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ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ELLISON & ELLISON COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELLISON & ELLISON COMPANY, INC.
Employer identification number (EIN):581475698
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-06-01CHRIS PITTMAN2024-01-17
0012022-06-01CHRIS PITTMAN2023-06-28
0012021-06-01CHRIS PITTMAN2022-12-08
0012020-06-01CHRIS PITTMAN2021-12-21
0012019-06-01CHRIS PITTMAN2020-11-24
0012018-06-01CHRIS PITTMAN2019-11-08
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01CHRIS PITTMAN
0012013-06-01CHRIS PITTMAN
0012012-06-01CHRIS PITTMAN
0012011-06-01CHRIS PITTMAN
0012009-06-01CHRIS PITTMAN

Plan Statistics for ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-06-016
Total number of active participants reported on line 7a of the Form 55002023-06-010
Number of retired or separated participants receiving benefits2023-06-010
Number of other retired or separated participants entitled to future benefits2023-06-010
Total of all active and inactive participants2023-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-06-010
Total participants2023-06-010
Number of participants with account balances2023-06-010
2022: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-06-018
Total number of active participants reported on line 7a of the Form 55002022-06-010
Number of retired or separated participants receiving benefits2022-06-013
Number of other retired or separated participants entitled to future benefits2022-06-013
Total of all active and inactive participants2022-06-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-016
Number of participants with account balances2022-06-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
2021: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-018
Total number of active participants reported on line 7a of the Form 55002021-06-017
Number of retired or separated participants receiving benefits2021-06-011
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-018
Number of participants with account balances2021-06-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
2020: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-019
Total number of active participants reported on line 7a of the Form 55002020-06-017
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-011
Total of all active and inactive participants2020-06-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-011
Total participants2020-06-019
Number of participants with account balances2020-06-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-011
2019: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-018
Total number of active participants reported on line 7a of the Form 55002019-06-018
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-011
Total participants2019-06-019
Number of participants with account balances2019-06-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-06-0110
Total number of active participants reported on line 7a of the Form 55002018-06-017
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-011
Total participants2018-06-018
Number of participants with account balances2018-06-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-019
Total number of active participants reported on line 7a of the Form 55002017-06-018
Number of retired or separated participants receiving benefits2017-06-011
Number of other retired or separated participants entitled to future benefits2017-06-011
Total of all active and inactive participants2017-06-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-0110
Number of participants with account balances2017-06-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-011
2016: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-019
Total number of active participants reported on line 7a of the Form 55002016-06-018
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-011
Total of all active and inactive participants2016-06-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-019
Number of participants with account balances2016-06-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-019
Total number of active participants reported on line 7a of the Form 55002015-06-019
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-011
Total of all active and inactive participants2015-06-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-0110
Number of participants with account balances2015-06-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-019
Total number of active participants reported on line 7a of the Form 55002014-06-018
Number of retired or separated participants receiving benefits2014-06-011
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-019
Number of participants with account balances2014-06-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-019
Total number of active participants reported on line 7a of the Form 55002013-06-018
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-011
Total of all active and inactive participants2013-06-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-019
Number of participants with account balances2013-06-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-019
Total number of active participants reported on line 7a of the Form 55002012-06-017
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-012
Total of all active and inactive participants2012-06-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-019
Number of participants with account balances2012-06-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-0110
Total number of active participants reported on line 7a of the Form 55002011-06-018
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-012
Total of all active and inactive participants2011-06-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0110
Number of participants with account balances2011-06-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-019
Total number of active participants reported on line 7a of the Form 55002009-06-018
Number of retired or separated participants receiving benefits2009-06-011
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-019
Number of participants with account balances2009-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$11,964
