JOSEPH A JANIK, D.D.S., S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST
401k plan membership statisitcs for JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2010: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 3 |
| Number of participants with account balances | 2008-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 3 |
| Number of participants with account balances | 2007-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| 2006: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
| Total of all active and inactive participants | 2006-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 3 |
| Number of participants with account balances | 2006-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
| 2005: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
| Total of all active and inactive participants | 2005-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
| Total participants | 2005-01-01 | 3 |
| Number of participants with account balances | 2005-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
| 2004: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2004-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2004-01-01 | 0 |
| Total of all active and inactive participants | 2004-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-01-01 | 0 |
| Total participants | 2004-01-01 | 3 |
| Number of participants with account balances | 2004-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 0 |
| 2003: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2003-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2003-01-01 | 0 |
| Total of all active and inactive participants | 2003-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2003-01-01 | 0 |
| Total participants | 2003-01-01 | 3 |
| Number of participants with account balances | 2003-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2003-01-01 | 0 |
| 2002: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2002-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2002-01-01 | 0 |
| Total of all active and inactive participants | 2002-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2002-01-01 | 0 |
| Total participants | 2002-01-01 | 3 |
| Number of participants with account balances | 2002-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2002-01-01 | 0 |
| 2001: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2001-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2001-01-01 | 0 |
| Total of all active and inactive participants | 2001-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2001-01-01 | 0 |
| Total participants | 2001-01-01 | 3 |
| Number of participants with account balances | 2001-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2001-01-01 | 0 |
| 2000: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2000-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2000-01-01 | 0 |
| Total of all active and inactive participants | 2000-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2000-01-01 | 0 |
| Total participants | 2000-01-01 | 3 |
| Number of participants with account balances | 2000-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2000-01-01 | 0 |
| 1999: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 1999-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 1999-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1999-01-01 | 0 |
| Total of all active and inactive participants | 1999-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 1999-01-01 | 0 |
| Total participants | 1999-01-01 | 3 |
| Number of participants with account balances | 1999-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 1999-01-01 | 0 |
| Number of employers contributing to the scheme | 1999-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2010 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $66,553 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $532 |
| Total plan assets at end of year | 2010-12-31 | $728,873 |
| Total plan assets at beginning of year | 2010-12-31 | $662,852 |
| Other income received | 2010-12-31 | $56,652 |
| Net income (gross income less expenses) | 2010-12-31 | $66,021 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $728,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $662,852 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $3,080 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,901 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $532 |
| 2009 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2009 401k financial data |
|---|
| Total income from all sources | 2009-12-31 | $114,466 |
| Expenses. Total of all expenses incurred | 2009-12-31 | $484 |
| Total plan assets at end of year | 2009-12-31 | $662,852 |
| Total plan assets at beginning of year | 2009-12-31 | $548,870 |
| Other income received | 2009-12-31 | $103,991 |
| Net income (gross income less expenses) | 2009-12-31 | $113,982 |
| Net plan assets at end of year (total assets less liabilities) | 2009-12-31 | $662,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-12-31 | $548,870 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2009-12-31 | $2,807 |
| Total contributions received or receivable from employer(s) | 2009-12-31 | $10,475 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2009-12-31 | $484 |
| 2008 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-134,257 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $441 |
| Total plan assets at end of year | 2008-12-31 | $548,870 |
| Total plan assets at beginning of year | 2008-12-31 | $683,568 |
| Other income received | 2008-12-31 | $-145,047 |
| Net income (gross income less expenses) | 2008-12-31 | $-134,698 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $548,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $683,568 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2008-12-31 | $2,563 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $10,790 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $441 |
| 2007 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $37,526 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $399 |
| Total plan assets at end of year | 2007-12-31 | $683,568 |
