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NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameNORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number 001

NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

NORTHEAST CONTEMPORARY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHEAST CONTEMPORARY SERVICES, INC.
Employer identification number (EIN):410916288
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JENNIFER L. FREEBURG2023-10-16 JENNIFER L. FREEBURG2023-10-16
0012021-01-01JENNIFER L. FREEBURG2022-10-20 JENNIFER L. FREEBURG2022-10-20
0012020-01-01JENNIFER L. FREEBURG2021-07-22 JENNIFER L. FREEBURG2021-07-22
0012019-01-01JENNIFER L. FREEBURG2020-10-13 JENNIFER L. FREEBURG2020-10-13
0012018-01-01JENNIFER L. FREEBURG2019-10-03 JENNIFER L. FREEBURG2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01REBECCA SMTIH
0012011-01-01BECKY SMITH
0012009-01-01BECKY SMITH
0012009-01-01BECKY SMITH BECKY SMITH2010-05-28
0012009-01-01BECKY SMITH

Plan Statistics for NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0122
Total participants2022-01-0122
Number of participants with account balances2022-01-0119
2021: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0128
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-0116
Total of all active and inactive participants2021-01-0124
Total participants2021-01-0124
Number of participants with account balances2021-01-0119
2020: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-0128
Total participants2020-01-0128
Number of participants with account balances2020-01-0119
2019: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-0133
Total participants2019-01-0133
Number of participants with account balances2019-01-0120
2018: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0132
Total participants2018-01-0132
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0135
Total participants2017-01-0135
Number of participants with account balances2017-01-0120
2016: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-0113
Total of all active and inactive participants2016-01-0134
Total participants2016-01-0134
Number of participants with account balances2016-01-0118
2015: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0128
Total participants2015-01-0128
Number of participants with account balances2015-01-0118
2014: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0129
Total participants2014-01-0129
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0141
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-0140
Total participants2013-01-0140
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0141
Total participants2012-01-0141
Number of participants with account balances2012-01-0131
2011: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-0134
Total participants2011-01-0134
Number of participants with account balances2011-01-0134
2009: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0137
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-0136
Total participants2009-01-0136
Number of participants with account balances2009-01-0136

