AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN
401k plan membership statisitcs for AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2022: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 25 |
| Number of participants with account balances | 2022-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 25 |
| Number of participants with account balances | 2021-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
| Total of all active and inactive participants | 2020-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 31 |
| Number of participants with account balances | 2020-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
| Total of all active and inactive participants | 2019-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 32 |
| Number of participants with account balances | 2019-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
| 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 | 13 |
| Total of all active and inactive participants | 2017-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 30 |
| Number of participants with account balances | 2017-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 16 |
| 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 | 14 |
| Total of all active and inactive participants | 2016-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 30 |
| Number of participants with account balances | 2016-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| 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 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 26 |
| Number of participants with account balances | 2015-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
| 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 | 13 |
| Total of all active and inactive participants | 2014-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 22 |
| Number of participants with account balances | 2014-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 24 |
| Number of participants with account balances | 2013-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 25 |
| 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 | 13 |
| Total of all active and inactive participants | 2012-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 24 |
| Number of participants with account balances | 2012-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| 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 | 12 |
| Total of all active and inactive participants | 2011-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| 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 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Measure | Date | Value |
|---|
| 2022 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $-6,264 |
| Total income from all sources | 2022-12-31 | $-31,349 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $29,559 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $29,534 |
| Total plan assets at end of year | 2022-12-31 | $494,737 |
| Total plan assets at beginning of year | 2022-12-31 | $561,909 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $30,728 |
| Other income received | 2022-12-31 | $-84,075 |
| Net income (gross income less expenses) | 2022-12-31 | $-60,908 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $494,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $561,909 |
| Assets. Value of participant loans | 2022-12-31 | $1,291 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $21,998 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $25 |
| 2021 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $2,442 |
| Total income from all sources | 2021-12-31 | $115,015 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $74,672 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $72,962 |
| Total plan assets at end of year | 2021-12-31 | $561,909 |
| Total plan assets at beginning of year | 2021-12-31 | $519,124 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $37,260 |
| Other income received | 2021-12-31 | $50,470 |
| Net income (gross income less expenses) | 2021-12-31 | $40,343 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $561,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $519,124 |
| Assets. Value of participant loans | 2021-12-31 | $7,282 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $27,285 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,710 |
| 2020 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $36,942 |
| Total income from all sources | 2020-12-31 | $119,921 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $82,459 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $80,306 |
| Total plan assets at end of year | 2020-12-31 | $519,124 |
| Total plan assets at beginning of year | 2020-12-31 | $444,720 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $37,044 |
| Other income received | 2020-12-31 | $55,796 |
| Net income (gross income less expenses) | 2020-12-31 | $37,462 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $519,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $444,720 |
| Assets. Value of participant loans | 2020-12-31 | $13,409 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $27,081 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,153 |
| 2019 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $6,501 |
| Total income from all sources | 2019-12-31 | $121,795 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $31,311 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $29,841 |
| Total plan assets at end of year | 2019-12-31 | $444,720 |
| Total plan assets at beginning of year | 2019-12-31 | $347,735 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $34,824 |
| Other income received | 2019-12-31 | $61,961 |
| Net income (gross income less expenses) | 2019-12-31 | $90,484 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $444,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $347,735 |
| Assets. Value of participant loans | 2019-12-31 | $13,176 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,470 |
| 2018 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $2,438 |
| Total income from all sources | 2018-12-31 | $45,154 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $90,337 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $89,557 |
| Total plan assets at end of year | 2018-12-31 | $347,735 |
| Total plan assets at beginning of year | 2018-12-31 | $390,480 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $39,200 |
| Other income received | 2018-12-31 | $-20,733 |
| Net income (gross income less expenses) | 2018-12-31 | $-45,183 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $347,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $390,480 |
| Assets. Value of participant loans | 2018-12-31 | $28,068 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,687 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $780 |
| 2017 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $6,945 |
| Total income from all sources | 2017-12-31 | $100,474 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $92,097 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $91,947 |
| Total plan assets at end of year | 2017-12-31 | $390,480 |
| Total plan assets at beginning of year | 2017-12-31 | $375,158 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $40,653 |
| Other income received | 2017-12-31 | $32,291 |
| Net income (gross income less expenses) | 2017-12-31 | $8,377 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $390,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $375,158 |
| Assets. Value of participant loans | 2017-12-31 | $40,857 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $27,530 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $150 |
| 2016 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $78,077 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $21,853 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $21,703 |
| Total plan assets at end of year | 2016-12-31 | $375,158 |
| Total plan assets at beginning of year | 2016-12-31 | $318,934 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $38,631 |
| Other income received | 2016-12-31 | $16,588 |
| Net income (gross income less expenses) | 2016-12-31 | $56,224 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $375,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $318,934 |
| Assets. Value of participant loans | 2016-12-31 | $43,968 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $22,858 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $150 |
| 2015 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $62,051 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25,448 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $25,298 |
| Total plan assets at end of year | 2015-12-31 | $318,934 |
| Total plan assets at beginning of year | 2015-12-31 | $282,331 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $32,766 |
| Other income received | 2015-12-31 | $12,086 |
| Net income (gross income less expenses) | 2015-12-31 | $36,603 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $318,934 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $282,331 |
