O'KEEFE, LYONS & HYNES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST
401k plan membership statisitcs for O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST
Measure | Date | Value |
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2020: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 45 |
Number of participants with account balances | 2020-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
Total of all active and inactive participants | 2019-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 43 |
Number of participants with account balances | 2019-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 43 |
Number of participants with account balances | 2018-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 36 |
Number of participants with account balances | 2017-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 39 |
Number of participants with account balances | 2016-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
Total of all active and inactive participants | 2015-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 40 |
Number of participants with account balances | 2015-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 38 |
Number of participants with account balances | 2014-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 39 |
Number of participants with account balances | 2013-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 44 |
Number of participants with account balances | 2011-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
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 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 44 |
Number of participants with account balances | 2009-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2020 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $4,001,441 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,225,135 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,136,929 |
Total plan assets at end of year | 2020-12-31 | $25,233,280 |
Total plan assets at beginning of year | 2020-12-31 | $22,456,974 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $260,320 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $3,208,504 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $2,776,306 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $25,233,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,456,974 |
Assets. Value of participant loans | 2020-12-31 | $126,732 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $532,617 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $88,206 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $5,288,172 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,974,056 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,887,329 |
Total plan assets at end of year | 2019-12-31 | $22,456,974 |
Total plan assets at beginning of year | 2019-12-31 | $19,142,858 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $303,433 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $441,047 |
Other income received | 2019-12-31 | $4,011,198 |
Net income (gross income less expenses) | 2019-12-31 | $3,314,116 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $22,456,974 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,142,858 |
Assets. Value of participant loans | 2019-12-31 | $147,121 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $78,760 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $532,494 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $86,727 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-27,129 |
Expenses. Total of all expenses incurred | 2018-12-31 | $443,952 |
Benefits paid (including direct rollovers) | 2018-12-31 | $355,259 |
Total plan assets at end of year | 2018-12-31 | $19,142,858 |
Total plan assets at beginning of year | 2018-12-31 | $19,613,939 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $289,062 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,550 |
Other income received | 2018-12-31 | $-891,818 |
Net income (gross income less expenses) | 2018-12-31 | $-471,081 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $19,142,858 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,613,939 |
Assets. Value of participant loans | 2018-12-31 | $165,709 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $78,760 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $3,424 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $575,627 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $83,143 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $3,509,637 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,617,082 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,568,286 |
Total plan assets at end of year | 2017-12-31 | $19,613,939 |
Total plan assets at beginning of year | 2017-12-31 | $17,721,384 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $262,416 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $-3,612 |
Other income received | 2017-12-31 | $2,722,488 |
Net income (gross income less expenses) | 2017-12-31 | $1,892,555 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $19,613,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,721,384 |
Assets. Value of participant loans | 2017-12-31 | $131,465 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $78,760 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $3,424 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $524,733 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $52,408 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $2,059,202 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,553,247 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,508,276 |
Total plan assets at end of year | 2016-12-31 | $17,721,384 |
Total plan assets at beginning of year | 2016-12-31 | $18,215,429 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $226,392 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,109 |
Other income received | 2016-12-31 | $1,329,847 |
Net income (gross income less expenses) | 2016-12-31 | $-494,045 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $17,721,384 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,215,429 |
Assets. Value of participant loans | 2016-12-31 | $113,998 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $82,530 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $502,963 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $43,862 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $3,625 |
Total income from all sources | 2015-12-31 | $889,811 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,009,321 |
Benefits paid (including direct rollovers) | 2015-12-31 | $4,913,857 |
Total plan assets at end of year | 2015-12-31 | $18,215,429 |
Total plan assets at beginning of year | 2015-12-31 | $22,338,564 |
Value of fidelity bond covering the plan | 2015-12-31 | $4,300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $241,754 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $54,840 |
Other income received | 2015-12-31 | $184,619 |
Net income (gross income less expenses) | 2015-12-31 | $-4,119,510 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $18,215,429 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $22,334,939 |
Assets. Value of participant loans | 2015-12-31 | $118,140 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $79,680 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $463,438 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $40,624 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $3,625 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $2,040,371 |
Expenses. Total of all expenses incurred | 2014-12-31 | $454,376 |
Benefits paid (including direct rollovers) | 2014-12-31 | $415,392 |
Total plan assets at end of year | 2014-12-31 | $22,338,564 |
Total plan assets at beginning of year | 2014-12-31 | $20,748,944 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $228,510 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,550 |
Other income received | 2014-12-31 | $1,327,644 |
Net income (gross income less expenses) | 2014-12-31 | $1,585,995 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $22,334,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,748,944 |