Expenses. Total of all expenses incurred2023-12-31$552,486
Benefits paid (including direct rollovers)2023-12-31$552,486
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$540,522
Value of fidelity bond covering the plan2023-12-31$200,000
Other income received2023-12-31$11,964
Net income (gross income less expenses)2023-12-31$-540,522
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$540,522
Total contributions received or receivable from employer(s)2023-12-31$0
Total income from all sources2023-05-31$26,247
Expenses. Total of all expenses incurred2023-05-31$63,300
Benefits paid (including direct rollovers)2023-05-31$58,133
Total plan assets at end of year2023-05-31$540,522
Total plan assets at beginning of year2023-05-31$577,575
Value of fidelity bond covering the plan2023-05-31$200,000
Expenses. Other expenses not covered elsewhere2023-05-31$1,632
Other income received2023-05-31$8,747
Net income (gross income less expenses)2023-05-31$-37,053
Net plan assets at end of year (total assets less liabilities)2023-05-31$540,522
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$577,575
Total contributions received or receivable from employer(s)2023-05-31$17,500
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-31$3,535
2022 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-05-31$1,057
Expenses. Total of all expenses incurred2022-05-31$14,800
Benefits paid (including direct rollovers)2022-05-31$8,300
Total plan assets at end of year2022-05-31$577,575
Total plan assets at beginning of year2022-05-31$591,318
Value of fidelity bond covering the plan2022-05-31$200,000
Expenses. Other expenses not covered elsewhere2022-05-31$2,748
Other income received2022-05-31$-31,943
Net income (gross income less expenses)2022-05-31$-13,743
Net plan assets at end of year (total assets less liabilities)2022-05-31$577,575
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$591,318
Total contributions received or receivable from employer(s)2022-05-31$33,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$3,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-05-31$0
2021 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-05-31$132,314
Expenses. Total of all expenses incurred2021-05-31$24,866
Benefits paid (including direct rollovers)2021-05-31$18,864
Total plan assets at end of year2021-05-31$591,318
Total plan assets at beginning of year2021-05-31$483,870
Value of fidelity bond covering the plan2021-05-31$200,000
Expenses. Other expenses not covered elsewhere2021-05-31$2,748
Other income received2021-05-31$102,189
Net income (gross income less expenses)2021-05-31$107,448
Net plan assets at end of year (total assets less liabilities)2021-05-31$591,318
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$483,870
Total contributions received or receivable from employer(s)2021-05-31$30,125
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$3,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
2020 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-05-31$35,096
Expenses. Total of all expenses incurred2020-05-31$11,753
Benefits paid (including direct rollovers)2020-05-31$7,579
Total plan assets at end of year2020-05-31$483,870
Total plan assets at beginning of year2020-05-31$460,527
Value of fidelity bond covering the plan2020-05-31$200,000
Expenses. Other expenses not covered elsewhere2020-05-31$1,632
Other income received2020-05-31$18,596
Net income (gross income less expenses)2020-05-31$23,343
Net plan assets at end of year (total assets less liabilities)2020-05-31$483,870
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$460,527
Total contributions received or receivable from employer(s)2020-05-31$16,500
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$2,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-05-31$0
2019 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
2018 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-05-31$81,359
Expenses. Total of all expenses incurred2018-05-31$11,129
Benefits paid (including direct rollovers)2018-05-31$5,981
Total plan assets at end of year2018-05-31$534,135
Total plan assets at beginning of year2018-05-31$463,905
Value of fidelity bond covering the plan2018-05-31$200,000
Expenses. Other expenses not covered elsewhere2018-05-31$2,748
Other income received2018-05-31$28,359
Net income (gross income less expenses)2018-05-31$70,230
Net plan assets at end of year (total assets less liabilities)2018-05-31$534,135
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$463,905
Total contributions received or receivable from employer(s)2018-05-31$53,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$2,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
2017 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-05-31$95,637
Expenses. Total of all expenses incurred2017-05-31$138,651
Benefits paid (including direct rollovers)2017-05-31$134,317
Total plan assets at end of year2017-05-31$463,905
Total plan assets at beginning of year2017-05-31$506,919
Value of fidelity bond covering the plan2017-05-31$200,000
Expenses. Other expenses not covered elsewhere2017-05-31$1,918
Other income received2017-05-31$36,137
Net income (gross income less expenses)2017-05-31$-43,014
Net plan assets at end of year (total assets less liabilities)2017-05-31$463,905
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$506,919
Total contributions received or receivable from employer(s)2017-05-31$59,500
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$2,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
2016 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-05-31$35,764
Expenses. Total of all expenses incurred2016-05-31$11,160
Benefits paid (including direct rollovers)2016-05-31$5,275
Total plan assets at end of year2016-05-31$506,919
Total plan assets at beginning of year2016-05-31$482,315
Value of fidelity bond covering the plan2016-05-31$200,000
Expenses. Other expenses not covered elsewhere2016-05-31$2,748
Contributions received from other sources (not participants or employers)2016-05-31$2,231
Other income received2016-05-31$-2,467
Net income (gross income less expenses)2016-05-31$24,604
