ARCHSTONE FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ARCHSTONE FOUNDATION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2020: ARCHSTONE FOUNDATION RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 4 |
| Total of all active and inactive participants | 2020-07-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 11 |
| Number of participants with account balances | 2020-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: ARCHSTONE FOUNDATION RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 6 |
| Total of all active and inactive participants | 2019-07-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 13 |
| Number of participants with account balances | 2019-07-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: ARCHSTONE FOUNDATION RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 5 |
| Total of all active and inactive participants | 2018-07-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 13 |
| Number of participants with account balances | 2018-07-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: ARCHSTONE FOUNDATION RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 4 |
| Total of all active and inactive participants | 2017-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 12 |
| Number of participants with account balances | 2017-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: ARCHSTONE FOUNDATION RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 6 |
| Total of all active and inactive participants | 2016-07-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 14 |
| Number of participants with account balances | 2016-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: ARCHSTONE FOUNDATION RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 5 |
| Total of all active and inactive participants | 2015-07-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 13 |
| Number of participants with account balances | 2015-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: ARCHSTONE FOUNDATION RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 5 |
| Total of all active and inactive participants | 2014-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 12 |
| Number of participants with account balances | 2014-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: ARCHSTONE FOUNDATION RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 5 |
| Total of all active and inactive participants | 2013-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 12 |
| Number of participants with account balances | 2013-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: ARCHSTONE FOUNDATION RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 5 |
| Total of all active and inactive participants | 2012-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 12 |
| Number of participants with account balances | 2012-07-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: ARCHSTONE FOUNDATION RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 6 |
| Total of all active and inactive participants | 2011-07-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 11 |
| Number of participants with account balances | 2011-07-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: ARCHSTONE FOUNDATION RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 5 |
| Total of all active and inactive participants | 2010-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 12 |
| Number of participants with account balances | 2010-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| 2009: ARCHSTONE FOUNDATION RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 5 |
| Total of all active and inactive participants | 2009-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 12 |
| Number of participants with account balances | 2009-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| 2006: ARCHSTONE FOUNDATION RETIREMENT PLAN 2006 401k membership |
|---|
| Total of all active and inactive participants | 2006-07-01 | 0 |
| Total participants | 2006-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $866,068 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $132,386 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $137,884 |
| Total plan assets at end of year | 2021-06-30 | $3,869,244 |
| Total plan assets at beginning of year | 2021-06-30 | $3,135,562 |
| Total contributions received or receivable from participants | 2021-06-30 | $142,487 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $581,094 |
| Noncash contributions received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $733,682 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $3,869,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,135,562 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $142,487 |
| Value of certain deemed distributions of participant loans | 2021-06-30 | $-6,113 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $615 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $419,172 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $6,851 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $0 |
| Total plan assets at end of year | 2020-06-30 | $3,135,562 |
| Total plan assets at beginning of year | 2020-06-30 | $2,723,241 |
| Total contributions received or receivable from participants | 2020-06-30 | $153,502 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $123,068 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $412,321 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,135,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,723,241 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $142,602 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $6,251 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $600 |
| 2019 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $0 |
| Total income from all sources | 2019-06-30 | $410,540 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $580 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $0 |
| Total plan assets at end of year | 2019-06-30 | $2,723,241 |
| Total plan assets at beginning of year | 2019-06-30 | $2,313,281 |
| Total contributions received or receivable from participants | 2019-06-30 | $146,181 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $127,178 |
| Noncash contributions received | 2019-06-30 | $0 |
| Net income (gross income less expenses) | 2019-06-30 | $409,960 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $2,723,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,313,281 |
| Assets. Value of participant loans | 2019-06-30 | $7,893 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $137,181 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Value of corrective distributions | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $580 |
| 2018 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $289,185 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $27,292 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $18,320 |
| Total plan assets at end of year | 2017-06-30 | $2,030,457 |
| Total plan assets at beginning of year | 2017-06-30 | $1,768,564 |
| Total contributions received or receivable from participants | 2017-06-30 | $72,598 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $147,354 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $261,893 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,030,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,768,564 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $69,233 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $8,563 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $409 |
| 2016 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $215,414 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $53,476 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $53,101 |
| Total plan assets at end of year | 2016-06-30 | $1,768,564 |
| Total plan assets at beginning of year | 2016-06-30 | $1,606,626 |
| Total contributions received or receivable from participants | 2016-06-30 | $85,012 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $27,247 |
