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BELCO INDUSTRIES SAVINGS PLAN 401k Plan overview

Plan NameBELCO INDUSTRIES SAVINGS PLAN
Plan identification number 001

BELCO INDUSTRIES SAVINGS PLAN 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BELCO INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BELCO INDUSTRIES, INC.
Employer identification number (EIN):381612822
NAIC Classification:339900

Additional information about BELCO INDUSTRIES, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 147654
Legal Registered Office Address: 9138 BELDING RD. BELDING


United States of America (USA)
48809

More information about BELCO INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELCO INDUSTRIES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01NICHOLAS KOHN2022-12-21
0012020-08-01NICHOLAS KOHN2021-12-20
0012019-08-01NICHOLAS KOHN2020-12-16
0012018-08-01MICHAEL KOHN2019-12-04
0012017-08-01
0012016-08-01
0012015-08-01MICHAEL KOHN
0012014-08-01MICHAEL KOHN
0012013-08-01MICHAEL KOHN
0012012-08-01MICHAEL KOHN
0012011-08-01NICHOLAS GIBSON
0012009-08-01MIKE KOHN

Plan Statistics for BELCO INDUSTRIES SAVINGS PLAN

401k plan membership statisitcs for BELCO INDUSTRIES SAVINGS PLAN

Measure Date Value
2021: BELCO INDUSTRIES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-0140
Total number of active participants reported on line 7a of the Form 55002021-08-0134
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-014
Total of all active and inactive participants2021-08-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-010
Total participants2021-08-0138
Number of participants with account balances2021-08-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-011
2020: BELCO INDUSTRIES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-0138
Total number of active participants reported on line 7a of the Form 55002020-08-0133
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-015
Total of all active and inactive participants2020-08-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-0138
Number of participants with account balances2020-08-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-010
2019: BELCO INDUSTRIES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-0141
Total number of active participants reported on line 7a of the Form 55002019-08-0132
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-014
Total of all active and inactive participants2019-08-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-0136
Number of participants with account balances2019-08-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2018: BELCO INDUSTRIES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-0140
Total number of active participants reported on line 7a of the Form 55002018-08-0133
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-016
Total of all active and inactive participants2018-08-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-0139
Number of participants with account balances2018-08-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-012
2017: BELCO INDUSTRIES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0144
Total number of active participants reported on line 7a of the Form 55002017-08-0136
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-013
Total of all active and inactive participants2017-08-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-0139
Number of participants with account balances2017-08-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-012
2016: BELCO INDUSTRIES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0144
Total number of active participants reported on line 7a of the Form 55002016-08-0137
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-014
Total of all active and inactive participants2016-08-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-0141
Number of participants with account balances2016-08-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: BELCO INDUSTRIES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0142
Total number of active participants reported on line 7a of the Form 55002015-08-0138
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-014
Total of all active and inactive participants2015-08-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-0142
Number of participants with account balances2015-08-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-013
2014: BELCO INDUSTRIES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-0137
Total number of active participants reported on line 7a of the Form 55002014-08-0138
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-013
Total of all active and inactive participants2014-08-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-0141
Number of participants with account balances2014-08-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-011
2013: BELCO INDUSTRIES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0138
Total number of active participants reported on line 7a of the Form 55002013-08-0135
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-011
Total of all active and inactive participants2013-08-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-0136
Number of participants with account balances2013-08-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: BELCO INDUSTRIES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0132
Total number of active participants reported on line 7a of the Form 55002012-08-0133
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-013
Total of all active and inactive participants2012-08-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-0136
Number of participants with account balances2012-08-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: BELCO INDUSTRIES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-0129
Total number of active participants reported on line 7a of the Form 55002011-08-0127
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-011
Total of all active and inactive participants2011-08-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-0128
Number of participants with account balances2011-08-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: BELCO INDUSTRIES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-0130
Total number of active participants reported on line 7a of the Form 55002009-08-0127
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-012
Total of all active and inactive participants2009-08-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-0129
Number of participants with account balances2009-08-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on BELCO INDUSTRIES SAVINGS PLAN

