TONYS PLUMBING & HEATING ANTHONY PETROVICH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST
401k plan membership statisitcs for TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 7 |
| Number of participants with account balances | 2020-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 7 |
| Number of participants with account balances | 2019-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 10 |
| Number of participants with account balances | 2016-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 10 |
| Number of participants with account balances | 2015-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 11 |
| Number of participants with account balances | 2014-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 11 |
| Number of participants with account balances | 2013-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 11 |
| Number of participants with account balances | 2012-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 12 |
| Number of participants with account balances | 2011-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 12 |
| 2008: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 11 |
| Number of participants with account balances | 2008-01-01 | 11 |
| Measure | Date | Value |
|---|
| 2022 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $67,080 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $71,313 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $50,067 |
| Total plan assets at end of year | 2022-12-31 | $613,923 |
| Total plan assets at beginning of year | 2022-12-31 | $618,156 |
| Value of fidelity bond covering the plan | 2022-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $20,979 |
| Other income received | 2022-12-31 | $47,510 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,233 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $613,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $618,156 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $19,570 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $267 |
| 2021 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $58,044 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $18,960 |
| Total plan assets at end of year | 2021-12-31 | $618,156 |
| Total plan assets at beginning of year | 2021-12-31 | $579,072 |
| Value of fidelity bond covering the plan | 2021-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $18,650 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $239 |
| Other income received | 2021-12-31 | $40,325 |
| Net income (gross income less expenses) | 2021-12-31 | $39,084 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $618,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $579,072 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $17,480 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $310 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $17,480 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $17,480 |
| 2020 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $57,406 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $20,668 |
| Total plan assets at end of year | 2020-12-31 | $579,072 |
| Total plan assets at beginning of year | 2020-12-31 | $542,334 |
| Value of fidelity bond covering the plan | 2020-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $20,160 |
| Other income received | 2020-12-31 | $39,784 |
| Net income (gross income less expenses) | 2020-12-31 | $36,738 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $579,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $542,334 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $17,622 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $508 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $17,622 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $17,622 |
| 2019 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $63,081 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $34,421 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $14,450 |
| Total plan assets at end of year | 2019-12-31 | $542,334 |
| Total plan assets at beginning of year | 2019-12-31 | $513,674 |
| Value of fidelity bond covering the plan | 2019-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $19,398 |
| Other income received | 2019-12-31 | $44,467 |
| Net income (gross income less expenses) | 2019-12-31 | $28,660 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $542,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $513,674 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,614 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $573 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $18,614 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $18,614 |
| 2018 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $56,675 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $20,333 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $20,218 |
| Total plan assets at end of year | 2018-12-31 | $513,674 |
| Total plan assets at beginning of year | 2018-12-31 | $477,332 |
| Value of fidelity bond covering the plan | 2018-12-31 | $51,367 |
| Other income received | 2018-12-31 | $37,421 |
| Net income (gross income less expenses) | 2018-12-31 | $36,342 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $513,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $477,332 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $19,254 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $115 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $19,254 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $19,254 |
| 2017 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $96,828 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $68,972 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $49,023 |
| Total plan assets at end of year | 2017-12-31 | $477,332 |
| Total plan assets at beginning of year | 2017-12-31 | $449,476 |
| Value of fidelity bond covering the plan | 2017-12-31 | $55,817 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $19,699 |
| Other income received | 2017-12-31 | $78,909 |
| Net income (gross income less expenses) | 2017-12-31 | $27,856 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $477,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $449,476 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $17,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $250 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $17,919 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $17,919 |
| 2016 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $111,549 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $126,841 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $106,243 |
| Total plan assets at end of year | 2016-12-31 | $449,476 |
| Total plan assets at beginning of year | 2016-12-31 | $464,768 |
| Value of fidelity bond covering the plan | 2016-12-31 | $55,817 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $20,373 |
| Other income received | 2016-12-31 | $93,250 |
| Net income (gross income less expenses) | 2016-12-31 | $-15,292 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $449,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $464,768 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $18,299 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $18,299 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $18,299 |
| 2015 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $186,642 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $280,041 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $260,637 |
| Total plan assets at end of year | 2015-12-31 | $464,768 |
| Total plan assets at beginning of year | 2015-12-31 | $558,167 |
| Value of fidelity bond covering the plan | 2015-12-31 | $55,817 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $19,039 |
| Other income received | 2015-12-31 | $169,934 |
