WOMEN'S OBGYN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST
Measure | Date | Value |
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2022: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 21 |
Total of all active and inactive participants | 2022-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 52 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 23 |
Total of all active and inactive participants | 2021-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 59 |
Number of participants with account balances | 2021-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 21 |
Total of all active and inactive participants | 2020-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 62 |
Number of participants with account balances | 2020-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 56 |
Number of participants with account balances | 2019-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 57 |
Number of participants with account balances | 2018-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12 |
Total of all active and inactive participants | 2017-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 58 |
Number of participants with account balances | 2017-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 53 |
Number of participants with account balances | 2016-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 54 |
Number of participants with account balances | 2015-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 49 |
Number of participants with account balances | 2014-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 49 |
Number of participants with account balances | 2013-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 49 |
Number of participants with account balances | 2012-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 48 |
Number of participants with account balances | 2011-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 8 |
Total of all active and inactive participants | 2010-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 51 |
Number of participants with account balances | 2010-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 51 |
Number of participants with account balances | 2009-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-2,686,109 |
Expenses. Total of all expenses incurred | 2022-12-31 | $553,231 |
Benefits paid (including direct rollovers) | 2022-12-31 | $553,231 |
Total plan assets at end of year | 2022-12-31 | $17,432,467 |
Total plan assets at beginning of year | 2022-12-31 | $20,671,807 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $202,985 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $27,320 |
Other income received | 2022-12-31 | $-3,203,599 |
Net income (gross income less expenses) | 2022-12-31 | $-3,239,340 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $17,432,467 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,671,807 |
Assets. Value of participant loans | 2022-12-31 | $37,521 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $272,600 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $287,185 |
2021 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $2,798,970 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,499,811 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,453,358 |
Total plan assets at end of year | 2021-12-31 | $20,671,807 |
Total plan assets at beginning of year | 2021-12-31 | $19,372,648 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $176,365 |
Other income received | 2021-12-31 | $2,314,045 |
Net income (gross income less expenses) | 2021-12-31 | $1,299,159 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,671,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,372,648 |
Assets. Value of participant loans | 2021-12-31 | $32,091 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $273,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $308,560 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $46,453 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,984,176 |
Expenses. Total of all expenses incurred | 2020-12-31 | $88,122 |
Benefits paid (including direct rollovers) | 2020-12-31 | $36,737 |
Total plan assets at end of year | 2020-12-31 | $19,372,648 |
Total plan assets at beginning of year | 2020-12-31 | $17,476,594 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $218,155 |
Other income received | 2020-12-31 | $1,462,777 |
Net income (gross income less expenses) | 2020-12-31 | $1,896,054 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $19,372,648 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,476,594 |
Assets. Value of participant loans | 2020-12-31 | $39,265 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $268,600 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $303,244 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $51,385 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $3,400,050 |
Expenses. Total of all expenses incurred | 2019-12-31 | $587,489 |
Benefits paid (including direct rollovers) | 2019-12-31 | $535,411 |
Total plan assets at end of year | 2019-12-31 | $17,476,594 |
Total plan assets at beginning of year | 2019-12-31 | $14,664,033 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $221,443 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $1,130 |
Other income received | 2019-12-31 | $2,898,242 |
Net income (gross income less expenses) | 2019-12-31 | $2,812,561 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $17,476,594 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,664,033 |
Assets. Value of participant loans | 2019-12-31 | $61,827 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $268,600 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $6,928 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $279,235 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $52,078 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $45,090 |
Expenses. Total of all expenses incurred | 2018-12-31 | $456,979 |
Benefits paid (including direct rollovers) | 2018-12-31 | $404,932 |
Total plan assets at end of year | 2018-12-31 | $14,664,033 |
Total plan assets at beginning of year | 2018-12-31 | $15,075,922 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $200,739 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $246,144 |
Other income received | 2018-12-31 | $-684,014 |
Net income (gross income less expenses) | 2018-12-31 | $-411,889 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,664,033 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,075,922 |
Assets. Value of participant loans | 2018-12-31 | $45,569 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $254,800 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $20 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $282,221 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $52,047 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $2,256,093 |
Expenses. Total of all expenses incurred | 2017-12-31 | $864,703 |
Benefits paid (including direct rollovers) | 2017-12-31 | $863,196 |
Total plan assets at end of year | 2017-12-31 | $15,075,922 |
Total plan assets at beginning of year | 2017-12-31 | $13,684,532 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $183,865 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $25,468 |
Other income received | 2017-12-31 | $1,957,053 |
Net income (gross income less expenses) | 2017-12-31 | $1,391,390 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $15,075,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,684,532 |
Assets. Value of participant loans | 2017-12-31 | $51,385 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $233,600 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $89,707 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,507 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,437,301 |
Expenses. Total of all expenses incurred | 2016-12-31 | $75,752 |
Benefits paid (including direct rollovers) | 2016-12-31 | $27,743 |
Total plan assets at end of year | 2016-12-31 | $13,684,532 |
Total plan assets at beginning of year | 2016-12-31 | $12,322,983 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $185,476 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $2,873 |
Other income received | 2016-12-31 | $966,350 |
Net income (gross income less expenses) | 2016-12-31 | $1,361,549 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $13,684,532 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,322,983 |
