?>
Logo

L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameL. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

LR RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LR RESOURCES, INC.
Employer identification number (EIN):582658997
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RISHI SHAH2023-05-30
0012021-01-01RISHI SHAH2022-06-28 RUSENDU SHAH2022-06-28
0012021-01-01RISHI SHAH2022-06-28 RUSENDU SHAH2022-06-28
0012020-01-01RISHI SHAH2021-06-28 RISHI SHAH2021-06-28
0012018-09-15KRISHNA LADDHA2019-06-26
0012017-12-01
0012017-01-01
0012016-12-01
0012016-01-01
0012015-12-01
0012014-12-01
0012014-12-01
0012013-12-01
0012012-12-01KRISHNA LADDHA
0012011-12-01KRISHNA LADDHA
0012010-12-01KRISHNA LADDHA
0012009-12-01KRISHNA LADDHA
0012008-12-01

Plan Statistics for L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Market value of plan assets2017-11-301,075,878
Acturial value of plan assets2017-11-301,075,878
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-3014
Fundng target for terminated vested participants2017-11-3088,239
Active participant vested funding target2017-11-30978,879
Number of active participants2017-11-3012
Total funding liabilities for active participants2017-11-301,033,821
Total participant count2017-11-3026
Total funding target for all participants2017-11-301,122,060
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3047,971
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-3044,729
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-303,242
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-303,310
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-300
Net shortfall amortization installment of oustanding balance2017-11-3049,492
Waiver amortization installment2017-11-300
Waived amount of outstanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-301,143
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-301,143
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2015: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-0127
Total number of active participants reported on line 7a of the Form 55002015-12-0111
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-0114
Total of all active and inactive participants2015-12-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-0122
Total number of active participants reported on line 7a of the Form 55002014-12-0114
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-0113
Total of all active and inactive participants2014-12-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-013
2013: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-0122
Total number of active participants reported on line 7a of the Form 55002013-12-0113
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-019
Total of all active and inactive participants2013-12-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-0122
Total number of active participants reported on line 7a of the Form 55002012-12-0114
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-018
Total of all active and inactive participants2012-12-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-015
Total number of active participants reported on line 7a of the Form 55002011-12-015
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-010
Total of all active and inactive participants2011-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-015
Total number of active participants reported on line 7a of the Form 55002010-12-015
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-010
Total of all active and inactive participants2010-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-015
Total number of active participants reported on line 7a of the Form 55002009-12-015
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-010
Total of all active and inactive participants2009-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-11-30$0
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$24,017
Expenses. Total of all expenses incurred2016-11-30$0
Benefits paid (including direct rollovers)2016-11-30$0
Total plan assets at end of year2016-11-30$1,075,878
Total plan assets at beginning of year2016-11-30$1,051,861
Value of fidelity bond covering the plan2016-11-30$740,000
Total contributions received or receivable from participants2016-11-30$0
Expenses. Other expenses not covered elsewhere2016-11-30$0
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$24,017
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$24,017
Net plan assets at end of year (total assets less liabilities)2016-11-30$1,075,878
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$1,051,861
Assets. Value of participant loans2016-11-30$119,735
Total contributions received or receivable from employer(s)2016-11-30$0
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$0
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$16,183
Expenses. Total of all expenses incurred2015-11-30$0
Benefits paid (including direct rollovers)2015-11-30$0
Total plan assets at end of year2015-11-30$1,045,703
Total plan assets at beginning of year2015-11-30$1,029,520
Value of fidelity bond covering the plan2015-11-30$760,000
Total contributions received or receivable from participants2015-11-30$0
Assets. Value of loans (other than to participants)2015-11-30$360,758
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$16,183
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$16,183
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,045,703
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,029,520
Assets. Value of participant loans2015-11-30$124,769
Total contributions received or receivable from employer(s)2015-11-30$0
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-11-30$0
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$106,454
Expenses. Total of all expenses incurred2014-11-30$0
Benefits paid (including direct rollovers)2014-11-30$0
Total plan assets at end of year2014-11-30$1,058,980
Total plan assets at beginning of year2014-11-30$952,526
Value of fidelity bond covering the plan2014-11-30$650,000
Assets. Value of tangible personal property2014-11-30$754,067
Total contributions received or receivable from participants2014-11-30$0
Assets. Value of loans (other than to participants)2014-11-30$731,832
Expenses. Other expenses not covered elsewhere2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$106,454
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$106,454
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,058,980
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$952,526
Assets. Value of participant loans2014-11-30$128,165
Total contributions received or receivable from employer(s)2014-11-30$0
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-11-30$0
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$-19,674
Expenses. Total of all expenses incurred2013-11-30$0
Benefits paid (including direct rollovers)2013-11-30$0
Total plan assets at end of year2013-11-30$952,526
Total plan assets at beginning of year2013-11-30$972,200
Value of fidelity bond covering the plan2013-11-30$650,000
Assets. Value of tangible personal property2013-11-30$758,962
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$0
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$-19,674
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$-19,674
Net plan assets at end of year (total assets less liabilities)2013-11-30$952,526
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$972,200
Assets. Value of participant loans2013-11-30$129,580
Total contributions received or receivable from employer(s)2013-11-30$0
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-11-30$0
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$0
Expenses. Total of all expenses incurred2012-11-30$0
Benefits paid (including direct rollovers)2012-11-30$0
Total plan assets at end of year2012-11-30$972,200
Total plan assets at beginning of year2012-11-30$972,200
Assets. Value of tangible personal property2012-11-30$554,537
Total contributions received or receivable from participants2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$0
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$0
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$0
Net plan assets at end of year (total assets less liabilities)2012-11-30$972,200
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$972,200
Assets. Value of participant loans2012-11-30$138,974
Total contributions received or receivable from employer(s)2012-11-30$0
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-11-30$0
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$-6,699
Expenses. Total of all expenses incurred2011-11-30$0
Benefits paid (including direct rollovers)2011-11-30$0
Total plan assets at end of year2011-11-30$972,200
Total plan assets at beginning of year2011-11-30$978,899
Assets. Value of tangible personal property2011-11-30$554,537
Total contributions received or receivable from participants2011-11-30$0
Expenses. Other expenses not covered elsewhere2011-11-30$0
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$-6,699
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$-6,699
Net plan assets at end of year (total assets less liabilities)2011-11-30$972,200
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$978,899
Assets. Value of participant loans2011-11-30$138,974
Total contributions received or receivable from employer(s)2011-11-30$0
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN

2015: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedYes
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedYes
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: L. R. RESOURCES, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

ING LIFE INSRUANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ATHENE ANNUITY AND LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $418
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $418
Insurance broker organization code?3
Insurance broker nameSTANLEY SELLS
ATHENE ANNUITY AND LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $557
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $557
Insurance broker organization code?3
Insurance broker nameSTANLEY SELLS

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3