FLORIDA SUGAR & MOLASSES EXCHANGE, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN
401k plan membership statisitcs for FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2023 401k membership |
|---|
| Market value of plan assets | 2023-06-30 | 4,652,868 |
| Acturial value of plan assets | 2023-06-30 | 4,652,868 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-06-30 | 2,918,111 |
| Number of terminated vested participants | 2023-06-30 | 15 |
| Fundng target for terminated vested participants | 2023-06-30 | 675,203 |
| Active participant vested funding target | 2023-06-30 | 1,308,319 |
| Number of active participants | 2023-06-30 | 23 |
| Total funding liabilities for active participants | 2023-06-30 | 1,319,805 |
| Total participant count | 2023-06-30 | 57 |
| Total funding target for all participants | 2023-06-30 | 4,913,119 |
| Balance at beginning of prior year after applicable adjustments | 2023-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-06-30 | 0 |
| Amount remaining of carryover balance | 2023-06-30 | 0 |
| Amount remaining of prefunding balance | 2023-06-30 | 0 |
| Present value of excess contributions | 2023-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-06-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2023-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2023-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2023-06-30 | 0 |
| Total employer contributions | 2023-06-30 | 181,686 |
| Total employee contributions | 2023-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2023-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2023-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-06-30 | 173,945 |
| Unpaid minimum required contributions for all prior years | 2023-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2023-06-30 | 138,952 |
| Net shortfall amortization installment of oustanding balance | 2023-06-30 | 260,251 |
| Waiver amortization installment | 2023-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-06-30 | 163,002 |
| Carryover balance elected to use to offset funding requirement | 2023-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-06-30 | 0 |
| Additional cash requirement | 2023-06-30 | 163,002 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-06-30 | 173,945 |
| Unpaid minimum required contributions for current year | 2023-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2023-06-30 | 0 |
| 2022: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 19 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 15 |
| Total of all active and inactive participants | 2022-07-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 1 |
| Market value of plan assets | 2022-06-30 | 5,651,560 |
| Acturial value of plan assets | 2022-06-30 | 5,651,560 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 2,584,900 |
| Number of terminated vested participants | 2022-06-30 | 14 |
| Fundng target for terminated vested participants | 2022-06-30 | 787,440 |
| Active participant vested funding target | 2022-06-30 | 1,397,131 |
| Number of active participants | 2022-06-30 | 24 |
| Total funding liabilities for active participants | 2022-06-30 | 1,416,508 |
| Total participant count | 2022-06-30 | 54 |
| Total funding target for all participants | 2022-06-30 | 4,788,848 |
| Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
| Amount remaining of carryover balance | 2022-06-30 | 0 |
| Amount remaining of prefunding balance | 2022-06-30 | 0 |
| Present value of excess contributions | 2022-06-30 | 124,224 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 131,367 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
| Total employer contributions | 2022-06-30 | 0 |
| Total employee contributions | 2022-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-06-30 | 148,340 |
| Net shortfall amortization installment of oustanding balance | 2022-06-30 | 0 |
| Waiver amortization installment | 2022-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 0 |
| Additional cash requirement | 2022-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
| 2021: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 14 |
| Total of all active and inactive participants | 2021-07-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| Market value of plan assets | 2021-06-30 | 4,664,716 |
| Acturial value of plan assets | 2021-06-30 | 4,664,716 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 2,388,953 |
| Number of terminated vested participants | 2021-06-30 | 11 |
| Fundng target for terminated vested participants | 2021-06-30 | 475,298 |
| Active participant vested funding target | 2021-06-30 | 1,529,345 |
| Number of active participants | 2021-06-30 | 27 |
| Total funding liabilities for active participants | 2021-06-30 | 1,553,253 |
| Total participant count | 2021-06-30 | 53 |
| Total funding target for all participants | 2021-06-30 | 4,417,504 |
| Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 271,514 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
| Amount remaining of carryover balance | 2021-06-30 | 0 |
| Amount remaining of prefunding balance | 2021-06-30 | 271,514 |
| Present value of excess contributions | 2021-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 275,179 |
| Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
| Total employer contributions | 2021-06-30 | 131,669 |
| Total employee contributions | 2021-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 124,224 |
| Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-06-30 | 173,189 |
| Net shortfall amortization installment of oustanding balance | 2021-06-30 | 0 |
| Waiver amortization installment | 2021-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
| Additional cash requirement | 2021-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 124,224 |
| Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
| 2020: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 27 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 11 |
| Total of all active and inactive participants | 2020-07-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| Market value of plan assets | 2020-06-30 | 4,845,648 |
| Acturial value of plan assets | 2020-06-30 | 4,845,648 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 2,523,477 |
| Number of terminated vested participants | 2020-06-30 | 11 |
| Fundng target for terminated vested participants | 2020-06-30 | 462,771 |
| Active participant vested funding target | 2020-06-30 | 1,244,019 |
| Number of active participants | 2020-06-30 | 27 |
| Total funding liabilities for active participants | 2020-06-30 | 1,374,307 |
| Total participant count | 2020-06-30 | 53 |
| Total funding target for all participants | 2020-06-30 | 4,360,555 |
| Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 261,700 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
| Amount remaining of carryover balance | 2020-06-30 | 0 |
| Amount remaining of prefunding balance | 2020-06-30 | 261,700 |
| Present value of excess contributions | 2020-06-30 | 97,018 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 102,529 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2020-06-30 | 271,514 |
| Total employer contributions | 2020-06-30 | 0 |
| Total employee contributions | 2020-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-06-30 | 144,965 |
| Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
