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CARE FOR U PLUS 401(K) PLAN 401k Plan overview

Plan NameCARE FOR U PLUS 401(K) PLAN
Plan identification number 001

CARE FOR U PLUS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARE FOR U PLUS LLC has sponsored the creation of one or more 401k plans.

Company Name:CARE FOR U PLUS LLC
Employer identification number (EIN):611493568
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about CARE FOR U PLUS LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0400105221

More information about CARE FOR U PLUS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE FOR U PLUS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01DMITRY DOMBROVSKY2019-10-14

Plan Statistics for CARE FOR U PLUS 401(K) PLAN

401k plan membership statisitcs for CARE FOR U PLUS 401(K) PLAN

Measure Date Value
2022: CARE FOR U PLUS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01454
Total number of active participants reported on line 7a of the Form 55002022-01-01351
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01447
Number of participants with account balances2022-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARE FOR U PLUS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01502
Total number of active participants reported on line 7a of the Form 55002021-01-01388
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01450
Number of participants with account balances2021-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: CARE FOR U PLUS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01430
Total number of active participants reported on line 7a of the Form 55002020-01-01358
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01138
Total of all active and inactive participants2020-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01496
Number of participants with account balances2020-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: CARE FOR U PLUS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01361
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01355
Total participants2019-01-01355
Number of participants with account balances2019-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on CARE FOR U PLUS 401(K) PLAN

Measure Date Value
2022 : CARE FOR U PLUS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$52
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$268,390
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$97,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$76,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$518,254
Value of total assets at end of year2022-12-31$1,516,116
Value of total assets at beginning of year2022-12-31$1,345,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,537
Total interest from all sources2022-12-31$426
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$35,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$35,026
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$385,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$332,926
Participant contributions at end of year2022-12-31$2,172
Participant contributions at beginning of year2022-12-31$8,717
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$12,611
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$49
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$52
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$171,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,516,064
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,345,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,503,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,309,333
Interest on participant loans2022-12-31$378
Interest earned on other investments2022-12-31$48
Value of interest in common/collective trusts at end of year2022-12-31$756
Value of interest in common/collective trusts at beginning of year2022-12-31$1,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-284,975
Net investment gain or loss from common/collective trusts2022-12-31$-341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$185,328
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$8,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$76,794
Contract administrator fees2022-12-31$10,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVOGRADAC & COMPANY LLP
Accountancy firm EIN2022-12-31943108253
2021 : CARE FOR U PLUS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$630,829
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$90,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$78,763
Value of total corrective distributions2021-12-31$1,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$508,013
Value of total assets at end of year2021-12-31$1,345,005
Value of total assets at beginning of year2021-12-31$805,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,189
Total interest from all sources2021-12-31$683
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$27,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$27,966
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$385,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$321,096
Participant contributions at end of year2021-12-31$8,717
Participant contributions at beginning of year2021-12-31$12,283
Participant contributions at end of year2021-12-31$12,611
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$539,922
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,345,005
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$805,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,309,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$792,800
Interest on participant loans2021-12-31$677
Interest earned on other investments2021-12-31$6
Value of interest in common/collective trusts at end of year2021-12-31$1,073
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$94,120
Net investment gain or loss from common/collective trusts2021-12-31$47
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$186,917
Employer contributions (assets) at end of year2021-12-31$8,964
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$78,763
Contract administrator fees2021-12-31$10,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUESTEIN MICHAEL & COMPANY
Accountancy firm EIN2021-12-31232808860
2020 : CARE FOR U PLUS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$600,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$95,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,162
Value of total corrective distributions2020-12-31$78,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$516,388
Value of total assets at end of year2020-12-31$805,083
Value of total assets at beginning of year2020-12-31$300,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,903
Total interest from all sources2020-12-31$904
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,819
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,819
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$31,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$245,315
Participant contributions at end of year2020-12-31$12,283
Participant contributions at beginning of year2020-12-31$15,484
Administrative expenses (other) incurred2020-12-31$1,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$504,998
Value of net assets at end of year (total assets less liabilities)2020-12-31$805,083
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$300,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$792,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$284,601
Interest on participant loans2020-12-31$904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$68,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$271,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,162
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLUESTEIN, MICHAEL & COMPANY
Accountancy firm EIN2020-12-31232808860
2019 : CARE FOR U PLUS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$207,347
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$31,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,227
Value of total corrective distributions2019-12-31$16,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$172,117
Value of total assets at end of year2019-12-31$300,085
Value of total assets at beginning of year2019-12-31$124,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,123
Total interest from all sources2019-12-31$564
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,998
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$13,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$144,329
Participant contributions at end of year2019-12-31$15,484
Participant contributions at beginning of year2019-12-31$7,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,788
Administrative expenses (other) incurred2019-12-31$1,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$176,024
Value of net assets at end of year (total assets less liabilities)2019-12-31$300,085
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$124,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$284,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$117,061
Interest on participant loans2019-12-31$564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,227
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUESTEIN, MICHAEL & COMPANY
Accountancy firm EIN2019-12-31232808860

Form 5500 Responses for CARE FOR U PLUS 401(K) PLAN

2022: CARE FOR U PLUS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARE FOR U PLUS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARE FOR U PLUS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARE FOR U PLUS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514363-01
Policy instance 1
Insurance contract or identification number514363-01
Number of Individuals Covered447
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514363-01
Policy instance 1
Insurance contract or identification number514363-01
Number of Individuals Covered450
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP ANNUITY CONTRACT

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