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MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 401k Plan overview

Plan NameMICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN
Plan identification number 003

MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHIGAN HIGH SCHOOL ATHLETIC ASSOC ATION has sponsored the creation of one or more 401k plans.

Company Name:MICHIGAN HIGH SCHOOL ATHLETIC ASSOC ATION
Employer identification number (EIN):381603100
NAIC Classification:711300
NAIC Description: Promoters of Performing Arts, Sports, and Similar Events

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01JOHN E. ROBERTS
0032015-01-01JOHN E. ROBERTS
0032014-01-01DAWN FEIGHNER
0032013-01-01LINDA PULVER
0032012-01-01LINDA PULVER
0032011-01-01LINDA PULVER
0032010-01-01LINDA D. PULVER
0032009-01-01LINDA PULVER

Plan Statistics for MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN

401k plan membership statisitcs for MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN

Measure Date Value
2017: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0126
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 participants2017-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0126
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0125
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0126
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0126
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0124
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0122
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 participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN

Measure Date Value
2017 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,697,339
Expenses. Total of all expenses incurred2017-12-31$968,592
Benefits paid (including direct rollovers)2017-12-31$946,578
Total plan assets at end of year2017-12-31$9,055,263
Total plan assets at beginning of year2017-12-31$8,326,516
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$102,778
Expenses. Other expenses not covered elsewhere2017-12-31$22,014
Contributions received from other sources (not participants or employers)2017-12-31$739
Other income received2017-12-31$1,214,861
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$728,747
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,055,263
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,326,516
Assets. Value of participant loans2017-12-31$91,176
Total contributions received or receivable from employer(s)2017-12-31$378,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$1,069,893
Expenses. Total of all expenses incurred2016-12-31$296,439
Benefits paid (including direct rollovers)2016-12-31$275,745
Total plan assets at end of year2016-12-31$8,326,516
Total plan assets at beginning of year2016-12-31$7,553,062
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$107,934
Expenses. Other expenses not covered elsewhere2016-12-31$20,694
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$605,846
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$773,454
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,326,516
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,553,062
Assets. Value of participant loans2016-12-31$91,318
Total contributions received or receivable from employer(s)2016-12-31$356,113
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$270,516
Expenses. Total of all expenses incurred2015-12-31$20,743
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$7,553,062
Total plan assets at beginning of year2015-12-31$7,303,289
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$99,844
Expenses. Other expenses not covered elsewhere2015-12-31$20,743
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-174,028
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$249,773
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,553,062
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,303,289
Assets. Value of participant loans2015-12-31$83,928
Total contributions received or receivable from employer(s)2015-12-31$344,700
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$676,617
Expenses. Total of all expenses incurred2014-12-31$949,045
Benefits paid (including direct rollovers)2014-12-31$928,442
Total plan assets at end of year2014-12-31$7,303,289
Total plan assets at beginning of year2014-12-31$7,575,717
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$95,260
Expenses. Other expenses not covered elsewhere2014-12-31$20,603
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$264,393
Net income (gross income less expenses)2014-12-31$-272,428
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,303,289
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,575,717
Assets. Value of participant loans2014-12-31$47,774
Total contributions received or receivable from employer(s)2014-12-31$316,964
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,283,212
Expenses. Total of all expenses incurred2013-12-31$20,684
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$7,575,717
Total plan assets at beginning of year2013-12-31$6,313,189
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$104,848
Expenses. Other expenses not covered elsewhere2013-12-31$20,684
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$875,199
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,262,528
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,575,717
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,313,189
Assets. Value of participant loans2013-12-31$536,352
Total contributions received or receivable from employer(s)2013-12-31$303,165
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,025,360
Expenses. Total of all expenses incurred2012-12-31$20,747
Total plan assets at end of year2012-12-31$6,313,189
Total plan assets at beginning of year2012-12-31$5,308,576
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$100,098
Expenses. Other expenses not covered elsewhere2012-12-31$20,747
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$634,650
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$1,004,613
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,313,189
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,308,576
Assets. Value of participant loans2012-12-31$104,707
Total contributions received or receivable from employer(s)2012-12-31$290,612
2011 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$262,217
Expenses. Total of all expenses incurred2011-12-31$61,238
Benefits paid (including direct rollovers)2011-12-31$39,591
Total plan assets at end of year2011-12-31$5,308,576
Total plan assets at beginning of year2011-12-31$5,107,597
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$122,648
Expenses. Other expenses not covered elsewhere2011-12-31$21,647
Other income received2011-12-31$-141,275
Net income (gross income less expenses)2011-12-31$200,979
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,308,576
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,107,597
Assets. Value of participant loans2011-12-31$131,592
Total contributions received or receivable from employer(s)2011-12-31$280,844
2010 : MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,055,019
Expenses. Total of all expenses incurred2010-12-31$21,376
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$5,107,597
Total plan assets at beginning of year2010-12-31$4,073,954
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$123,251
Expenses. Other expenses not covered elsewhere2010-12-31$21,376
Contributions received from other sources (not participants or employers)2010-12-31$41,538
Other income received2010-12-31$622,897
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,033,643
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,107,597
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,073,954
Assets. Value of participant loans2010-12-31$67,094
Total contributions received or receivable from employer(s)2010-12-31$267,333
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN

2017: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHIGAN HIGH SCHOOL ATHLETIC ASSOC INC. EE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
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
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered7
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
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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