| Waiver amortization installment | 2020-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
| Additional cash requirement | 2020-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
| 2019: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 27 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 11 |
| Total of all active and inactive participants | 2019-07-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 1 |
| Total participants | 2019-07-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| Market value of plan assets | 2019-06-30 | 4,829,668 |
| Acturial value of plan assets | 2019-06-30 | 4,829,668 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 2,530,641 |
| Number of terminated vested participants | 2019-06-30 | 11 |
| Fundng target for terminated vested participants | 2019-06-30 | 417,727 |
| Active participant vested funding target | 2019-06-30 | 979,380 |
| Number of active participants | 2019-06-30 | 28 |
| Total funding liabilities for active participants | 2019-06-30 | 1,096,916 |
| Total participant count | 2019-06-30 | 55 |
| Total funding target for all participants | 2019-06-30 | 4,045,284 |
| Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 247,003 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
| Amount remaining of carryover balance | 2019-06-30 | 0 |
| Amount remaining of prefunding balance | 2019-06-30 | 247,003 |
| Present value of excess contributions | 2019-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2019-06-30 | 261,700 |
| Total employer contributions | 2019-06-30 | 100,000 |
| Total employee contributions | 2019-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 97,018 |
| Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-06-30 | 131,891 |
| Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
| Waiver amortization installment | 2019-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
| Additional cash requirement | 2019-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 97,018 |
| Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
| 2018: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 27 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 11 |
| Total of all active and inactive participants | 2018-07-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 1 |
| Total participants | 2018-07-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 1 |
| Market value of plan assets | 2018-06-30 | 4,813,611 |
| Acturial value of plan assets | 2018-06-30 | 4,813,611 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 2,259,671 |
| Number of terminated vested participants | 2018-06-30 | 11 |
| Fundng target for terminated vested participants | 2018-06-30 | 374,133 |
| Active participant vested funding target | 2018-06-30 | 1,102,136 |
| Number of active participants | 2018-06-30 | 27 |
| Total funding liabilities for active participants | 2018-06-30 | 1,197,584 |
| Total participant count | 2018-06-30 | 53 |
| Total funding target for all participants | 2018-06-30 | 3,831,388 |
| Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 224,365 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
| Amount remaining of carryover balance | 2018-06-30 | 0 |
| Amount remaining of prefunding balance | 2018-06-30 | 224,365 |
| Present value of excess contributions | 2018-06-30 | 193,685 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 205,364 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2018-06-30 | 247,003 |
| Total employer contributions | 2018-06-30 | 0 |
| Total employee contributions | 2018-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2018-06-30 | 100,910 |
| Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
| Waiver amortization installment | 2018-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 0 |
| Additional cash requirement | 2018-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
| 2017: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 24 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 11 |
| Total of all active and inactive participants | 2017-07-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 2 |
| Total participants | 2017-07-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 1 |
| Market value of plan assets | 2017-06-30 | 4,393,135 |
| Acturial value of plan assets | 2017-06-30 | 4,393,135 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 2,241,126 |
| Number of terminated vested participants | 2017-06-30 | 11 |
| Fundng target for terminated vested participants | 2017-06-30 | 347,662 |
| Active participant vested funding target | 2017-06-30 | 1,004,197 |
| Number of active participants | 2017-06-30 | 25 |
| Total funding liabilities for active participants | 2017-06-30 | 1,060,151 |
| Total participant count | 2017-06-30 | 50 |
| Total funding target for all participants | 2017-06-30 | 3,648,939 |
| Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 230,804 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
| Amount remaining of carryover balance | 2017-06-30 | 0 |
| Amount remaining of prefunding balance | 2017-06-30 | 230,804 |
| Present value of excess contributions | 2017-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2017-06-30 | 224,365 |
| Total employer contributions | 2017-06-30 | 200,000 |
| Total employee contributions | 2017-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 193,685 |
| Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2017-06-30 | 100,043 |
| Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
| Waiver amortization installment | 2017-06-30 | 0 |
| Waived amount of outstanding balance | 2017-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
| Additional cash requirement | 2017-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 193,685 |
| Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
| 2016: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 24 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 11 |
| Total of all active and inactive participants | 2016-07-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 2 |
| Total participants | 2016-07-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 18 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 11 |
| Total of all active and inactive participants | 2015-07-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 2 |
| Total participants | 2015-07-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 17 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 12 |
| Total of all active and inactive participants | 2014-07-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 1 |
| Total participants | 2014-07-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 11 |
| Total of all active and inactive participants | 2013-07-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 1 |
| Total participants | 2013-07-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 11 |
| Total of all active and inactive participants | 2012-07-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 1 |
| Total participants | 2012-07-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 13 |
| Total of all active and inactive participants | 2011-07-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 1 |
| 2010: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 13 |
| Total of all active and inactive participants | 2010-07-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| 2009: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 14 |
