CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. has sponsored the creation of one or more 401k plans.
Additional information about CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC.
Submission information for form 5500 for 401k plan CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2016: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
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 | 5 |
Total of all active and inactive participants | 2016-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 26 |
Number of participants with account balances | 2016-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
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 | 5 |
Total of all active and inactive participants | 2015-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 22 |
Number of participants with account balances | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
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 | 8 |
Total of all active and inactive participants | 2013-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 22 |
Number of participants with account balances | 2013-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
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 | 7 |
Total of all active and inactive participants | 2012-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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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 | 17 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 22 |
Number of participants with account balances | 2011-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
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 | 5 |
Total of all active and inactive participants | 2010-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 20 |
Number of participants with account balances | 2010-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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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 | 15 |
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 | 5 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2016 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $1,974 |
Total plan liabilities at beginning of year | 2016-12-31 | $1,575 |
Total income from all sources | 2016-12-31 | $314,826 |
Expenses. Total of all expenses incurred | 2016-12-31 | $196,138 |
Benefits paid (including direct rollovers) | 2016-12-31 | $163,000 |
Total plan assets at end of year | 2016-12-31 | $3,229,846 |
Total plan assets at beginning of year | 2016-12-31 | $3,110,759 |
Value of fidelity bond covering the plan | 2016-12-31 | $311,000 |
Total contributions received or receivable from participants | 2016-12-31 | $62,955 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $205,355 |
Net income (gross income less expenses) | 2016-12-31 | $118,688 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,227,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,109,184 |
Assets. Value of participant loans | 2016-12-31 | $26,768 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $46,516 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $33,138 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $1,575 |
Total income from all sources | 2015-12-31 | $74,489 |
Expenses. Total of all expenses incurred | 2015-12-31 | $200,147 |
Benefits paid (including direct rollovers) | 2015-12-31 | $131,456 |
Total plan assets at end of year | 2015-12-31 | $3,110,759 |
Total plan assets at beginning of year | 2015-12-31 | $3,234,842 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $49,810 |
Other income received | 2015-12-31 | $-9,764 |
Net income (gross income less expenses) | 2015-12-31 | $-125,658 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,109,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,234,842 |
Assets. Value of participant loans | 2015-12-31 | $36,457 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $34,443 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $68,691 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $272,168 |
Expenses. Total of all expenses incurred | 2014-12-31 | $294,387 |
Benefits paid (including direct rollovers) | 2014-12-31 | $256,529 |
Total plan assets at end of year | 2014-12-31 | $3,234,842 |
Total plan assets at beginning of year | 2014-12-31 | $3,257,061 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $52,607 |
Other income received | 2014-12-31 | $179,221 |
Net income (gross income less expenses) | 2014-12-31 | $-22,219 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,234,842 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,257,061 |
Assets. Value of participant loans | 2014-12-31 | $46,067 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $40,340 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $37,858 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $1,849 |
Total income from all sources | 2013-12-31 | $517,223 |
Expenses. Total of all expenses incurred | 2013-12-31 | $120,314 |
Benefits paid (including direct rollovers) | 2013-12-31 | $94,499 |
Total plan assets at end of year | 2013-12-31 | $3,257,061 |
Total plan assets at beginning of year | 2013-12-31 | $2,862,001 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $48,064 |
Other income received | 2013-12-31 | $435,453 |
Net income (gross income less expenses) | 2013-12-31 | $396,909 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,257,061 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,860,152 |
Assets. Value of participant loans | 2013-12-31 | $28,156 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $33,706 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25,815 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $1,849 |
Total plan liabilities at beginning of year | 2012-12-31 | $1,849 |
Total income from all sources | 2012-12-31 | $331,556 |
Expenses. Total of all expenses incurred | 2012-12-31 | $116,050 |
Benefits paid (including direct rollovers) | 2012-12-31 | $86,217 |
Total plan assets at end of year | 2012-12-31 | $2,862,001 |
Total plan assets at beginning of year | 2012-12-31 | $2,646,495 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $48,475 |
Other income received | 2012-12-31 | $253,879 |
Net income (gross income less expenses) | 2012-12-31 | $215,506 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,860,152 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,644,646 |
Assets. Value of participant loans | 2012-12-31 | $35,171 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $29,202 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $29,833 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $1,849 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $67,660 |
Expenses. Total of all expenses incurred | 2011-12-31 | $112,447 |
Benefits paid (including direct rollovers) | 2011-12-31 | $86,674 |
Total plan assets at end of year | 2011-12-31 | $2,646,495 |
Total plan assets at beginning of year | 2011-12-31 | $2,689,433 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $51,200 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-15,840 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-44,787 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,644,646 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,689,433 |
Assets. Value of participant loans | 2011-12-31 | $10,208 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $32,300 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $25,773 |
2010 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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 | $326,043 |
Expenses. Total of all expenses incurred | 2010-12-31 | $113,213 |
Benefits paid (including direct rollovers) | 2010-12-31 | $88,519 |
Total plan assets at end of year | 2010-12-31 | $2,689,433 |
Total plan assets at beginning of year | 2010-12-31 | $2,476,603 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $49,338 |
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 | $245,808 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $212,830 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,689,433 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,476,603 |
Assets. Value of participant loans | 2010-12-31 | $5,867 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $30,897 |
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 | $24,694 |
2016: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING 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 |
2009: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 239-00235 |
Policy instance | 1 |
Insurance contract or identification number | 239-00235 | Number of Individuals Covered | 13 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,717 | Total amount of fees paid to insurance company | USD $929 | 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? | Yes | 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 $3,717 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 929 | Additional information about fees paid to insurance broker | SERVICE FEE(S) | Insurance broker name | TRITON SERVICES CORPORATION |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 239-00235 |
Policy instance | 1 |
Insurance contract or identification number | 239-00235 | Number of Individuals Covered | 14 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,067 | Total amount of fees paid to insurance company | USD $1,017 | 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? | Yes | 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 $4,067 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1017 | Additional information about fees paid to insurance broker | SERVICE FEE(S) | Insurance broker name | TRITON SERVICES CORPORATION |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 239-00235 |
Policy instance | 1 |
Insurance contract or identification number | 239-00235 | Number of Individuals Covered | 22 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $3,937 | Total amount of fees paid to insurance company | USD $984 | 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? | Yes | 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 $3,937 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 984 | Additional information about fees paid to insurance broker | SERVICE FEE(S) | Insurance broker name | TRITON SERVICES CORPORATION |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 239-00235 |
Policy instance | 1 |
Insurance contract or identification number | 239-00235 | Number of Individuals Covered | 25 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,653 | Total amount of fees paid to insurance company | USD $913 | 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? | Yes | 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 $3,653 | Amount paid for insurance broker fees | 913 | Additional information about fees paid to insurance broker | SERVICE FEE(S) | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 239-00235 |
Policy instance | 1 |
Insurance contract or identification number | 239-00235 | Number of Individuals Covered | 22 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,721 | Total amount of fees paid to insurance company | USD $930 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 239-00235 |
Policy instance | 1 |
Insurance contract or identification number | 239-00235 | Number of Individuals Covered | 16 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,320 | Total amount of fees paid to insurance company | USD $830 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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