Net plan assets at end of year (total assets less liabilities)2016-05-31$506,919
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$482,315
Total contributions received or receivable from employer(s)2016-05-31$36,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$3,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
2015 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-05-31$63,826
Expenses. Total of all expenses incurred2015-05-31$10,662
Benefits paid (including direct rollovers)2015-05-31$5,197
Total plan assets at end of year2015-05-31$482,315
Total plan assets at beginning of year2015-05-31$429,151
Value of fidelity bond covering the plan2015-05-31$200,000
Expenses. Other expenses not covered elsewhere2015-05-31$2,748
Other income received2015-05-31$35,826
Net income (gross income less expenses)2015-05-31$53,164
Net plan assets at end of year (total assets less liabilities)2015-05-31$482,315
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$429,151
Total contributions received or receivable from employer(s)2015-05-31$28,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$2,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
2014 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-05-31$29,662
Expenses. Total of all expenses incurred2014-05-31$24,922
Benefits paid (including direct rollovers)2014-05-31$20,256
Total plan assets at end of year2014-05-31$429,151
Total plan assets at beginning of year2014-05-31$424,411
Value of fidelity bond covering the plan2014-05-31$200,000
Expenses. Other expenses not covered elsewhere2014-05-31$2,748
Other income received2014-05-31$12,162
Net income (gross income less expenses)2014-05-31$4,740
Net plan assets at end of year (total assets less liabilities)2014-05-31$429,151
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$424,411
Total contributions received or receivable from employer(s)2014-05-31$17,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$1,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
2013 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-05-31$46,261
Expenses. Total of all expenses incurred2013-05-31$9,327
Benefits paid (including direct rollovers)2013-05-31$4,810
Total plan assets at end of year2013-05-31$424,411
Total plan assets at beginning of year2013-05-31$387,477
Value of fidelity bond covering the plan2013-05-31$200,000
Expenses. Other expenses not covered elsewhere2013-05-31$2,748
Other income received2013-05-31$31,105
Net income (gross income less expenses)2013-05-31$36,934
Net plan assets at end of year (total assets less liabilities)2013-05-31$424,411
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$387,477
Total contributions received or receivable from employer(s)2013-05-31$15,156
Expenses. Administrative service providers (salaries,fees and commissions)2013-05-31$1,769
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
2012 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-05-31$50,458
Expenses. Total of all expenses incurred2012-05-31$12,356
Benefits paid (including direct rollovers)2012-05-31$9,512
Total plan assets at end of year2012-05-31$387,477
Total plan assets at beginning of year2012-05-31$349,375
Value of fidelity bond covering the plan2012-05-31$200,000
Expenses. Other expenses not covered elsewhere2012-05-31$2,748
Other income received2012-05-31$7,958
Net income (gross income less expenses)2012-05-31$38,102
Net plan assets at end of year (total assets less liabilities)2012-05-31$387,477
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$349,375
Total contributions received or receivable from employer(s)2012-05-31$42,500
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$96
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
2011 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-05-31$0
Total income from all sources2011-05-31$41,479
Expenses. Total of all expenses incurred2011-05-31$9,359
Benefits paid (including direct rollovers)2011-05-31$6,523
Total plan assets at end of year2011-05-31$349,375
Total plan assets at beginning of year2011-05-31$317,255
Value of fidelity bond covering the plan2011-05-31$200,000
Expenses. Other expenses not covered elsewhere2011-05-31$2,748
Other income received2011-05-31$23,979
Net income (gross income less expenses)2011-05-31$32,120
Net plan assets at end of year (total assets less liabilities)2011-05-31$349,375
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$317,255
Total contributions received or receivable from employer(s)2011-05-31$17,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$88
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
2010 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST

2023: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01Submission has been amendedNo
2023-06-01This submission is the final filingYes
2023-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-06-01Plan is a collectively bargained planNo
2023-06-01Plan funding arrangement – InsuranceYes
2023-06-01Plan funding arrangement – TrustYes
2023-06-01Plan benefit arrangement – InsuranceYes
2023-06-01Plan benefit arrangement - TrustYes
2022: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered0
Insurance policy start date2023-06-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with allocated funds for individual policies?1
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with allocated funds for individual policies?Yes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with allocated funds for individual policies?Yes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with allocated funds for individual policies?Yes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with allocated funds for individual policies?Yes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Are there contracts with allocated funds for individual policies?Yes
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?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberD098
Policy instance 1
Insurance contract or identification numberD098
Number of Individuals Covered3
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $50,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No

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