| Total of all active and inactive participants | 2009-07-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-06-30 | $0 |
| Total plan liabilities at end of year | 2023-06-30 | $0 |
| Total plan liabilities at beginning of year | 2023-06-30 | $0 |
| Total income from all sources | 2023-06-30 | $513,370 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $445,185 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $445,185 |
| Total plan assets at end of year | 2023-06-30 | $4,652,868 |
| Total plan assets at beginning of year | 2023-06-30 | $4,584,683 |
| Value of fidelity bond covering the plan | 2023-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $331,684 |
| Noncash contributions received | 2023-06-30 | $0 |
| Net income (gross income less expenses) | 2023-06-30 | $68,185 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $4,652,868 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $4,584,683 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $181,686 |
| Value of certain deemed distributions of participant loans | 2023-06-30 | $0 |
| Value of corrective distributions | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $0 |
| 2022 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-06-30 | $0 |
| Total plan liabilities at end of year | 2022-06-30 | $0 |
| Total plan liabilities at beginning of year | 2022-06-30 | $0 |
| Total income from all sources | 2022-06-30 | $-790,011 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $277,168 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $277,168 |
| Total plan assets at end of year | 2022-06-30 | $4,584,683 |
| Total plan assets at beginning of year | 2022-06-30 | $5,651,862 |
| Value of fidelity bond covering the plan | 2022-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $-790,011 |
| Noncash contributions received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-1,067,179 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $4,584,683 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,651,862 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2022-06-30 | $0 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $0 |
| 2021 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-06-30 | $0 |
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $1,247,321 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $260,175 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $0 |
| Total plan assets at end of year | 2021-06-30 | $5,651,862 |
| Total plan assets at beginning of year | 2021-06-30 | $4,664,716 |
| Value of fidelity bond covering the plan | 2021-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $1,115,652 |
| Noncash contributions received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $987,146 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $5,651,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $4,664,716 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $131,669 |
| Value of certain deemed distributions of participant loans | 2021-06-30 | $0 |
| Value of corrective distributions | 2021-06-30 | $260,175 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $64,259 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $245,191 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $245,191 |
| Total plan assets at end of year | 2020-06-30 | $4,664,716 |
| Total plan assets at beginning of year | 2020-06-30 | $4,845,648 |
| Value of fidelity bond covering the plan | 2020-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $64,259 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $-180,932 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $4,664,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $4,845,648 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
| 2019 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-06-30 | $0 |
| Total plan liabilities at end of year | 2018-06-30 | $0 |
| Total plan liabilities at beginning of year | 2018-06-30 | $0 |
| Total income from all sources | 2018-06-30 | $278,364 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $262,307 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $262,307 |
| Total plan assets at end of year | 2018-06-30 | $4,829,668 |
| Total plan assets at beginning of year | 2018-06-30 | $4,813,611 |
| Value of fidelity bond covering the plan | 2018-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $0 |
| Other income received | 2018-06-30 | $278,364 |
| Noncash contributions received | 2018-06-30 | $0 |
| Net income (gross income less expenses) | 2018-06-30 | $16,057 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $4,829,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $4,813,611 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2018-06-30 | $0 |
| Value of corrective distributions | 2018-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $652,337 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $231,861 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $231,861 |
| Total plan assets at end of year | 2017-06-30 | $4,813,611 |
| Total plan assets at beginning of year | 2017-06-30 | $4,393,135 |
| Value of fidelity bond covering the plan | 2017-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $452,337 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $420,476 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $4,813,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $4,393,135 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $200,000 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $-127,328 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $101,014 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $101,014 |
| Total plan assets at end of year | 2016-06-30 | $4,393,135 |
| Total plan assets at beginning of year | 2016-06-30 | $4,621,477 |
| Value of fidelity bond covering the plan | 2016-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $-127,328 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $-228,342 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $4,393,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $4,621,477 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $67,678 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $87,324 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $87,324 |
| Total plan assets at end of year | 2015-06-30 | $4,621,477 |
| Total plan assets at beginning of year | 2015-06-30 | $4,641,123 |
| Value of fidelity bond covering the plan | 2015-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $67,678 |
| Noncash contributions received | 2015-06-30 | $0 |
| Net income (gross income less expenses) | 2015-06-30 | $-19,646 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $4,621,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $4,641,123 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $684,098 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $81,951 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $81,951 |
| Total plan assets at end of year | 2014-06-30 | $4,641,123 |
| Total plan assets at beginning of year | 2014-06-30 | $4,038,976 |