Measure Date Value
2022 : BELCO INDUSTRIES SAVINGS PLAN 2022 401k financial data
Total plan liabilities at end of year2022-07-31$293
Total plan liabilities at beginning of year2022-07-31$293
Total income from all sources2022-07-31$1,210,470
Expenses. Total of all expenses incurred2022-07-31$444,839
Benefits paid (including direct rollovers)2022-07-31$426,065
Total plan assets at end of year2022-07-31$5,438,381
Total plan assets at beginning of year2022-07-31$4,672,750
Value of fidelity bond covering the plan2022-07-31$500,000
Total contributions received or receivable from participants2022-07-31$223,535
Other income received2022-07-31$986,935
Net income (gross income less expenses)2022-07-31$765,631
Net plan assets at end of year (total assets less liabilities)2022-07-31$5,438,088
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$4,672,457
Assets. Value of employer securities2022-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-07-31$18,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-07-31$0
2021 : BELCO INDUSTRIES SAVINGS PLAN 2021 401k financial data
Total plan liabilities at end of year2021-07-31$293
Total plan liabilities at beginning of year2021-07-31$0
Total income from all sources2021-07-31$1,291,419
Expenses. Total of all expenses incurred2021-07-31$911,420
Benefits paid (including direct rollovers)2021-07-31$892,273
Total plan assets at end of year2021-07-31$4,672,750
Total plan assets at beginning of year2021-07-31$4,292,458
Value of fidelity bond covering the plan2021-07-31$500,000
Total contributions received or receivable from participants2021-07-31$227,672
Other income received2021-07-31$1,013,747
Net income (gross income less expenses)2021-07-31$379,999
Net plan assets at end of year (total assets less liabilities)2021-07-31$4,672,457
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$4,292,458
Assets. Value of employer securities2021-07-31$981,487
Total contributions received or receivable from employer(s)2021-07-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-07-31$19,147
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
2020 : BELCO INDUSTRIES SAVINGS PLAN 2020 401k financial data
Total plan liabilities at end of year2020-07-31$0
Total plan liabilities at beginning of year2020-07-31$0
Total income from all sources2020-07-31$692,060
Expenses. Total of all expenses incurred2020-07-31$191,098
Benefits paid (including direct rollovers)2020-07-31$171,637
Total plan assets at end of year2020-07-31$4,292,458
Total plan assets at beginning of year2020-07-31$3,791,496
Value of fidelity bond covering the plan2020-07-31$400,000
Total contributions received or receivable from participants2020-07-31$229,898
Other income received2020-07-31$312,126
Net income (gross income less expenses)2020-07-31$500,962
Net plan assets at end of year (total assets less liabilities)2020-07-31$4,292,458
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$3,791,496
Assets. Value of employer securities2020-07-31$678,447
Total contributions received or receivable from employer(s)2020-07-31$150,036
Expenses. Administrative service providers (salaries,fees and commissions)2020-07-31$19,461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-07-31$0
2019 : BELCO INDUSTRIES SAVINGS PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
2018 : BELCO INDUSTRIES SAVINGS PLAN 2018 401k financial data
Total plan liabilities at end of year2018-07-31$0
Total plan liabilities at beginning of year2018-07-31$0
Total income from all sources2018-07-31$393,130
Expenses. Total of all expenses incurred2018-07-31$374,534
Benefits paid (including direct rollovers)2018-07-31$370,480
Total plan assets at end of year2018-07-31$3,532,605
Total plan assets at beginning of year2018-07-31$3,514,009
Value of fidelity bond covering the plan2018-07-31$400,000
Total contributions received or receivable from participants2018-07-31$182,491
Expenses. Other expenses not covered elsewhere2018-07-31$0
Contributions received from other sources (not participants or employers)2018-07-31$0
Other income received2018-07-31$210,639
Noncash contributions received2018-07-31$0
Net income (gross income less expenses)2018-07-31$18,596
Net plan assets at end of year (total assets less liabilities)2018-07-31$3,532,605
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$3,514,009
Assets. Value of employer securities2018-07-31$668,674
Total contributions received or receivable from employer(s)2018-07-31$0
Value of certain deemed distributions of participant loans2018-07-31$0
