CERMELE & MATTHEWS, SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CERMELE & MATTHEWS, SC 401(K) PLAN
Measure | Date | Value |
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2019: CERMELE & MATTHEWS, SC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CERMELE & MATTHEWS, SC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: CERMELE & MATTHEWS, SC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CERMELE & MATTHEWS, SC 401(K) 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 | 4 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CERMELE & MATTHEWS, SC 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CERMELE & MATTHEWS, SC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CERMELE & MATTHEWS, SC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
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2019 : CERMELE & MATTHEWS, SC 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $74,353 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,609 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,852 |
Total plan assets at end of year | 2019-12-31 | $219,487 |
Total plan assets at beginning of year | 2019-12-31 | $149,743 |
Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
Total contributions received or receivable from participants | 2019-12-31 | $34,358 |
Other income received | 2019-12-31 | $32,738 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $69,744 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $219,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $149,743 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $7,257 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,757 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CERMELE & MATTHEWS, SC 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $23,003 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,054 |
Total plan assets at end of year | 2018-12-31 | $149,743 |
Total plan assets at beginning of year | 2018-12-31 | $128,794 |
Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
Total contributions received or receivable from participants | 2018-12-31 | $29,695 |
Other income received | 2018-12-31 | $-14,419 |
Net income (gross income less expenses) | 2018-12-31 | $20,949 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $149,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $128,794 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $7,727 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,054 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CERMELE & MATTHEWS, SC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $46,693 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,369 |
Total plan assets at end of year | 2017-12-31 | $128,794 |
Total plan assets at beginning of year | 2017-12-31 | $83,470 |
Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
Total contributions received or receivable from participants | 2017-12-31 | $18,315 |
Other income received | 2017-12-31 | $19,762 |
Net income (gross income less expenses) | 2017-12-31 | $45,324 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $128,794 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $83,470 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $8,616 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,369 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CERMELE & MATTHEWS, SC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $39,657 |
Expenses. Total of all expenses incurred | 2016-12-31 | $12,384 |
Benefits paid (including direct rollovers) | 2016-12-31 | $11,487 |
Total plan assets at end of year | 2016-12-31 | $83,470 |
Total plan assets at beginning of year | 2016-12-31 | $56,197 |
Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
Total contributions received or receivable from participants | 2016-12-31 | $20,151 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $5,904 |
Other income received | 2016-12-31 | $4,924 |
Net income (gross income less expenses) | 2016-12-31 | $27,273 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $83,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $56,197 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $8,678 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $897 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CERMELE & MATTHEWS, SC 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $27,935 |
Expenses. Total of all expenses incurred | 2015-12-31 | $502 |
Total plan assets at end of year | 2015-12-31 | $56,422 |
Total plan assets at beginning of year | 2015-12-31 | $28,989 |
Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
Total contributions received or receivable from participants | 2015-12-31 | $18,661 |
Other income received | 2015-12-31 | $-1,687 |
Net income (gross income less expenses) | 2015-12-31 | $27,433 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $56,422 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $28,989 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $10,961 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $502 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CERMELE & MATTHEWS, SC 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $21,968 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,602 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,447 |
Total plan assets at end of year | 2014-12-31 | $28,989 |
Total plan assets at beginning of year | 2014-12-31 | $8,623 |
Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
Total contributions received or receivable from participants | 2014-12-31 | $11,170 |
Other income received | 2014-12-31 | $604 |
Net income (gross income less expenses) | 2014-12-31 | $20,366 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $28,989 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,623 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $10,194 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $155 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CERMELE & MATTHEWS, SC 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $8,623 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $8,623 |
Total plan assets at beginning of year | 2013-12-31 | $0 |
Total contributions received or receivable from participants | 2013-12-31 | $2,123 |
Other income received | 2013-12-31 | $36 |
Net income (gross income less expenses) | 2013-12-31 | $8,623 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,623 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $6,464 |
2019: CERMELE & MATTHEWS, SC 401(K) 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: CERMELE & MATTHEWS, SC 401(K) 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: CERMELE & MATTHEWS, SC 401(K) 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: CERMELE & MATTHEWS, SC 401(K) 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: CERMELE & MATTHEWS, SC 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CERMELE & MATTHEWS, SC 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CERMELE & MATTHEWS, SC 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | First time form 5500 has been submitted | Yes |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336651-01 |
Policy instance | 1 |
Insurance contract or identification number | 336651-01 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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? | Yes | 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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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336651-01 |
Policy instance | 1 |
Insurance contract or identification number | 336651-01 | Number of Individuals Covered | 4 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $14 | Total amount of fees paid to insurance company | USD $0 | 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? | Yes | 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 $14 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 7 |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336651-01 |
Policy instance | 1 |
Insurance contract or identification number | 336651-01 | Number of Individuals Covered | 4 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $9 | Total amount of fees paid to insurance company | USD $0 | 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? | Yes | 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 $9 | Insurance broker organization code? | 7 | Insurance broker name | H BECK INC. |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336651-01 |
Policy instance | 1 |
Insurance contract or identification number | 336651-01 | Number of Individuals Covered | 4 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $14 | Total amount of fees paid to insurance company | USD $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 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? | Yes | 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 $14 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 7 | Insurance broker name | H BECK INC |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336651-01 |
Policy instance | 1 |
Insurance contract or identification number | 336651-01 | Number of Individuals Covered | 4 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2 | Total amount of fees paid to insurance company | USD $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 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? | Yes | 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 $2 | Insurance broker organization code? | 7 | Insurance broker name | H BECK INC |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336651-01 |
Policy instance | 1 |
Insurance contract or identification number | 336651-01 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | 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? | Yes | 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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