KEYSAVINGS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KEYSAVINGS BANK DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2019: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-16 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-16 | 11 |
| Number of retired or separated participants receiving benefits | 2019-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-16 | 1 |
| Total of all active and inactive participants | 2019-12-16 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-16 | 0 |
| Total participants | 2019-12-16 | 12 |
| 2018: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-16 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-16 | 11 |
| Number of retired or separated participants receiving benefits | 2018-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-16 | 1 |
| Total of all active and inactive participants | 2018-12-16 | 12 |
| Total participants | 2018-12-16 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-16 | 0 |
| 2017: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-16 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-16 | 12 |
| Number of retired or separated participants receiving benefits | 2017-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-12-16 | 1 |
| Total of all active and inactive participants | 2017-12-16 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-16 | 0 |
| Total participants | 2017-12-16 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-16 | 0 |
| 2016: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-16 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-16 | 12 |
| Number of retired or separated participants receiving benefits | 2016-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-12-16 | 1 |
| Total of all active and inactive participants | 2016-12-16 | 13 |
| Total participants | 2016-12-16 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-16 | 2 |
| 2015: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-16 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-16 | 14 |
| Number of retired or separated participants receiving benefits | 2015-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-12-16 | 2 |
| Total of all active and inactive participants | 2015-12-16 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-16 | 0 |
| Total participants | 2015-12-16 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-16 | 2 |
| 2014: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-16 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-16 | 17 |
| Number of retired or separated participants receiving benefits | 2014-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-12-16 | 1 |
| Total of all active and inactive participants | 2014-12-16 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-16 | 0 |
| Total participants | 2014-12-16 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-16 | 1 |
| 2013: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-16 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-16 | 12 |
| Number of retired or separated participants receiving benefits | 2013-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-12-16 | 2 |
| Total of all active and inactive participants | 2013-12-16 | 14 |
| Total participants | 2013-12-16 | 14 |
| 2012: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-16 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-16 | 12 |
| Number of retired or separated participants receiving benefits | 2012-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-16 | 2 |
| Total of all active and inactive participants | 2012-12-16 | 14 |
| Total participants | 2012-12-16 | 14 |
| 2011: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-16 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-16 | 17 |
| Total of all active and inactive participants | 2011-12-16 | 17 |
| Total participants | 2011-12-16 | 17 |
| 2010: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-16 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-16 | 16 |
| Total of all active and inactive participants | 2010-12-16 | 16 |
| Total participants | 2010-12-16 | 16 |
| 2009: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-16 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-16 | 15 |
| Number of retired or separated participants receiving benefits | 2009-12-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-16 | 0 |
| Total of all active and inactive participants | 2009-12-16 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-16 | 0 |
| Total participants | 2009-12-16 | 15 |
| Number of participants with account balances | 2009-12-16 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-16 | 1 |
| Measure | Date | Value |
|---|
| 2020 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-15 | $224,467 |
| Expenses. Total of all expenses incurred | 2020-12-15 | $224,467 |
| Benefits paid (including direct rollovers) | 2020-12-15 | $224,467 |
| Total plan assets at end of year | 2020-12-15 | $0 |
| Total plan assets at beginning of year | 2020-12-15 | $0 |
| Value of fidelity bond covering the plan | 2020-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2020-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-15 | $224,467 |
| 2019 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-15 | $205,049 |
| Expenses. Total of all expenses incurred | 2019-12-15 | $205,049 |
| Benefits paid (including direct rollovers) | 2019-12-15 | $205,049 |
| Total plan assets at end of year | 2019-12-15 | $0 |
| Total plan assets at beginning of year | 2019-12-15 | $0 |
| Value of fidelity bond covering the plan | 2019-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2019-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-15 | $205,049 |