Value of corrective distributions2018-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-07-31$4,054
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
2017 : BELCO INDUSTRIES SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-07-31$4,943
Total plan liabilities at end of year2017-07-31$0
Total plan liabilities at beginning of year2017-07-31$0
Total income from all sources2017-07-31$601,177
Expenses. Total of all expenses incurred2017-07-31$486,212
Benefits paid (including direct rollovers)2017-07-31$486,087
Total plan assets at end of year2017-07-31$3,514,009
Total plan assets at beginning of year2017-07-31$3,394,101
Value of fidelity bond covering the plan2017-07-31$350,000
Total contributions received or receivable from participants2017-07-31$169,185
Expenses. Other expenses not covered elsewhere2017-07-31$0
Contributions received from other sources (not participants or employers)2017-07-31$0
Other income received2017-07-31$356,992
Noncash contributions received2017-07-31$0
Net income (gross income less expenses)2017-07-31$114,965
Net plan assets at end of year (total assets less liabilities)2017-07-31$3,514,009
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$3,394,101
Assets. Value of employer securities2017-07-31$680,615
Total contributions received or receivable from employer(s)2017-07-31$75,000
Value of certain deemed distributions of participant loans2017-07-31$0
Value of corrective distributions2017-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-07-31$0
2016 : BELCO INDUSTRIES SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-07-31$49,429
Total plan liabilities at end of year2016-07-31$0
Total plan liabilities at beginning of year2016-07-31$0
Total income from all sources2016-07-31$228,820
Expenses. Total of all expenses incurred2016-07-31$43,481
Benefits paid (including direct rollovers)2016-07-31$43,381
Total plan assets at end of year2016-07-31$3,394,101
Total plan assets at beginning of year2016-07-31$3,159,333
Value of fidelity bond covering the plan2016-07-31$350,000
Total contributions received or receivable from participants2016-07-31$162,610
Expenses. Other expenses not covered elsewhere2016-07-31$0
Contributions received from other sources (not participants or employers)2016-07-31$0
Other income received2016-07-31$66,210
Noncash contributions received2016-07-31$0
Net income (gross income less expenses)2016-07-31$185,339
Net plan assets at end of year (total assets less liabilities)2016-07-31$3,394,101
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$3,159,333
Assets. Value of employer securities2016-07-31$752,153
Total contributions received or receivable from employer(s)2016-07-31$0
Value of certain deemed distributions of participant loans2016-07-31$0
Value of corrective distributions2016-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
2015 : BELCO INDUSTRIES SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-07-31$130,241
Total plan liabilities at end of year2015-07-31$0
Total plan liabilities at beginning of year2015-07-31$0
Total income from all sources2015-07-31$434,636
Expenses. Total of all expenses incurred2015-07-31$164,609
Benefits paid (including direct rollovers)2015-07-31$164,559
Total plan assets at end of year2015-07-31$3,159,333
Total plan assets at beginning of year2015-07-31$2,759,065
Value of fidelity bond covering the plan2015-07-31$275,000
Total contributions received or receivable from participants2015-07-31$179,861
Expenses. Other expenses not covered elsewhere2015-07-31$0
Contributions received from other sources (not participants or employers)2015-07-31$32,915
Other income received2015-07-31$171,860
Noncash contributions received2015-07-31$0
Net income (gross income less expenses)2015-07-31$270,027
Net plan assets at end of year (total assets less liabilities)2015-07-31$3,159,333
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$2,759,065
Assets. Value of employer securities2015-07-31$731,024
Total contributions received or receivable from employer(s)2015-07-31$50,000
Value of certain deemed distributions of participant loans2015-07-31$0
Value of corrective distributions2015-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : BELCO INDUSTRIES SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-07-31$0
Total plan liabilities at end of year2014-07-31$0
Total plan liabilities at beginning of year2014-07-31$0
Total income from all sources2014-07-31$503,639
Expenses. Total of all expenses incurred2014-07-31$49,830
Benefits paid (including direct rollovers)2014-07-31$48,935
Total plan assets at end of year2014-07-31$2,758,043
