JACKSON & GRAY CO. INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST
401k plan membership statisitcs for JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST
| Measure | Date | Value |
|---|
| 2021: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 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 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 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 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 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 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2021 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $735 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $106,284 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $106,284 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $105,549 |
| Other income received | 2021-12-31 | $735 |
| Net income (gross income less expenses) | 2021-12-31 | $-105,549 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $105,549 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $8,199 |
| Total plan assets at end of year | 2020-12-31 | $105,549 |
| Total plan assets at beginning of year | 2020-12-31 | $97,350 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Other income received | 2020-12-31 | $1,231 |
| Net income (gross income less expenses) | 2020-12-31 | $8,199 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $105,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $97,350 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $6,968 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $6,968 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $6,968 |
| 2019 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $7,093 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $41,780 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $41,780 |
| Total plan assets at end of year | 2019-12-31 | $97,350 |
| Total plan assets at beginning of year | 2019-12-31 | $132,037 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Other income received | 2019-12-31 | $1,539 |
| Net income (gross income less expenses) | 2019-12-31 | $-34,687 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $97,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $132,037 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $5,554 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $5,554 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $5,554 |
| 2018 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $11,875 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $88,911 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $88,911 |
| Total plan assets at end of year | 2018-12-31 | $132,036 |
| Total plan assets at beginning of year | 2018-12-31 | $209,072 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Other income received | 2018-12-31 | $1,926 |
| Net income (gross income less expenses) | 2018-12-31 | $-77,036 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $132,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $209,072 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,949 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $9,949 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $9,949 |
| 2017 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $10,215 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $14,186 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $14,186 |
| Total plan assets at end of year | 2017-12-31 | $209,072 |
| Total plan assets at beginning of year | 2017-12-31 | $213,043 |
| Value of fidelity bond covering the plan | 2017-12-31 | $60,000 |
| Other income received | 2017-12-31 | $2,204 |
| Net income (gross income less expenses) | 2017-12-31 | $-3,971 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $209,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $213,043 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $8,011 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $8,011 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $8,011 |
| 2016 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $9,834 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,425 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $11,425 |
| Total plan assets at end of year | 2016-12-31 | $213,043 |
| Total plan assets at beginning of year | 2016-12-31 | $214,634 |
| Value of fidelity bond covering the plan | 2016-12-31 | $60,000 |
| Other income received | 2016-12-31 | $2,198 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,591 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $213,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $214,634 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $7,636 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $7,636 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $7,636 |
| 2015 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $9,740 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $12,784 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $12,784 |
| Total plan assets at end of year | 2015-12-31 | $214,634 |
| Total plan assets at beginning of year | 2015-12-31 | $217,678 |
| Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
| Other income received | 2015-12-31 | $2,223 |
| Net income (gross income less expenses) | 2015-12-31 | $-3,044 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $214,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $217,678 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $7,517 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $7,517 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $7,517 |
| 2014 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $9,590 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,000 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,000 |
| Total plan assets at end of year | 2014-12-31 | $217,678 |
| Total plan assets at beginning of year | 2014-12-31 | $214,088 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Other income received | 2014-12-31 | $2,074 |
| Net income (gross income less expenses) | 2014-12-31 | $3,590 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $217,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $214,088 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,516 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $7,516 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $7,516 |
| 2013 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $901 |
| Total plan assets at end of year | 2013-12-31 | $214,088 |
| Total plan assets at beginning of year | 2013-12-31 | $213,187 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Other income received | 2013-12-31 | $157 |
| Net income (gross income less expenses) | 2013-12-31 | $901 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $214,088 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $213,187 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $744 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $744 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $744 |
| 2012 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $9,095 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $11,269 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $11,269 |
| Total plan assets at end of year | 2012-12-31 | $213,187 |
| Total plan assets at beginning of year | 2012-12-31 | $215,361 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Other income received | 2012-12-31 | $2,345 |
| Net income (gross income less expenses) | 2012-12-31 | $-2,174 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $213,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $215,361 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,750 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $6,750 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $6,750 |
| 2011 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $2,081 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,671 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $7,671 |
| Total plan assets at end of year | 2011-12-31 | $215,361 |
| Total plan assets at beginning of year | 2011-12-31 | $220,951 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Other income received | 2011-12-31 | $-5,683 |
| Net income (gross income less expenses) | 2011-12-31 | $-5,590 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $215,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $220,951 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,764 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $7,317 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $7,317 |
| 2010 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $33,207 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,586 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $10,586 |
| Total plan assets at end of year | 2010-12-31 | $220,951 |
| Total plan assets at beginning of year | 2010-12-31 | $198,330 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Other income received | 2010-12-31 | $25,890 |
| Net income (gross income less expenses) | 2010-12-31 | $22,621 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $220,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $198,330 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $7,317 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $7,317 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $7,317 |
| 2009 : JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $7,317 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $7,317 |
| 2021: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 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: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2010: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JACKSON AND GRAY CO., INC. MONEY PURCHASE PENSION TRUST 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 – 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 |
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003543 |
| Policy instance | 2 |
| Insurance contract or identification number | AY003543 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | SINGLE PREMIUM DEFERRED ANNUITY |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 1 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | FLEX PREMIUM DEFERRED ANNUITY |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 1 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | FLEX PREMIUM DEFERRED ANNUITY |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003543 |
| Policy instance | 2 |
| Insurance contract or identification number | AY003543 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | SINGLE PREMIUM DEFERRED ANNUITY |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 1 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | FLEX PREMIUM DEFERRED ANNUITY |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003543 |
| Policy instance | 2 |
| Insurance contract or identification number | AY003543 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | SINGLE PREMIUM DEFERRED ANNUITY |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 1 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003543 |
| Policy instance | 2 |
| Insurance contract or identification number | AY003543 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 1 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003543 |
| Policy instance | 2 |
| Insurance contract or identification number | AY003543 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 1 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $75 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $75 | | Insurance broker name | JON CAVANESS |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003543 |
| Policy instance | 2 |
| Insurance contract or identification number | AY003543 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $75 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $75 | | Insurance broker name | JON CAVANESS |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003543 |
| Policy instance | 3 |
| Insurance contract or identification number | AY003543 | | Number of Individuals Covered | 3 | | 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 group deferred annuity? | Yes | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | T0610969 |
| Policy instance | 2 |
| Insurance contract or identification number | T0610969 | | Number of Individuals Covered | 0 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 1 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 3 | | 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 group deferred annuity? | Yes | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 ) |
| Policy contract number | AY003573 |
| Policy instance | 2 |
| Insurance contract or identification number | AY003573 | | Number of Individuals Covered | 3 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | T06109069 |
| Policy instance | 1 |
| Insurance contract or identification number | T06109069 | | Number of Individuals Covered | 3 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E887891 |
| Policy instance | 1 |
| Insurance contract or identification number | E887891 | | 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? | Yes | | 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 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | T06109069 |
| Policy instance | 2 |
| Insurance contract or identification number | T06109069 | | Number of Individuals Covered | 3 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | T06109069 |
| Policy instance | 2 |
| Insurance contract or identification number | T06109069 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E887891 |
| Policy instance | 1 |
| Insurance contract or identification number | E887891 | | 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? | Yes | | 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 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | T06109069 |
| Policy instance | 2 |
| Insurance contract or identification number | T06109069 | | Number of Individuals Covered | 4 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | JON CAVANESS |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E887891 |
| Policy instance | 1 |
| Insurance contract or identification number | E887891 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
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