ZINGEN & BRAUN INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN
401k plan membership statisitcs for ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN
Measure | Date | Value |
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2019: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 12 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 11 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 1 |
Total of all active and inactive participants | 2015-07-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 6 |
Number of participants with account balances | 2015-07-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 1 |
2014: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 2 |
Total of all active and inactive participants | 2014-07-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 10 |
Number of participants with account balances | 2014-07-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 2 |
2013: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 1 |
Total of all active and inactive participants | 2013-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 12 |
Number of participants with account balances | 2013-07-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 1 |
2012: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 1 |
Total of all active and inactive participants | 2012-07-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 11 |
Number of participants with account balances | 2012-07-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 1 |
Total of all active and inactive participants | 2011-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 12 |
Number of participants with account balances | 2011-07-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1 |
Total of all active and inactive participants | 2009-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 13 |
Number of participants with account balances | 2009-07-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2019 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $172,587 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,009 |
Total plan assets at end of year | 2019-12-31 | $477,120 |
Total plan assets at beginning of year | 2019-12-31 | $307,542 |
Value of fidelity bond covering the plan | 2019-12-31 | $60,000 |
Total contributions received or receivable from participants | 2019-12-31 | $20,671 |
Other income received | 2019-12-31 | $57,410 |
Net income (gross income less expenses) | 2019-12-31 | $169,578 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $477,120 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $307,542 |
Assets. Value of participant loans | 2019-12-31 | $26,900 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $94,506 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,009 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $965 |
Expenses. Total of all expenses incurred | 2018-12-31 | $74,974 |
Benefits paid (including direct rollovers) | 2018-12-31 | $71,778 |
Total plan assets at end of year | 2018-12-31 | $307,542 |
Total plan assets at beginning of year | 2018-12-31 | $381,551 |
Value of fidelity bond covering the plan | 2018-12-31 | $60,000 |
Total contributions received or receivable from participants | 2018-12-31 | $19,420 |
Other income received | 2018-12-31 | $-20,003 |
Net income (gross income less expenses) | 2018-12-31 | $-74,009 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $307,542 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $381,551 |
Assets. Value of participant loans | 2018-12-31 | $29,810 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $1,548 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,196 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $72,075 |
Expenses. Total of all expenses incurred | 2017-12-31 | $153,431 |
Benefits paid (including direct rollovers) | 2017-12-31 | $149,568 |
Total plan assets at end of year | 2017-12-31 | $381,551 |
Total plan assets at beginning of year | 2017-12-31 | $462,907 |
Value of fidelity bond covering the plan | 2017-12-31 | $60,000 |
Total contributions received or receivable from participants | 2017-12-31 | $20,229 |
Other income received | 2017-12-31 | $48,438 |
Net income (gross income less expenses) | 2017-12-31 | $-81,356 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $381,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $462,907 |
Assets. Value of participant loans | 2017-12-31 | $4,600 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $3,408 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,863 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $127,973 |
Expenses. Total of all expenses incurred | 2016-12-31 | $103,853 |
Benefits paid (including direct rollovers) | 2016-12-31 | $99,500 |
Total plan assets at end of year | 2016-12-31 | $462,907 |
Total plan assets at beginning of year | 2016-12-31 | $438,787 |
Value of fidelity bond covering the plan | 2016-12-31 | $60,000 |
Total contributions received or receivable from participants | 2016-12-31 | $23,954 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $74,562 |
Other income received | 2016-12-31 | $25,869 |
Net income (gross income less expenses) | 2016-12-31 | $24,120 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $462,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $438,787 |
Assets. Value of participant loans | 2016-12-31 | $57,228 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $3,588 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,353 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $780 |
Expenses. Total of all expenses incurred | 2015-12-31 | $116,836 |
Benefits paid (including direct rollovers) | 2015-12-31 | $114,469 |
Total plan assets at end of year | 2015-12-31 | $438,787 |
Total plan assets at beginning of year | 2015-12-31 | $554,843 |
Value of fidelity bond covering the plan | 2015-12-31 | $60,000 |
Total contributions received or receivable from participants | 2015-12-31 | $12,822 |
Other income received | 2015-12-31 | $-13,883 |
Net income (gross income less expenses) | 2015-12-31 | $-116,056 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $438,787 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $554,843 |
Assets. Value of participant loans | 2015-12-31 | $48,401 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $1,841 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,367 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Total income from all sources | 2015-06-30 | $61,146 |
Expenses. Total of all expenses incurred | 2015-06-30 | $18,245 |
Benefits paid (including direct rollovers) | 2015-06-30 | $13,594 |
Total plan assets at end of year | 2015-06-30 | $554,843 |
Total plan assets at beginning of year | 2015-06-30 | $511,942 |
Value of fidelity bond covering the plan | 2015-06-30 | $60,000 |
Total contributions received or receivable from participants | 2015-06-30 | $33,338 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $18,300 |
Other income received | 2015-06-30 | $4,962 |
Net income (gross income less expenses) | 2015-06-30 | $42,901 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $554,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $511,942 |
Assets. Value of participant loans | 2015-06-30 | $50,257 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $4,546 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $4,651 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $91,491 |
