NATIONAL APPRAISAL GUIDES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2016: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
| Total of all active and inactive participants | 2016-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 53 |
| Number of participants with account balances | 2016-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
| Total of all active and inactive participants | 2015-01-01 | 52 |
| Total participants | 2015-01-01 | 52 |
| Number of participants with account balances | 2015-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 46 |
| Number of participants with account balances | 2014-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 46 |
| Total participants | 2013-01-01 | 46 |
| Number of participants with account balances | 2013-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 35 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 42 |
| Total participants | 2012-01-01 | 42 |
| Number of participants with account balances | 2012-01-01 | 42 |
| 2011: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 37 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 42 |
| Total participants | 2011-01-01 | 42 |
| Number of participants with account balances | 2011-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 8 |
| Total of all active and inactive participants | 2010-01-01 | 44 |
| Total participants | 2010-01-01 | 44 |
| Number of participants with account balances | 2010-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 42 |
| Number of participants with account balances | 2009-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,487,818 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $197,841 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $153,150 |
| Total plan assets at end of year | 2016-12-31 | $12,078,233 |
| Total plan assets at beginning of year | 2016-12-31 | $10,788,256 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $533,152 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $150,000 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $178,059 |
| Other income received | 2016-12-31 | $531,031 |
| Net income (gross income less expenses) | 2016-12-31 | $1,289,977 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,078,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,788,256 |
| Assets. Value of participant loans | 2016-12-31 | $248,416 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $40,112 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $245,576 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $35,315 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,376 |
| 2015 : NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $864,573 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $710,400 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $688,673 |
| Total plan assets at end of year | 2015-12-31 | $10,788,256 |
| Total plan assets at beginning of year | 2015-12-31 | $10,634,083 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $499,501 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $1,500,000 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $4,193 |
| Other income received | 2015-12-31 | $130,854 |
| Net income (gross income less expenses) | 2015-12-31 | $154,173 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,788,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,634,083 |
| Assets. Value of participant loans | 2015-12-31 | $277,740 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $40,112 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $230,025 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $21,727 |
| 2014 : NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $1,204,792 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $299,812 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $280,409 |
| Total plan assets at end of year | 2014-12-31 | $10,634,083 |
| Total plan assets at beginning of year | 2014-12-31 | $9,729,103 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $469,614 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $1,500,000 |
| Other income received | 2014-12-31 | $517,071 |
| Net income (gross income less expenses) | 2014-12-31 | $904,980 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,634,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,729,103 |
| Assets. Value of participant loans | 2014-12-31 | $242,356 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $66,935 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $218,107 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $19,403 |
| 2013 : NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,540,830 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $138,101 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $128,930 |
| Total plan assets at end of year | 2013-12-31 | $9,729,103 |
| Total plan assets at beginning of year | 2013-12-31 | $8,326,374 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $415,539 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $1,500,000 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $36,227 |
| Other income received | 2013-12-31 | $897,795 |
| Net income (gross income less expenses) | 2013-12-31 | $1,402,729 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,729,103 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,326,374 |
| Assets. Value of participant loans | 2013-12-31 | $255,670 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $163,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $191,269 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,171 |
| 2012 : NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $870,041 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $687,012 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $665,761 |
| Total plan assets at end of year | 2012-12-31 | $8,326,374 |
| Total plan assets at beginning of year | 2012-12-31 | $8,143,345 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $450,343 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $13,706 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $19,126 |
| Other income received | 2012-12-31 | $175,893 |
| Net income (gross income less expenses) | 2012-12-31 | $183,029 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,326,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,143,345 |
| Assets. Value of participant loans | 2012-12-31 | $139,557 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $179,143 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $224,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,545 |
| 2011 : NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $790,120 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $341,310 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $321,433 |
| Total plan assets at end of year | 2011-12-31 | $8,143,345 |
