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JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST
Plan identification number 001

JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Life insurance

401k Sponsoring company profile

JUDITH L. DEANGELIS, ATTORNEY has sponsored the creation of one or more 401k plans.

Company Name:JUDITH L. DEANGELIS, ATTORNEY
Employer identification number (EIN):364385735
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JUDITH L. DEANGELIS2023-08-08
0012021-01-01JUDITH L. DEANGELIS2022-10-08
0012020-01-01JUDITH L. DEANGELIS2021-10-04
0012019-01-01JUDITH L. DEANGELIS2020-10-07
0012018-01-01JUDITH L. DEANGELIS2019-09-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JUDITH L. DEANGELIS
0012011-01-01JUDITH L. DEANGELIS
0012009-01-01JUDITH L. DEANGELIS
0012009-01-01JUDITH L. DEANGELIS

Plan Statistics for JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Total of all active and inactive participants2019-01-0111
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
2018: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-017
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-017
2015: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-016
2013: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-015
2009: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-132,461
Expenses. Total of all expenses incurred2022-12-31$25,858
Benefits paid (including direct rollovers)2022-12-31$23,096
Total plan assets at end of year2022-12-31$1,829,968
Total plan assets at beginning of year2022-12-31$1,988,287
Value of fidelity bond covering the plan2022-12-31$30,000
Other income received2022-12-31$-256,015
Net income (gross income less expenses)2022-12-31$-158,319
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,829,968
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,988,287
Total contributions received or receivable from employer(s)2022-12-31$123,554
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,762
2021 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$254,754
Expenses. Total of all expenses incurred2021-12-31$49,644
Benefits paid (including direct rollovers)2021-12-31$46,882
Total plan assets at end of year2021-12-31$1,988,287
Total plan assets at beginning of year2021-12-31$1,783,177
Value of fidelity bond covering the plan2021-12-31$30,000
Other income received2021-12-31$136,957
Net income (gross income less expenses)2021-12-31$205,110
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,988,287
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,783,177
Total contributions received or receivable from employer(s)2021-12-31$117,797
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,762
2020 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$270,959
Expenses. Total of all expenses incurred2020-12-31$17,461
Benefits paid (including direct rollovers)2020-12-31$15,535
Total plan assets at end of year2020-12-31$1,783,177
Total plan assets at beginning of year2020-12-31$1,529,679
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$160,107
Net income (gross income less expenses)2020-12-31$253,498
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,783,177
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,529,679
Total contributions received or receivable from employer(s)2020-12-31$110,852
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,926
2019 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$300,281
Expenses. Total of all expenses incurred2019-12-31$7,786
Benefits paid (including direct rollovers)2019-12-31$7,234
Total plan assets at end of year2019-12-31$1,529,679
Total plan assets at beginning of year2019-12-31$1,237,184
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$194,619
Net income (gross income less expenses)2019-12-31$292,495
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,529,679
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,237,184
Total contributions received or receivable from employer(s)2019-12-31$105,662
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$552
2018 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$64,711
Expenses. Total of all expenses incurred2018-12-31$15,826
Benefits paid (including direct rollovers)2018-12-31$13,210
Total plan assets at end of year2018-12-31$1,237,184
Total plan assets at beginning of year2018-12-31$1,188,299
Value of fidelity bond covering the plan2018-12-31$30,000
Other income received2018-12-31$-32,881
Net income (gross income less expenses)2018-12-31$48,885
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,237,184
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,188,299
Total contributions received or receivable from employer(s)2018-12-31$97,592
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,616
2017 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$208,587
Expenses. Total of all expenses incurred2017-12-31$10,949
Benefits paid (including direct rollovers)2017-12-31$8,646
Total plan assets at end of year2017-12-31$1,188,299
Total plan assets at beginning of year2017-12-31$990,661
Value of fidelity bond covering the plan2017-12-31$30,000
Other income received2017-12-31$112,398
Net income (gross income less expenses)2017-12-31$197,638
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,188,299
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$990,661
Total contributions received or receivable from employer(s)2017-12-31$96,189
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,303
2016 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$123,081
Expenses. Total of all expenses incurred2016-12-31$10,034
Benefits paid (including direct rollovers)2016-12-31$9,482
Total plan assets at end of year2016-12-31$990,661
Total plan assets at beginning of year2016-12-31$877,614
Value of fidelity bond covering the plan2016-12-31$30,000
Other income received2016-12-31$37,122
Net income (gross income less expenses)2016-12-31$113,047
Net plan assets at end of year (total assets less liabilities)2016-12-31$990,661
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$877,614
Total contributions received or receivable from employer(s)2016-12-31$85,959
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$552
2015 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$70,263
Expenses. Total of all expenses incurred2015-12-31$12,664
Benefits paid (including direct rollovers)2015-12-31$12,112
Total plan assets at end of year2015-12-31$877,614
Total plan assets at beginning of year2015-12-31$820,015
Value of fidelity bond covering the plan2015-12-31$30,000
Other income received2015-12-31$-11,537
Net income (gross income less expenses)2015-12-31$57,599
Net plan assets at end of year (total assets less liabilities)2015-12-31$877,614
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$820,015
Total contributions received or receivable from employer(s)2015-12-31$81,800
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$552
2014 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$106,100
Expenses. Total of all expenses incurred2014-12-31$3,306
Benefits paid (including direct rollovers)2014-12-31$3,266
Total plan assets at end of year2014-12-31$820,015
Total plan assets at beginning of year2014-12-31$717,221
Value of fidelity bond covering the plan2014-12-31$30,000
Other income received2014-12-31$26,112
Net income (gross income less expenses)2014-12-31$102,794
Net plan assets at end of year (total assets less liabilities)2014-12-31$820,015
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$717,221
Total contributions received or receivable from employer(s)2014-12-31$79,988
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40
2013 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$120,906
Expenses. Total of all expenses incurred2013-12-31$3,165
Benefits paid (including direct rollovers)2013-12-31$3,130
Total plan assets at end of year2013-12-31$717,221
Total plan assets at beginning of year2013-12-31$599,480
Value of fidelity bond covering the plan2013-12-31$30,000
Other income received2013-12-31$45,134
Net income (gross income less expenses)2013-12-31$117,741
Net plan assets at end of year (total assets less liabilities)2013-12-31$717,221
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$599,480
Total contributions received or receivable from employer(s)2013-12-31$75,772
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$35
2012 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$93,751
Expenses. Total of all expenses incurred2012-12-31$4,933
Benefits paid (including direct rollovers)2012-12-31$2,985
Total plan assets at end of year2012-12-31$599,480
Total plan assets at beginning of year2012-12-31$510,663
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$20,421
Net income (gross income less expenses)2012-12-31$88,818
Net plan assets at end of year (total assets less liabilities)2012-12-31$599,480
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$510,663
Total contributions received or receivable from employer(s)2012-12-31$73,330
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,948
2011 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$47,473
Expenses. Total of all expenses incurred2011-12-31$2,470
Benefits paid (including direct rollovers)2011-12-31$2,435
Total plan assets at end of year2011-12-31$510,663
Total plan assets at beginning of year2011-12-31$465,660
Value of fidelity bond covering the plan2011-12-31$30,000
Other income received2011-12-31$-8,253
Net income (gross income less expenses)2011-12-31$45,003
Net plan assets at end of year (total assets less liabilities)2011-12-31$510,663
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$465,660
Total contributions received or receivable from employer(s)2011-12-31$55,726
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$35
2010 : JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$84,444
Expenses. Total of all expenses incurred2010-12-31$5,473
Benefits paid (including direct rollovers)2010-12-31$5,438
Total plan assets at end of year2010-12-31$465,660
Total plan assets at beginning of year2010-12-31$386,689
Value of fidelity bond covering the plan2010-12-31$30,000
Other income received2010-12-31$36,297
Net income (gross income less expenses)2010-12-31$78,971
Net plan assets at end of year (total assets less liabilities)2010-12-31$465,660
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$386,689
Total contributions received or receivable from employer(s)2010-12-31$48,147
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$35

