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MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameMORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MORI MEDICAL EQUIPMENT, INC has sponsored the creation of one or more 401k plans.

Company Name:MORI MEDICAL EQUIPMENT, INC
Employer identification number (EIN):452539270
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Additional information about MORI MEDICAL EQUIPMENT, INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2011-06-06
Company Identification Number: C3383696
Legal Registered Office Address: 6571 Halite Place

Carlsbad
United States of America (USA)
92009

More information about MORI MEDICAL EQUIPMENT, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GORDON MORI
0012017-01-01GORDON MORI
0012016-01-01GORDON MORI
0012015-01-01GORDON MORI
0012014-01-01GORDON MORI
0012013-01-01GORDON MORI
0012012-01-01GORDON MORI
0012011-01-01GORDON MORI

Plan Statistics for MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-017
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 participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
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: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
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 participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
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: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-017
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 participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
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: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-013
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 participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 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 balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
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 balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-011
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 participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$-191,086
Expenses. Total of all expenses incurred2022-12-31$4
Total plan assets at end of year2022-12-31$459,530
Total plan assets at beginning of year2022-12-31$650,620
Value of fidelity bond covering the plan2022-12-31$10,000
Other income received2022-12-31$-191,086
Net income (gross income less expenses)2022-12-31$-191,090
Net plan assets at end of year (total assets less liabilities)2022-12-31$459,530
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$650,620
Assets. Value of employer securities2022-12-31$443,524
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4
2021 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$-531,253
Expenses. Total of all expenses incurred2021-12-31$4
Total plan assets at end of year2021-12-31$650,620
Total plan assets at beginning of year2021-12-31$1,181,877
Value of fidelity bond covering the plan2021-12-31$10,000
Other income received2021-12-31$-542,506
Net income (gross income less expenses)2021-12-31$-531,257
Net plan assets at end of year (total assets less liabilities)2021-12-31$650,620
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,181,877
Assets. Value of employer securities2021-12-31$633,606
Total contributions received or receivable from employer(s)2021-12-31$11,253
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4
2020 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$125
Total plan assets at end of year2020-12-31$1,181,877
Total plan assets at beginning of year2020-12-31$1,181,752
Value of fidelity bond covering the plan2020-12-31$10,000
Other income received2020-12-31$125
Net income (gross income less expenses)2020-12-31$125
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,181,877
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,181,752
Assets. Value of employer securities2020-12-31$1,177,000
2019 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$4,752
Total plan assets at end of year2019-12-31$1,181,752
Total plan assets at beginning of year2019-12-31$1,177,000
Value of fidelity bond covering the plan2019-12-31$10,000
Net income (gross income less expenses)2019-12-31$4,752
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,181,752
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,177,000
Assets. Value of employer securities2019-12-31$1,177,000
Total contributions received or receivable from employer(s)2019-12-31$4,752
2018 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$348,237
Total plan assets at end of year2018-12-31$1,177,000
Total plan assets at beginning of year2018-12-31$828,763
Value of fidelity bond covering the plan2018-12-31$10,000
Contributions received from other sources (not participants or employers)2018-12-31$200,000
Other income received2018-12-31$148,237
Net income (gross income less expenses)2018-12-31$348,237
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,177,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$828,763
Assets. Value of employer securities2018-12-31$1,177,000
2017 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$-405,214
Total plan assets at end of year2017-12-31$828,763
Total plan assets at beginning of year2017-12-31$1,233,977
Value of fidelity bond covering the plan2017-12-31$10,000
Contributions received from other sources (not participants or employers)2017-12-31$200,000
Other income received2017-12-31$-405,214
Net income (gross income less expenses)2017-12-31$-405,214
Net plan assets at end of year (total assets less liabilities)2017-12-31$828,763
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,233,977
Assets. Value of employer securities2017-12-31$828,763
2016 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,143,977
Total plan assets at end of year2016-12-31$1,233,977
Total plan assets at beginning of year2016-12-31$90,000
Value of fidelity bond covering the plan2016-12-31$10,000
Other income received2016-12-31$1,143,977
Net income (gross income less expenses)2016-12-31$1,143,977
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,233,977
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$90,000
Assets. Value of employer securities2016-12-31$1,233,977
2015 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total plan assets at end of year2015-12-31$90,000
Total plan assets at beginning of year2015-12-31$90,000
Value of fidelity bond covering the plan2015-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$90,000
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$90,000
Assets. Value of employer securities2015-12-31$90,000
2014 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$89,043
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$90,000
Total plan assets at beginning of year2014-12-31$957
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$90,000
Other income received2014-12-31$-957
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$89,043
Net plan assets at end of year (total assets less liabilities)2014-12-31$90,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$957
Assets. Value of employer securities2014-12-31$90,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$957
Total plan assets at beginning of year2013-12-31$957
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$957
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$957
Assets. Value of employer securities2013-12-31$957
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-43,143
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$957
Total plan assets at beginning of year2012-12-31$44,100
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$-43,143
Net income (gross income less expenses)2012-12-31$-43,143
Net plan assets at end of year (total assets less liabilities)2012-12-31$957
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$44,100
Assets. Value of employer securities2012-12-31$957
2011 : MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$52,000
Expenses. Total of all expenses incurred2011-12-31$7,900
Total plan assets at end of year2011-12-31$44,100
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$1,000,000
Contributions received from other sources (not participants or employers)2011-12-31$52,000
Net income (gross income less expenses)2011-12-31$44,100
Net plan assets at end of year (total assets less liabilities)2011-12-31$44,100
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$44,100
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,900

Form 5500 Responses for MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN

2022: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST 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: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 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: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST 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: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MORI MEDICAL EQUIPMENT INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3

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