| Total plan assets at beginning of year | 2007-12-31 | $646,441 |
| Other income received | 2007-12-31 | $26,105 |
| Net income (gross income less expenses) | 2007-12-31 | $37,127 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $683,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $646,441 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2007-12-31 | $2,311 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $11,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2007-12-31 | $399 |
| 2006 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $43,236 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $360 |
| Total plan assets at end of year | 2006-12-31 | $646,441 |
| Total plan assets at beginning of year | 2006-12-31 | $603,535 |
| Other income received | 2006-12-31 | $31,815 |
| Net income (gross income less expenses) | 2006-12-31 | $42,876 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $646,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $603,535 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2006-12-31 | $2,067 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $11,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2006-12-31 | $360 |
| 2005 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2005 401k financial data |
|---|
| Total income from all sources | 2005-12-31 | $72,057 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $324 |
| Total plan assets at end of year | 2005-12-31 | $603,535 |
| Total plan assets at beginning of year | 2005-12-31 | $531,802 |
| Other income received | 2005-12-31 | $60,636 |
| Net income (gross income less expenses) | 2005-12-31 | $71,733 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $603,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $531,802 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2005-12-31 | $1,815 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $11,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2005-12-31 | $324 |
| 2004 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2004 401k financial data |
|---|
| Total income from all sources | 2004-12-31 | $45,743 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $292 |
| Total plan assets at end of year | 2004-12-31 | $531,802 |
| Total plan assets at beginning of year | 2004-12-31 | $486,351 |
| Other income received | 2004-12-31 | $33,322 |
| Net income (gross income less expenses) | 2004-12-31 | $45,451 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $531,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $486,351 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2004-12-31 | $1,538 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $12,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2004-12-31 | $292 |
| 2003 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2003 401k financial data |
|---|
| Total income from all sources | 2003-12-31 | $135,140 |
| Expenses. Total of all expenses incurred | 2003-12-31 | $263 |
| Total plan assets at end of year | 2003-12-31 | $486,351 |
| Total plan assets at beginning of year | 2003-12-31 | $351,474 |
| Other income received | 2003-12-31 | $122,149 |
| Net income (gross income less expenses) | 2003-12-31 | $134,877 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $486,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $351,474 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2003-12-31 | $1,272 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $12,991 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2003-12-31 | $263 |
| 2002 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2002 401k financial data |
|---|
| Total income from all sources | 2002-12-31 | $-119,924 |
| Expenses. Total of all expenses incurred | 2002-12-31 | $236 |
| Total plan assets at end of year | 2002-12-31 | $351,474 |
| Total plan assets at beginning of year | 2002-12-31 | $471,634 |
| Other income received | 2002-12-31 | $-131,120 |
| Net income (gross income less expenses) | 2002-12-31 | $-120,160 |
| Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $351,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $471,634 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2002-12-31 | $1,001 |
| Total contributions received or receivable from employer(s) | 2002-12-31 | $11,196 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2002-12-31 | $236 |
| 2001 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2001 401k financial data |
|---|
| Total income from all sources | 2001-12-31 | $-91,252 |
| Expenses. Total of all expenses incurred | 2001-12-31 | $213 |
| Total plan assets at end of year | 2001-12-31 | $471,634 |
| Total plan assets at beginning of year | 2001-12-31 | $563,099 |
| Other income received | 2001-12-31 | $-103,993 |
| Net income (gross income less expenses) | 2001-12-31 | $-91,465 |
| Net plan assets at end of year (total assets less liabilities) | 2001-12-31 | $471,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2001-12-31 | $563,099 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2001-12-31 | $731 |
| Total contributions received or receivable from employer(s) | 2001-12-31 | $12,741 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2001-12-31 | $213 |
| 2000 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2000 401k financial data |
|---|
| Total income from all sources | 2000-12-31 | $-177,424 |
| Expenses. Total of all expenses incurred | 2000-12-31 | $192 |
| Total plan assets at end of year | 2000-12-31 | $563,099 |
| Total plan assets at beginning of year | 2000-12-31 | $740,715 |
| Other income received | 2000-12-31 | $-189,225 |
| Net income (gross income less expenses) | 2000-12-31 | $-177,616 |
| Net plan assets at end of year (total assets less liabilities) | 2000-12-31 | $563,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2000-12-31 | $740,715 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2000-12-31 | $431 |
| Total contributions received or receivable from employer(s) | 2000-12-31 | $11,801 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2000-12-31 | $192 |
| 1999 : JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 1999 401k financial data |
|---|