Total plan assets at beginning of year2014-07-31$2,304,234
Value of fidelity bond covering the plan2014-07-31$275,000
Total contributions received or receivable from participants2014-07-31$180,505
Expenses. Other expenses not covered elsewhere2014-07-31$845
Contributions received from other sources (not participants or employers)2014-07-31$0
Other income received2014-07-31$262,833
Noncash contributions received2014-07-31$0
Net income (gross income less expenses)2014-07-31$453,809
Net plan assets at end of year (total assets less liabilities)2014-07-31$2,758,043
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$2,304,234
Assets. Value of employer securities2014-07-31$639,529
Total contributions received or receivable from employer(s)2014-07-31$60,301
Value of certain deemed distributions of participant loans2014-07-31$0
Value of corrective distributions2014-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : BELCO INDUSTRIES SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-07-31$1,189
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$449,357
Expenses. Total of all expenses incurred2013-07-31$181,751
Benefits paid (including direct rollovers)2013-07-31$180,806
Total plan assets at end of year2013-07-31$2,304,234
Total plan assets at beginning of year2013-07-31$2,035,439
Value of fidelity bond covering the plan2013-07-31$250,000
Total contributions received or receivable from participants2013-07-31$149,938
Expenses. Other expenses not covered elsewhere2013-07-31$845
Contributions received from other sources (not participants or employers)2013-07-31$0
Other income received2013-07-31$239,419
Noncash contributions received2013-07-31$0
Net income (gross income less expenses)2013-07-31$267,606
Net plan assets at end of year (total assets less liabilities)2013-07-31$2,304,234
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$2,035,439
Assets. Value of employer securities2013-07-31$567,464
Total contributions received or receivable from employer(s)2013-07-31$60,000
Value of certain deemed distributions of participant loans2013-07-31$0
Value of corrective distributions2013-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : BELCO INDUSTRIES SAVINGS PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$267,954
Expenses. Total of all expenses incurred2012-07-31$181,097
Benefits paid (including direct rollovers)2012-07-31$180,202
Total plan assets at end of year2012-07-31$2,035,439
Total plan assets at beginning of year2012-07-31$1,948,582
Value of fidelity bond covering the plan2012-07-31$250,000
Total contributions received or receivable from participants2012-07-31$140,097
Expenses. Other expenses not covered elsewhere2012-07-31$845
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$52,857
Noncash contributions received2012-07-31$0
Net income (gross income less expenses)2012-07-31$86,857
Net plan assets at end of year (total assets less liabilities)2012-07-31$2,035,439
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$1,948,582
Assets. Value of employer securities2012-07-31$602,678
Total contributions received or receivable from employer(s)2012-07-31$75,000
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$50
2011 : BELCO INDUSTRIES SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-07-31$0
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$319,189
Expenses. Total of all expenses incurred2011-07-31$80,933
Benefits paid (including direct rollovers)2011-07-31$79,448
Total plan assets at end of year2011-07-31$1,948,582
Total plan assets at beginning of year2011-07-31$1,710,326
Value of fidelity bond covering the plan2011-07-31$250,000
Total contributions received or receivable from participants2011-07-31$106,131
Expenses. Other expenses not covered elsewhere2011-07-31$850
Contributions received from other sources (not participants or employers)2011-07-31$0
Other income received2011-07-31$163,058
Noncash contributions received2011-07-31$0
Net income (gross income less expenses)2011-07-31$238,256
Net plan assets at end of year (total assets less liabilities)2011-07-31$1,948,582
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$1,710,326
Assets. Value of employer securities2011-07-31$680,568
Total contributions received or receivable from employer(s)2011-07-31$50,000
Value of certain deemed distributions of participant loans2011-07-31$0
Value of corrective distributions2011-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : BELCO INDUSTRIES SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for BELCO INDUSTRIES SAVINGS PLAN

