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AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 401k Plan overview

Plan NameAIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN
Plan identification number 001

AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

AIM SYSTEMS, INC has sponsored the creation of one or more 401k plans.

Company Name:AIM SYSTEMS, INC
Employer identification number (EIN):581970461
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about AIM SYSTEMS, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 838686

More information about AIM SYSTEMS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01NOREEN ANTONELLI2020-10-12 NOREEN ANTONELLI2020-10-12
0012019-01-01NOREEN ANTONELLI2020-06-03 NOREEN ANTONELLI2020-06-03
0012018-01-01NOREEN ANTONELLI2019-06-24 NOREEN ANTONELLI2019-06-24
0012017-01-01NOREEN ANTONELLI2018-10-02 NOREEN ANTONELLI2018-10-02
0012016-01-01KEILA ROJAS2017-04-21 KEILA ROJAS2017-04-21
0012015-01-01DIANA CRAWFORD2016-12-20 DIANA CRAWFORD2016-12-20
0012014-01-01DIANA CRAWFORD2016-12-16 DIANA CRAWFORD2016-12-16
0012013-01-01DIANA CRAWFORD2016-12-16 DIANA CRAWFORD2016-12-16
0012012-01-01DIANA CRAWFORD2016-12-16 DIANA CRAWFORD2016-12-16
0012011-01-01KEILA ROJAS2017-02-14
0012010-01-01KEILA ROJAS2017-02-14
0012009-01-01KEILA ROJAS2017-02-14
0012008-01-01KEILA ROJAS
0012007-01-01KEILA ROJAS
0012006-01-01KEILA ROJAS
0012005-01-01KEILA ROJAS
0012004-01-01KEILA ROJAS
0012003-01-01KEILA ROJAS
0012002-01-01KEILA ROJAS
0012001-01-01KEILA ROJAS

Plan Statistics for AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN

401k plan membership statisitcs for AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN

Measure Date Value
2008: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0149
Total number of active participants reported on line 7a of the Form 55002008-01-0149
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-013
Total of all active and inactive participants2008-01-0152
Total participants2008-01-0152
Number of participants with account balances2008-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011
2007: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0145
Total number of active participants reported on line 7a of the Form 55002007-01-0142
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-0143
Total participants2007-01-0143
Number of participants with account balances2007-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012
2006: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0154
Total number of active participants reported on line 7a of the Form 55002006-01-0136
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-011
Total of all active and inactive participants2006-01-0137
Total participants2006-01-0137
Number of participants with account balances2006-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0111
2005: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-0159
Total number of active participants reported on line 7a of the Form 55002005-01-0153
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-012
Total of all active and inactive participants2005-01-0155
Total participants2005-01-0155
Number of participants with account balances2005-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-0117
2004: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-0154
Total number of active participants reported on line 7a of the Form 55002004-01-0151
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-011
Total of all active and inactive participants2004-01-0152
Total participants2004-01-0152
Number of participants with account balances2004-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-0111
2003: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0136
Total number of active participants reported on line 7a of the Form 55002003-01-0147
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-012
Total of all active and inactive participants2003-01-0149
Total participants2003-01-0149
Number of participants with account balances2003-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-011
2002: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-0136
Total number of active participants reported on line 7a of the Form 55002002-01-0128
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-011
Total of all active and inactive participants2002-01-0129
Total participants2002-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-016
2001: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-0136
Total number of active participants reported on line 7a of the Form 55002001-01-0142
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-011
Total of all active and inactive participants2001-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-0143
Number of participants with account balances2001-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-013

