MARK WERNER MD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2021: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 1 |
| Total of all active and inactive participants | 2021-08-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
| Total participants | 2021-08-01 | 6 |
| Number of participants with account balances | 2021-08-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| 2020: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 5 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 1 |
| Total of all active and inactive participants | 2020-08-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
| Total participants | 2020-08-01 | 6 |
| Number of participants with account balances | 2020-08-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
| 2019: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 1 |
| Total of all active and inactive participants | 2019-08-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
| Total participants | 2019-08-01 | 8 |
| Number of participants with account balances | 2019-08-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| 2018: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 1 |
| Total of all active and inactive participants | 2018-08-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
| Total participants | 2018-08-01 | 8 |
| Number of participants with account balances | 2018-08-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| 2017: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 1 |
| Total of all active and inactive participants | 2017-08-01 | 8 |
| Total participants | 2017-08-01 | 8 |
| Number of participants with account balances | 2017-08-01 | 8 |
| 2016: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 1 |
| Total of all active and inactive participants | 2016-08-01 | 8 |
| Total participants | 2016-08-01 | 8 |
| Number of participants with account balances | 2016-08-01 | 8 |
| 2015: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 1 |
| Total of all active and inactive participants | 2015-08-01 | 8 |
| Total participants | 2015-08-01 | 8 |
| Number of participants with account balances | 2015-08-01 | 8 |
| 2014: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 1 |
| Total of all active and inactive participants | 2014-08-01 | 8 |
| Total participants | 2014-08-01 | 8 |
| Number of participants with account balances | 2014-08-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 1 |
| Total of all active and inactive participants | 2013-08-01 | 8 |
| Total participants | 2013-08-01 | 8 |
| Number of participants with account balances | 2013-08-01 | 8 |
| 2012: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 2 |
| Total of all active and inactive participants | 2012-08-01 | 9 |
| Total participants | 2012-08-01 | 9 |
| Number of participants with account balances | 2012-08-01 | 9 |
| 2011: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 2 |
| Total of all active and inactive participants | 2011-08-01 | 9 |
| Total participants | 2011-08-01 | 9 |
| Number of participants with account balances | 2011-08-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 1 |
| 2009: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 3 |
| Total of all active and inactive participants | 2009-08-01 | 10 |
| Total participants | 2009-08-01 | 10 |
| Number of participants with account balances | 2009-08-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $11,594 |
| Total plan assets at end of year | 2022-07-31 | $1,940,749 |
| Total plan assets at beginning of year | 2022-07-31 | $1,929,155 |
| Value of fidelity bond covering the plan | 2022-07-31 | $200,000 |
| Other income received | 2022-07-31 | $11,594 |
| Net income (gross income less expenses) | 2022-07-31 | $11,594 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $1,940,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $1,929,155 |
| 2021 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $51,037 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $29,225 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $29,225 |
| Total plan assets at end of year | 2021-07-31 | $1,929,155 |
| Total plan assets at beginning of year | 2021-07-31 | $1,907,343 |
| Value of fidelity bond covering the plan | 2021-07-31 | $200,000 |
| Other income received | 2021-07-31 | $51,037 |
| Net income (gross income less expenses) | 2021-07-31 | $21,812 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $1,929,155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $1,907,343 |
| 2020 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $19,002 |
| Total plan assets at end of year | 2020-07-31 | $1,907,343 |
| Total plan assets at beginning of year | 2020-07-31 | $1,888,341 |
| Value of fidelity bond covering the plan | 2020-07-31 | $200,000 |
| Other income received | 2020-07-31 | $19,002 |
| Net income (gross income less expenses) | 2020-07-31 | $19,002 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $1,907,343 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $1,888,341 |
| 2019 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-07-31 | $46,725 |
| Total plan assets at end of year | 2019-07-31 | $1,888,341 |
| Total plan assets at beginning of year | 2019-07-31 | $1,841,616 |
| Value of fidelity bond covering the plan | 2019-07-31 | $200,000 |
| Other income received | 2019-07-31 | $46,725 |
| Net income (gross income less expenses) | 2019-07-31 | $46,725 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $1,888,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $1,841,616 |
| 2018 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $60,816 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $50 |
| Total plan assets at end of year | 2018-07-31 | $1,841,616 |
| Total plan assets at beginning of year | 2018-07-31 | $1,780,850 |
| Value of fidelity bond covering the plan | 2018-07-31 | $200,000 |
| Other income received | 2018-07-31 | $60,816 |
| Net income (gross income less expenses) | 2018-07-31 | $60,766 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $1,841,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $1,780,850 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $50 |
| 2017 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $54,324 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $50 |
| Total plan assets at end of year | 2017-07-31 | $1,780,850 |
