ELLISON & ELLISON COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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-year | 2023-06-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-06-01 | 0 |
Total of all active and inactive participants | 2023-06-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-06-01 | 0 |
Total participants | 2023-06-01 | 0 |
Number of participants with account balances | 2023-06-01 | 0 |
2022: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-06-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 3 |
Total of all active and inactive participants | 2022-06-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 0 |
Total participants | 2022-06-01 | 6 |
Number of participants with account balances | 2022-06-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 0 |
2021: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-06-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
Total of all active and inactive participants | 2021-06-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 0 |
Total participants | 2021-06-01 | 8 |
Number of participants with account balances | 2021-06-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 0 |
2020: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 7 |
Number of retired or separated participants receiving benefits | 2020-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 1 |
Total of all active and inactive participants | 2020-06-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 1 |
Total participants | 2020-06-01 | 9 |
Number of participants with account balances | 2020-06-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 1 |
2019: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-06-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 8 |
Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
Total of all active and inactive participants | 2019-06-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 1 |
Total participants | 2019-06-01 | 9 |
Number of participants with account balances | 2019-06-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 0 |
2018: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-06-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 7 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
Total of all active and inactive participants | 2018-06-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 1 |
Total participants | 2018-06-01 | 8 |
Number of participants with account balances | 2018-06-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 0 |
2017: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 1 |
Total of all active and inactive participants | 2017-06-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
Total participants | 2017-06-01 | 10 |
Number of participants with account balances | 2017-06-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 1 |
2016: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 8 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 1 |
Total of all active and inactive participants | 2016-06-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
Total participants | 2016-06-01 | 9 |
Number of participants with account balances | 2016-06-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
2015: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 9 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 1 |
Total of all active and inactive participants | 2015-06-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
Total participants | 2015-06-01 | 10 |
Number of participants with account balances | 2015-06-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 0 |
2014: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 8 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
Total of all active and inactive participants | 2014-06-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
Total participants | 2014-06-01 | 9 |
Number of participants with account balances | 2014-06-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
2013: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 1 |
Total of all active and inactive participants | 2013-06-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
Total participants | 2013-06-01 | 9 |
Number of participants with account balances | 2013-06-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
2012: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 2 |
Total of all active and inactive participants | 2012-06-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
Total participants | 2012-06-01 | 9 |
Number of participants with account balances | 2012-06-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
2011: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-06-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 2 |
Total of all active and inactive participants | 2011-06-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
Total participants | 2011-06-01 | 10 |
Number of participants with account balances | 2011-06-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 0 |
2009: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-06-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
Total of all active and inactive participants | 2009-06-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
Total participants | 2009-06-01 | 9 |
Number of participants with account balances | 2009-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
Measure | Date | Value |
---|
2023 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data |
---|
Total income from all sources | 2023-12-31 | $11,964 |
Expenses. Total of all expenses incurred | 2023-12-31 | $552,486 |
Benefits paid (including direct rollovers) | 2023-12-31 | $552,486 |
Total plan assets at end of year | 2023-12-31 | $0 |
Total plan assets at beginning of year | 2023-12-31 | $540,522 |
Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
Other income received | 2023-12-31 | $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 sources | 2023-05-31 | $26,247 |
Expenses. Total of all expenses incurred | 2023-05-31 | $63,300 |
Benefits paid (including direct rollovers) | 2023-05-31 | $58,133 |
Total plan assets at end of year | 2023-05-31 | $540,522 |
Total plan assets at beginning of year | 2023-05-31 | $577,575 |
Value of fidelity bond covering the plan | 2023-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2023-05-31 | $1,632 |
Other income received | 2023-05-31 | $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 sources | 2022-05-31 | $1,057 |
Expenses. Total of all expenses incurred | 2022-05-31 | $14,800 |
Benefits paid (including direct rollovers) | 2022-05-31 | $8,300 |
Total plan assets at end of year | 2022-05-31 | $577,575 |
Total plan assets at beginning of year | 2022-05-31 | $591,318 |