| Total plan liabilities at end of year | 1999-01-01 | $0 |
| Total plan liabilities at beginning of year | 1999-01-01 | $0 |
| Total income from all sources | 1999-01-01 | $209,762 |
| Expenses. Total of all expenses incurred | 1999-01-01 | $173 |
| Total plan assets at end of year | 1999-01-01 | $740,715 |
| Total plan assets at beginning of year | 1999-01-01 | $531,126 |
| Other income received | 1999-01-01 | $196,711 |
| Net income (gross income less expenses) | 1999-01-01 | $209,589 |
| Net plan assets at end of year (total assets less liabilities) | 1999-01-01 | $740,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 1999-01-01 | $531,126 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 1999-01-01 | $395 |
| Total contributions received or receivable from employer(s) | 1999-01-01 | $13,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 1999-01-01 | $173 |
| 2010: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| 2003: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | No |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Insurance | Yes |
| 2003-01-01 | Plan funding arrangement – Trust | Yes |
| 2003-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2003-01-01 | Plan benefit arrangement - Trust | Yes |
| 2002: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | No |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | No |
| 2002-01-01 | Plan funding arrangement – Insurance | Yes |
| 2002-01-01 | Plan funding arrangement – Trust | Yes |
| 2002-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2002-01-01 | Plan benefit arrangement - Trust | Yes |
| 2001: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2001 form 5500 responses |
|---|
| 2001-01-01 | Type of plan entity | Single employer plan |
| 2001-01-01 | Submission has been amended | No |
| 2001-01-01 | This submission is the final filing | No |
| 2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-01-01 | Plan is a collectively bargained plan | No |
| 2001-01-01 | Plan funding arrangement – Insurance | Yes |
| 2001-01-01 | Plan funding arrangement – Trust | Yes |
| 2001-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2001-01-01 | Plan benefit arrangement - Trust | Yes |
| 2000: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 2000 form 5500 responses |
|---|
| 2000-01-01 | Type of plan entity | Single employer plan |
| 2000-01-01 | Submission has been amended | No |
| 2000-01-01 | This submission is the final filing | No |
| 2000-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-01-01 | Plan is a collectively bargained plan | No |
| 2000-01-01 | Plan funding arrangement – Insurance | Yes |
| 2000-01-01 | Plan funding arrangement – Trust | Yes |
| 2000-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2000-01-01 | Plan benefit arrangement - Trust | Yes |
| 1999: JOSEPH A JANIK D.D.S., S.C. PENSION PLAN AND TRUST 1999 form 5500 responses |
|---|
| 1999-01-01 | Type of plan entity | Single employer plan |
| 1999-01-01 | First time form 5500 has been submitted | Yes |
| 1999-01-01 | Submission has been amended | No |
| 1999-01-01 | This submission is the final filing | No |
| 1999-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-01-01 | Plan is a collectively bargained plan | No |
| 1999-01-01 | Plan funding arrangement – Insurance | Yes |
| 1999-01-01 | Plan funding arrangement – Trust | Yes |
| 1999-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1999-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $532 | | 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 | 532 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-01-01 | | Insurance policy end date | 2009-12-31 | | Total amount of fees paid to insurance company | USD $484 | | 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 | 484 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of fees paid to insurance company | USD $441 | | 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 | 441 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of fees paid to insurance company | USD $399 | | 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 | 399 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2006-01-01 | | Insurance policy end date | 2006-12-31 | | Total amount of fees paid to insurance company | USD $360 | | 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 | 360 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2005-01-01 | | Insurance policy end date | 2005-12-31 | | Total amount of fees paid to insurance company | USD $324 | | 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 | 324 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Total amount of fees paid to insurance company | USD $292 | | 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 | 292 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2003-01-01 | | Insurance policy end date | 2003-12-31 | | Total amount of fees paid to insurance company | USD $263 | | 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 | 263 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2002-01-01 | | Insurance policy end date | 2002-12-31 | | Total amount of fees paid to insurance company | USD $236 | | 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 | 236 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2001-01-01 | | Insurance policy end date | 2001-12-31 | | Total amount of fees paid to insurance company | USD $213 | | 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 | 213 | | Insurance broker name | G FED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2000-01-01 | | Insurance policy end date | 2000-12-31 | | Total amount of fees paid to insurance company | USD $192 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 192 | | Insurance broker name | G FRED SMITH |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 13259 |
| Policy instance | 1 |
| Insurance contract or identification number | 13259 | | Number of Individuals Covered | 1 | | Insurance policy start date | 1999-01-01 | | Insurance policy end date | 1999-12-31 | | Total amount of fees paid to insurance company | USD $173 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 173 | | Insurance broker name | G. FRED SMITH |
|
