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ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST
Plan identification number 001

ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

ACC PLANNED SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACC PLANNED SERVICE, INC.
Employer identification number (EIN):391255294
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PAUL KREILING2023-09-20
0012021-01-01PAUL KREILING2022-07-30
0012020-01-01PAUL KREILING2021-10-11 PAUL KREILING2021-10-11
0012019-01-01PAUL KREILING2020-08-06
0012018-01-01PAUL KREILING2019-10-14
0012017-01-01PAUL KREILING2018-10-15
0012016-01-01PAUL KREILING2017-08-16
0012015-01-01PAUL KREILING2016-06-27 PAUL KREILING2016-06-27
0012014-01-01PAUL KREILING
0012013-01-01PAUL KREILING PAUL KREILING2014-07-21
0012012-01-01PAUL KREILING
0012011-01-01PAUL KREILING
0012010-01-01PAUL KREILING
0012009-01-01PAUL KREILING PAUL KREILING2010-09-14

Plan Statistics for ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0121
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0123
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0122
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0124
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0123
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$321,979
Expenses. Total of all expenses incurred2014-12-31$160,776
Benefits paid (including direct rollovers)2014-12-31$160,726
Total plan assets at end of year2014-12-31$2,697,544
Total plan assets at beginning of year2014-12-31$2,536,341
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$112,407
Expenses. Other expenses not covered elsewhere2014-12-31$50
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$156,531
Net income (gross income less expenses)2014-12-31$161,203
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,697,544
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,536,341
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$53,041
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$575,589
Expenses. Total of all expenses incurred2013-12-31$110,522
Benefits paid (including direct rollovers)2013-12-31$110,472
Total plan assets at end of year2013-12-31$2,536,341
Total plan assets at beginning of year2013-12-31$2,071,274
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$118,338
Expenses. Other expenses not covered elsewhere2013-12-31$50
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$400,521
Net income (gross income less expenses)2013-12-31$465,067
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,536,341
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,071,274
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$56,730
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$365,409
Expenses. Total of all expenses incurred2012-12-31$94,311
Benefits paid (including direct rollovers)2012-12-31$94,236
Total plan assets at end of year2012-12-31$2,071,274
Total plan assets at beginning of year2012-12-31$1,800,176
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$104,768
Expenses. Other expenses not covered elsewhere2012-12-31$75
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$205,958
Net income (gross income less expenses)2012-12-31$271,098
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,071,274
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,800,176
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$54,683
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$113,022
Expenses. Total of all expenses incurred2011-12-31$72,650
Benefits paid (including direct rollovers)2011-12-31$72,600
Total plan assets at end of year2011-12-31$1,800,176
Total plan assets at beginning of year2011-12-31$1,759,804
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$97,152
Expenses. Other expenses not covered elsewhere2011-12-31$50
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-38,564
Net income (gross income less expenses)2011-12-31$40,372
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,800,176
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,759,804
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$54,434
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$280,634
Expenses. Total of all expenses incurred2010-12-31$73,820
Benefits paid (including direct rollovers)2010-12-31$73,770
Total plan assets at end of year2010-12-31$1,759,804
Total plan assets at beginning of year2010-12-31$1,552,990
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$102,898
Expenses. Other expenses not covered elsewhere2010-12-31$50
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$130,402
Net income (gross income less expenses)2010-12-31$206,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,759,804
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,552,990
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$47,334
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST

2014: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ACC PLANNED SERVICE, INC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710661
Policy instance 1
Insurance contract or identification numberGA-710661
Number of Individuals Covered18
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,993
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,993
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO L P.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710661
Policy instance 1
Insurance contract or identification numberGA-710661
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,328
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,328
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710661
Policy instance 1
Insurance contract or identification numberGA-710661
Number of Individuals Covered19
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,736
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710661
Policy instance 1
Insurance contract or identification numberGA-710661
Number of Individuals Covered20
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,613
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710661
Policy instance 1
Insurance contract or identification numberGA-710661
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,153
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,153
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO

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