Financial Data on AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN

Measure Date Value
2008 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2008 401k financial data
Total income from all sources2008-12-31$-214,471
Expenses. Total of all expenses incurred2008-12-31$124,054
Benefits paid (including direct rollovers)2008-12-31$120,659
Total plan assets at end of year2008-12-31$1,129,829
Total plan assets at beginning of year2008-12-31$1,468,354
Value of fidelity bond covering the plan2008-12-31$10,000
Total contributions received or receivable from participants2008-12-31$247,365
Expenses. Other expenses not covered elsewhere2008-12-31$3,395
Other income received2008-12-31$-526,738
Net income (gross income less expenses)2008-12-31$-338,525
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,129,829
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,468,354
Assets. Value of participant loans2008-12-31$35,677
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$61,912
Total contributions received or receivable from employer(s)2008-12-31$64,902
2007 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2007 401k financial data
Total income from all sources2007-12-31$371,938
Expenses. Total of all expenses incurred2007-12-31$43,101
Benefits paid (including direct rollovers)2007-12-31$38,662
Total plan assets at end of year2007-12-31$1,468,354
Total plan assets at beginning of year2007-12-31$1,139,517
Value of fidelity bond covering the plan2007-12-31$10,000
Total contributions received or receivable from participants2007-12-31$230,074
Expenses. Other expenses not covered elsewhere2007-12-31$4,439
Other income received2007-12-31$86,345
Net income (gross income less expenses)2007-12-31$328,837
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,468,354
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$1,139,517
Assets. Value of participant loans2007-12-31$55,495
Total contributions received or receivable from employer(s)2007-12-31$55,519
2006 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2006 401k financial data
Total income from all sources2006-12-31$373,577
Expenses. Total of all expenses incurred2006-12-31$252,002
Benefits paid (including direct rollovers)2006-12-31$247,858
Total plan assets at end of year2006-12-31$1,139,517
Total plan assets at beginning of year2006-12-31$1,017,942
Value of fidelity bond covering the plan2006-12-31$10,000
Total contributions received or receivable from participants2006-12-31$185,974
Expenses. Other expenses not covered elsewhere2006-12-31$4,144
Other income received2006-12-31$139,212
Net income (gross income less expenses)2006-12-31$121,575
Net plan assets at end of year (total assets less liabilities)2006-12-31$1,139,517
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$1,017,942
Assets. Value of participant loans2006-12-31$17,196
Total contributions received or receivable from employer(s)2006-12-31$48,391
2005 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2005 401k financial data
Total income from all sources2005-12-31$342,096
Expenses. Total of all expenses incurred2005-12-31$44,048
Benefits paid (including direct rollovers)2005-12-31$40,527
Total plan assets at end of year2005-12-31$1,017,942
Total plan assets at beginning of year2005-12-31$719,894
Value of fidelity bond covering the plan2005-12-31$10,000
Total contributions received or receivable from participants2005-12-31$209,238
Expenses. Other expenses not covered elsewhere2005-12-31$3,521
Other income received2005-12-31$84,601
Net income (gross income less expenses)2005-12-31$298,048
Net plan assets at end of year (total assets less liabilities)2005-12-31$1,017,942
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$719,894
Assets. Value of participant loans2005-12-31$40,328
Total contributions received or receivable from employer(s)2005-12-31$48,257
2004 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2004 401k financial data
Total income from all sources2004-12-31$306,067
Expenses. Total of all expenses incurred2004-12-31$26,258
Benefits paid (including direct rollovers)2004-12-31$22,876
Total plan assets at end of year2004-12-31$719,894
Total plan assets at beginning of year2004-12-31$440,085
Value of fidelity bond covering the plan2004-12-31$10,000
Total contributions received or receivable from participants2004-12-31$175,539
Expenses. Other expenses not covered elsewhere2004-12-31$3,382
Contributions received from other sources (not participants or employers)2004-12-31$4,345
Other income received2004-12-31$85,811
Net income (gross income less expenses)2004-12-31$279,809
Net plan assets at end of year (total assets less liabilities)2004-12-31$719,894
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$440,085
Assets. Value of participant loans2004-12-31$20,257
Total contributions received or receivable from employer(s)2004-12-31$40,372
2003 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2003 401k financial data
Total income from all sources2003-12-31$220,939
Expenses. Total of all expenses incurred2003-12-31$32,003
Benefits paid (including direct rollovers)2003-12-31$29,596
Total plan assets at end of year2003-12-31$440,085
Total plan assets at beginning of year2003-12-31$251,149
Value of fidelity bond covering the plan2003-12-31$10,000
Total contributions received or receivable from participants2003-12-31$130,794
Expenses. Other expenses not covered elsewhere2003-12-31$2,407
Other income received2003-12-31$75,286
Net income (gross income less expenses)2003-12-31$188,936
Net plan assets at end of year (total assets less liabilities)2003-12-31$440,085
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$251,149
Assets. Value of participant loans2003-12-31$26,143
Total contributions received or receivable from employer(s)2003-12-31$14,859
2002 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2002 401k financial data
Total income from all sources2002-12-31$111,058
Expenses. Total of all expenses incurred2002-12-31$31,173
Benefits paid (including direct rollovers)2002-12-31$29,404
Total plan assets at end of year2002-12-31$251,149
Total plan assets at beginning of year2002-12-31$171,264
Value of fidelity bond covering the plan2002-12-31$10,000
Total contributions received or receivable from participants2002-12-31$129,716
Expenses. Other expenses not covered elsewhere2002-12-31$1,769
Other income received2002-12-31$-29,626
Net income (gross income less expenses)2002-12-31$79,885
Net plan assets at end of year (total assets less liabilities)2002-12-31$251,149
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$171,264
Assets. Value of participant loans2002-12-31$13,111
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022002-12-31$8,339
Total contributions received or receivable from employer(s)2002-12-31$10,968
2001 : AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2001 401k financial data
Total income from all sources2001-12-31$46,561
Expenses. Total of all expenses incurred2001-12-31$49,130
Benefits paid (including direct rollovers)2001-12-31$49,080
Total plan assets at end of year2001-12-31$171,264
Total plan assets at beginning of year2001-12-31$173,833
Total contributions received or receivable from participants2001-12-31$84,943
Expenses. Other expenses not covered elsewhere2001-12-31$50
Other income received2001-12-31$-38,382
Net income (gross income less expenses)2001-12-31$-2,569
Net plan assets at end of year (total assets less liabilities)2001-12-31$171,264
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$173,833

Form 5500 Responses for AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN

2008: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01First time form 5500 has been submittedYes
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01First time form 5500 has been submittedYes
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01First time form 5500 has been submittedYes
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes
2002: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01First time form 5500 has been submittedYes
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement – InsuranceYes
2002-01-01Plan benefit arrangement - TrustYes
2001: AIM SYSTEMS, INC. EMPLOYEE 401(K) SAVINGS PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01First time form 5500 has been submittedYes
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement – InsuranceYes
2001-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered52
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered43
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered37
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered55
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered52
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered49
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number925622
Policy instance 2
Insurance contract or identification number925622
Number of Individuals Covered27
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $27
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?4
Insurance broker nameSBHU LIFE AGENCY INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered29
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number925622
Policy instance 2
Insurance contract or identification number925622
Number of Individuals Covered0
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $602
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $602
Insurance broker organization code?4
Insurance broker nameSBHU LIFE AGENCY, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-48238
Policy instance 1
Insurance contract or identification number4-48238
Number of Individuals Covered43
Insurance policy start date2001-12-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

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