| Other income received | 2016-06-30 | $23,163 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $161,938 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,768,564 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,606,626 |
| Assets. Value of participant loans | 2016-06-30 | $7,574 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $79,992 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $375 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $182,874 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $413 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $1,606,626 |
| Total plan assets at beginning of year | 2015-06-30 | $1,424,165 |
| Total contributions received or receivable from participants | 2015-06-30 | $66,650 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $49,574 |
| Noncash contributions received | 2015-06-30 | $0 |
| Net income (gross income less expenses) | 2015-06-30 | $182,461 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,606,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,424,165 |
| Assets. Value of participant loans | 2015-06-30 | $56,202 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $66,650 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $413 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $270,515 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $105 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $1,424,165 |
| Total plan assets at beginning of year | 2014-06-30 | $1,153,755 |
| Total contributions received or receivable from participants | 2014-06-30 | $61,140 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $148,235 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $270,410 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,424,165 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,153,755 |
| Assets. Value of participant loans | 2014-06-30 | $53,439 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $61,140 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $105 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $195,523 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $116,206 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $116,206 |
| Total plan assets at end of year | 2013-06-30 | $1,153,755 |
| Total plan assets at beginning of year | 2013-06-30 | $1,074,438 |
| Total contributions received or receivable from participants | 2013-06-30 | $45,925 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $103,673 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $79,317 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,153,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,074,438 |
| Assets. Value of participant loans | 2013-06-30 | $43,622 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $45,925 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $145,563 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $317,657 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $317,657 |
| Total plan assets at end of year | 2012-06-30 | $1,074,438 |
| Total plan assets at beginning of year | 2012-06-30 | $1,246,532 |
| Total contributions received or receivable from participants | 2012-06-30 | $74,326 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $3,991 |
| Other income received | 2012-06-30 | $-9,079 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $-172,094 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,074,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,246,532 |
| Assets. Value of participant loans | 2012-06-30 | $49,334 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $76,325 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $326,618 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $1,246,532 |
| Total plan assets at beginning of year | 2011-06-30 | $919,914 |
| Total contributions received or receivable from participants | 2011-06-30 | $72,949 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $180,720 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $326,618 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,246,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $919,914 |
| Assets. Value of participant loans | 2011-06-30 | $44,458 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $72,949 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : ARCHSTONE FOUNDATION RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2020: ARCHSTONE FOUNDATION RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ARCHSTONE FOUNDATION RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ARCHSTONE FOUNDATION RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ARCHSTONE FOUNDATION RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ARCHSTONE FOUNDATION RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ARCHSTONE FOUNDATION RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ARCHSTONE FOUNDATION RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ARCHSTONE FOUNDATION RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ARCHSTONE FOUNDATION RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ARCHSTONE FOUNDATION RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ARCHSTONE FOUNDATION RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ARCHSTONE FOUNDATION RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| 2006: ARCHSTONE FOUNDATION RETIREMENT PLAN 2006 form 5500 responses |
|---|
| 2006-07-01 | Type of plan entity | Single employer plan |
| 2006-07-01 | Submission has been amended | No |
| 2006-07-01 | This submission is the final filing | No |
| 2006-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-07-01 | Plan is a collectively bargained plan | No |
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $14 | | Total amount of fees paid to insurance company | USD $0 | | 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 | 1 | | 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 $14 | | Insurance broker organization code? | 3 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $13 | | Total amount of fees paid to insurance company | USD $0 | | 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 | 1 | | 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 $13 | | Insurance broker organization code? | 3 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | 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 | 1 | | 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 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | 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 | 1 | | 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 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 | 1 | | 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 $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JOE MACALUSO |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $18 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 | 1 | | 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 $18 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JOE MACALUSO |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $19 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 | 1 | | 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 $19 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JERRY VALENTINE |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $23 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 | 1 | | 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 $23 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | JERRY VALENTINE |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $54 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 | 1 | | 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 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 08340 |
| Policy instance | 1 |
| Insurance contract or identification number | 08340 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 | 1 | | 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 |
|