| 2017 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-15 | $189,491 |
| Expenses. Total of all expenses incurred | 2017-12-15 | $189,491 |
| Benefits paid (including direct rollovers) | 2017-12-15 | $189,491 |
| Total plan assets at end of year | 2017-12-15 | $0 |
| Total plan assets at beginning of year | 2017-12-15 | $0 |
| Value of fidelity bond covering the plan | 2017-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2017-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-15 | $189,491 |
| 2016 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-15 | $156,231 |
| Expenses. Total of all expenses incurred | 2016-12-15 | $156,231 |
| Benefits paid (including direct rollovers) | 2016-12-15 | $156,231 |
| Total plan assets at end of year | 2016-12-15 | $0 |
| Total plan assets at beginning of year | 2016-12-15 | $0 |
| Value of fidelity bond covering the plan | 2016-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2016-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-15 | $156,231 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-15 | $0 |
| 2015 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-15 | $160,459 |
| Expenses. Total of all expenses incurred | 2015-12-15 | $160,459 |
| Benefits paid (including direct rollovers) | 2015-12-15 | $160,459 |
| Total plan assets at end of year | 2015-12-15 | $0 |
| Total plan assets at beginning of year | 2015-12-15 | $0 |
| Value of fidelity bond covering the plan | 2015-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2015-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-15 | $160,459 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-15 | $0 |
| 2014 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-15 | $147,142 |
| Expenses. Total of all expenses incurred | 2014-12-15 | $147,142 |
| Benefits paid (including direct rollovers) | 2014-12-15 | $147,142 |
| Total plan assets at end of year | 2014-12-15 | $0 |
| Total plan assets at beginning of year | 2014-12-15 | $0 |
| Value of fidelity bond covering the plan | 2014-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2014-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-15 | $147,142 |
| 2013 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-15 | $111,129 |
| Expenses. Total of all expenses incurred | 2013-12-15 | $111,129 |
| Benefits paid (including direct rollovers) | 2013-12-15 | $111,129 |
| Total plan assets at end of year | 2013-12-15 | $0 |
| Total plan assets at beginning of year | 2013-12-15 | $0 |
| Value of fidelity bond covering the plan | 2013-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2013-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-15 | $111,129 |
| 2012 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-15 | $133,414 |
| Expenses. Total of all expenses incurred | 2012-12-15 | $133,414 |
| Benefits paid (including direct rollovers) | 2012-12-15 | $133,414 |
| Total plan assets at end of year | 2012-12-15 | $0 |
| Total plan assets at beginning of year | 2012-12-15 | $0 |
| Value of fidelity bond covering the plan | 2012-12-15 | $1,000,000 |
| Net income (gross income less expenses) | 2012-12-15 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-15 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-15 | $133,414 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-15 | $0 |
| 2011 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-15 | $112,815 |
| Expenses. Total of all expenses incurred | 2011-12-15 | $114,827 |
| Benefits paid (including direct rollovers) | 2011-12-15 | $114,527 |
| Total plan assets at end of year | 2011-12-15 | $0 |
| Total plan assets at beginning of year | 2011-12-15 | $2,012 |
| Value of fidelity bond covering the plan | 2011-12-15 | $1,000,000 |
| Other income received | 2011-12-15 | $300 |
| Net income (gross income less expenses) | 2011-12-15 | $-2,012 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-15 | $2,012 |
| Total contributions received or receivable from employer(s) | 2011-12-15 | $112,515 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-15 | $300 |
| 2010 : KEYSAVINGS BANK DEFINED BENEFIT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-15 | $0 |
| 2019: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-12-16 | Type of plan entity | Single employer plan |
| 2019-12-16 | Submission has been amended | No |
| 2019-12-16 | This submission is the final filing | No |
| 2019-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-16 | Plan is a collectively bargained plan | No |
| 2019-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-12-16 | Type of plan entity | Single employer plan |
| 2018-12-16 | Submission has been amended | No |
| 2018-12-16 | This submission is the final filing | No |
| 2018-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-16 | Plan is a collectively bargained plan | No |
| 2018-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-12-16 | Type of plan entity | Single employer plan |
| 2017-12-16 | Submission has been amended | No |
| 2017-12-16 | This submission is the final filing | No |
| 2017-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-16 | Plan is a collectively bargained plan | No |
| 2017-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-12-16 | Type of plan entity | Single employer plan |
| 2016-12-16 | Submission has been amended | No |
| 2016-12-16 | This submission is the final filing | No |
| 2016-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-16 | Plan is a collectively bargained plan | No |
| 2016-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-12-16 | Type of plan entity | Single employer plan |
| 2015-12-16 | Submission has been amended | No |
| 2015-12-16 | This submission is the final filing | No |
