BRUCE J BLOCK has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2012: BRUCE J BLOCK KEOGH PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BRUCE J BLOCK KEOGH PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BRUCE J BLOCK KEOGH PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: BRUCE J BLOCK KEOGH PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : BRUCE J BLOCK KEOGH PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $73,298 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $43,530 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $40,486 |
| Total plan assets at end of year | 2012-12-31 | $3,145,143 |
| Total plan assets at beginning of year | 2012-12-31 | $284,745 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,685 |
| Other income received | 2012-12-31 | $14,162 |
| Net income (gross income less expenses) | 2012-12-31 | $29,768 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,145,143 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $284,745 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $59,136 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,359 |
| 2011 : BRUCE J BLOCK KEOGH PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $42,565 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $25,125 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $19,668 |
| Total plan assets at end of year | 2011-12-31 | $284,745 |
| Total plan assets at beginning of year | 2011-12-31 | $267,305 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,511 |
| Other income received | 2011-12-31 | $8,844 |
| Net income (gross income less expenses) | 2011-12-31 | $17,440 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $284,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $267,305 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $33,721 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $946 |
| 2010 : BRUCE J BLOCK KEOGH PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $57,891 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,499 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $15,000 |
| Total plan assets at end of year | 2010-12-31 | $267,305 |
| Total plan assets at beginning of year | 2010-12-31 | $224,913 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $499 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $24,666 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $42,392 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $267,305 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $224,913 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $33,225 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2012: BRUCE J BLOCK KEOGH PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BRUCE J BLOCK KEOGH PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: BRUCE J BLOCK KEOGH PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: BRUCE J BLOCK KEOGH PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 24532002010 |
| Policy instance | 1 |
| Insurance contract or identification number | 24532002010 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-01-01 | | Total amount of commissions paid to insurance broker | USD $516 | | Total amount of fees paid to insurance company | USD $330 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICES (National Association of Insurance Commissioners NAIC id number: 86630 ) |
| Policy contract number | PFS8253 |
| Policy instance | 2 |
| Insurance contract or identification number | PFS8253 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,629 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICES (National Association of Insurance Commissioners NAIC id number: 86630 ) |
| Policy contract number | PFS8253 |
| Policy instance | 1 |
| Insurance contract or identification number | PFS8253 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,629 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 | 1629 | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE J BLOCK |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 24532002010 |
| Policy instance | 2 |
| Insurance contract or identification number | 24532002010 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-01-01 | | Total amount of commissions paid to insurance broker | USD $516 | | Total amount of fees paid to insurance company | USD $330 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $516 | | Additional information about fees paid to insurance broker | COMMISSION ON PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE J BLOCK |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 24532002010 |
| Policy instance | 1 |
| Insurance contract or identification number | 24532002010 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $516 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICES (National Association of Insurance Commissioners NAIC id number: 86630 ) |
| Policy contract number | E0900663 |
| Policy instance | 2 |
| Insurance contract or identification number | E0900663 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,322 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 2453202010 |
| Policy instance | 1 |
| Insurance contract or identification number | 2453202010 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $388 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 | 416 | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE J BLOCK |
|
| PRUDENTIAL ANNUITIES SERVICES (National Association of Insurance Commissioners NAIC id number: 86630 ) |
| Policy contract number | E0900663 |
| Policy instance | 2 |
| Insurance contract or identification number | E0900663 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $669 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $699 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE BLOCK |
|
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