PIONEER WHOLESALE MEAT COMPANY PROFIT SH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2021: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 9 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 2 |
| Total of all active and inactive participants | 2021-10-01 | 11 |
| Total participants | 2021-10-01 | 11 |
| Number of participants with account balances | 2021-10-01 | 9 |
| 2020: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 9 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 1 |
| Total of all active and inactive participants | 2020-10-01 | 10 |
| Total participants | 2020-10-01 | 10 |
| Number of participants with account balances | 2020-10-01 | 9 |
| 2019: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 8 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 3 |
| Total of all active and inactive participants | 2019-10-01 | 11 |
| Total participants | 2019-10-01 | 11 |
| Number of participants with account balances | 2019-10-01 | 11 |
| 2018: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 2 |
| Total of all active and inactive participants | 2018-10-01 | 10 |
| Total participants | 2018-10-01 | 10 |
| 2017: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 10 |
| Total of all active and inactive participants | 2017-10-01 | 10 |
| Total participants | 2017-10-01 | 10 |
| 2016: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
| 2014: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| 2013: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7 |
| Total of all active and inactive participants | 2013-10-01 | 7 |
| Total participants | 2013-10-01 | 7 |
| 2012: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 7 |
| Total of all active and inactive participants | 2012-10-01 | 7 |
| Total participants | 2012-10-01 | 7 |
| 2011: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 8 |
| Total of all active and inactive participants | 2011-10-01 | 8 |
| Total participants | 2011-10-01 | 8 |
| 2010: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 8 |
| Total of all active and inactive participants | 2010-10-01 | 8 |
| Total participants | 2010-10-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
| 2009: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 8 |
| Total of all active and inactive participants | 2009-10-01 | 8 |
| Total participants | 2009-10-01 | 8 |
| Measure | Date | Value |
|---|
| 2022 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $-1,467,575 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $322,913 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $275,000 |
| Total plan assets at end of year | 2022-09-30 | $6,569,356 |
| Total plan assets at beginning of year | 2022-09-30 | $8,359,844 |
| Value of fidelity bond covering the plan | 2022-09-30 | $500,000 |
| Other income received | 2022-09-30 | $-1,580,251 |
| Net income (gross income less expenses) | 2022-09-30 | $-1,790,488 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $6,569,356 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $8,359,844 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $112,676 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $47,913 |
| 2021 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-09-30 | $0 |
| Total plan liabilities at beginning of year | 2021-09-30 | $261 |
| Total income from all sources | 2021-09-30 | $1,701,750 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $294,330 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $250,000 |
| Total plan assets at end of year | 2021-09-30 | $8,359,844 |
| Total plan assets at beginning of year | 2021-09-30 | $6,952,685 |
| Value of fidelity bond covering the plan | 2021-09-30 | $500,000 |
| Other income received | 2021-09-30 | $1,601,922 |
| Net income (gross income less expenses) | 2021-09-30 | $1,407,420 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $8,359,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $6,952,424 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $99,828 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $44,330 |
| 2020 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-09-30 | $261 |
| Total plan liabilities at beginning of year | 2020-09-30 | $0 |
| Total income from all sources | 2020-09-30 | $1,632,094 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $854,174 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $823,740 |
| Total plan assets at end of year | 2020-09-30 | $6,952,685 |
| Total plan assets at beginning of year | 2020-09-30 | $6,174,504 |
| Value of fidelity bond covering the plan | 2020-09-30 | $500,000 |
| Other income received | 2020-09-30 | $1,515,752 |
| Net income (gross income less expenses) | 2020-09-30 | $777,920 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $6,952,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $6,174,504 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $116,342 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $30,434 |
| 2019 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $224,052 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $478,721 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $450,000 |
| Total plan assets at end of year | 2019-09-30 | $6,174,504 |
| Total plan assets at beginning of year | 2019-09-30 | $6,429,173 |
| Value of fidelity bond covering the plan | 2019-09-30 | $500,000 |
| Other income received | 2019-09-30 | $148,466 |
| Net income (gross income less expenses) | 2019-09-30 | $-254,669 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $6,174,504 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $6,429,173 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $75,586 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $28,721 |
| 2017 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $581,607 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $262,285 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $230,100 |
| Total plan assets at end of year | 2017-09-30 | $5,976,271 |
| Total plan assets at beginning of year | 2017-09-30 | $5,656,949 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $32,185 |
| Other income received | 2017-09-30 | $512,456 |
| Net income (gross income less expenses) | 2017-09-30 | $319,322 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $5,976,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $5,656,949 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $69,151 |
| 2016 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $556,068 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $390,032 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $364,350 |
| Total plan assets at end of year | 2016-09-30 | $5,656,949 |
| Total plan assets at beginning of year | 2016-09-30 | $5,490,913 |
| Expenses. Other expenses not covered elsewhere | 2016-09-30 | $25,682 |
| Other income received | 2016-09-30 | $504,549 |
| Net income (gross income less expenses) | 2016-09-30 | $166,036 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $5,656,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $5,490,913 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $51,519 |
| 2015 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $-44,346 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $303,056 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $275,100 |
| Total plan assets at end of year | 2015-09-30 | $5,490,913 |
| Total plan assets at beginning of year | 2015-09-30 | $5,838,315 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $27,956 |
| Other income received | 2015-09-30 | $-54,702 |
| Net income (gross income less expenses) | 2015-09-30 | $-347,402 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $5,490,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $5,838,315 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $10,356 |
| 2014 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $482,564 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $115,791 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $80,100 |
| Total plan assets at end of year | 2014-09-30 | $5,838,315 |
| Total plan assets at beginning of year | 2014-09-30 | $5,471,542 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $35,691 |
| Other income received | 2014-09-30 | $472,136 |
| Net income (gross income less expenses) | 2014-09-30 | $366,773 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $5,838,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $5,471,542 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $10,428 |
| 2013 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $523,447 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $29,936 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $5,100 |
| Total plan assets at end of year | 2013-09-30 | $5,471,542 |
| Total plan assets at beginning of year | 2013-09-30 | $4,978,031 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $24,836 |
| Other income received | 2013-09-30 | $518,347 |
| Net income (gross income less expenses) | 2013-09-30 | $493,511 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $5,471,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $4,978,031 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $5,100 |
| 2012 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $763,429 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $27,356 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $5,100 |
| Total plan assets at end of year | 2012-09-30 | $4,978,031 |
| Total plan assets at beginning of year | 2012-09-30 | $4,241,958 |
| Assets. Value of loans (other than to participants) | 2012-09-30 | $4,978,031 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $22,256 |
| Other income received | 2012-09-30 | $758,329 |
| Net income (gross income less expenses) | 2012-09-30 | $736,073 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $4,978,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $4,241,958 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $5,100 |
| 2011 : PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $-22,718 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $27,397 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $5,100 |
| Total plan assets at end of year | 2011-09-30 | $4,241,958 |
| Total plan assets at beginning of year | 2011-09-30 | $4,292,073 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $22,297 |
| Other income received | 2011-09-30 | $-33,486 |
| Net income (gross income less expenses) | 2011-09-30 | $-50,115 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $4,241,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $4,292,073 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $10,768 |
| 2021: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PIONEER WHOLESALE MEAT COMPANY PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | ALLMERICA FINANCIAL |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | ALLMERICA FINANCIAL |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | ALLMERICA FINANCIAL |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | ALLMERICA FINANCIAL |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
| Policy contract number | CASE D877 |
| Policy instance | 1 |
| Insurance contract or identification number | CASE D877 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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