WILLIAMS, MALONE & RALPH, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN
401k plan membership statisitcs for WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN
Measure | Date | Value |
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2017: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2017 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $245,329 |
Expenses. Total of all expenses incurred | 2017-12-31 | $590,169 |
Benefits paid (including direct rollovers) | 2017-12-31 | $567,202 |
Total plan assets at end of year | 2017-12-31 | $1,337,672 |
Total plan assets at beginning of year | 2017-12-31 | $1,682,512 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $6,402 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $4,509 |
Other income received | 2017-12-31 | $220,894 |
Net income (gross income less expenses) | 2017-12-31 | $-344,840 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,337,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,682,512 |
Assets. Value of participant loans | 2017-12-31 | $5,066 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $13,524 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $22,967 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $163,673 |
Expenses. Total of all expenses incurred | 2016-12-31 | $21,685 |
Total plan assets at end of year | 2016-12-31 | $1,682,512 |
Total plan assets at beginning of year | 2016-12-31 | $1,540,524 |
Value of fidelity bond covering the plan | 2016-12-31 | $180,000 |
Total contributions received or receivable from participants | 2016-12-31 | $4,981 |
Other income received | 2016-12-31 | $146,330 |
Net income (gross income less expenses) | 2016-12-31 | $141,988 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,682,512 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,540,524 |
Assets. Value of participant loans | 2016-12-31 | $7,631 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $12,362 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $21,685 |
2015 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $9,049 |
Expenses. Total of all expenses incurred | 2015-12-31 | $179,327 |
Benefits paid (including direct rollovers) | 2015-12-31 | $157,389 |
Total plan assets at end of year | 2015-12-31 | $1,540,524 |
Total plan assets at beginning of year | 2015-12-31 | $1,710,802 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Total contributions received or receivable from participants | 2015-12-31 | $5,280 |
Other income received | 2015-12-31 | $-3,098 |
Net income (gross income less expenses) | 2015-12-31 | $-170,278 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,540,524 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,710,802 |
Assets. Value of participant loans | 2015-12-31 | $10,141 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $6,867 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $21,938 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $102,873 |
Expenses. Total of all expenses incurred | 2014-12-31 | $27,150 |
Benefits paid (including direct rollovers) | 2014-12-31 | $4,523 |
Total plan assets at end of year | 2014-12-31 | $1,710,802 |
Total plan assets at beginning of year | 2014-12-31 | $1,635,079 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $8,761 |
Other income received | 2014-12-31 | $64,512 |
Net income (gross income less expenses) | 2014-12-31 | $75,723 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,710,802 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,635,079 |
Assets. Value of participant loans | 2014-12-31 | $54,926 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $29,600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $22,627 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $285,277 |
Expenses. Total of all expenses incurred | 2013-12-31 | $26,347 |
Benefits paid (including direct rollovers) | 2013-12-31 | $5,470 |
Total plan assets at end of year | 2013-12-31 | $1,635,079 |
Total plan assets at beginning of year | 2013-12-31 | $1,376,149 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $8,034 |
Other income received | 2013-12-31 | $253,461 |
Net income (gross income less expenses) | 2013-12-31 | $258,930 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,635,079 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,376,149 |
Assets. Value of participant loans | 2013-12-31 | $6,219 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $23,782 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $20,877 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $196,067 |
Expenses. Total of all expenses incurred | 2012-12-31 | $23,449 |
Benefits paid (including direct rollovers) | 2012-12-31 | $5,050 |
Total plan assets at end of year | 2012-12-31 | $1,376,149 |
Total plan assets at beginning of year | 2012-12-31 | $1,203,531 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $8,860 |
Other income received | 2012-12-31 | $167,345 |
Net income (gross income less expenses) | 2012-12-31 | $172,618 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,376,149 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,203,531 |
Assets. Value of participant loans | 2012-12-31 | $8,614 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $19,862 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $18,399 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-7,844 |
Expenses. Total of all expenses incurred | 2011-12-31 | $21,565 |
Benefits paid (including direct rollovers) | 2011-12-31 | $3,643 |
Total plan assets at end of year | 2011-12-31 | $1,203,531 |
Total plan assets at beginning of year | 2011-12-31 | $1,232,940 |
Value of fidelity bond covering the plan | 2011-12-31 | $110,000 |
Total contributions received or receivable from participants | 2011-12-31 | $7,750 |
Other income received | 2011-12-31 | $-36,815 |
Net income (gross income less expenses) | 2011-12-31 | $-29,409 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,203,531 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,232,940 |
Assets. Value of participant loans | 2011-12-31 | $10,909 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $21,221 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $17,922 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $177,622 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,469 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,469 |
Total plan assets at end of year | 2010-12-31 | $1,232,940 |
Total plan assets at beginning of year | 2010-12-31 | $1,058,787 |
Value of fidelity bond covering the plan | 2010-12-31 | $110,000 |
Total contributions received or receivable from participants | 2010-12-31 | $7,479 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $150,388 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $174,153 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,232,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,058,787 |
Assets. Value of participant loans | 2010-12-31 | $1,053 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $19,755 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2017: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2013 form 5500 responses |
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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 |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2012 form 5500 responses |
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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 |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2011 form 5500 responses |
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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 |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WILLIAMS, MALONE & RALPH, PA EZ(K) RETIREMENT PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 21058 |
Policy instance | 1 |
Insurance contract or identification number | 21058 | Number of Individuals Covered | 2 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 21058 |
Policy instance | 1 |
Insurance contract or identification number | 21058 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | 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? | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 21058 |
Policy instance | 1 |
Insurance contract or identification number | 21058 | Number of Individuals Covered | 2 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | 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? | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 21058 |
Policy instance | 1 |
Insurance contract or identification number | 21058 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | 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? | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 21058 |
Policy instance | 1 |
Insurance contract or identification number | 21058 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $0 | 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? | No | 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 $0 | Insurance broker organization code? | 3 | Insurance broker name | KENNETH L. SCHMIDT |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 21058 |
Policy instance | 1 |
Insurance contract or identification number | 21058 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $0 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 21058 |
Policy instance | 1 |
Insurance contract or identification number | 21058 | Number of Individuals Covered | 2 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Total amount of commissions paid to insurance broker | USD $0 | 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? | No | 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 $0 | Insurance broker organization code? | 3 | Insurance broker name | KENNETH L. SCHMIDT |
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