Expenses. Total of all expenses incurred | 2014-06-30 | $4,291 |
Total plan assets at end of year | 2014-06-30 | $511,942 |
Total plan assets at beginning of year | 2014-06-30 | $424,742 |
Value of fidelity bond covering the plan | 2014-06-30 | $50,000 |
Total contributions received or receivable from participants | 2014-06-30 | $30,471 |
Other income received | 2014-06-30 | $56,832 |
Net income (gross income less expenses) | 2014-06-30 | $87,200 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $511,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $424,742 |
Assets. Value of participant loans | 2014-06-30 | $53,101 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $4,188 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $4,291 |
2013 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $74,004 |
Expenses. Total of all expenses incurred | 2013-06-30 | $65,292 |
Benefits paid (including direct rollovers) | 2013-06-30 | $61,526 |
Total plan assets at end of year | 2013-06-30 | $424,742 |
Total plan assets at beginning of year | 2013-06-30 | $416,030 |
Value of fidelity bond covering the plan | 2013-06-30 | $50,000 |
Total contributions received or receivable from participants | 2013-06-30 | $28,318 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $4,836 |
Other income received | 2013-06-30 | $36,862 |
Net income (gross income less expenses) | 2013-06-30 | $8,712 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $424,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $416,030 |
Assets. Value of participant loans | 2013-06-30 | $48,845 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $3,988 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $3,766 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2012 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $43,823 |
Expenses. Total of all expenses incurred | 2012-06-30 | $17,982 |
Benefits paid (including direct rollovers) | 2012-06-30 | $14,342 |
Total plan assets at end of year | 2012-06-30 | $416,030 |
Total plan assets at beginning of year | 2012-06-30 | $390,189 |
Value of fidelity bond covering the plan | 2012-06-30 | $50,000 |
Total contributions received or receivable from participants | 2012-06-30 | $34,936 |
Other income received | 2012-06-30 | $4,863 |
Net income (gross income less expenses) | 2012-06-30 | $25,841 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $416,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $390,189 |
Assets. Value of participant loans | 2012-06-30 | $42,157 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $4,024 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $3,640 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
2011 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $99,770 |
Expenses. Total of all expenses incurred | 2011-06-30 | $56,081 |
Benefits paid (including direct rollovers) | 2011-06-30 | $52,435 |
Total plan assets at end of year | 2011-06-30 | $390,189 |
Total plan assets at beginning of year | 2011-06-30 | $346,500 |
Value of fidelity bond covering the plan | 2011-06-30 | $50,000 |
Total contributions received or receivable from participants | 2011-06-30 | $35,844 |
Contributions received from other sources (not participants or employers) | 2011-06-30 | $1,632 |
Other income received | 2011-06-30 | $57,519 |
Net income (gross income less expenses) | 2011-06-30 | $43,689 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $390,189 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $346,500 |
Assets. Value of participant loans | 2011-06-30 | $37,542 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $4,775 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $3,646 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
2010 : ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2019: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 10 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $1,254 | Total amount of fees paid to insurance company | USD $1,235 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,254 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 7 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 9 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,227 | Total amount of fees paid to insurance company | USD $1,438 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1438 | Additional information about fees paid to insurance broker | TPA COMPENSATION/FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,227 | Insurance broker name | LPL FINANCIAL |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 9 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,504 | Total amount of fees paid to insurance company | USD $1,822 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1822 | Additional information about fees paid to insurance broker | TPA COMPENSATION/FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,504 | Insurance broker name | LPL FINANCIAL |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 7 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $950 | Total amount of fees paid to insurance company | USD $1,279 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1279 | Additional information about fees paid to insurance broker | TPA COMPENSATION/FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $950 | Insurance broker name | LPL FINANCIAL |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 10 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $1,914 | Total amount of fees paid to insurance company | USD $2,320 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2320 | Additional information about fees paid to insurance broker | TPA COMPENSATION/FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,914 | Insurance broker name | LPL FINANCIAL |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 10 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $1,512 | Total amount of fees paid to insurance company | USD $2,071 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2071 | Additional information about fees paid to insurance broker | TPA COMPENSATION/FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,512 | Insurance broker name | AMERITAS INVESTMENT CORP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 10 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $1,443 | Total amount of fees paid to insurance company | USD $1,853 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1853 | Additional information about fees paid to insurance broker | TPA COMPENSATION/FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,443 | Insurance broker name | AMERITAS INVESTMENT CORP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 10 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $1,690 | Total amount of fees paid to insurance company | USD $1,877 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87959 |
Policy instance | 1 |
Insurance contract or identification number | 87959 | Number of Individuals Covered | 12 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $1,563 | Total amount of fees paid to insurance company | USD $1,808 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,563 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 1808 | Additional information about fees paid to insurance broker | TPA COMPENSATION/FEES | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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