401k Plan data: OLD MONROE LUMBER CO. 401(K) PLAN plan

OLD MONROE LUMBER CO. 401(K) PLAN 401k Plan overview

Plan Name	OLD MONROE LUMBER CO. 401(K) PLAN
Plan identification number	001

OLD MONROE LUMBER CO. 401(K) PLAN Benefits

401k Plan Type

Defined 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

OLD MONROE LUMBER COMPANY has sponsored the creation of one or more 401k plans.

Company Name: OLD MONROE LUMBER COMPANY

Employer identification number (EIN): 431851940

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OLD MONROE LUMBER CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DONALD SCHROER 2023-10-11
001 2021-01-01 DONALD SCHROER 2022-05-31 DONALD SCHROER 2022-05-31
001 2020-01-01 DONALD SCHROER 2021-07-07 DONALD SCHROER 2021-07-07
001 2019-01-01 DONALD SCHROER 2020-09-10 DONALD SCHROER 2020-09-10
001 2018-01-01 DONALD G SCHROER 2019-09-25
001 2017-01-01 DONALD SCHROER 2018-06-19
001 2016-01-01 CAMERON FINLEY 2017-06-26
001 2015-01-01 CAMERON FINLEY 2016-06-21 CAMERON FINLEY 2016-06-21
001 2014-01-01 CAMERON FINLEY CAMERON FINLEY 2015-06-12
001 2013-01-01 CAMERON FINLEY CAMERON FINLEY 2014-07-15
001 2012-01-01 CAMERON FINLEY CAMERON FINLEY 2013-07-13
001 2011-01-01 CAMERON FINLEY
001 2009-01-01 CAMERON FINLEY CAMERON FINLEY 2010-08-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DONALD SCHROER	2023-10-11
001	2021-01-01	DONALD SCHROER	2022-05-31	DONALD SCHROER	2022-05-31
001	2020-01-01	DONALD SCHROER	2021-07-07	DONALD SCHROER	2021-07-07
001	2019-01-01	DONALD SCHROER	2020-09-10	DONALD SCHROER	2020-09-10
001	2018-01-01	DONALD G SCHROER	2019-09-25
001	2017-01-01	DONALD SCHROER	2018-06-19
001	2016-01-01	CAMERON FINLEY	2017-06-26
001	2015-01-01	CAMERON FINLEY	2016-06-21	CAMERON FINLEY	2016-06-21
001	2014-01-01	CAMERON FINLEY		CAMERON FINLEY	2015-06-12
001	2013-01-01	CAMERON FINLEY		CAMERON FINLEY	2014-07-15
001	2012-01-01	CAMERON FINLEY		CAMERON FINLEY	2013-07-13
001	2011-01-01	CAMERON FINLEY
001	2009-01-01	CAMERON FINLEY		CAMERON FINLEY	2010-08-12

Plan Statistics for OLD MONROE LUMBER CO. 401(K) PLAN

401k plan membership statisitcs for OLD MONROE LUMBER CO. 401(K) PLAN

Measure Date Value
2014: OLD MONROE LUMBER CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
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 3
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: OLD MONROE LUMBER CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
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 3
Total of all active and inactive participants 2013-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 24
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: OLD MONROE LUMBER CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: OLD MONROE LUMBER CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OLD MONROE LUMBER CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: OLD MONROE LUMBER CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
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	3
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: OLD MONROE LUMBER CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
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	3
Total of all active and inactive participants	2013-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	24
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: OLD MONROE LUMBER CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: OLD MONROE LUMBER CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OLD MONROE LUMBER CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OLD MONROE LUMBER CO. 401(K) PLAN

