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CHARTER SCHOOL 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCHARTER SCHOOL 401(K) RETIREMENT PLAN
Plan identification number 333

CHARTER SCHOOL 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CHARTER SCHOOL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARTER SCHOOL ASSOCIATES, INC.
Employer identification number (EIN):311819379
NAIC Classification:611000

Additional information about CHARTER SCHOOL ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-04-07
Company Identification Number: P03000040462
Legal Registered Office Address: 5471 N. University Drive

CORAL SPRINGS

33067

More information about CHARTER SCHOOL ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER SCHOOL 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332021-01-01
3332020-01-01
3332019-01-01

Plan Statistics for CHARTER SCHOOL 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CHARTER SCHOOL 401(K) RETIREMENT PLAN

Measure Date Value
2022: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,558
Total number of active participants reported on line 7a of the Form 55002022-01-011,310
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-011,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,405
Number of participants with account balances2022-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,777
Total number of active participants reported on line 7a of the Form 55002021-01-011,196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,312
Number of participants with account balances2021-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,640
Total number of active participants reported on line 7a of the Form 55002020-01-011,466
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-011,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,551
Number of participants with account balances2020-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,133
Total number of active participants reported on line 7a of the Form 55002019-01-011,502
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-011,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,595
Number of participants with account balances2019-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121

Financial Data on CHARTER SCHOOL 401(K) RETIREMENT PLAN

Measure Date Value
2022 : CHARTER SCHOOL 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$532,416
Total of all expenses incurred2022-12-31$1,073,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$967,806
Expenses. Certain deemed distributions of participant loans2022-12-31$5,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,789,867
Value of total assets at end of year2022-12-31$7,399,770
Value of total assets at beginning of year2022-12-31$7,940,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,080
Total interest from all sources2022-12-31$5,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$13,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,259,068
Participant contributions at end of year2022-12-31$57,151
Participant contributions at beginning of year2022-12-31$55,031
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$312,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$85
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$148
Administrative expenses (other) incurred2022-12-31$52,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-540,659
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,399,770
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,940,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$34,969
Value of interest in pooled separate accounts at end of year2022-12-31$7,009,695
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,650,449
Interest on participant loans2022-12-31$2,701
Interest earned on other investments2022-12-31$2,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$332,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$234,801
Net investment gain/loss from pooled separate accounts2022-12-31$-1,262,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$218,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$967,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2022-12-31141918990
2021 : CHARTER SCHOOL 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,137,397
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$711,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$627,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,299,393
Value of total assets at end of year2021-12-31$7,940,429
Value of total assets at beginning of year2021-12-31$6,514,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,654
Total interest from all sources2021-12-31$4,029
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$4,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,057,840
Participant contributions at end of year2021-12-31$55,031
Participant contributions at beginning of year2021-12-31$52,523
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$21
Administrative expenses (other) incurred2021-12-31$49,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,425,685
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,940,429
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,514,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,362
Value of interest in pooled separate accounts at end of year2021-12-31$7,650,449
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,250,688
Interest on participant loans2021-12-31$2,429
Interest earned on other investments2021-12-31$1,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$234,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$211,512
Net investment gain/loss from pooled separate accounts2021-12-31$833,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$228,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$627,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2021-12-31141918990
2020 : CHARTER SCHOOL 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,045,733
Total of all expenses incurred2020-12-31$712,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$636,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,161,614
Value of total assets at end of year2020-12-31$6,514,744
Value of total assets at beginning of year2020-12-31$5,181,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,159
Total interest from all sources2020-12-31$3,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$11,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$943,746
Participant contributions at end of year2020-12-31$52,523
Participant contributions at beginning of year2020-12-31$40,535
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$42,572
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$21
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$487
Administrative expenses (other) incurred2020-12-31$39,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,333,448
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,514,744
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,181,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,267
Value of interest in pooled separate accounts at end of year2020-12-31$6,250,688
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,976,803
Interest on participant loans2020-12-31$2,117
Interest earned on other investments2020-12-31$1,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$211,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$112,543
Net investment gain/loss from pooled separate accounts2020-12-31$880,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$208,807
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$8,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$636,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2020-12-31141918990
2019 : CHARTER SCHOOL 401(K) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$4,674,484
Total income from all sources (including contributions)2019-12-31$896,052
Total of all expenses incurred2019-12-31$389,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$363,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$626,831
Value of total assets at end of year2019-12-31$5,181,296
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,545
Total interest from all sources2019-12-31$2,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$458,391
Participant contributions at end of year2019-12-31$40,535
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$42,572
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$16,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$506,812
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,181,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,004
Value of interest in pooled separate accounts at end of year2019-12-31$4,976,803
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,126
Interest earned on other investments2019-12-31$819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$112,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$266,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$92,188
Employer contributions (assets) at end of year2019-12-31$8,356
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$363,695
Contract administrator fees2019-12-31$832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2019-12-31141918990

Form 5500 Responses for CHARTER SCHOOL 401(K) RETIREMENT PLAN

2022: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: CHARTER SCHOOL 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932527
Policy instance 1
Insurance contract or identification number932527
Number of Individuals Covered521
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932527
Policy instance 1
Insurance contract or identification number932527
Number of Individuals Covered487
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932527
Policy instance 1
Insurance contract or identification number932527
Number of Individuals Covered431
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932527
Policy instance 1
Insurance contract or identification number932527
Number of Individuals Covered414
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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