| Total plan assets at beginning of year | 2017-07-31 | $1,726,576 |
| Value of fidelity bond covering the plan | 2017-07-31 | $200,000 |
| Other income received | 2017-07-31 | $54,324 |
| Net income (gross income less expenses) | 2017-07-31 | $54,274 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $1,780,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $1,726,576 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $50 |
| 2016 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $68,579 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $50 |
| Total plan assets at end of year | 2016-07-31 | $1,726,576 |
| Total plan assets at beginning of year | 2016-07-31 | $1,658,047 |
| Value of fidelity bond covering the plan | 2016-07-31 | $200,000 |
| Other income received | 2016-07-31 | $48,579 |
| Net income (gross income less expenses) | 2016-07-31 | $68,529 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $1,726,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $1,658,047 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $50 |
| 2015 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $50,682 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $50 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $0 |
| Total plan assets at end of year | 2015-07-31 | $1,658,047 |
| Total plan assets at beginning of year | 2015-07-31 | $1,607,415 |
| Value of fidelity bond covering the plan | 2015-07-31 | $200,000 |
| Other income received | 2015-07-31 | $30,682 |
| Net income (gross income less expenses) | 2015-07-31 | $50,632 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $1,658,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $1,607,415 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $50 |
| 2014 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $87,082 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $2,487 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $2,437 |
| Total plan assets at end of year | 2014-07-31 | $1,607,415 |
| Total plan assets at beginning of year | 2014-07-31 | $1,522,820 |
| Value of fidelity bond covering the plan | 2014-07-31 | $200,000 |
| Other income received | 2014-07-31 | $57,082 |
| Net income (gross income less expenses) | 2014-07-31 | $84,595 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $1,607,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $1,522,820 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $50 |
| 2013 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $74,264 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $50 |
| Total plan assets at end of year | 2013-07-31 | $1,522,820 |
| Total plan assets at beginning of year | 2013-07-31 | $1,448,606 |
| Value of fidelity bond covering the plan | 2013-07-31 | $200,000 |
| Other income received | 2013-07-31 | $44,264 |
| Net income (gross income less expenses) | 2013-07-31 | $74,214 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $1,522,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $1,448,606 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $50 |
| 2012 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $87,167 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $58,568 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $58,568 |
| Total plan assets at end of year | 2012-07-31 | $1,448,606 |
| Total plan assets at beginning of year | 2012-07-31 | $1,420,007 |
| Value of fidelity bond covering the plan | 2012-07-31 | $200,000 |
| Other income received | 2012-07-31 | $47,167 |
| Net income (gross income less expenses) | 2012-07-31 | $28,599 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $1,448,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $1,420,007 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $40,000 |
| 2011 : MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $105,974 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $3,321 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $3,076 |
| Total plan assets at end of year | 2011-07-31 | $1,420,007 |
| Total plan assets at beginning of year | 2011-07-31 | $1,317,354 |
| Value of fidelity bond covering the plan | 2011-07-31 | $100,000 |
| Other income received | 2011-07-31 | $55,974 |
| Net income (gross income less expenses) | 2011-07-31 | $102,653 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $1,420,007 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,317,354 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $245 |
| 2021: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MARK WERNER MD PC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28401 ) |
| Policy contract number | 70023244 |
| Policy instance | 8 |
| Insurance contract or identification number | 70023244 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 5389150-8900406 |
| Policy instance | 1 |
| Insurance contract or identification number | 5389150-8900406 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 765506 |
| Policy instance | 2 |
| Insurance contract or identification number | 765506 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIDELITY AND GUARANTEE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35386 ) |
| Policy contract number | 03180840/928422 |
| Policy instance | 3 |
| Insurance contract or identification number | 03180840/928422 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GUGGENHEIM LIFE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 83607 ) |
| Policy contract number | 200324819 |
| Policy instance | 4 |
| Insurance contract or identification number | 200324819 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 90394355 |
| Policy instance | 5 |
| Insurance contract or identification number | 90394355 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 ) |
| Policy contract number | 4245/8408/9668 |
| Policy instance | 6 |
| Insurance contract or identification number | 4245/8408/9668 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 ) |
| Policy contract number | L9195644 |
| Policy instance | 7 |
| Insurance contract or identification number | L9195644 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WESTERN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70432 ) |
| Policy contract number | HDAE01015F |
| Policy instance | 1 |
| Insurance contract or identification number | HDAE01015F | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 5389150-8900406 |
| Policy instance | 2 |
