401k Plan data: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. plan

WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 401k Plan overview

Plan Name	WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC.
Plan identification number	002

WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

WARNER SUMMERS DITZEL BENEFIELD has sponsored the creation of one or more 401k plans.

Company Name: WARNER SUMMERS DITZEL BENEFIELD

Employer identification number (EIN): 582046860

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KRISTI MUNDT 2023-09-19 KRISTI MUNDT 2023-09-19
002 2021-01-01 KRISTI MUNDT 2022-07-29 CHARLES SCOTT WARD 2022-07-29
002 2020-01-01 KRISTI MUNDT 2021-06-15 CHARLES S. WARD 2021-06-15
002 2019-01-01 KRISTI MUNDT 2020-08-31 SCOTT WARD 2020-08-31
002 2018-01-01 KRISTI MUNDT 2019-07-24 CHARLES SCOTT WARD 2019-07-24
002 2017-01-01 KRISTI MUNDT 2018-08-02 SCOTT WARD 2018-08-02
002 2017-01-01 KRISTI MUNDT 2018-07-31 SCOTT WARD 2018-07-31
002 2016-01-01 KRISTI MUNDT 2017-07-31 WM. JAMES DITZEL 2017-07-31
002 2015-01-01 KRISTI MUNDT 2016-07-29 WILLAM J DITZEL 2016-07-29
002 2014-01-01 KRISTI MUNDT WILLIAM J DITZEL 2015-07-21
002 2013-01-01 KRISTI MUNDT WILLIAM DITZEL 2014-07-24
002 2012-01-01 KRISTI MUNDT WILLIAM DITZEL 2013-07-29
002 2011-01-01 KRISTI MUNDT WILLIAM DITZEL 2012-07-26
002 2009-01-01 KRISTI MUNDT JIM DITZEL 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KRISTI MUNDT	2023-09-19	KRISTI MUNDT	2023-09-19
002	2021-01-01	KRISTI MUNDT	2022-07-29	CHARLES SCOTT WARD	2022-07-29
002	2020-01-01	KRISTI MUNDT	2021-06-15	CHARLES S. WARD	2021-06-15
002	2019-01-01	KRISTI MUNDT	2020-08-31	SCOTT WARD	2020-08-31
002	2018-01-01	KRISTI MUNDT	2019-07-24	CHARLES SCOTT WARD	2019-07-24
002	2017-01-01	KRISTI MUNDT	2018-08-02	SCOTT WARD	2018-08-02
002	2017-01-01	KRISTI MUNDT	2018-07-31	SCOTT WARD	2018-07-31
002	2016-01-01	KRISTI MUNDT	2017-07-31	WM. JAMES DITZEL	2017-07-31
002	2015-01-01	KRISTI MUNDT	2016-07-29	WILLAM J DITZEL	2016-07-29
002	2014-01-01	KRISTI MUNDT		WILLIAM J DITZEL	2015-07-21
002	2013-01-01	KRISTI MUNDT		WILLIAM DITZEL	2014-07-24
002	2012-01-01	KRISTI MUNDT		WILLIAM DITZEL	2013-07-29
002	2011-01-01	KRISTI MUNDT		WILLIAM DITZEL	2012-07-26
002	2009-01-01	KRISTI MUNDT		JIM DITZEL	2010-08-02

Plan Statistics for WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC.

401k plan membership statisitcs for WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC.

Measure Date Value
2014: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
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 10
2011: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
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 8
Total of all active and inactive participants 2009-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
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	10
2011: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
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	8
Total of all active and inactive participants	2009-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC.

Measure	Date	Value
2014 : WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2014 401k financial data
Transfers to/from the plan	2014-12-31	$17
Total income from all sources	2014-12-31	$140,758
Expenses. Total of all expenses incurred	2014-12-31	$3,675
Benefits paid (including direct rollovers)	2014-12-31	$3,650
Total plan assets at end of year	2014-12-31	$2,018,686
Total plan assets at beginning of year	2014-12-31	$1,881,586
Value of fidelity bond covering the plan	2014-12-31	$225,000
Total contributions received or receivable from participants	2014-12-31	$35,560
Expenses. Other expenses not covered elsewhere	2014-12-31	$25
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$105,198
Net income (gross income less expenses)	2014-12-31	$137,083
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,018,686
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,881,586
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$355,027
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,881,585
Total plan assets at beginning of year	2013-12-31	$1,526,558
Value of fidelity bond covering the plan	2013-12-31	$225,000
Total contributions received or receivable from participants	2013-12-31	$31,605
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$323,422
Net income (gross income less expenses)	2013-12-31	$355,027
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,881,585
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,526,558
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$245,440
Expenses. Total of all expenses incurred	2012-12-31	$289,255
Benefits paid (including direct rollovers)	2012-12-31	$289,197
Total plan assets at end of year	2012-12-31	$1,526,558
Total plan assets at beginning of year	2012-12-31	$1,570,373
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$30,327
Expenses. Other expenses not covered elsewhere	2012-12-31	$58
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$215,113
Net income (gross income less expenses)	2012-12-31	$-43,815
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,526,558
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,570,373
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$-12,720
Expenses. Total of all expenses incurred	2011-12-31	$125,243
Benefits paid (including direct rollovers)	2011-12-31	$125,136
Total plan assets at end of year	2011-12-31	$1,570,373
Total plan assets at beginning of year	2011-12-31	$1,708,336
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$29,612
Expenses. Other expenses not covered elsewhere	2011-12-31	$107
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-42,332
Net income (gross income less expenses)	2011-12-31	$-137,963
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,570,373
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,708,336
Assets. Value of participant loans	2011-12-31	$13,596
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$241,807
Expenses. Total of all expenses incurred	2010-12-31	$55,363
Benefits paid (including direct rollovers)	2010-12-31	$55,177
Total plan assets at end of year	2010-12-31	$1,708,336
Total plan assets at beginning of year	2010-12-31	$1,521,892
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$43,638
Expenses. Other expenses not covered elsewhere	2010-12-31	$186
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$198,169
Net income (gross income less expenses)	2010-12-31	$186,444
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,708,336
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,521,892
Assets. Value of participant loans	2010-12-31	$14,185
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC.

2014: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 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
2013: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 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
2012: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 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
2011: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 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
2009: WARNER SUMMERS DITZEL BENEFIELD WARD & ASSOCIATES, INC. 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-712122

Policy instance

Insurance contract or identification number	GA-712122
Number of Individuals Covered	20
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,733
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
Commission paid to Insurance Broker	USD $5,733
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-712122

Policy instance

Insurance contract or identification number	GA-712122
Number of Individuals Covered	20
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,870
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
Commission paid to Insurance Broker	USD $4,870
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-712122

Policy instance

Insurance contract or identification number	GA-712122
Number of Individuals Covered	13
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,975
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
Commission paid to Insurance Broker	USD $4,975
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-712122

Policy instance

Insurance contract or identification number	GA-712122
Number of Individuals Covered	20
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,086
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-712122

Policy instance

Insurance contract or identification number	GA-712122
Number of Individuals Covered	23
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,581
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
Commission paid to Insurance Broker	USD $4,581
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

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Company Name:	WARNER SUMMERS DITZEL BENEFIELD
Employer identification number (EIN):	582046860
NAIC Classification:	541310
NAIC Description:	Architectural Services