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 |
|---|
| 2016: CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 2016 : CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|
| 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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