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401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 401k Plan overview

Plan Name401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC.
Plan identification number 002

401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHOICE FOODSERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHOICE FOODSERVICES, INC.
Employer identification number (EIN):562413339
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CHRISTI GREINER2023-09-19
0022021-01-01RYAN MARIOTTI2022-08-15
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01RYAN MARIOTTI2018-08-13
0022016-01-01RYAN MARIOTTI2017-07-05
0022015-01-01RYAN MARIOTTI2016-09-09
0022014-01-01RYAN MARIOTTI2015-10-05
0022013-01-01RYAN MARIOTTI2014-10-08
0022012-01-01RYAN MARIOTTI2013-09-13
0022011-01-01RYAN MARIOTTI2012-10-04
0022010-01-01RYAN MARIOTTI2012-10-08

Plan Statistics for 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC.

401k plan membership statisitcs for 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC.

Measure Date Value
2020: 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01136
Total number of active participants reported on line 7a of the Form 55002020-01-0172
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0189
Number of participants with account balances2020-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-01133
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01140
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01122
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01124
Number of participants with account balances2018-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC.

Measure Date Value
2020 : 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$482,355
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$394,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$391,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$230,073
Value of total assets at end of year2020-12-31$2,141,618
Value of total assets at beginning of year2020-12-31$2,054,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,300
Total interest from all sources2020-12-31$2,693
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$385,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$170,083
Participant contributions at end of year2020-12-31$55,989
Participant contributions at beginning of year2020-12-31$61,601
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$8,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$87,532
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,141,618
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,054,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,085,629
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,984,207
Interest on participant loans2020-12-31$2,693
Net investment gain/loss from pooled separate accounts2020-12-31$249,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$59,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$391,523
Contract administrator fees2020-12-31$3,300
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390958449
2019 : 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$638,680
Total income from all sources (including contributions)2019-12-31$638,680
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$112,486
Total of all expenses incurred2019-12-31$112,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,032
Value of total corrective distributions2019-12-31$4
Value of total corrective distributions2019-12-31$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$325,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$325,878
Value of total assets at end of year2019-12-31$2,054,086
Value of total assets at end of year2019-12-31$2,054,086
Value of total assets at beginning of year2019-12-31$1,527,892
Value of total assets at beginning of year2019-12-31$1,527,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$450
Total interest from all sources2019-12-31$3,567
Total interest from all sources2019-12-31$3,567
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$385,000
Value of fidelity bond cover2019-12-31$385,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$219,389
Participant contributions at end of year2019-12-31$61,601
Participant contributions at end of year2019-12-31$61,601
Participant contributions at beginning of year2019-12-31$66,900
Participant contributions at beginning of year2019-12-31$66,900
Total non interest bearing cash at end of year2019-12-31$8,278
Total non interest bearing cash at end of year2019-12-31$8,278
Total non interest bearing cash at beginning of year2019-12-31$7,806
Total non interest bearing cash at beginning of year2019-12-31$7,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$526,194
Value of net income/loss2019-12-31$526,194
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,054,086
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,054,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,527,892
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,527,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,984,207
Value of interest in pooled separate accounts at end of year2019-12-31$1,984,207
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,453,186
Interest on participant loans2019-12-31$3,567
Interest on participant loans2019-12-31$3,567
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$309,235
Net investment gain/loss from pooled separate accounts2019-12-31$309,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$106,489
Contributions received in cash from employer2019-12-31$106,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,032
Contract administrator fees2019-12-31$450
Contract administrator fees2019-12-31$450
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390958449
Accountancy firm EIN2019-12-31390958449
2018 : 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$254,241
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$600,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$598,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$351,879
Value of total assets at end of year2018-12-31$1,527,892
Value of total assets at beginning of year2018-12-31$1,873,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,210
Total interest from all sources2018-12-31$2,697
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$385,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$190,838
Participant contributions at end of year2018-12-31$66,900
Participant contributions at beginning of year2018-12-31$60,217
Total non interest bearing cash at end of year2018-12-31$7,806
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-345,848
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,527,892
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,873,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,453,186
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,813,523
Interest on participant loans2018-12-31$2,697
Net investment gain/loss from pooled separate accounts2018-12-31$-100,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$161,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$598,879
Contract administrator fees2018-12-31$1,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390958449

Form 5500 Responses for 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC.

2020: 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 401(K) & PROFIT SHARING PLAN FOR CHOICE FOODSERVICES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number0068986
Policy instance 1
Insurance contract or identification number0068986
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?Yes
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number0068986
Policy instance 1
Insurance contract or identification number0068986
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,959
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?Yes
Commission paid to Insurance BrokerUSD $7,959
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number0068986
Policy instance 1
Insurance contract or identification number0068986
Number of Individuals Covered124
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,002
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?Yes
Commission paid to Insurance BrokerUSD $8,002
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3

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