PAUL T. BERKOWITZ & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K
401k plan membership statisitcs for PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K
| Measure | Date | Value |
|---|
| 2020: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| 2018: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| 2017: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| 2016: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| 2014: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| 2013: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| 2012: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| 2011: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| 2010: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2020 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $210,605 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,553,505 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,546,415 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $1,342,900 |
| Total contributions received or receivable from participants | 2020-12-31 | $27,764 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $7,090 |
| Other income received | 2020-12-31 | $177,699 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,342,900 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,342,900 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,142 |
| 2019 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $226,967 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $34,000 |
| Total plan assets at end of year | 2019-12-31 | $1,342,900 |
| Total plan assets at beginning of year | 2019-12-31 | $1,149,933 |
| Total contributions received or receivable from participants | 2019-12-31 | $53,069 |
| Other income received | 2019-12-31 | $163,807 |
| Net income (gross income less expenses) | 2019-12-31 | $192,967 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,342,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,149,933 |
| Assets. Value of participant loans | 2019-12-31 | $34,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,091 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $34,000 |
| 2018 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-95 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,423 |
| Total plan assets at end of year | 2018-12-31 | $1,149,933 |
| Total plan assets at beginning of year | 2018-12-31 | $1,154,451 |
| Total contributions received or receivable from participants | 2018-12-31 | $51,906 |
| Other income received | 2018-12-31 | $-52,001 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,518 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,149,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,154,451 |
| Assets. Value of participant loans | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,423 |
| 2017 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $223,520 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,705 |
| Total plan assets at end of year | 2017-12-31 | $1,154,451 |
| Total plan assets at beginning of year | 2017-12-31 | $934,636 |
| Total contributions received or receivable from participants | 2017-12-31 | $49,232 |
| Other income received | 2017-12-31 | $161,529 |
| Net income (gross income less expenses) | 2017-12-31 | $219,815 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,154,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $934,636 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $12,759 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,705 |
| 2016 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $116,546 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,023 |
| Total plan assets at end of year | 2016-12-31 | $934,636 |
| Total plan assets at beginning of year | 2016-12-31 | $821,113 |
| Total contributions received or receivable from participants | 2016-12-31 | $48,000 |
| Other income received | 2016-12-31 | $55,345 |
| Net income (gross income less expenses) | 2016-12-31 | $113,523 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $934,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $821,113 |
| Assets. Value of participant loans | 2016-12-31 | $69,434 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $13,201 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,023 |
| 2015 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $65,975 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,747 |
| Total plan assets at end of year | 2015-12-31 | $821,113 |
| Total plan assets at beginning of year | 2015-12-31 | $757,885 |
| Total contributions received or receivable from participants | 2015-12-31 | $48,000 |
| Other income received | 2015-12-31 | $6,210 |
| Net income (gross income less expenses) | 2015-12-31 | $63,228 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $821,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $757,885 |
| Assets. Value of participant loans | 2015-12-31 | $68,931 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $11,765 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,747 |
| 2014 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $86,273 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,276 |
| Total plan assets at end of year | 2014-12-31 | $757,885 |
| Total plan assets at beginning of year | 2014-12-31 | $673,888 |
| Total contributions received or receivable from participants | 2014-12-31 | $46,500 |
| Other income received | 2014-12-31 | $27,180 |
| Net income (gross income less expenses) | 2014-12-31 | $83,997 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $757,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $673,888 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $12,593 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,276 |
| 2013 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $137,772 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,719 |
| Total plan assets at end of year | 2013-12-31 | $673,888 |
| Total plan assets at beginning of year | 2013-12-31 | $538,835 |
| Total contributions received or receivable from participants | 2013-12-31 | $48,572 |
| Other income received | 2013-12-31 | $75,059 |
| Net income (gross income less expenses) | 2013-12-31 | $135,053 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $673,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $538,835 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $14,141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,719 |
| 2012 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $99,861 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,903 |
| Total plan assets at end of year | 2012-12-31 | $538,835 |
| Total plan assets at beginning of year | 2012-12-31 | $440,877 |
| Total contributions received or receivable from participants | 2012-12-31 | $45,406 |
| Other income received | 2012-12-31 | $34,455 |
| Net income (gross income less expenses) | 2012-12-31 | $97,958 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $538,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $440,877 |
| Assets. Value of participant loans | 2012-12-31 | $20,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,903 |
| 2011 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $39,157 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $316,323 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $314,058 |
| Total plan assets at end of year | 2011-12-31 | $440,877 |
| Total plan assets at beginning of year | 2011-12-31 | $718,043 |
| Other income received | 2011-12-31 | $14,157 |
| Net income (gross income less expenses) | 2011-12-31 | $-277,166 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $440,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $718,043 |
| Assets. Value of participant loans | 2011-12-31 | $43,319 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,265 |
| 2010 : PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $74,248 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $257 |
| Total plan assets at end of year | 2010-12-31 | $718,043 |
| Total plan assets at beginning of year | 2010-12-31 | $644,052 |
| Other income received | 2010-12-31 | $39,248 |
| Net income (gross income less expenses) | 2010-12-31 | $73,991 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $718,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $644,052 |
| Assets. Value of participant loans | 2010-12-31 | $49,959 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $35,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $257 |
| 2020: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 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 | Yes |
| 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: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PAUL T. BERKOWITZ & ASSOCIATES, LTD. PROFIT SHARIN & 401K 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 000465350 |
| Policy instance | 1 |
| Insurance contract or identification number | 000465350 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $92 | | 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 | | Commission paid to Insurance Broker | USD $92 | | Insurance broker organization code? | 1 | | Insurance broker name | PRUDENTIAL - HOUSE ACCOUNT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 000465350 |
| Policy instance | 1 |
| Insurance contract or identification number | 000465350 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-01-01 | | Total amount of commissions paid to insurance broker | USD $110 | | 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 | | Commission paid to Insurance Broker | USD $110 | | Insurance broker organization code? | 1 | | Insurance broker name | PRUDENTIAL - HOUSE ACCOUNT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 000465350 |
| Policy instance | 1 |
| Insurance contract or identification number | 000465350 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-01-01 | | Total amount of commissions paid to insurance broker | USD $84 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 $84 | | Insurance broker organization code? | 1 | | Insurance broker name | PRUDENTIAL - HOUSE ACCOUNT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 000465350 |
| Policy instance | 1 |
| Insurance contract or identification number | 000465350 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-01-01 | | Total amount of commissions paid to insurance broker | USD $71 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 $71 | | Insurance broker organization code? | 1 | | Insurance broker name | PRUDENTIAL - HOUSE ACCOUNT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 000465350 |
| Policy instance | 1 |
| Insurance contract or identification number | 000465350 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-01-01 | | Total amount of commissions paid to insurance broker | USD $66 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 $66 | | Insurance broker organization code? | 1 | | Insurance broker name | PRUDENTIAL - HOUSE ACCOUNT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 000465350 |
| Policy instance | 1 |
| Insurance contract or identification number | 000465350 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-01-01 | | Total amount of commissions paid to insurance broker | USD $61 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 000465350 |
| Policy instance | 1 |
| Insurance contract or identification number | 000465350 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-01-01 | | Total amount of commissions paid to insurance broker | USD $55 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 $55 | | Insurance broker organization code? | 3 | | Insurance broker name | PRUDENTIAL |
|
