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DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 401k Plan overview

Plan NameDOUGLAS R QUADY HR10 PLAN PROFIT SHARING
Plan identification number 001

DOUGLAS R QUADY HR10 PLAN PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

DOUGLAS R QUADY has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS R QUADY
Employer identification number (EIN):416186285
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGLAS R QUADY HR10 PLAN PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01WAYNE GUERRINO2022-08-02
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS R. QUADY
0012016-01-01DOUGLAS R. QUADY
0012015-01-01DOUGLAS R. QUADY
0012014-01-01DOUGLAS R. QUADY
0012013-01-01DOUGLAS R. QUADY
0012012-01-01DOUGLAS R. QUADY
0012011-01-01DOUGLAS R. QUADY
0012009-01-01DOUGLAS R. QUADY

Plan Statistics for DOUGLAS R QUADY HR10 PLAN PROFIT SHARING

401k plan membership statisitcs for DOUGLAS R QUADY HR10 PLAN PROFIT SHARING

Measure Date Value
2021: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DOUGLAS R QUADY HR10 PLAN PROFIT SHARING

Measure Date Value
2021 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2021 401k financial data
Total income from all sources2021-12-31$491
Total plan assets at end of year2021-12-31$25,624
Total plan assets at beginning of year2021-12-31$25,133
Other income received2021-12-31$491
Net income (gross income less expenses)2021-12-31$491
Net plan assets at end of year (total assets less liabilities)2021-12-31$25,624
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$25,133
2020 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2020 401k financial data
Total income from all sources2020-12-31$3,619
Total plan assets at end of year2020-12-31$25,133
Total plan assets at beginning of year2020-12-31$21,514
Other income received2020-12-31$3,619
Net income (gross income less expenses)2020-12-31$3,619
Net plan assets at end of year (total assets less liabilities)2020-12-31$25,133
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$21,514
2019 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2019 401k financial data
Total income from all sources2019-12-31$3,875
Total plan assets at end of year2019-12-31$21,514
Total plan assets at beginning of year2019-12-31$17,639
Other income received2019-12-31$3,875
Net income (gross income less expenses)2019-12-31$3,875
Net plan assets at end of year (total assets less liabilities)2019-12-31$21,514
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$17,639
2018 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$-1,508
Total plan assets at end of year2018-12-31$17,639
Total plan assets at beginning of year2018-12-31$19,147
Other income received2018-12-31$-1,508
Net income (gross income less expenses)2018-12-31$-1,508
Net plan assets at end of year (total assets less liabilities)2018-12-31$17,639
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,147
2017 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$2,531
Total plan assets at end of year2017-12-31$19,147
Total plan assets at beginning of year2017-12-31$16,616
Other income received2017-12-31$2,531
Net income (gross income less expenses)2017-12-31$2,531
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,147
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$16,616
2016 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2016 401k financial data
Transfers to/from the plan2016-12-31$-4,782
Total income from all sources2016-12-31$766
Total plan assets at end of year2016-12-31$16,616
Total plan assets at beginning of year2016-12-31$20,632
Other income received2016-12-31$766
Net income (gross income less expenses)2016-12-31$766
Net plan assets at end of year (total assets less liabilities)2016-12-31$16,616
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,632
2015 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$-111
Total plan assets at end of year2015-12-31$20,632
Total plan assets at beginning of year2015-12-31$20,743
Other income received2015-12-31$-111
Net income (gross income less expenses)2015-12-31$-111
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,632
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$20,743
2014 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$1,364
Expenses. Total of all expenses incurred2014-12-31$2,000
Benefits paid (including direct rollovers)2014-12-31$2,000
Total plan assets at end of year2014-12-31$20,743
Total plan assets at beginning of year2014-12-31$21,379
Other income received2014-12-31$1,364
Net income (gross income less expenses)2014-12-31$-636
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,743
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$21,379
2013 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$3,251
Expenses. Total of all expenses incurred2013-12-31$6,000
Benefits paid (including direct rollovers)2013-12-31$6,000
Total plan assets at end of year2013-12-31$21,379
Total plan assets at beginning of year2013-12-31$24,128
Other income received2013-12-31$3,251
Net income (gross income less expenses)2013-12-31$-2,749
Net plan assets at end of year (total assets less liabilities)2013-12-31$21,379
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$24,128
2012 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$12,281
Expenses. Total of all expenses incurred2012-12-31$117,769
Benefits paid (including direct rollovers)2012-12-31$117,769
Total plan assets at end of year2012-12-31$24,128
Total plan assets at beginning of year2012-12-31$129,616
Other income received2012-12-31$12,281
Net income (gross income less expenses)2012-12-31$-105,488
Net plan assets at end of year (total assets less liabilities)2012-12-31$24,128
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$129,616
2011 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$-3,676
Expenses. Total of all expenses incurred2011-12-31$123,375
Benefits paid (including direct rollovers)2011-12-31$123,375
Total plan assets at end of year2011-12-31$129,616
Total plan assets at beginning of year2011-12-31$256,667
Other income received2011-12-31$-3,676
Net income (gross income less expenses)2011-12-31$-127,051
Net plan assets at end of year (total assets less liabilities)2011-12-31$129,616
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$256,667
2010 : DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$29,321
Expenses. Total of all expenses incurred2010-12-31$15,000
Benefits paid (including direct rollovers)2010-12-31$15,000
Total plan assets at end of year2010-12-31$256,667
Total plan assets at beginning of year2010-12-31$242,346
Other income received2010-12-31$29,321
Net income (gross income less expenses)2010-12-31$14,321
Net plan assets at end of year (total assets less liabilities)2010-12-31$256,667
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$242,346