Measure	Date	Value
2014 : OLD MONROE LUMBER CO. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$46
Total income from all sources	2014-12-31	$483,754
Expenses. Total of all expenses incurred	2014-12-31	$5,309
Benefits paid (including direct rollovers)	2014-12-31	$5,154
Total plan assets at end of year	2014-12-31	$3,311,471
Total plan assets at beginning of year	2014-12-31	$2,832,980
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$102,572
Expenses. Other expenses not covered elsewhere	2014-12-31	$155
Contributions received from other sources (not participants or employers)	2014-12-31	$36,296
Other income received	2014-12-31	$176,702
Net income (gross income less expenses)	2014-12-31	$478,445
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,311,471
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,832,980
Assets. Value of participant loans	2014-12-31	$57,842
Total contributions received or receivable from employer(s)	2014-12-31	$168,184
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : OLD MONROE LUMBER CO. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$1,199
Total income from all sources	2013-12-31	$590,823
Expenses. Total of all expenses incurred	2013-12-31	$102,689
Benefits paid (including direct rollovers)	2013-12-31	$102,455
Total plan assets at end of year	2013-12-31	$2,832,980
Total plan assets at beginning of year	2013-12-31	$2,343,647
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$90,943
Expenses. Other expenses not covered elsewhere	2013-12-31	$234
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$460,947
Net income (gross income less expenses)	2013-12-31	$488,134
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,832,980
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,343,647
Assets. Value of participant loans	2013-12-31	$75,796
Total contributions received or receivable from employer(s)	2013-12-31	$38,933
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : OLD MONROE LUMBER CO. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$355,188
Expenses. Total of all expenses incurred	2012-12-31	$246
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,343,647
Total plan assets at beginning of year	2012-12-31	$1,988,705
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$76,153
Expenses. Other expenses not covered elsewhere	2012-12-31	$246
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$235,826
Net income (gross income less expenses)	2012-12-31	$354,942
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,343,647
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,988,705
Assets. Value of participant loans	2012-12-31	$90,661
Total contributions received or receivable from employer(s)	2012-12-31	$43,209
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : OLD MONROE LUMBER CO. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$161
Total income from all sources	2011-12-31	$101,629
Expenses. Total of all expenses incurred	2011-12-31	$49,403
Benefits paid (including direct rollovers)	2011-12-31	$38,723
Total plan assets at end of year	2011-12-31	$1,988,705
Total plan assets at beginning of year	2011-12-31	$1,936,318
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$77,694
Expenses. Other expenses not covered elsewhere	2011-12-31	$239
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-24,248
Net income (gross income less expenses)	2011-12-31	$52,226
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,988,705
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,936,318
Assets. Value of participant loans	2011-12-31	$97,513
Total contributions received or receivable from employer(s)	2011-12-31	$48,183
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$10,441
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : OLD MONROE LUMBER CO. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$132
Total income from all sources	2010-12-31	$325,476
Expenses. Total of all expenses incurred	2010-12-31	$140
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,936,318
Total plan assets at beginning of year	2010-12-31	$1,610,850
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$88,100
Expenses. Other expenses not covered elsewhere	2010-12-31	$140
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$183,401
Net income (gross income less expenses)	2010-12-31	$325,336
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,936,318
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,610,850
Assets. Value of participant loans	2010-12-31	$41,340
Total contributions received or receivable from employer(s)	2010-12-31	$53,975
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
2009 : OLD MONROE LUMBER CO. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for OLD MONROE LUMBER CO. 401(K) PLAN

2014: OLD MONROE LUMBER CO. 401(K) PLAN 2014 form 5500 responses
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
2013: OLD MONROE LUMBER CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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
2012: OLD MONROE LUMBER CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: OLD MONROE LUMBER CO. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: OLD MONROE LUMBER CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-711647

Policy instance

Insurance contract or identification number	GA-711647
Number of Individuals Covered	25
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,076
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 $9,076
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO L P.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-711647

Policy instance

Insurance contract or identification number	GA-711647
Number of Individuals Covered	21
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,550
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-711647

Policy instance

Insurance contract or identification number	GA-711647
Number of Individuals Covered	22
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,964
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 $4,964
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO

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Company Name:	OLD MONROE LUMBER COMPANY
Employer identification number (EIN):	431851940
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers