TARICA & WHITTEMORE, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2016: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 14 |
| Number of participants with account balances | 2015-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 12 |
| Number of participants with account balances | 2014-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 13 |
| Number of participants with account balances | 2012-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 13 |
| Number of participants with account balances | 2010-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 13 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $153 |
| Total income from all sources | 2016-12-31 | $-77,025 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,063,557 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,063,557 |
| Total plan assets at end of year | 2016-12-31 | $0 |
| Total plan assets at beginning of year | 2016-12-31 | $1,140,735 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Other income received | 2016-12-31 | $-77,025 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,140,582 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,140,582 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $153 |
| Total plan liabilities at beginning of year | 2015-12-31 | $312 |
| Total income from all sources | 2015-12-31 | $24,621 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $175,452 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $175,406 |
| Total plan assets at end of year | 2015-12-31 | $1,140,735 |
| Total plan assets at beginning of year | 2015-12-31 | $1,291,725 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $29,762 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $35 |
| Other income received | 2015-12-31 | $-14,530 |
| Net income (gross income less expenses) | 2015-12-31 | $-150,831 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,140,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,291,413 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $9,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $312 |
| Total plan liabilities at beginning of year | 2014-12-31 | $325 |
| Total income from all sources | 2014-12-31 | $113,456 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $30,291 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $30,291 |
| Total plan assets at end of year | 2014-12-31 | $1,291,725 |
| Total plan assets at beginning of year | 2014-12-31 | $1,208,573 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $25,603 |
| Other income received | 2014-12-31 | $77,755 |
| Net income (gross income less expenses) | 2014-12-31 | $83,165 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,291,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,208,248 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,098 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $325 |
| Total income from all sources | 2013-12-31 | $301,788 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $78,253 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $78,183 |
| Total plan assets at end of year | 2013-12-31 | $1,208,573 |
| Total plan assets at beginning of year | 2013-12-31 | $984,713 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $32,816 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $70 |
| Other income received | 2013-12-31 | $252,458 |
| Net income (gross income less expenses) | 2013-12-31 | $223,535 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,208,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $984,713 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $16,514 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $325 |
| Total income from all sources | 2012-12-31 | $157,912 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $22,796 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $22,761 |
| Total plan assets at end of year | 2012-12-31 | $984,713 |
| Total plan assets at beginning of year | 2012-12-31 | $849,922 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,855 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $35 |
| Other income received | 2012-12-31 | $106,112 |
| Net income (gross income less expenses) | 2012-12-31 | $135,116 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $984,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $849,597 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $19,945 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $325 |
| Total plan liabilities at beginning of year | 2011-12-31 | $325 |
| Total income from all sources | 2011-12-31 | $31,204 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,966 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,966 |
| Total plan assets at end of year | 2011-12-31 | $849,922 |
| Total plan assets at beginning of year | 2011-12-31 | $825,684 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $32,399 |
| Other income received | 2011-12-31 | $-13,302 |
| Net income (gross income less expenses) | 2011-12-31 | $24,238 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $849,597 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $825,359 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,107 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $325 |
| Total plan liabilities at beginning of year | 2010-12-31 | $325 |
| Total income from all sources | 2010-12-31 | $162,716 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,306 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,000 |
| Total plan assets at end of year | 2010-12-31 | $825,684 |
| Total plan assets at beginning of year | 2010-12-31 | $664,274 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $45,428 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $306 |
| Other income received | 2010-12-31 | $95,841 |
| Net income (gross income less expenses) | 2010-12-31 | $161,410 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $825,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $663,949 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,447 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2016: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TARICA & WHITTEMORE, PC 401(K) RETIREMENT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 91637-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 91637-01 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 91637-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 91637-01 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 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? | Yes | | 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 |
|
| GREAT WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 91637-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 91637-01 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 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? | Yes | | 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 |
|
| GREAT WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 91637-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 91637-01 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 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? | Yes | | 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 |
|
| GREAT WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 91637-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 91637-01 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 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? | Yes | | 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 |
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| GREAT WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 91637-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 91637-01 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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 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? | Yes | | 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 |
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