Assets. Value of participant loans | 2016-12-31 | $30,920 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $181,600 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $282,602 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $48,009 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $383,573 |
Expenses. Total of all expenses incurred | 2015-12-31 | $97,040 |
Benefits paid (including direct rollovers) | 2015-12-31 | $50,518 |
Total plan assets at end of year | 2015-12-31 | $12,322,983 |
Total plan assets at beginning of year | 2015-12-31 | $12,036,450 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $201,935 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,321 |
Other income received | 2015-12-31 | $-96,164 |
Net income (gross income less expenses) | 2015-12-31 | $286,533 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $12,322,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,036,450 |
Assets. Value of participant loans | 2015-12-31 | $46,160 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $166,800 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $3,124 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $276,481 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $46,522 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,138,166 |
Expenses. Total of all expenses incurred | 2014-12-31 | $114,028 |
Benefits paid (including direct rollovers) | 2014-12-31 | $71,037 |
Total plan assets at end of year | 2014-12-31 | $12,036,450 |
Total plan assets at beginning of year | 2014-12-31 | $11,012,312 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $196,256 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $3,467 |
Other income received | 2014-12-31 | $631,794 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,024,138 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,036,450 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,012,312 |
Assets. Value of participant loans | 2014-12-31 | $49,769 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $143,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $306,649 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $42,991 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,941,923 |
Expenses. Total of all expenses incurred | 2013-12-31 | $170,589 |
Benefits paid (including direct rollovers) | 2013-12-31 | $140,601 |
Total plan assets at end of year | 2013-12-31 | $11,012,312 |
Total plan assets at beginning of year | 2013-12-31 | $9,240,978 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $202,039 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $7,387 |
Other income received | 2013-12-31 | $1,434,730 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,771,334 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,012,312 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,240,978 |
Assets. Value of participant loans | 2013-12-31 | $9,362 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $158,200 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $297,767 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $29,988 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $1,411,315 |
Expenses. Total of all expenses incurred | 2012-12-31 | $542,097 |
Benefits paid (including direct rollovers) | 2012-12-31 | $533,460 |
Total plan assets at end of year | 2012-12-31 | $9,240,978 |
Total plan assets at beginning of year | 2012-12-31 | $8,371,760 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $204,846 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $907,482 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $869,218 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,240,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,371,760 |
Assets. Value of participant loans | 2012-12-31 | $20,983 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $155,400 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $298,987 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,637 |
2011 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $444,142 |
Expenses. Total of all expenses incurred | 2011-12-31 | $344,100 |
Benefits paid (including direct rollovers) | 2011-12-31 | $338,440 |
Total plan assets at end of year | 2011-12-31 | $8,371,760 |
Total plan assets at beginning of year | 2011-12-31 | $8,271,718 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $190,051 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $3,872 |
Other income received | 2011-12-31 | $-35,198 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $100,042 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,371,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,271,718 |
Assets. Value of participant loans | 2011-12-31 | $30,306 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $145,200 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $285,417 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,660 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,212,835 |
Expenses. Total of all expenses incurred | 2010-12-31 | $245,875 |
Benefits paid (including direct rollovers) | 2010-12-31 | $241,081 |
Total plan assets at end of year | 2010-12-31 | $8,271,718 |
Total plan assets at beginning of year | 2010-12-31 | $7,304,758 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $197,055 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $726,942 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $966,960 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,271,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,304,758 |
Assets. Value of participant loans | 2010-12-31 | $74,297 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $139,200 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $288,838 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,794 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WOMEN'S OB-GYN, P.C. RETIREMENT PLAN AND TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 44270005 |
Policy instance | 1 |
Insurance contract or identification number | 44270005 | Number of Individuals Covered | 54 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 44270005 |
Policy instance | 1 |
Insurance contract or identification number | 44270005 | Number of Individuals Covered | 23 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 087400201 |
Policy instance | 1 |
Insurance contract or identification number | 087400201 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 087400201 |
Policy instance | 1 |
Insurance contract or identification number | 087400201 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 087400201 |
Policy instance | 1 |
Insurance contract or identification number | 087400201 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 087400201 |
Policy instance | 1 |
Insurance contract or identification number | 087400201 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 087400201 |
Policy instance | 1 |
Insurance contract or identification number | 087400201 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 087400201 |
Policy instance | 1 |
Insurance contract or identification number | 087400201 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 3123458 |
Policy instance | 1 |
Insurance contract or identification number | 3123458 | Number of Individuals Covered | 0 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-01-02 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 3123458 |
Policy instance | 1 |
Insurance contract or identification number | 3123458 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAPCFDX40 |
Policy instance | 3 |
Insurance contract or identification number | GAPCFDX40 | Number of Individuals Covered | 48 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP-B2-LN19 |
Policy instance | 1 |
Insurance contract or identification number | GAP-B2-LN19 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 3123458 |
Policy instance | 2 |
Insurance contract or identification number | 3123458 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 3123458 |
Policy instance | 2 |
Insurance contract or identification number | 3123458 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | GAP-B2-LN19 |
Policy instance | 1 |
Insurance contract or identification number | GAP-B2-LN19 | Number of Individuals Covered | 50 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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