Assets. Value of participant loans | 2014-12-31 | $139,588 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $3,173,711 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $83,960 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $484,217 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $33,434 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $4,086,762 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,861,762 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,825,008 |
Total plan assets at end of year | 2013-12-31 | $20,748,944 |
Total plan assets at beginning of year | 2013-12-31 | $18,523,944 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $224,884 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,500 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $4,397 |
Other income received | 2013-12-31 | $3,369,501 |
Net income (gross income less expenses) | 2013-12-31 | $2,225,000 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $20,748,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,523,944 |
Assets. Value of participant loans | 2013-12-31 | $155,817 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $2,961,498 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $54,276 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $487,980 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $31,254 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $2,955,654 |
Expenses. Total of all expenses incurred | 2012-12-31 | $3,969,748 |
Benefits paid (including direct rollovers) | 2012-12-31 | $3,944,367 |
Total plan assets at end of year | 2012-12-31 | $18,523,944 |
Total plan assets at beginning of year | 2012-12-31 | $19,538,038 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $229,959 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,550 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $172,771 |
Other income received | 2012-12-31 | $2,078,033 |
Net income (gross income less expenses) | 2012-12-31 | $-1,014,094 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $18,523,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,538,038 |
Assets. Value of participant loans | 2012-12-31 | $194,131 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $2,350,248 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $54,276 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $474,891 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,831 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $9,448 |
Total income from all sources | 2011-12-31 | $511,462 |
Expenses. Total of all expenses incurred | 2011-12-31 | $336,689 |
Benefits paid (including direct rollovers) | 2011-12-31 | $310,786 |
Total plan assets at end of year | 2011-12-31 | $19,538,038 |
Total plan assets at beginning of year | 2011-12-31 | $19,372,713 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $276,325 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,812 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $4,875 |
Other income received | 2011-12-31 | $-321,732 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $174,773 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $19,538,038 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,363,265 |
Assets. Value of participant loans | 2011-12-31 | $51,343 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $2,227,528 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $54,276 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $551,994 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $20,091 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $9,448 |
Total plan liabilities at beginning of year | 2010-12-31 | $810 |
Total income from all sources | 2010-12-31 | $2,470,481 |
Expenses. Total of all expenses incurred | 2010-12-31 | $400,170 |
Benefits paid (including direct rollovers) | 2010-12-31 | $382,796 |
Total plan assets at end of year | 2010-12-31 | $19,372,713 |
Total plan assets at beginning of year | 2010-12-31 | $17,293,764 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $245,914 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,171 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $1,673,684 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $2,070,311 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $19,363,265 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,292,954 |
Assets. Value of participant loans | 2010-12-31 | $61,398 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $2,376,562 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $54,276 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $550,883 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,203 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2020 form 5500 responses |
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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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 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 |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 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 |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 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 | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: O'KEEFE, LYONS & HYNES, LLC PROFIT SHARING AND SAVINGS PLAN & TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 1 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 0 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 2 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $573 | 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 $437 | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 0 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 2 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $585 | 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 $446 | Insurance broker organization code? | 3 | Insurance broker name | PETER H HOOPIS |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 1 | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 1 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 2 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $574 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $459 | Insurance broker organization code? | 3 | Insurance broker name | DAVID A PEARRE II |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 1 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 2 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $551 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $441 | Insurance broker organization code? | 3 | Insurance broker name | DAVID A PEARRE II |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 2 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $551 | Total amount of fees paid to insurance company | USD $0 | 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 | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $441 | Insurance broker organization code? | 3 | Insurance broker name | DAVID A PEARRE II |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 1 | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 2 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $555 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $423 | Insurance broker organization code? | 3 | Insurance broker name | DAVID A PEARRE II |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | ODP48011611 |
Policy instance | 2 |
Insurance contract or identification number | ODP48011611 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $567 | Total amount of fees paid to insurance company | USD $0 | 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 |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | 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 |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 41801 |
Policy instance | 1 |
Insurance contract or identification number | 41801 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $167 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $167 | Insurance broker organization code? | 3 | Insurance broker name | WILL G. MUNNECKE |
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