CTM ADVISORS, LTD. DBA CTM CPAS & BUSINESS ADVISORS has sponsored the creation of one or more 401k plans.
Additional information about CTM ADVISORS, LTD. DBA CTM CPAS & BUSINESS ADVISORS
Submission information for form 5500 for 401k plan CTM, LTD. SALARY REDUCTION PLAN AND TRUST
401k plan membership statisitcs for CTM, LTD. SALARY REDUCTION PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2021: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
| 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 | 11 |
| Total of all active and inactive participants | 2021-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 46 |
| Number of participants with account balances | 2021-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
| 2020: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 47 |
| Number of participants with account balances | 2020-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2019 401k membership |
|---|
| 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 | 35 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
| 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: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 45 |
| 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 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| 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 | 1 |
| 2017: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 32 |
| 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 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 44 |
| Number of participants with account balances | 2017-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 12 |
| 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 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 45 |
| Number of participants with account balances | 2016-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| 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 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 41 |
| Number of participants with account balances | 2015-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 36 |
| Number of participants with account balances | 2014-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
| 2013: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 33 |
| Number of participants with account balances | 2013-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 29 |
| Number of participants with account balances | 2012-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| 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 | 11 |
| Total of all active and inactive participants | 2011-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 32 |
| Number of participants with account balances | 2011-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2009: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 33 |
| Number of participants with account balances | 2009-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2021 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,874,353 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $159,826 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $81,467 |
| Total plan assets at end of year | 2021-12-31 | $9,094,114 |
| Total plan assets at beginning of year | 2021-12-31 | $7,379,587 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $263,567 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,306,819 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,714,527 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,094,114 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,379,587 |
| Assets. Value of participant loans | 2021-12-31 | $40,465 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $2,885 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $303,967 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $31,977 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $46,382 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,462,685 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $145,287 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $109,349 |
| Total plan assets at end of year | 2020-12-31 | $7,379,587 |
| Total plan assets at beginning of year | 2020-12-31 | $6,062,189 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $263,441 |
| Other income received | 2020-12-31 | $903,243 |
| Net income (gross income less expenses) | 2020-12-31 | $1,317,398 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,379,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,062,189 |
| Assets. Value of participant loans | 2020-12-31 | $67,062 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $296,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $35,938 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,492,073 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $62,657 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $34,116 |
| Total plan assets at end of year | 2019-12-31 | $6,062,189 |
| Total plan assets at beginning of year | 2019-12-31 | $4,632,773 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $197,847 |
| Other income received | 2019-12-31 | $1,033,737 |
| Net income (gross income less expenses) | 2019-12-31 | $1,429,416 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,062,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,632,773 |
| Assets. Value of participant loans | 2019-12-31 | $87,638 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $260,489 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $28,541 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $390,439 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $116,516 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $83,178 |
| Total plan assets at end of year | 2018-12-31 | $4,632,773 |
| Total plan assets at beginning of year | 2018-12-31 | $4,358,850 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $181,177 |
| Other income received | 2018-12-31 | $36,699 |
| Net income (gross income less expenses) | 2018-12-31 | $273,923 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,632,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,358,850 |
| Assets. Value of participant loans | 2018-12-31 | $118,356 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $172,563 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $33,338 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $990,124 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $177,850 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $153,976 |
| Total plan assets at end of year | 2017-12-31 | $4,358,850 |
| Total plan assets at beginning of year | 2017-12-31 | $3,546,576 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $163,376 |
| Other income received | 2017-12-31 | $661,748 |
| Net income (gross income less expenses) | 2017-12-31 | $812,274 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,358,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,546,576 |
| Assets. Value of participant loans | 2017-12-31 | $66,501 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $44,903 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $165,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $23,874 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $455,038 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,135,881 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,106,661 |
| Total plan assets at end of year | 2016-12-31 | $3,546,576 |
| Total plan assets at beginning of year | 2016-12-31 | $6,227,419 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $138,415 |
| Other income received | 2016-12-31 | $156,613 |
| Net income (gross income less expenses) | 2016-12-31 | $-2,680,843 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,546,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,227,419 |
| Assets. Value of participant loans | 2016-12-31 | $36,153 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $16,176 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $160,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $29,220 |
| 2015 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $473,133 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $390,545 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $349,135 |
| Total plan assets at end of year | 2015-12-31 | $6,227,419 |
| Total plan assets at beginning of year | 2015-12-31 | $6,144,831 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $162,131 |
| Other income received | 2015-12-31 | $169,463 |
