MOSLEY & WALLIS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOSLEY & WALLIS PA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 7 |
| Number of participants with account balances | 2019-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| 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 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 8 |
| Number of participants with account balances | 2017-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 8 |
| Number of participants with account balances | 2015-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 8 |
| Number of participants with account balances | 2014-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : MOSLEY & WALLIS PA PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $10,017 |
| Total income from all sources | 2019-12-31 | $124,689 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $116,857 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $101,601 |
| Total plan assets at end of year | 2019-12-31 | $2,969,235 |
| Total plan assets at beginning of year | 2019-12-31 | $2,971,420 |
| Value of fidelity bond covering the plan | 2019-12-31 | $530,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $269,202 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $15,256 |
| Other income received | 2019-12-31 | $104,604 |
| Net income (gross income less expenses) | 2019-12-31 | $7,832 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,969,235 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,961,403 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $20,085 |
| 2018 : MOSLEY & WALLIS PA PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $10,017 |
| Total plan liabilities at beginning of year | 2018-12-31 | $2,318 |
| Total income from all sources | 2018-12-31 | $84,096 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $113,170 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $100,165 |
| Total plan assets at end of year | 2018-12-31 | $2,971,420 |
| Total plan assets at beginning of year | 2018-12-31 | $2,992,795 |
| Value of fidelity bond covering the plan | 2018-12-31 | $530,000 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $270,311 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $13,005 |
| Other income received | 2018-12-31 | $62,798 |
| Net income (gross income less expenses) | 2018-12-31 | $-29,074 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,961,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,990,477 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $21,298 |
| 2017 : MOSLEY & WALLIS PA PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $2,318 |
| Total income from all sources | 2017-12-31 | $272,599 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $100,256 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $92,356 |
| Total plan assets at end of year | 2017-12-31 | $2,992,795 |
| Total plan assets at beginning of year | 2017-12-31 | $2,818,134 |
| Value of fidelity bond covering the plan | 2017-12-31 | $290,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $276,645 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,900 |
| Other income received | 2017-12-31 | $254,026 |
| Net income (gross income less expenses) | 2017-12-31 | $172,343 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,990,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,818,134 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $18,573 |
| 2016 : MOSLEY & WALLIS PA PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $138,185 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $126,027 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $120,722 |
| Total plan assets at end of year | 2016-12-31 | $2,818,134 |
| Total plan assets at beginning of year | 2016-12-31 | $2,805,976 |
| Value of fidelity bond covering the plan | 2016-12-31 | $290,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $282,464 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $5,305 |
| Other income received | 2016-12-31 | $120,317 |
| Net income (gross income less expenses) | 2016-12-31 | $12,158 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,818,134 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,805,976 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $17,868 |
| 2015 : MOSLEY & WALLIS PA PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $109,811 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $77,965 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $66,835 |
| Total plan assets at end of year | 2015-12-31 | $2,805,976 |
| Total plan assets at beginning of year | 2015-12-31 | $2,774,130 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,010,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $599,811 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $11,130 |
| Other income received | 2015-12-31 | $95,679 |
| Net income (gross income less expenses) | 2015-12-31 | $31,846 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,805,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,774,130 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $314,600 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $14,132 |
| 2014 : MOSLEY & WALLIS PA PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $149,302 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $95,493 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $84,015 |
| Total plan assets at end of year | 2014-12-31 | $2,774,130 |
| Total plan assets at beginning of year | 2014-12-31 | $2,720,321 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,004,000 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $657,995 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $11,478 |
| Other income received | 2014-12-31 | $130,028 |
| Net income (gross income less expenses) | 2014-12-31 | $53,809 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,774,130 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,720,321 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $346,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $19,274 |
| 2013 : MOSLEY & WALLIS PA PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $245,372 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $71,969 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $56,716 |
| Total plan assets at end of year | 2013-12-31 | $2,720,321 |
| Total plan assets at beginning of year | 2013-12-31 | $2,546,918 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $818,393 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $15,253 |
| Other income received | 2013-12-31 | $228,309 |
| Net income (gross income less expenses) | 2013-12-31 | $173,403 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,720,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,546,918 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $377,520 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,063 |
| 2019: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MOSLEY & WALLIS PA PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MOSLEY & WALLIS PA 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 – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MOSLEY & WALLIS PA 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 – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MOSLEY & WALLIS PA 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 benefit arrangement – Insurance | Yes |
| 2014: MOSLEY & WALLIS PA 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 benefit arrangement – Insurance | Yes |
| 2013: MOSLEY & WALLIS PA 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 benefit arrangement – Insurance | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25560 |
| Policy instance | 1 |
| Insurance contract or identification number | 25560 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $37 | | 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 | 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 | | Commission paid to Insurance Broker | USD $31 | | Amount paid for insurance broker fees | 37 | | Additional information about fees paid to insurance broker | FINANCIAL ADVISOR | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25560 |
| Policy instance | 1 |
| Insurance contract or identification number | 25560 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $36 | | 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? | 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 | | Commission paid to Insurance Broker | USD $31 | | Amount paid for insurance broker fees | 36 | | Additional information about fees paid to insurance broker | FINANCIAL ADVISOR | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25560 |
| Policy instance | 1 |
| Insurance contract or identification number | 25560 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $36 | | 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? | 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 | | Commission paid to Insurance Broker | USD $31 | | Amount paid for insurance broker fees | 36 | | Additional information about fees paid to insurance broker | FINANCIAL ADVISOR | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT SUKOLSKY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25560 |
| Policy instance | 1 |
| Insurance contract or identification number | 25560 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $110 | | 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 | | Amount paid for insurance broker fees | 110 | | Additional information about fees paid to insurance broker | FINANCIAL ADVISOR | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT SUKOLSKY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25560 |
| Policy instance | 1 |
| Insurance contract or identification number | 25560 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 |
|