| Net income (gross income less expenses) | 2015-12-31 | $-93,399 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $464,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $558,167 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $16,708 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $365 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $16,708 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $16,708 |
| 2014 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $65,018 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $29,260 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $7,879 |
| Total plan assets at end of year | 2014-12-31 | $558,167 |
| Total plan assets at beginning of year | 2014-12-31 | $522,409 |
| Value of fidelity bond covering the plan | 2014-12-31 | $52,241 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $21,142 |
| Other income received | 2014-12-31 | $45,272 |
| Net income (gross income less expenses) | 2014-12-31 | $35,758 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $558,167 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $522,409 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $19,746 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $239 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $19,746 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $19,746 |
| 2013 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $50,600 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $23,946 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $7,811 |
| Total plan assets at end of year | 2013-12-31 | $522,409 |
| Total plan assets at beginning of year | 2013-12-31 | $495,755 |
| Value of fidelity bond covering the plan | 2013-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $15,380 |
| Other income received | 2013-12-31 | $36,399 |
| Net income (gross income less expenses) | 2013-12-31 | $26,654 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $522,409 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $495,755 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $14,201 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $755 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $14,201 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $14,201 |
| 2012 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $42,631 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $122,685 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $122,650 |
| Total plan assets at end of year | 2012-12-31 | $495,755 |
| Total plan assets at beginning of year | 2012-12-31 | $575,809 |
| Other income received | 2012-12-31 | $23,462 |
| Net income (gross income less expenses) | 2012-12-31 | $-80,054 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $495,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $575,809 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $19,169 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $35 |
| 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 | $19,169 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $19,169 |
| 2011 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $42,947 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,725 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,500 |
| Total plan assets at end of year | 2011-12-31 | $575,809 |
| Total plan assets at beginning of year | 2011-12-31 | $539,587 |
| Other income received | 2011-12-31 | $23,204 |
| Net income (gross income less expenses) | 2011-12-31 | $36,222 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $575,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $539,587 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,743 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $225 |
| 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 | $19,743 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $19,743 |
| 2010 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $48,228 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $30,198 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $29,565 |
| Total plan assets at end of year | 2010-12-31 | $539,587 |
| Total plan assets at beginning of year | 2010-12-31 | $521,557 |
| Other income received | 2010-12-31 | $22,878 |
| Net income (gross income less expenses) | 2010-12-31 | $18,030 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $539,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $521,557 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $25,350 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $633 |
| 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 | $25,350 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $25,350 |
| 2008 : TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $41,059 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $5,777 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $5,242 |
| Total plan assets at end of year | 2008-12-31 | $479,041 |
| Total plan assets at beginning of year | 2008-12-31 | $443,759 |
| Other income received | 2008-12-31 | $20,386 |
| Net income (gross income less expenses) | 2008-12-31 | $35,282 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $479,041 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $443,759 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $20,673 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $535 |
| Funding deficiency by the employer to the plan for this plan year | 2008-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2008-12-31 | $20,673 |
| Amount contributed by the employer to the plan for this plan year | 2008-12-31 | $20,673 |
| 2022: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: TONY'S PLUMBING & HEATING PENSION PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 7 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 7 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $44 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44 | | Insurance broker organization code? | 3 |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $74 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $74 | | Insurance broker organization code? | 3 |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $8 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8 | | Insurance broker organization code? | 3 |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 5 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 5 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 10 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 10 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $161 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $161 | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $17 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17 | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $193 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $17 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $278 | | Are there contracts with allocated funds for individual policies? | Yes | | Amount paid for insurance broker fees | 278 | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREENMAN |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $39 | | Are there contracts with allocated funds for individual policies? | Yes | | Commission paid to Insurance Broker | USD $39 | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREENMAN |
|
| COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62553 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $17 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17 | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
| COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 11 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $169 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $169 | | Insurance broker organization code? | 3 | | Insurance broker name | TODD GREEMAN |
|