Form 5500 Responses for JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST

2022: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JUDITH L. DEANGELIS PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF53610900
Policy instance 1
Insurance contract or identification numberVF53610900
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF53610900
Policy instance 1
Insurance contract or identification numberVF53610900
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52804880
Policy instance 1
Insurance contract or identification numberVF52804880
Insurance policy start date2020-01-01
Insurance policy end date2020-09-02
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2020-01-01
Insurance policy end date2020-09-02
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF53610900
Policy instance 3
Insurance contract or identification numberVF53610900
Insurance policy start date2020-09-02
Insurance policy end date2020-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52804880
Policy instance 1
Insurance contract or identification numberVF52804880
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52804880
Policy instance 1
Insurance contract or identification numberVF52804880
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52804880
Policy instance 1
Insurance contract or identification numberVF52804880
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $130
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52804880
Policy instance 1
Insurance contract or identification numberVF52804880
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVP61193230
Policy instance 1
Insurance contract or identification numberVP61193230
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $130
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $130
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Insurance broker name
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVP61193230
Policy instance 1
Insurance contract or identification numberVP61193230
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $102
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVP61193230
Policy instance 1
Insurance contract or identification numberVP61193230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $136
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $136
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $130
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Insurance broker name
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVP61193230
Policy instance 1
Insurance contract or identification numberVP61193230
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51860420
Policy instance 2
Insurance contract or identification numberVF51860420
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,772
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL TRUST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66427 )
Policy contract number001115628A
Policy instance 2
Insurance contract or identification number001115628A
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameROGER J. MOLLICONE
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVP61193230
Policy instance 1
Insurance contract or identification numberVP61193230
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $159
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $159
Insurance broker nameROGER J. MOLLICONE

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