T ENTERPRISES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST
401k plan membership statisitcs for T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST
| Measure | Date | Value |
|---|
| 2017: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 13 |
| Number of participants with account balances | 2017-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
| Total of all active and inactive participants | 2016-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 15 |
| Number of participants with account balances | 2016-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 11 |
| 2014: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 11 |
| Number of participants with account balances | 2012-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 8 |
| Total participants | 2010-01-01 | 8 |
| Number of participants with account balances | 2010-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-633 |
| Total income from all sources | 2017-12-31 | $1,150 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $281 |
| Total plan assets at end of year | 2017-12-31 | $41,776 |
| Total plan assets at beginning of year | 2017-12-31 | $41,540 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $281 |
| Other income received | 2017-12-31 | $1,150 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $869 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $41,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $41,540 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2016 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $-312 |
| Total income from all sources | 2016-12-31 | $4,389 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $41,540 |
| Total plan assets at beginning of year | 2016-12-31 | $37,463 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
| Other income received | 2016-12-31 | $529 |
| Net income (gross income less expenses) | 2016-12-31 | $4,389 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $41,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $37,463 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $3,860 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $3,860 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $3,860 |
| 2015 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $4,156 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $116 |
| Total plan assets at end of year | 2015-12-31 | $37,463 |
| Total plan assets at beginning of year | 2015-12-31 | $33,423 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $116 |
| Net income (gross income less expenses) | 2015-12-31 | $4,040 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $37,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $33,423 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,156 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $4,156 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $4,156 |
| 2014 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,430 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,818 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $4,818 |
| Total plan assets at end of year | 2014-12-31 | $33,423 |
| Total plan assets at beginning of year | 2014-12-31 | $36,811 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
| Other income received | 2014-12-31 | $123 |
| Net income (gross income less expenses) | 2014-12-31 | $-3,388 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $33,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $36,811 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,307 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $1,307 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $1,307 |
| 2013 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $-10,323 |
| Total income from all sources | 2013-12-31 | $3,341 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $36,811 |
| Total plan assets at beginning of year | 2013-12-31 | $43,793 |
| Value of fidelity bond covering the plan | 2013-12-31 | $5,000 |
| Other income received | 2013-12-31 | $168 |
| Net income (gross income less expenses) | 2013-12-31 | $3,341 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $36,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $43,793 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,173 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $3,173 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $3,173 |
| 2012 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $2,733 |
| Total plan assets at end of year | 2012-12-31 | $43,793 |
| Total plan assets at beginning of year | 2012-12-31 | $41,060 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
| Other income received | 2012-12-31 | $293 |
| Net income (gross income less expenses) | 2012-12-31 | $2,733 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $43,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $41,060 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $2,440 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $2,430 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,430 |
| 2011 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $4,254 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $41,060 |
| Total plan assets at beginning of year | 2011-12-31 | $36,806 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $336 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $4,254 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $41,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $36,806 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,918 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $3,917 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $3,917 |
| 2010 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,857 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $35 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $35 |
| Total plan assets at end of year | 2010-12-31 | $36,806 |
| Total plan assets at beginning of year | 2010-12-31 | $34,984 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000 |
| Other income received | 2010-12-31 | $568 |
| Net income (gross income less expenses) | 2010-12-31 | $1,822 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $36,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,984 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,289 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $1,289 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,289 |
| 2009 : T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $6,065 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $6,065 |
| 2017: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 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: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 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: T ENTERPRISES INC DAVIS BACON PENSION PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 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: T ENTERPRISES INC DAVIS BACON PENSION PLAN & 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 – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: T ENTERPRISES INC DAVIS BACON PENSION PLAN & 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: T ENTERPRISES INC DAVIS BACON PENSION PLAN & 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 – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: T ENTERPRISES INC DAVIS BACON PENSION PLAN & 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 – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: T ENTERPRISES INC DAVIS BACON PENSION PLAN & 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 95242 |
| Policy instance | 1 |
| Insurance contract or identification number | 95242 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 | | Other information about contract | ALLOCATED FULLY INSURED ANNUITY | | Insurance broker organization code? | 3 | | Insurance broker name | JIM BREEZE & ASSOC |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 95242 |
| Policy instance | 1 |
| Insurance contract or identification number | 95242 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2015-01-15 | | Insurance policy end date | 2015-12-31 | | 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? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 | | Other information about contract | ALLOCATED FULLY INSURED ANNUITY | | Commission paid to Insurance Broker | USD $150 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM BREEZE & ASSOS |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 95242 |
| Policy instance | 1 |
| Insurance contract or identification number | 95242 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 | | Other information about contract | ALLOCATED FULLY INSURED ANNUITY |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 95242 |
| Policy instance | 1 |
| Insurance contract or identification number | 95242 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 | | Other information about contract | ALLOCATED FULLY INSURED ANNUITY | | Commission paid to Insurance Broker | USD $87 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM BREEZE & ASSOC |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 95242 |
| Policy instance | 1 |
| Insurance contract or identification number | 95242 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | ALLOCATED FULLY INSURED ANNUITY | | Commission paid to Insurance Broker | USD $55 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM BREEZE & ASSOCIATES |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 95242 |
| Policy instance | 1 |
| Insurance contract or identification number | 95242 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | ALLOCATED FULLY INSURED ANNUITY |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 95242 |
| Policy instance | 1 |
| Insurance contract or identification number | 95242 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | ALLOCATED FULLY INSURED ANNUITY | | Commission paid to Insurance Broker | USD $36 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES BREEZE & ASSOC. |
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