Financial Data on NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources2022-12-31$-63,590
Total plan assets at end of year2022-12-31$375,793
Total plan assets at beginning of year2022-12-31$439,383
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$8,493
Other income received2022-12-31$-76,329
Net income (gross income less expenses)2022-12-31$-63,590
Net plan assets at end of year (total assets less liabilities)2022-12-31$375,793
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$439,383
Total contributions received or receivable from employer(s)2022-12-31$4,246
2021 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources2021-12-31$69,620
Expenses. Total of all expenses incurred2021-12-31$3,614
Benefits paid (including direct rollovers)2021-12-31$3,614
Total plan assets at end of year2021-12-31$439,383
Total plan assets at beginning of year2021-12-31$373,377
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$7,473
Other income received2021-12-31$58,411
Net income (gross income less expenses)2021-12-31$66,006
Net plan assets at end of year (total assets less liabilities)2021-12-31$439,383
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$373,377
Total contributions received or receivable from employer(s)2021-12-31$3,736
2020 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources2020-12-31$52,717
Expenses. Total of all expenses incurred2020-12-31$31,051
Benefits paid (including direct rollovers)2020-12-31$31,051
Total plan assets at end of year2020-12-31$373,377
Total plan assets at beginning of year2020-12-31$351,711
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$6,265
Other income received2020-12-31$43,410
Net income (gross income less expenses)2020-12-31$21,666
Net plan assets at end of year (total assets less liabilities)2020-12-31$373,377
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$351,711
Total contributions received or receivable from employer(s)2020-12-31$3,042
2019 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources2019-12-31$66,827
Expenses. Total of all expenses incurred2019-12-31$3,409
Benefits paid (including direct rollovers)2019-12-31$3,409
Total plan assets at end of year2019-12-31$351,711
Total plan assets at beginning of year2019-12-31$288,293
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$2,319
Other income received2019-12-31$59,870
Net income (gross income less expenses)2019-12-31$63,418
Net plan assets at end of year (total assets less liabilities)2019-12-31$351,711
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$288,293
Total contributions received or receivable from employer(s)2019-12-31$4,638
2018 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,537
Expenses. Total of all expenses incurred2018-12-31$861
Benefits paid (including direct rollovers)2018-12-31$861
Total plan assets at end of year2018-12-31$288,293
Total plan assets at beginning of year2018-12-31$292,691
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$8,853
Other income received2018-12-31$-16,816
Net income (gross income less expenses)2018-12-31$-4,398
Net plan assets at end of year (total assets less liabilities)2018-12-31$288,293
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$292,691
Total contributions received or receivable from employer(s)2018-12-31$4,426
2017 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources2017-12-31$51,093
Expenses. Total of all expenses incurred2017-12-31$74
Benefits paid (including direct rollovers)2017-12-31$74
Total plan assets at end of year2017-12-31$292,691
Total plan assets at beginning of year2017-12-31$241,672
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$10,193
Other income received2017-12-31$35,846
Net income (gross income less expenses)2017-12-31$51,019
Net plan assets at end of year (total assets less liabilities)2017-12-31$292,691
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$241,672
Total contributions received or receivable from employer(s)2017-12-31$5,054
2016 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources2016-12-31$35,735
Total plan assets at end of year2016-12-31$241,672
Total plan assets at beginning of year2016-12-31$205,937
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$12,587
Other income received2016-12-31$16,854
Net income (gross income less expenses)2016-12-31$35,735
Net plan assets at end of year (total assets less liabilities)2016-12-31$241,672
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$205,937
Total contributions received or receivable from employer(s)2016-12-31$6,294
2015 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources2015-12-31$37,472
Expenses. Total of all expenses incurred2015-12-31$491,672
Benefits paid (including direct rollovers)2015-12-31$491,672
Total plan assets at end of year2015-12-31$205,937
Total plan assets at beginning of year2015-12-31$660,137
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$27,631
Other income received2015-12-31$-846
Net income (gross income less expenses)2015-12-31$-454,200
Net plan assets at end of year (total assets less liabilities)2015-12-31$205,937
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$660,137
Total contributions received or receivable from employer(s)2015-12-31$10,687
2014 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources2014-12-31$76,217
Expenses. Total of all expenses incurred2014-12-31$15,738
Benefits paid (including direct rollovers)2014-12-31$15,738
Total plan assets at end of year2014-12-31$660,137
Total plan assets at beginning of year2014-12-31$599,658
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$34,965
Other income received2014-12-31$29,350
Net income (gross income less expenses)2014-12-31$60,479
Net plan assets at end of year (total assets less liabilities)2014-12-31$660,137
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$599,658
Total contributions received or receivable from employer(s)2014-12-31$11,902
2013 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources2013-12-31$107,954
Expenses. Total of all expenses incurred2013-12-31$26,798
Benefits paid (including direct rollovers)2013-12-31$19,074
Total plan assets at end of year2013-12-31$599,658
Total plan assets at beginning of year2013-12-31$518,502
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$32,377
Other income received2013-12-31$63,617
Net income (gross income less expenses)2013-12-31$81,156
Net plan assets at end of year (total assets less liabilities)2013-12-31$599,658
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$518,502
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$11,960
Value of certain deemed distributions of participant loans2013-12-31$7,724
2012 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources2012-12-31$80,700
Expenses. Total of all expenses incurred2012-12-31$84,297
Benefits paid (including direct rollovers)2012-12-31$76,819
Total plan assets at end of year2012-12-31$518,502
Total plan assets at beginning of year2012-12-31$522,099
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$34,236
Other income received2012-12-31$34,533
Net income (gross income less expenses)2012-12-31$-3,597
Net plan assets at end of year (total assets less liabilities)2012-12-31$518,502
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$522,099
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$11,931
Value of certain deemed distributions of participant loans2012-12-31$7,478
2011 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,436
Expenses. Total of all expenses incurred2011-12-31$28,331
Benefits paid (including direct rollovers)2011-12-31$28,331
Total plan assets at end of year2011-12-31$522,099
Total plan assets at beginning of year2011-12-31$499,994
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$32,713
Other income received2011-12-31$6,065
Net income (gross income less expenses)2011-12-31$22,105
Net plan assets at end of year (total assets less liabilities)2011-12-31$522,099
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$499,994
Total contributions received or receivable from employer(s)2011-12-31$11,658
2010 : NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources2010-12-31$70,338
Expenses. Total of all expenses incurred2010-12-31$9,092
Benefits paid (including direct rollovers)2010-12-31$9,092
Total plan assets at end of year2010-12-31$499,994
Total plan assets at beginning of year2010-12-31$438,748
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$26,534
Other income received2010-12-31$32,198
Net income (gross income less expenses)2010-12-31$61,246
Net plan assets at end of year (total assets less liabilities)2010-12-31$499,994
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$438,748
Total contributions received or receivable from employer(s)2010-12-31$11,606

Form 5500 Responses for NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN

2022: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: NORTHEAST CONTEMPORARY SERVICES, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $135
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $308
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $308
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered20
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $43
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $219
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $206
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $280
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $222
Insurance broker organization code?3
Insurance broker nameJACOB WIRE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $720
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $620
Insurance broker organization code?3
Insurance broker nameDAVID KOLLER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered19
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $461
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $347
Insurance broker organization code?3
Insurance broker nameMELVIN R JENKINS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered33
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $488
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $446
Insurance broker organization code?3
Insurance broker nameJOSHUA D NOKES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered31
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $724
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $690
Insurance broker organization code?3
Insurance broker nameCHERYL L FARINACCI
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $823
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65052
Policy instance 1
Insurance contract or identification number65052
Number of Individuals Covered34
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $541
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $512
Insurance broker organization code?3
Insurance broker nameJOHN M KELLY

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