| Net income (gross income less expenses) | 2015-12-31 | $82,588 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,227,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,144,831 |
| Assets. Value of participant loans | 2015-12-31 | $52,605 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $305,660 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $141,539 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $41,410 |
| 2014 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $503,480 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $195,526 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $153,913 |
| Total plan assets at end of year | 2014-12-31 | $6,144,831 |
| Total plan assets at beginning of year | 2014-12-31 | $5,836,877 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $158,144 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $41,613 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $457 |
| Other income received | 2014-12-31 | $146,116 |
| Net income (gross income less expenses) | 2014-12-31 | $307,954 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,144,831 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,836,877 |
| Assets. Value of participant loans | 2014-12-31 | $29,001 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $524,449 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $198,763 |
| 2013 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2013 401k financial data |
|---|
| 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 | $1,472,368 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $163,143 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $125,109 |
| Total plan assets at end of year | 2013-12-31 | $5,836,877 |
| Total plan assets at beginning of year | 2013-12-31 | $4,527,652 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $149,682 |
| Other income received | 2013-12-31 | $1,129,507 |
| Net income (gross income less expenses) | 2013-12-31 | $1,309,225 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,836,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,527,652 |
| Assets. Value of participant loans | 2013-12-31 | $42,110 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $541,464 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $193,179 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $38,034 |
| 2012 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2012 401k financial data |
|---|
| 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 | $593,922 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $220,007 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $186,994 |
| Total plan assets at end of year | 2012-12-31 | $4,527,652 |
| Total plan assets at beginning of year | 2012-12-31 | $4,153,737 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $135,761 |
| Other income received | 2012-12-31 | $291,436 |
| Net income (gross income less expenses) | 2012-12-31 | $373,915 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,527,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,153,737 |
| Assets. Value of participant loans | 2012-12-31 | $28,710 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $310,501 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $166,725 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $33,013 |
| 2011 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $438,173 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $111,017 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $81,114 |
| Total plan assets at end of year | 2011-12-31 | $4,153,737 |
| Total plan assets at beginning of year | 2011-12-31 | $3,826,581 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $128,711 |
| Other income received | 2011-12-31 | $145,168 |
| Net income (gross income less expenses) | 2011-12-31 | $327,156 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,153,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,826,581 |
| Assets. Value of participant loans | 2011-12-31 | $40,153 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $307,427 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $164,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $29,903 |
| 2010 : CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $977,132 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $104,516 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $74,437 |
| Total plan assets at end of year | 2010-12-31 | $3,826,581 |
| Total plan assets at beginning of year | 2010-12-31 | $2,953,965 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $126,651 |
| Other income received | 2010-12-31 | $692,859 |
| Net income (gross income less expenses) | 2010-12-31 | $872,616 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,826,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,953,965 |
| Assets. Value of participant loans | 2010-12-31 | $43,802 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $297,280 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $157,622 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $30,079 |
| 2021: CTM, LTD. SALARY REDUCTION 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 – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CTM, LTD. SALARY REDUCTION 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 – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CTM, LTD. SALARY REDUCTION PLAN AND 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: CTM, LTD. SALARY REDUCTION 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 – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CTM, LTD. SALARY REDUCTION 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 – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CTM, LTD. SALARY REDUCTION 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 – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CTM, LTD. SALARY REDUCTION 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 – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CTM, LTD. SALARY REDUCTION 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 – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2013 form 5500 responses |
|---|
| 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: CTM, LTD. SALARY REDUCTION PLAN AND 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: CTM, LTD. SALARY REDUCTION PLAN AND TRUST 2011 form 5500 responses |
|---|
| 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: CTM, LTD. SALARY REDUCTION PLAN AND 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 43 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,272 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | | Amount paid for insurance broker fees | 1272 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 43 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $300 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 $922 | | Amount paid for insurance broker fees | 300 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 44 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,262 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | | Amount paid for insurance broker fees | 1262 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-44-B112 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-44-B112 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-44-B112 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-44-B112 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | 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 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-44-B112 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-44-B112 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | 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 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-44-B112 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-44-B112 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | 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 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-44-B112 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-44-B112 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | 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 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-44-B112 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-44-B112 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | 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 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-44-B112 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-44-B112 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | 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 |
|