| Insurance contract or identification number | 5389150-8900406 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 765506 |
| Policy instance | 3 |
| Insurance contract or identification number | 765506 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIDELITY AND GUARANTEE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35386 ) |
| Policy contract number | 03180840/928422 |
| Policy instance | 4 |
| Insurance contract or identification number | 03180840/928422 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GUGGENHEIM LIFE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 83607 ) |
| Policy contract number | 200324819 |
| Policy instance | 5 |
| Insurance contract or identification number | 200324819 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 90394355 |
| Policy instance | 6 |
| Insurance contract or identification number | 90394355 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 ) |
| Policy contract number | 4245/8408/9668 |
| Policy instance | 7 |
| Insurance contract or identification number | 4245/8408/9668 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 ) |
| Policy contract number | L9195644 |
| Policy instance | 8 |
| Insurance contract or identification number | L9195644 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28401 ) |
| Policy contract number | 70023244 |
| Policy instance | 9 |
| Insurance contract or identification number | 70023244 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 ) |
| Policy contract number | L9195644 |
| Policy instance | 8 |
| Insurance contract or identification number | L9195644 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 ) |
| Policy contract number | 4245/8408/9668 |
| Policy instance | 7 |
| Insurance contract or identification number | 4245/8408/9668 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 90394355 |
| Policy instance | 6 |
| Insurance contract or identification number | 90394355 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GUGGENHEIM LIFE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 83607 ) |
| Policy contract number | 200324819 |
| Policy instance | 5 |
| Insurance contract or identification number | 200324819 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIDELITY AND GUARANTEE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35386 ) |
| Policy contract number | 03180840/928422 |
| Policy instance | 4 |
| Insurance contract or identification number | 03180840/928422 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 765506 |
| Policy instance | 3 |
| Insurance contract or identification number | 765506 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 5389150-8900406 |
| Policy instance | 2 |
| Insurance contract or identification number | 5389150-8900406 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WESTERN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70432 ) |
| Policy contract number | HDAE01015F |
| Policy instance | 1 |
| Insurance contract or identification number | HDAE01015F | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WESTERN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70432 ) |
| Policy contract number | HDAE01015F |
| Policy instance | 1 |
| Insurance contract or identification number | HDAE01015F | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 5389150-8900406 |
| Policy instance | 2 |
| Insurance contract or identification number | 5389150-8900406 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIDELITY AND GUARANTEE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35386 ) |
| Policy contract number | 03180840/928422 |
| Policy instance | 4 |
| Insurance contract or identification number | 03180840/928422 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GUGGENHEIM LIFE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 83607 ) |
| Policy contract number | 200324819 |
| Policy instance | 5 |
| Insurance contract or identification number | 200324819 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 90394355 |
| Policy instance | 6 |
| Insurance contract or identification number | 90394355 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 765506 |
| Policy instance | 3 |
| Insurance contract or identification number | 765506 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 ) |
| Policy contract number | L9195644 |
| Policy instance | 8 |
| Insurance contract or identification number | L9195644 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 ) |
| Policy contract number | 4245/8408/9668 |
| Policy instance | 7 |
| Insurance contract or identification number | 4245/8408/9668 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GUGGENHEIM LIFE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 83607 ) |
| Policy contract number | 200324819 |
| Policy instance | 8 |
| Insurance contract or identification number | 200324819 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | 0 |
|
| ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 90394355 |
| Policy instance | 7 |
| Insurance contract or identification number | 90394355 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 5389150-8900406 |
| Policy instance | 1 |
| Insurance contract or identification number | 5389150-8900406 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 ) |
| Policy contract number | 4245/8408/9668 |
| Policy instance | 5 |
| Insurance contract or identification number | 4245/8408/9668 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIDELITY AND GUARANTEE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35386 ) |
| Policy contract number | 03180840/928422 |
| Policy instance | 4 |
| Insurance contract or identification number | 03180840/928422 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 765506 |
| Policy instance | 3 |
| Insurance contract or identification number | 765506 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WESTERN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70432 ) |
| Policy contract number | HDAE01015F |
| Policy instance | 2 |
| Insurance contract or identification number | HDAE01015F | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63274 ) |
| Policy contract number | L9195644 |
| Policy instance | 6 |
| Insurance contract or identification number | L9195644 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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