?>
Logo

EASTWOOD 401(K) PLAN 401k Plan overview

Plan NameEASTWOOD 401(K) PLAN
Plan identification number 333

EASTWOOD 401(K) PLAN Benefits

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

401k Sponsoring company profile

EASTWOOD NURSING CENTER OF NEGAUNEE, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTWOOD NURSING CENTER OF NEGAUNEE, INC.
Employer identification number (EIN):383065095
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTWOOD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01LEE JOHNSON2023-09-19
3332021-01-01LEE JOHNSON2022-10-07
3332020-01-01LEE JOHNSON2021-09-13
3332019-01-01LEE JOHNSON2020-08-25
3332018-01-01LEE JOHNSON2019-09-26
3332017-01-01LEE JOHNSON2018-08-22
3332016-01-01LEE JOHNSON2017-07-12
3332015-01-01LEE JOHNSON2016-07-07
3332014-01-01LEE JOHNSON
3332013-01-01LEE JOHNSON
3332012-01-01LEE C JOHNSON
3332011-01-01LEE JOHNSON
3332010-01-01LEE C. JOHNSON2011-05-02

Plan Statistics for EASTWOOD 401(K) PLAN

401k plan membership statisitcs for EASTWOOD 401(K) PLAN

Measure Date Value
2014: EASTWOOD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01110
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EASTWOOD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01121
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01108
Number of participants with account balances2013-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EASTWOOD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EASTWOOD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01117
Number of participants with account balances2011-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on EASTWOOD 401(K) PLAN

Measure Date Value
2014 : EASTWOOD 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$208,284
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$438,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$433,346
Value of total corrective distributions2014-12-31$2,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$132,070
Value of total assets at end of year2014-12-31$1,869,872
Value of total assets at beginning of year2014-12-31$2,099,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,043
Total interest from all sources2014-12-31$4,672
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$210,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$132,070
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$682
Administrative expenses (other) incurred2014-12-31$568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-229,943
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,869,872
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,099,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$952
Value of interest in pooled separate accounts at end of year2014-12-31$1,701,384
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,834,459
Interest earned on other investments2014-12-31$4,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$168,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$264,674
Net investment gain/loss from pooled separate accounts2014-12-31$71,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$433,346
Contract administrator fees2014-12-31$523
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAKELA, TOUTANT, HILL & NARDI, PC
Accountancy firm EIN2014-12-31382806590
2013 : EASTWOOD 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$404,546
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$66,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,311
Value of total corrective distributions2013-12-31$8,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$128,252
Value of total assets at end of year2013-12-31$2,099,815
Value of total assets at beginning of year2013-12-31$1,762,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,592
Total interest from all sources2013-12-31$6,503
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$180,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$128,252
Participant contributions at end of year2013-12-31$682
Participant contributions at beginning of year2013-12-31$3,428
Administrative expenses (other) incurred2013-12-31$19,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$337,683
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,099,815
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,762,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$799
Value of interest in pooled separate accounts at end of year2013-12-31$1,834,459
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,510,297
Interest earned on other investments2013-12-31$6,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$264,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$248,407
Net investment gain/loss from pooled separate accounts2013-12-31$269,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,311
Contract administrator fees2013-12-31$425
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAKELA, TOUTANT, HILL & NARDI, PC
Accountancy firm EIN2013-12-31382806590
2012 : EASTWOOD 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$335,291
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$176,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$152,064
Value of total corrective distributions2012-12-31$6,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$131,649
Value of total assets at end of year2012-12-31$1,762,132
Value of total assets at beginning of year2012-12-31$1,603,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,172
Total interest from all sources2012-12-31$7,097
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$180,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$131,649
Participant contributions at end of year2012-12-31$3,428
Participant contributions at beginning of year2012-12-31$3,488
Administrative expenses (other) incurred2012-12-31$16,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$158,829
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,762,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,603,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$670
Value of interest in pooled separate accounts at end of year2012-12-31$1,510,297
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,345,366
Interest earned on other investments2012-12-31$7,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$248,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$254,449
Net investment gain/loss from pooled separate accounts2012-12-31$196,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$152,064
Contract administrator fees2012-12-31$525
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAKELA, TOUTANT, HILL & NARDI, PC
Accountancy firm EIN2012-12-31382806590
2011 : EASTWOOD 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$99,699
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$206,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$181,211
Value of total corrective distributions2011-12-31$7,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$126,298
Value of total assets at end of year2011-12-31$1,603,303
Value of total assets at beginning of year2011-12-31$1,710,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,116
Total interest from all sources2011-12-31$5,700
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$180,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$126,298
Participant contributions at end of year2011-12-31$3,488
Participant contributions at beginning of year2011-12-31$3,365
Administrative expenses (other) incurred2011-12-31$16,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-107,238
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,603,303
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,710,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$670
Value of interest in pooled separate accounts at end of year2011-12-31$1,345,366
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,515,397
Interest earned on other investments2011-12-31$5,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$254,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$191,779
Net investment gain/loss from pooled separate accounts2011-12-31$-32,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$181,211
Contract administrator fees2011-12-31$692
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAKELA, TOUTANT, HILL & NARDI, PC
Accountancy firm EIN2011-12-31382806590

Form 5500 Responses for EASTWOOD 401(K) PLAN

2014: EASTWOOD 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EASTWOOD 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EASTWOOD 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EASTWOOD 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number258-00016
Policy instance 1
Insurance contract or identification number258-00016
Number of Individuals Covered44
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,788
Total amount of fees paid to insurance companyUSD $3,447
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,788
Insurance broker organization code?4
Amount paid for insurance broker fees3447
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker nameBELL FINANCIAL SERVICES COMPANY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number258-00016
Policy instance 1
Insurance contract or identification number258-00016
Number of Individuals Covered46
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,787
Total amount of fees paid to insurance companyUSD $3,447
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,787
Insurance broker organization code?4
Amount paid for insurance broker fees3447
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker nameBELL FINANCIAL SERVICES COMPANY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number258-00016
Policy instance 1
Insurance contract or identification number258-00016
Number of Individuals Covered52
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,828
Total amount of fees paid to insurance companyUSD $2,957
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3