| Assets. Value of participant loans | 2015-12-31 | $22,650 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,199 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $150 |
| 2014 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $31,752 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $124,849 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $124,399 |
| Total plan assets at end of year | 2014-12-31 | $282,331 |
| Total plan assets at beginning of year | 2014-12-31 | $375,428 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $29,050 |
| Other income received | 2014-12-31 | $-12,465 |
| Net income (gross income less expenses) | 2014-12-31 | $-93,097 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $282,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $375,428 |
| Assets. Value of participant loans | 2014-12-31 | $21,212 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $450 |
| 2013 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $88,546 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,953 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,683 |
| Total plan assets at end of year | 2013-12-31 | $375,428 |
| Total plan assets at beginning of year | 2013-12-31 | $302,835 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $32,104 |
| Other income received | 2013-12-31 | $39,262 |
| Net income (gross income less expenses) | 2013-12-31 | $72,593 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $375,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $302,835 |
| Assets. Value of participant loans | 2013-12-31 | $18,048 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,180 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $270 |
| 2012 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $67,868 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $28,360 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $27,886 |
| Total plan assets at end of year | 2012-12-31 | $302,835 |
| Total plan assets at beginning of year | 2012-12-31 | $263,327 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,158 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $204 |
| Other income received | 2012-12-31 | $19,864 |
| Net income (gross income less expenses) | 2012-12-31 | $39,508 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $302,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $263,327 |
| Assets. Value of participant loans | 2012-12-31 | $18,499 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $16,846 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $270 |
| 2011 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $25,823 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $45,764 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $45,494 |
| Total plan assets at end of year | 2011-12-31 | $263,327 |
| Total plan assets at beginning of year | 2011-12-31 | $283,268 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $22,714 |
| Other income received | 2011-12-31 | $-11,114 |
| Net income (gross income less expenses) | 2011-12-31 | $-19,941 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $263,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $283,268 |
| Assets. Value of participant loans | 2011-12-31 | $11,632 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,223 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $270 |
| 2010 : AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $83,725 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $37,408 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $36,316 |
| Total plan assets at end of year | 2010-12-31 | $283,268 |
| Total plan assets at beginning of year | 2010-12-31 | $236,951 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $31,403 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $822 |
| Other income received | 2010-12-31 | $33,041 |
| Net income (gross income less expenses) | 2010-12-31 | $46,317 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $283,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $236,951 |
| Assets. Value of participant loans | 2010-12-31 | $56,947 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,281 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $270 |
| 2022: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: AKRON URBAN MINORITY ALCOHOL AND DRUG ABUSE OUTREACH PROGRAM TAX SHELTER ANNUITY PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $363 |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,061 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,449 |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 | ANNUITY CONTRACT |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $438 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $365 |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,926 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,141 |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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 | ANNUITY CONTRACT |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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 | ANNUITY CONTRACT |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,115 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,492 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $382 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $318 |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 | ANNUITY CONTRACT |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,868 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $332 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $277 |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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 | ANNUITY CONTRACT |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,542 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $277 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $231 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $414 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $345 | | Insurance broker name | GWN SECURITIES, INC. |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,776 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,421 | | Insurance broker name | GWN SECURITIES, INC |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 | ANNUITY CONTRACT | | Insurance broker name | DENTON BROOKS |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 | ANNUITY CONTRACT | | Insurance broker name | DENTON BROOKS |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,224 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $979 | | Insurance broker name | GWN SECURITIES, INC |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $313 | | Insurance broker name | GWN SECURITIES, INC. |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $419 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $349 | | Insurance broker name | GWN SECURITIES, INC. |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $14 | | 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 | ANNUITY CONTRACT | | Commission paid to Insurance Broker | USD $14 | | Insurance broker name | DENTON BROOKS |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,177 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $942 | | Insurance broker name | GWN SECURITIES, INC |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,019 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $815 | | Insurance broker name | GWN SECURITIES, INC |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 | ANNUITY CONTRACT |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $407 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $339 | | Insurance broker name | GWN SECURITIES, INC. |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $355 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $296 | | Insurance broker name | GWN SECURITIES, INC. |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $673 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $538 | | Insurance broker name | GWN SECURITIES, INC |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | 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 | ANNUITY CONTRACT |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 14 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | ANNUITY CONTRACT |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $325 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EA73 |
| Policy instance | 1 |
| Insurance contract or identification number | EA73 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $219 | | 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 | ANNUITY CONTRACT |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G80146 |
| Policy instance | 2 |
| Insurance contract or identification number | G80146 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 673015X |
| Policy instance | 3 |
| Insurance contract or identification number | 673015X | | Number of Individuals Covered | 13 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