Value of fidelity bond covering the plan | 2022-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2022-05-31 | $2,748 |
Other income received | 2022-05-31 | $-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 securities | 2022-05-31 | $0 |
2021 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data |
---|
Total income from all sources | 2021-05-31 | $132,314 |
Expenses. Total of all expenses incurred | 2021-05-31 | $24,866 |
Benefits paid (including direct rollovers) | 2021-05-31 | $18,864 |
Total plan assets at end of year | 2021-05-31 | $591,318 |
Total plan assets at beginning of year | 2021-05-31 | $483,870 |
Value of fidelity bond covering the plan | 2021-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2021-05-31 | $2,748 |
Other income received | 2021-05-31 | $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 securities | 2021-05-31 | $0 |
2020 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-05-31 | $35,096 |
Expenses. Total of all expenses incurred | 2020-05-31 | $11,753 |
Benefits paid (including direct rollovers) | 2020-05-31 | $7,579 |
Total plan assets at end of year | 2020-05-31 | $483,870 |
Total plan assets at beginning of year | 2020-05-31 | $460,527 |
Value of fidelity bond covering the plan | 2020-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2020-05-31 | $1,632 |
Other income received | 2020-05-31 | $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 securities | 2020-05-31 | $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 securities | 2019-05-31 | $0 |
2018 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-05-31 | $81,359 |
Expenses. Total of all expenses incurred | 2018-05-31 | $11,129 |
Benefits paid (including direct rollovers) | 2018-05-31 | $5,981 |
Total plan assets at end of year | 2018-05-31 | $534,135 |
Total plan assets at beginning of year | 2018-05-31 | $463,905 |
Value of fidelity bond covering the plan | 2018-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2018-05-31 | $2,748 |
Other income received | 2018-05-31 | $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 securities | 2018-05-31 | $0 |
2017 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-05-31 | $95,637 |
Expenses. Total of all expenses incurred | 2017-05-31 | $138,651 |
Benefits paid (including direct rollovers) | 2017-05-31 | $134,317 |
Total plan assets at end of year | 2017-05-31 | $463,905 |
Total plan assets at beginning of year | 2017-05-31 | $506,919 |
Value of fidelity bond covering the plan | 2017-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2017-05-31 | $1,918 |
Other income received | 2017-05-31 | $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 securities | 2017-05-31 | $0 |
2016 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-05-31 | $35,764 |
Expenses. Total of all expenses incurred | 2016-05-31 | $11,160 |
Benefits paid (including direct rollovers) | 2016-05-31 | $5,275 |
Total plan assets at end of year | 2016-05-31 | $506,919 |
Total plan assets at beginning of year | 2016-05-31 | $482,315 |
Value of fidelity bond covering the plan | 2016-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2016-05-31 | $2,748 |
Contributions received from other sources (not participants or employers) | 2016-05-31 | $2,231 |
Other income received | 2016-05-31 | $-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 securities | 2016-05-31 | $0 |
2015 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-05-31 | $63,826 |
Expenses. Total of all expenses incurred | 2015-05-31 | $10,662 |
Benefits paid (including direct rollovers) | 2015-05-31 | $5,197 |
Total plan assets at end of year | 2015-05-31 | $482,315 |
Total plan assets at beginning of year | 2015-05-31 | $429,151 |
Value of fidelity bond covering the plan | 2015-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2015-05-31 | $2,748 |
Other income received | 2015-05-31 | $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 securities | 2015-05-31 | $0 |
2014 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-05-31 | $29,662 |
Expenses. Total of all expenses incurred | 2014-05-31 | $24,922 |
Benefits paid (including direct rollovers) | 2014-05-31 | $20,256 |
Total plan assets at end of year | 2014-05-31 | $429,151 |
Total plan assets at beginning of year | 2014-05-31 | $424,411 |
Value of fidelity bond covering the plan | 2014-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2014-05-31 | $2,748 |
Other income received | 2014-05-31 | $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 securities | 2014-05-31 | $0 |
2013 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-05-31 | $46,261 |
Expenses. Total of all expenses incurred | 2013-05-31 | $9,327 |
Benefits paid (including direct rollovers) | 2013-05-31 | $4,810 |
Total plan assets at end of year | 2013-05-31 | $424,411 |
Total plan assets at beginning of year | 2013-05-31 | $387,477 |
Value of fidelity bond covering the plan | 2013-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2013-05-31 | $2,748 |
Other income received | 2013-05-31 | $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 securities | 2013-05-31 | $0 |
2012 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-05-31 | $50,458 |
Expenses. Total of all expenses incurred | 2012-05-31 | $12,356 |
Benefits paid (including direct rollovers) | 2012-05-31 | $9,512 |
Total plan assets at end of year | 2012-05-31 | $387,477 |
Total plan assets at beginning of year | 2012-05-31 | $349,375 |
Value of fidelity bond covering the plan | 2012-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2012-05-31 | $2,748 |
Other income received | 2012-05-31 | $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 securities | 2012-05-31 | $0 |
2011 : ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Total plan liabilities at beginning of year | 2011-05-31 | $0 |
Total income from all sources | 2011-05-31 | $41,479 |
Expenses. Total of all expenses incurred | 2011-05-31 | $9,359 |
Benefits paid (including direct rollovers) | 2011-05-31 | $6,523 |
Total plan assets at end of year | 2011-05-31 | $349,375 |
Total plan assets at beginning of year | 2011-05-31 | $317,255 |
Value of fidelity bond covering the plan | 2011-05-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2011-05-31 | $2,748 |
Other income received | 2011-05-31 | $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 securities | 2011-05-31 | $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 securities | 2010-05-31 | $0 |
2023: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
---|
2023-06-01 | Type of plan entity | Single employer plan |
2023-06-01 | Submission has been amended | No |
2023-06-01 | This submission is the final filing | Yes |
2023-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-06-01 | Plan is a collectively bargained plan | No |
