paid (including direct rollovers)2019-12-31$68,478
Total plan assets at end of year2019-12-31$582,498
Total plan assets at beginning of year2019-12-31$610,777
Expenses. Other expenses not covered elsewhere2019-12-31$2,844
Other income received2019-12-31$48,034
Net income (gross income less expenses)2019-12-31$-28,279
Net plan assets at end of year (total assets less liabilities)2019-12-31$582,498
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$610,777
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,991
2018 : RODNEY K KUSUMI PSP 2018 401k financial data
Total income from all sources2018-12-31$5,394
Expenses. Total of all expenses incurred2018-12-31$7,885
Total plan assets at end of year2018-12-31$610,777
Total plan assets at beginning of year2018-12-31$613,268
Expenses. Other expenses not covered elsewhere2018-12-31$2,844
Other income received2018-12-31$5,394
Net income (gross income less expenses)2018-12-31$-2,491
Net plan assets at end of year (total assets less liabilities)2018-12-31$610,777
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$613,268
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,041
2017 : RODNEY K KUSUMI PSP 2017 401k financial data
Total income from all sources2017-12-31$29,919
Expenses. Total of all expenses incurred2017-12-31$7,777
Total plan assets at end of year2017-12-31$613,268
Total plan assets at beginning of year2017-12-31$591,126
Expenses. Other expenses not covered elsewhere2017-12-31$2,844
Other income received2017-12-31$29,919
Net income (gross income less expenses)2017-12-31$22,142
Net plan assets at end of year (total assets less liabilities)2017-12-31$613,268
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$591,126
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,933
2016 : RODNEY K KUSUMI PSP 2016 401k financial data
Total income from all sources2016-12-31$33,870
Expenses. Total of all expenses incurred2016-12-31$7,430
Total plan assets at end of year2016-12-31$591,126
Total plan assets at beginning of year2016-12-31$564,686
Expenses. Other expenses not covered elsewhere2016-12-31$2,844
Other income received2016-12-31$33,870
Net income (gross income less expenses)2016-12-31$26,440
Net plan assets at end of year (total assets less liabilities)2016-12-31$591,126
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$564,686
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,586
2015 : RODNEY K KUSUMI PSP 2015 401k financial data
Total income from all sources2015-12-31$-4,632
Expenses. Total of all expenses incurred2015-12-31$7,133
Total plan assets at end of year2015-12-31$564,686
Total plan assets at beginning of year2015-12-31$576,451
Expenses. Other expenses not covered elsewhere2015-12-31$2,947
Other income received2015-12-31$-4,632
Net income (gross income less expenses)2015-12-31$-11,765
Net plan assets at end of year (total assets less liabilities)2015-12-31$564,686
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$576,451
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,186
2014 : RODNEY K KUSUMI PSP 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$21,480
Total income from all sources2014-12-31$22,885
Expenses. Total of all expenses incurred2014-12-31$5,316
Total plan assets at end of year2014-12-31$576,451
Total plan assets at beginning of year2014-12-31$580,362
Expenses. Other expenses not covered elsewhere2014-12-31$3,168
Other income received2014-12-31$22,885
Net income (gross income less expenses)2014-12-31$17,569
Net plan assets at end of year (total assets less liabilities)2014-12-31$576,451
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$558,882
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,148
2013 : RODNEY K KUSUMI PSP 2013 401k financial data
Total plan liabilities at end of year2013-12-31$21,480
Total plan liabilities at beginning of year2013-12-31$19,889
Total income from all sources2013-12-31$66,190
Expenses. Total of all expenses incurred2013-12-31$4,515
Total plan assets at end of year2013-12-31$580,362
Total plan assets at beginning of year2013-12-31$517,096
Expenses. Other expenses not covered elsewhere2013-12-31$4,515
Other income received2013-12-31$66,190
Net income (gross income less expenses)2013-12-31$61,675
Net plan assets at end of year (total assets less liabilities)2013-12-31$558,882
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$497,207
2012 : RODNEY K KUSUMI PSP 2012 401k financial data
Total plan liabilities at end of year2012-12-31$19,889
Total plan liabilities at beginning of year2012-12-31$18,416
Total income from all sources2012-12-31$34,448
Expenses. Total of all expenses incurred2012-12-31$4,397
Total plan assets at end of year2012-12-31$517,096
Total plan assets at beginning of year2012-12-31$485,572
Expenses. Other expenses not covered elsewhere2012-12-31$4,397
Other income received2012-12-31$34,448
Net income (gross income less expenses)2012-12-31$30,051
Net plan assets at end of year (total assets less liabilities)2012-12-31$497,207
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$467,156
2010 : RODNEY K KUSUMI PSP 2010 401k financial data
Total plan liabilities at end of year2010-12-31$17,052
Total plan liabilities at beginning of year2010-12-31$15,789
Total income from all sources2010-12-31$37,747
Expenses. Total of all expenses incurred2010-12-31$4,187
Total plan assets at end of year2010-12-31$460,445
Total plan assets at beginning of year2010-12-31$425,622
Expenses. Other expenses not covered elsewhere2010-12-31$4,187
Other income received2010-12-31$37,747
Net income (gross income less expenses)2010-12-31$33,560
Net plan assets at end of year (total assets less liabilities)2010-12-31$443,393
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$409,833

Form 5500 Responses for RODNEY K KUSUMI PSP

2022: RODNEY K KUSUMI PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RODNEY K KUSUMI PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RODNEY K KUSUMI PSP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RODNEY K KUSUMI PSP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RODNEY K KUSUMI PSP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: RODNEY K KUSUMI PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: RODNEY K KUSUMI PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: RODNEY K KUSUMI PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RODNEY K KUSUMI PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: RODNEY K KUSUMI PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RODNEY K KUSUMI PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: RODNEY K KUSUMI PSP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RODNEY K KUSUMI PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameADAM J EDWARDS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
Insurance broker organization code?3
Insurance broker nameADAM J EDWARDS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
Insurance broker organization code?3
Insurance broker nameADAM J EDWARDS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
Insurance broker organization code?3
Insurance broker nameADAM J EDWARDS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
Insurance broker organization code?3
Insurance broker nameADAM J EDWARDS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25706
Policy instance 1
Insurance contract or identification number25706
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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