PETERSON & MYERS, P.A. has sponsored the creation of one or more 401k plans.
Additional information about PETERSON & MYERS, P.A.
Submission information for form 5500 for 401k plan PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN
401k plan membership statisitcs for PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2017: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
| Total of all active and inactive participants | 2017-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 66 |
| Number of participants with account balances | 2017-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
| Total of all active and inactive participants | 2016-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 66 |
| Number of participants with account balances | 2016-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
| Total of all active and inactive participants | 2015-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 65 |
| Number of participants with account balances | 2015-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
| Total of all active and inactive participants | 2014-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 69 |
| Number of participants with account balances | 2014-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
| Total of all active and inactive participants | 2013-01-01 | 75 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 75 |
| Number of participants with account balances | 2013-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| 2012: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
| Total of all active and inactive participants | 2012-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 83 |
| Number of participants with account balances | 2012-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2009: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 21 |
| Total of all active and inactive participants | 2009-01-01 | 92 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 92 |
| Number of participants with account balances | 2009-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2017 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,964,791 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $971,362 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $953,409 |
| Total plan assets at end of year | 2017-12-31 | $16,349,431 |
| Total plan assets at beginning of year | 2017-12-31 | $14,356,002 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $405,626 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $9,985 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $7,095 |
| Other income received | 2017-12-31 | $2,321,546 |
| Net income (gross income less expenses) | 2017-12-31 | $1,993,429 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,349,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,356,002 |
| Assets. Value of participant loans | 2017-12-31 | $37,979 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $230,524 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,968 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,061,384 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,056,894 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,044,670 |
| Total plan assets at end of year | 2016-12-31 | $14,356,002 |
| Total plan assets at beginning of year | 2016-12-31 | $13,351,512 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $450,506 |
| Other income received | 2016-12-31 | $1,348,321 |
| Net income (gross income less expenses) | 2016-12-31 | $1,004,490 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $14,356,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,351,512 |
| Assets. Value of participant loans | 2016-12-31 | $47,077 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $262,557 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,224 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $532,441 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $502,559 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $487,499 |
| Total plan assets at end of year | 2015-12-31 | $13,351,512 |
| Total plan assets at beginning of year | 2015-12-31 | $13,321,630 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $467,418 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $11,627 |
| Other income received | 2015-12-31 | $-257,157 |
| Net income (gross income less expenses) | 2015-12-31 | $29,882 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,351,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,321,630 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $310,553 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $15,060 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,479,357 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $670,048 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $649,052 |
| Total plan assets at end of year | 2014-12-31 | $13,321,630 |
| Total plan assets at beginning of year | 2014-12-31 | $12,512,321 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $476,582 |
| Other income received | 2014-12-31 | $744,315 |
| Net income (gross income less expenses) | 2014-12-31 | $809,309 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,321,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,512,321 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $258,460 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $20,996 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,908,815 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,340,127 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,330,844 |
| Total plan assets at end of year | 2013-12-31 | $12,512,321 |
| Total plan assets at beginning of year | 2013-12-31 | $11,943,633 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $481,230 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $75 |
| Other income received | 2013-12-31 | $2,108,455 |
| Net income (gross income less expenses) | 2013-12-31 | $568,688 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,512,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,943,633 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $319,130 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,208 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $900 |
| Total income from all sources | 2012-12-31 | $2,075,270 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $280,785 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $264,013 |
| Total plan assets at end of year | 2012-12-31 | $11,943,633 |
| Total plan assets at beginning of year | 2012-12-31 | $10,150,048 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $433,659 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $98 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $311,126 |
| Other income received | 2012-12-31 | $1,330,485 |
| Net income (gross income less expenses) | 2012-12-31 | $1,794,485 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,943,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,149,148 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,674 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2010 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $900 |
| Total plan liabilities at beginning of year | 2010-12-31 | $900 |
| Total income from all sources | 2010-12-31 | $1,859,769 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $106,432 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $94,112 |
| Total plan assets at end of year | 2010-12-31 | $10,150,884 |
| Total plan assets at beginning of year | 2010-12-31 | $8,397,547 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $397,205 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,524 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $18,376 |
| Other income received | 2010-12-31 | $1,163,658 |
| Net income (gross income less expenses) | 2010-12-31 | $1,753,337 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $10,149,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,396,647 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $280,530 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,796 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2017: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24597 |
| Policy instance | 1 |
| Insurance contract or identification number | 24597 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24597 |
| Policy instance | 1 |
| Insurance contract or identification number | 24597 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24597 |
| Policy instance | 1 |
| Insurance contract or identification number | 24597 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24597 |
| Policy instance | 1 |
| Insurance contract or identification number | 24597 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24597 |
| Policy instance | 1 |
| Insurance contract or identification number | 24597 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24597 |
| Policy instance | 1 |
| Insurance contract or identification number | 24597 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | 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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