| Total plan assets at beginning of year | 2011-12-31 | $7,694,535 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $462,314 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $771,008 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $50,341 |
| Other income received | 2011-12-31 | $52,370 |
| Net income (gross income less expenses) | 2011-12-31 | $448,810 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,143,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,694,535 |
| Assets. Value of participant loans | 2011-12-31 | $201,218 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $247,451 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $225,095 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $19,877 |
| 2010 : NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $995,263 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $611,465 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $607,859 |
| Total plan assets at end of year | 2010-12-31 | $7,694,535 |
| Total plan assets at beginning of year | 2010-12-31 | $7,310,737 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $433,741 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $771,009 |
| Other income received | 2010-12-31 | $349,822 |
| Net income (gross income less expenses) | 2010-12-31 | $383,798 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,694,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,310,737 |
| Assets. Value of participant loans | 2010-12-31 | $115,156 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $316,886 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $211,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,606 |
| 2016: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NATIONAL APPRAISAL GUIDES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98471 |
| Policy instance | 1 |
| Insurance contract or identification number | 98471 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $14,983 | | Total amount of fees paid to insurance company | USD $2,756 | | Commission paid to Insurance Broker | USD $14,983 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2756 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker name | PROFESSIONAL PLAN ADMINISTRATORS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 57622 |
| Policy instance | 3 |
| Insurance contract or identification number | 57622 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 28443 |
| Policy instance | 2 |
| Insurance contract or identification number | 28443 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98471 |
| Policy instance | 1 |
| Insurance contract or identification number | 98471 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $16,051 | | Total amount of fees paid to insurance company | USD $252 | | Commission paid to Insurance Broker | USD $16,051 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 252 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker name | PROFESSIONAL PLAN ADMINISTRATORS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 28443 |
| Policy instance | 2 |
| Insurance contract or identification number | 28443 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 57622 |
| Policy instance | 3 |
| Insurance contract or identification number | 57622 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98471 |
| Policy instance | 1 |
| Insurance contract or identification number | 98471 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,941 | | Total amount of fees paid to insurance company | USD $2,615 | | Commission paid to Insurance Broker | USD $12,941 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2615 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATIVE FEES | | Insurance broker name | PROFESSIONAL PLAN ADMINISTRATORS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 28443 |
| Policy instance | 2 |
| Insurance contract or identification number | 28443 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 57622 |
| Policy instance | 3 |
| Insurance contract or identification number | 57622 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98471 |
| Policy instance | 1 |
| Insurance contract or identification number | 98471 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $10,445 | | Total amount of fees paid to insurance company | USD $4,286 | | Commission paid to Insurance Broker | USD $10,445 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4286 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATIVE FEES | | Insurance broker name | PROFESSIONAL PLAN ADMINISTRATORS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 57622 |
| Policy instance | 3 |
| Insurance contract or identification number | 57622 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 28443 |
| Policy instance | 2 |
| Insurance contract or identification number | 28443 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98471 |
| Policy instance | 1 |
| Insurance contract or identification number | 98471 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $9,302 | | Total amount of fees paid to insurance company | USD $700 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 28443 |
| Policy instance | 2 |
| Insurance contract or identification number | 28443 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 57622 |
| Policy instance | 3 |
| Insurance contract or identification number | 57622 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98471 |
| Policy instance | 1 |
| Insurance contract or identification number | 98471 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2010-10-11 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $15,853 | | Total amount of fees paid to insurance company | USD $225 | | Commission paid to Insurance Broker | USD $15,853 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 225 | | Additional information about fees paid to insurance broker | PROCESSING FEE | | Insurance broker name | PROFESSIONAL PLAN ADMINISTRATORS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 28443 |
| Policy instance | 2 |
| Insurance contract or identification number | 28443 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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? | Yes |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 517696 |
| Policy instance | 3 |
| Insurance contract or identification number | 517696 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-10-08 | | Total amount of commissions paid to insurance broker | USD $6,144 | | Total amount of fees paid to insurance company | USD $1,333 | | Commission paid to Insurance Broker | USD $6,144 | | Amount paid for insurance broker fees | 1333 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | SAGEPOINT FINANCIAL, INC. |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 57622 |
| Policy instance | 4 |
| Insurance contract or identification number | 57622 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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? | Yes |
|
