NORRIS & LOVE ORTHOPAEDICS & has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP
401k plan membership statisitcs for NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP
Measure | Date | Value |
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2014: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 26 |
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 | 3 |
Total of all active and inactive participants | 2014-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 29 |
Number of participants with account balances | 2014-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 28 |
Number of participants with account balances | 2013-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 22 |
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 | 10 |
Total of all active and inactive participants | 2012-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 32 |
Number of participants with account balances | 2012-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
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 | 9 |
Total of all active and inactive participants | 2011-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 36 |
Number of participants with account balances | 2011-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 8 |
Total of all active and inactive participants | 2010-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 35 |
Number of participants with account balances | 2010-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
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 | 8 |
Total of all active and inactive participants | 2009-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 34 |
Number of participants with account balances | 2009-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2014 : NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $677,143 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $6,256,666 |
Total plan assets at beginning of year | 2014-12-31 | $5,579,523 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $143,470 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $347,145 |
Net income (gross income less expenses) | 2014-12-31 | $677,143 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,256,666 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,579,523 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $186,528 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
2013 : NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $30 |
Total income from all sources | 2013-12-31 | $1,267,957 |
Expenses. Total of all expenses incurred | 2013-12-31 | $16,415 |
Benefits paid (including direct rollovers) | 2013-12-31 | $16,299 |
Total plan assets at end of year | 2013-12-31 | $5,579,523 |
Total plan assets at beginning of year | 2013-12-31 | $4,327,951 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Total contributions received or receivable from participants | 2013-12-31 | $137,581 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $116 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $949,885 |
Net income (gross income less expenses) | 2013-12-31 | $1,251,542 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,579,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,327,951 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $180,491 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $850,939 |
Expenses. Total of all expenses incurred | 2012-12-31 | $135,872 |
Benefits paid (including direct rollovers) | 2012-12-31 | $135,747 |
Total plan assets at end of year | 2012-12-31 | $4,327,951 |
Total plan assets at beginning of year | 2012-12-31 | $3,612,884 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $140,337 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $125 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $525,814 |
Net income (gross income less expenses) | 2012-12-31 | $715,067 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,327,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,612,884 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $184,788 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 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 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $139,687 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,080,953 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,080,351 |
Total plan assets at end of year | 2011-12-31 | $3,612,884 |
Total plan assets at beginning of year | 2011-12-31 | $4,554,150 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $141,115 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-188,480 |
Net income (gross income less expenses) | 2011-12-31 | $-941,266 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,612,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,554,150 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $187,052 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $552 |
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 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $856,051 |
Expenses. Total of all expenses incurred | 2010-12-31 | $176,211 |
Benefits paid (including direct rollovers) | 2010-12-31 | $176,086 |
Total plan assets at end of year | 2010-12-31 | $4,554,150 |
Total plan assets at beginning of year | 2010-12-31 | $3,874,310 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $128,235 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $125 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $6,617 |
Other income received | 2010-12-31 | $498,095 |
Net income (gross income less expenses) | 2010-12-31 | $679,840 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,554,150 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,874,310 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $223,104 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 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 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2009 401k financial data |
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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 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2014: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2014 form 5500 responses |
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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 |
2013: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2013 form 5500 responses |
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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 |
2012: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2012 form 5500 responses |
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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 |
2011: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 |
2010: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2010 form 5500 responses |
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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 |
2009: NORRIS & LOVE ORTHOPAEDICS & SPORTS 401(K) PSP 2009 form 5500 responses |
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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 |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710068 |
Policy instance | 1 |
Insurance contract or identification number | GA-710068 | Number of Individuals Covered | 28 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $23,015 | Total amount of fees paid to insurance company | USD $0 | 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? | No | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $23,015 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO L P. |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710068 |
Policy instance | 1 |
Insurance contract or identification number | GA-710068 | Number of Individuals Covered | 28 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $18,710 | Total amount of fees paid to insurance company | USD $0 | 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? | No | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $18,710 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710068 |
Policy instance | 1 |
Insurance contract or identification number | GA-710068 | Number of Individuals Covered | 22 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $16,004 | Total amount of fees paid to insurance company | USD $0 | 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? | No | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $16,004 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710068 |
Policy instance | 1 |
Insurance contract or identification number | GA-710068 | Number of Individuals Covered | 36 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $18,598 | Total amount of fees paid to insurance company | USD $0 | 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? | No | 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? | Yes | 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 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710068 |
Policy instance | 1 |
Insurance contract or identification number | GA-710068 | Number of Individuals Covered | 35 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $15,694 | Total amount of fees paid to insurance company | USD $0 | 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? | No | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $15,694 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO |
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