| 2015-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-16 | Plan is a collectively bargained plan | No |
| 2015-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-12-16 | Type of plan entity | Single employer plan |
| 2014-12-16 | Submission has been amended | No |
| 2014-12-16 | This submission is the final filing | No |
| 2014-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-16 | Plan is a collectively bargained plan | No |
| 2014-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-12-16 | Type of plan entity | Single employer plan |
| 2013-12-16 | Submission has been amended | No |
| 2013-12-16 | This submission is the final filing | No |
| 2013-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-16 | Plan is a collectively bargained plan | No |
| 2013-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-12-16 | Type of plan entity | Single employer plan |
| 2012-12-16 | Submission has been amended | No |
| 2012-12-16 | This submission is the final filing | No |
| 2012-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-16 | Plan is a collectively bargained plan | No |
| 2012-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-12-16 | Type of plan entity | Single employer plan |
| 2011-12-16 | Submission has been amended | No |
| 2011-12-16 | This submission is the final filing | No |
| 2011-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-16 | Plan is a collectively bargained plan | No |
| 2011-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-12-16 | Type of plan entity | Single employer plan |
| 2010-12-16 | Submission has been amended | No |
| 2010-12-16 | This submission is the final filing | No |
| 2010-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-12-16 | Plan is a collectively bargained plan | No |
| 2010-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-12-16 | Type of plan entity | Single employer plan |
| 2009-12-16 | Submission has been amended | No |
| 2009-12-16 | This submission is the final filing | No |
| 2009-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-16 | Plan is a collectively bargained plan | No |
| 2009-12-16 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-12-16 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2008: KEYSAVINGS BANK DEFINED BENEFIT PLAN 2008 form 5500 responses |
|---|
| 2008-12-16 | Type of plan entity | Single employer plan |
| 2008-12-16 | Submission has been amended | No |
| 2008-12-16 | This submission is the final filing | No |
| 2008-12-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-16 | Plan is a collectively bargained plan | No |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-12-16 | | Insurance policy end date | 2020-12-15 | | Total amount of commissions paid to insurance broker | USD $4,729 | | Total amount of fees paid to insurance company | USD $9,537 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,138 | | Amount paid for insurance broker fees | 9128 | | Additional information about fees paid to insurance broker | FR FEES | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2018-12-16 | | Insurance policy end date | 2019-12-15 | | Total amount of commissions paid to insurance broker | USD $4,728 | | Total amount of fees paid to insurance company | USD $8,519 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,348 | | Amount paid for insurance broker fees | 8128 | | Additional information about fees paid to insurance broker | FINANCIAL REP | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-12-16 | | Insurance policy end date | 2018-12-15 | | Total amount of commissions paid to insurance broker | USD $5,305 | | Total amount of fees paid to insurance company | USD $8,274 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2014-12-16 | | Insurance policy end date | 2015-12-15 | | Total amount of commissions paid to insurance broker | USD $4,034 | | Total amount of fees paid to insurance company | USD $7,317 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,809 | | Amount paid for insurance broker fees | 7008 | | Insurance broker organization code? | 3 | | Insurance broker name | THE HOLTER AGENCY INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2013-12-16 | | Insurance policy end date | 2014-12-15 | | Total amount of commissions paid to insurance broker | USD $3,979 | | Total amount of fees paid to insurance company | USD $6,611 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,935 | | Amount paid for insurance broker fees | 6247 | | Insurance broker organization code? | 3 | | Insurance broker name | THE HOLTER AGENCY INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2012-12-16 | | Insurance policy end date | 2013-12-15 | | Total amount of commissions paid to insurance broker | USD $3,096 | | Total amount of fees paid to insurance company | USD $7,097 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,174 | | Amount paid for insurance broker fees | 6800 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker name | THE HOLTER AGENCY INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2011-12-16 | | Insurance policy end date | 2012-12-15 | | Total amount of commissions paid to insurance broker | USD $3,948 | | Total amount of fees paid to insurance company | USD $6,053 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 01572 |
| Policy instance | 1 |
| Insurance contract or identification number | 01572 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2010-12-16 | | Insurance policy end date | 2011-12-15 | | Total amount of commissions paid to insurance broker | USD $771 | | Total amount of fees paid to insurance company | USD $4,303 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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