| Value of fidelity bond covering the plan | 2014-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $584,098 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $602,147 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $4,641,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $4,038,976 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $100,000 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $794,817 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $92,928 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $92,928 |
| Total plan assets at end of year | 2013-06-30 | $4,038,976 |
| Total plan assets at beginning of year | 2013-06-30 | $3,337,087 |
| Value of fidelity bond covering the plan | 2013-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $394,817 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $701,889 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $4,038,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $3,337,087 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $400,000 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $353,740 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $72,289 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $72,289 |
| Total plan assets at end of year | 2012-06-30 | $3,337,087 |
| Total plan assets at beginning of year | 2012-06-30 | $3,055,636 |
| Value of fidelity bond covering the plan | 2012-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-46,260 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $281,451 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $3,337,087 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $3,055,636 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $400,000 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $828,731 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $59,401 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $59,401 |
| Total plan assets at end of year | 2011-06-30 | $3,055,636 |
| Total plan assets at beginning of year | 2011-06-30 | $2,286,306 |
| Value of fidelity bond covering the plan | 2011-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $428,731 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $769,330 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $3,055,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $2,286,306 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $400,000 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2022: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FLORIDA SUGAR & MOLASSES EXCHANGE, INC. PENSION RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $900 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Amount paid for insurance broker fees | 900 | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $41,949 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 41949 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICI PANTS | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,250 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Amount paid for insurance broker fees | 8250 | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $49,658 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 7140 | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $53,013 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 53013 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANT | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $9,000 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Amount paid for insurance broker fees | 9000 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANTS | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $10,800 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | | Amount paid for insurance broker fees | 10800 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANTS WHO ELECTED TO RECEIVE | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $45,044 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | | Amount paid for insurance broker fees | 45044 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANT WHO ELECTED TO. | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $10,800 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | | Amount paid for insurance broker fees | 10800 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANTS WHO ELECTED TO RECEIVE | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $45,044 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | | Amount paid for insurance broker fees | 45044 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANT WHO ELECTED TO. | | Insurance broker organization code? | 3 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $47,170 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,000 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $42,896 | | 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 $42,896 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES. | | Insurance broker organization code? | 3 | | Insurance broker name | ING FINANCIAL ADVISERS LLC |
|
| METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $7,500 | | 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 $7,500 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANTS WHO ELECTED TO RECEIVE | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN E. KONZ |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $45,003 | | 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 | | Amount paid for insurance broker fees | 45003 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES. | | Insurance broker organization code? | 3 | | Insurance broker name | ING FINANCIAL ADVISERS LLC |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $3,000 | | 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 $3,000 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN E. KONZ |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $42,025 | | 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 | | Amount paid for insurance broker fees | 42025 | | Additional information about fees paid to insurance broker | TO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES. | | Insurance broker organization code? | 3 | | Insurance broker name | ING FINANCIAL ADVISERS LLC |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $3,000 | | 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 $3,000 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN E. KONZ |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $3,000 | | 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 $3,000 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN E. KONZ |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $34,835 | | 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 $34,835 | | Insurance broker organization code? | 3 | | Insurance broker name | ING FINANCIAL ADVISERS LLC |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $3,000 | | 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 |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $29,831 | | 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 |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 942213 |
| Policy instance | 1 |
| Insurance contract or identification number | 942213 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $26,083 | | 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 |
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| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 038829 |
| Policy instance | 2 |
| Insurance contract or identification number | 038829 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $3,000 | | 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 |
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