2021: BELCO INDUSTRIES SAVINGS PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement - TrustYes
2020: BELCO INDUSTRIES SAVINGS PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement - TrustYes
2019: BELCO INDUSTRIES SAVINGS PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: BELCO INDUSTRIES SAVINGS PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: BELCO INDUSTRIES SAVINGS PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: BELCO INDUSTRIES SAVINGS PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: BELCO INDUSTRIES SAVINGS PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: BELCO INDUSTRIES SAVINGS PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: BELCO INDUSTRIES SAVINGS PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedYes
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: BELCO INDUSTRIES SAVINGS PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: BELCO INDUSTRIES SAVINGS PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: BELCO INDUSTRIES SAVINGS PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGR2303
Policy instance 1
Insurance contract or identification numberGR2303
Number of Individuals Covered0
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
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
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGR2303
Policy instance 1
Insurance contract or identification numberGR2303
Number of Individuals Covered2
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered0
Insurance policy start date2019-08-01
Insurance policy end date2020-01-06
Total amount of commissions paid to insurance brokerUSD $3,976
Total amount of fees paid to insurance companyUSD $691
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $3,976
Insurance broker organization code?3
Amount paid for insurance broker fees691
Additional information about fees paid to insurance brokerTPA COMPENSATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number810269-000
Policy instance 3
Insurance contract or identification number810269-000
Number of Individuals Covered36
Insurance policy start date2019-10-18
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,302
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Amount paid for insurance broker fees4302
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?5
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGR2303
Policy instance 1
Insurance contract or identification numberGR2303
Number of Individuals Covered2
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered39
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $7,195
Total amount of fees paid to insurance companyUSD $1,488
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $7,195
Insurance broker organization code?3
Amount paid for insurance broker fees1488
Additional information about fees paid to insurance brokerTPA COMPENSATION
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGR2303
Policy instance 1
Insurance contract or identification numberGR2303
Number of Individuals Covered2
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered39
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $7,151
Total amount of fees paid to insurance companyUSD $1,430
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $7,151
Insurance broker organization code?3
Amount paid for insurance broker fees1430
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameNILES LANKFORD GROUP, INC.
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGR2303
Policy instance 1
Insurance contract or identification numberGR2303
Number of Individuals Covered2
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered39
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $5,695
Total amount of fees paid to insurance companyUSD $1,228
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $5,695
Insurance broker organization code?3
Amount paid for insurance broker fees1228
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameNILES LANKFORD GROUP, INC.
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGR2303
Policy instance 1
Insurance contract or identification numberGR2303
Number of Individuals Covered3
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered40
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $5,787
Total amount of fees paid to insurance companyUSD $1,146
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $5,787
Insurance broker organization code?3
Amount paid for insurance broker fees1146
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameNILES LANKFORD GROUP, INC.
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGR2303
Policy instance 1
Insurance contract or identification numberGR2303
Number of Individuals Covered3
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
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
EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2459
Policy instance 1
Insurance contract or identification number2459
Number of Individuals Covered3
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered35
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $4,565
Total amount of fees paid to insurance companyUSD $884
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $4,565
Insurance broker organization code?3
Amount paid for insurance broker fees884
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameNILES LANKFORD GROUP, INC.
EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2459
Policy instance 1
Insurance contract or identification number2459
Number of Individuals Covered3
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered36
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $3,618
Total amount of fees paid to insurance companyUSD $888
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $3,618
Insurance broker organization code?3
Amount paid for insurance broker fees888
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameNILES LANKFORD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered28
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $2,682
Total amount of fees paid to insurance companyUSD $632
Are there contracts with allocated funds for individual policies?No
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
EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2459
Policy instance 1
Insurance contract or identification number2459
Number of Individuals Covered3
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86239
Policy instance 2
Insurance contract or identification number86239
Number of Individuals Covered27
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $2,800
Total amount of fees paid to insurance companyUSD $550
Are there contracts with allocated funds for individual policies?No
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
EQITABLE LIFE INSURANCE COMPANY OF IOWA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2459
Policy instance 1
Insurance contract or identification number2459
Number of Individuals Covered3
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
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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