401k Plan data: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN plan

EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN
Plan identification number	001

EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

EQUITABLE SAVINGS AND LOAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name: EQUITABLE SAVINGS AND LOAN COMPANY

Employer identification number (EIN): 340573492

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-07-01
001 2018-07-01
001 2017-07-01 JAMES E. MCMULLEN II
001 2016-07-01 JAMES E. MCMULLEN II
001 2015-07-01 JAMES E. MCMULLEN II
001 2014-07-01 JAMES E. MCMULLEN II
001 2013-07-01 JAMES E. MCMULLEN II
001 2012-07-01 JAMES E. MCMULLEN II
001 2011-07-01 JAMES E. MCMULLEN II
001 2010-07-01 JAMES E. MCMULLEN II
001 2009-07-01 JAMES E. MCMULLEN II

Plan Statistics for EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 0
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 3
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 5
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 5
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 4
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 4
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 4
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 4
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 4
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 4
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2019: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	0
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	3
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	5
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	5
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	4
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	4
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	4
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	4
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	4
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	4
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2016 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
2012 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
2011 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
2010 : EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN

2019: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	This submission is the final filing	Yes
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2019-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2018: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2018-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2017: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2017-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2016: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2016-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2015: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2015-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2014: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2014-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2013: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2013-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2012: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2012-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2011: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2011-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2010: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2010-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2009: EQUITABLE SAVINGS AND LOAN COMPANY DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Number of Individuals Covered	3
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Number of Individuals Covered	2
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Insurance broker organization code?	3
Insurance broker name	GERRIT C. KUECHLE

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Insurance broker organization code?	3
Insurance broker name	GERRIT C. KUECHLE

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Number of Individuals Covered	3
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $714
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker name	PARKLAND SECURITIES LLC

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Number of Individuals Covered	3
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $1,269
Commission paid to Insurance Broker	USD $1,269
Insurance broker organization code?	3
Insurance broker name	GERRIT C. KUECHLE

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Number of Individuals Covered	4
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,269
Commission paid to Insurance Broker	USD $1,269
Insurance broker organization code?	3
Insurance broker name	GERRIT C. KUECHLE

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Number of Individuals Covered	4
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,276
Are there contracts with allocated funds for individual policies?	Yes

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

02-0000253

Policy instance

Insurance contract or identification number	02-0000253
Number of Individuals Covered	5
Total amount of commissions paid to insurance broker	USD $1,466

Potentially related plans

EQUITABLE SAVINGS BANK RETIREMENT SAVINGS PLAN [EIN = 390265500]

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Company Name:	EQUITABLE SAVINGS AND LOAN COMPANY
Employer identification number (EIN):	340573492
NAIC Classification:	522120
NAIC Description:	Savings Institutions