2023-06-01 | Plan funding arrangement – Insurance | Yes |
2023-06-01 | Plan funding arrangement – Trust | Yes |
2023-06-01 | Plan benefit arrangement – Insurance | Yes |
2023-06-01 | Plan benefit arrangement - Trust | Yes |
2022: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
---|
2022-06-01 | Type of plan entity | Single employer plan |
2022-06-01 | Submission has been amended | No |
2022-06-01 | This submission is the final filing | No |
2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-06-01 | Plan is a collectively bargained plan | No |
2022-06-01 | Plan funding arrangement – Insurance | Yes |
2022-06-01 | Plan funding arrangement – Trust | Yes |
2022-06-01 | Plan benefit arrangement – Insurance | Yes |
2022-06-01 | Plan benefit arrangement - Trust | Yes |
2021: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
---|
2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Submission has been amended | No |
2021-06-01 | This submission is the final filing | No |
2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-06-01 | Plan is a collectively bargained plan | No |
2021-06-01 | Plan funding arrangement – Insurance | Yes |
2021-06-01 | Plan funding arrangement – Trust | Yes |
2021-06-01 | Plan benefit arrangement – Insurance | Yes |
2021-06-01 | Plan benefit arrangement - Trust | Yes |
2020: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Submission has been amended | No |
2020-06-01 | This submission is the final filing | No |
2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-06-01 | Plan is a collectively bargained plan | No |
2020-06-01 | Plan funding arrangement – Insurance | Yes |
2020-06-01 | Plan funding arrangement – Trust | Yes |
2020-06-01 | Plan benefit arrangement – Insurance | Yes |
2020-06-01 | Plan benefit arrangement - Trust | Yes |
2019: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
---|
2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Submission has been amended | No |
2019-06-01 | This submission is the final filing | No |
2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-01 | Plan is a collectively bargained plan | No |
2019-06-01 | Plan funding arrangement – Insurance | Yes |
2019-06-01 | Plan funding arrangement – Trust | Yes |
2019-06-01 | Plan benefit arrangement – Insurance | Yes |
2019-06-01 | Plan benefit arrangement - Trust | Yes |
2018: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
---|
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Insurance | Yes |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement – Insurance | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
2017: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
---|
2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Submission has been amended | No |
2017-06-01 | This submission is the final filing | No |
2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-01 | Plan is a collectively bargained plan | No |
2017-06-01 | Plan funding arrangement – Insurance | Yes |
2017-06-01 | Plan funding arrangement – Trust | Yes |
2017-06-01 | Plan benefit arrangement – Insurance | Yes |
2017-06-01 | Plan benefit arrangement - Trust | Yes |
2016: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
---|
2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Submission has been amended | No |
2016-06-01 | This submission is the final filing | No |
2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-06-01 | Plan is a collectively bargained plan | No |
2016-06-01 | Plan funding arrangement – Insurance | Yes |
2016-06-01 | Plan funding arrangement – Trust | Yes |
2016-06-01 | Plan benefit arrangement – Insurance | Yes |
2016-06-01 | Plan benefit arrangement - Trust | Yes |
2015: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
---|
2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Submission has been amended | No |
2015-06-01 | This submission is the final filing | No |
2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-06-01 | Plan is a collectively bargained plan | No |
2015-06-01 | Plan funding arrangement – Insurance | Yes |
2015-06-01 | Plan funding arrangement – Trust | Yes |
2015-06-01 | Plan benefit arrangement – Insurance | Yes |
2015-06-01 | Plan benefit arrangement - Trust | Yes |
2014: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
---|
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Insurance | Yes |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement – Insurance | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
---|
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Submission has been amended | No |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Insurance | Yes |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement – Insurance | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
---|
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Submission has been amended | No |
2012-06-01 | This submission is the final filing | No |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-06-01 | Plan is a collectively bargained plan | No |
2012-06-01 | Plan funding arrangement – Insurance | Yes |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement – Insurance | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
---|
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Submission has been amended | No |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | No |
2011-06-01 | Plan funding arrangement – Insurance | Yes |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement – Insurance | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2009: ELLISON & ELLISON COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
---|
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | No |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | No |
2009-06-01 | Plan funding arrangement – Insurance | Yes |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement – Insurance | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 0 | Insurance policy start date | 2023-06-01 | Insurance policy end date | 2023-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2022-06-01 | Insurance policy end date | 2023-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2021-06-01 | Insurance policy end date | 2022-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2020-06-01 | Insurance policy end date | 2021-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | 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 |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2015-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | D098 |
Policy instance | 1 |
Insurance contract or identification number | D098 | Number of Individuals Covered | 3 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $50,000 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|