?>
Logo

LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameLESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN
Plan identification number 002

LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

LESLIE H. EDRICH, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:LESLIE H. EDRICH, M.D., INC.
Employer identification number (EIN):330236823
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LESLIE H. EDRICH, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1987-06-01
Company Identification Number: C1408694
Legal Registered Office Address: 3030 Old Ranch Pkwy Ste 100

Seal Beach
United States of America (USA)
90740-2752

More information about LESLIE H. EDRICH, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022016-01-01LESLIE EDRICH2017-09-25
0022015-01-01
0022014-01-01LESLIE EDRICH
0022013-01-01LESLIE EDRICH
0022012-01-01LESLIE EDRICH
0022011-01-01LESLIE EDRICH
0022010-01-01LESLIE EDRICH
0022009-01-01DOLORES HERNANDEZ

Plan Statistics for LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN

Measure Date Value
2018: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
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 participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN

Measure Date Value
2018 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-43,418
Expenses. Total of all expenses incurred2018-12-31$644
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$346,586
Total plan assets at beginning of year2018-12-31$390,648
Value of fidelity bond covering the plan2018-12-31$75,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-43,418
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-44,062
Net plan assets at end of year (total assets less liabilities)2018-12-31$346,586
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$390,648
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$644
2017 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$71,878
Expenses. Total of all expenses incurred2017-12-31$179
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$390,648
Total plan assets at beginning of year2017-12-31$318,949
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$71,878
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$71,699
Net plan assets at end of year (total assets less liabilities)2017-12-31$390,648
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$318,949
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$179
2016 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-29,902
Expenses. Total of all expenses incurred2016-12-31$200
Total plan assets at end of year2016-12-31$318,949
Total plan assets at beginning of year2016-12-31$349,051
Value of fidelity bond covering the plan2016-12-31$75,000
Expenses. Other expenses not covered elsewhere2016-12-31$200
Other income received2016-12-31$-29,902
Net income (gross income less expenses)2016-12-31$-30,102
Net plan assets at end of year (total assets less liabilities)2016-12-31$318,949
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$349,051
2015 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-4,268
Expenses. Total of all expenses incurred2015-12-31$200
Total plan assets at end of year2015-12-31$349,051
Total plan assets at beginning of year2015-12-31$353,519
Value of fidelity bond covering the plan2015-12-31$75,000
Expenses. Other expenses not covered elsewhere2015-12-31$200
Other income received2015-12-31$-14,268
Net income (gross income less expenses)2015-12-31$-4,468
Net plan assets at end of year (total assets less liabilities)2015-12-31$349,051
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$353,519
Total contributions received or receivable from employer(s)2015-12-31$10,000
2014 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$23,278
Expenses. Total of all expenses incurred2014-12-31$200
Total plan assets at end of year2014-12-31$353,519
Total plan assets at beginning of year2014-12-31$330,441
Value of fidelity bond covering the plan2014-12-31$75,000
Expenses. Other expenses not covered elsewhere2014-12-31$200
Other income received2014-12-31$13,278
Net income (gross income less expenses)2014-12-31$23,078
Net plan assets at end of year (total assets less liabilities)2014-12-31$353,519
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$330,441
Total contributions received or receivable from employer(s)2014-12-31$10,000
2013 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$70,045
Expenses. Total of all expenses incurred2013-12-31$200
Total plan assets at end of year2013-12-31$330,441
Total plan assets at beginning of year2013-12-31$260,596
Value of fidelity bond covering the plan2013-12-31$75,000
Expenses. Other expenses not covered elsewhere2013-12-31$200
Other income received2013-12-31$62,545
Net income (gross income less expenses)2013-12-31$69,845
Net plan assets at end of year (total assets less liabilities)2013-12-31$330,441
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$260,596
Total contributions received or receivable from employer(s)2013-12-31$7,500
2012 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$-20,338
Expenses. Total of all expenses incurred2012-12-31$30,189
Benefits paid (including direct rollovers)2012-12-31$30,189
Total plan assets at end of year2012-12-31$260,596
Total plan assets at beginning of year2012-12-31$311,123
Value of fidelity bond covering the plan2012-12-31$75,000
Other income received2012-12-31$-27,838
Net income (gross income less expenses)2012-12-31$-50,527
Net plan assets at end of year (total assets less liabilities)2012-12-31$260,596
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$311,123
Total contributions received or receivable from employer(s)2012-12-31$7,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-17,203
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$311,123
Total plan assets at beginning of year2011-12-31$328,326
Value of fidelity bond covering the plan2011-12-31$75,000
Other income received2011-12-31$-24,703
Net income (gross income less expenses)2011-12-31$-17,203
Net plan assets at end of year (total assets less liabilities)2011-12-31$311,123
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$328,326
Total contributions received or receivable from employer(s)2011-12-31$7,500
2010 : LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-3,269
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$328,326
Total plan assets at beginning of year2010-12-31$331,595
Value of fidelity bond covering the plan2010-12-31$75,000
Other income received2010-12-31$-10,769
Net income (gross income less expenses)2010-12-31$-3,269
Net plan assets at end of year (total assets less liabilities)2010-12-31$328,326
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$331,595
Total contributions received or receivable from employer(s)2010-12-31$7,500

Form 5500 Responses for LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN

2018: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LESLIE H. EDRICH, M.D., F.A.C.S., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007100317
Policy instance 1
Insurance contract or identification number1007100317
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $297
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $297
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT COMPANY/MUTUAL FUND
Insurance broker organization code?6
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007100317
Policy instance 1
Insurance contract or identification number1007100317
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,432
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,432
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT COMPNAY/MUTUAL FUND
Insurance broker organization code?6
Insurance broker nameMORGAN STANLEY SMITH BARNEY

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3