Form 5500 Responses for DOUGLAS R QUADY HR10 PLAN PROFIT SHARING

2021: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 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: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DOUGLAS R QUADY HR10 PLAN PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberPAN9354859
Policy instance 1
Insurance contract or identification numberPAN9354859
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $203
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $203
Insurance broker organization code?3
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberPAN9354859
Policy instance 1
Insurance contract or identification numberPAN9354859
Number of Individuals Covered1
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $164
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $164
Insurance broker organization code?3
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberPAN9354859
Policy instance 1
Insurance contract or identification numberPAN9354859
Number of Individuals Covered1
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $152
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $152
Insurance broker organization code?3
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberPAN9354859
Policy instance 1
Insurance contract or identification numberPAN9354859
Number of Individuals Covered1
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $143
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXC9346806, ETC
Policy instance 1
Insurance contract or identification numberEXC9346806, ETC
Number of Individuals Covered1
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $137
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $134
Insurance broker organization code?3
Insurance broker nameDAVID J. MEANS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXC9346806, ETC
Policy instance 1
Insurance contract or identification numberEXC9346806, ETC
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $154
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150
Insurance broker organization code?3
Insurance broker nameDAVID J. MEANS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXC9346806, ETC
Policy instance 1
Insurance contract or identification numberEXC9346806, ETC
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $145
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141
Insurance broker organization code?3
Insurance broker nameDAVID J. MEANS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXC9346806, ETC
Policy instance 1
Insurance contract or identification numberEXC9346806, ETC
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $145
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139
Insurance broker organization code?3
Insurance broker nameDAVID J. MEANS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXC9346806, ETC
Policy instance 1
Insurance contract or identification numberEXC9346806, ETC
Number of Individuals Covered2
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $629
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $547
Insurance broker organization code?3
Insurance broker namePETER L. SCHULTE
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXC9346806
Policy instance 1
Insurance contract or identification numberEXC9346806
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,219
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXC9346806
Policy instance 1
Insurance contract or identification numberEXC9346806
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,432
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,224
Insurance broker organization code?3
Insurance broker nameSTEPHEN T. SALMON

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