LINK SYSTEMS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN
Measure | Date | Value |
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2016: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 38 |
Total of all active and inactive participants | 2016-01-01 | 38 |
Total participants | 2016-01-01 | 38 |
Number of participants with account balances | 2016-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
Total of all active and inactive participants | 2015-01-01 | 42 |
Total participants | 2015-01-01 | 42 |
Number of participants with account balances | 2015-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 43 |
Total of all active and inactive participants | 2014-01-01 | 43 |
Total participants | 2014-01-01 | 43 |
Number of participants with account balances | 2014-01-01 | 37 |
2013: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 42 |
Total of all active and inactive participants | 2013-01-01 | 42 |
Total participants | 2013-01-01 | 42 |
Number of participants with account balances | 2013-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 44 |
Total of all active and inactive participants | 2012-01-01 | 44 |
Total participants | 2012-01-01 | 44 |
Number of participants with account balances | 2012-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
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 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
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 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 45 |
Number of participants with account balances | 2010-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
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 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 45 |
Number of participants with account balances | 2009-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2016 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $476,336 |
Expenses. Total of all expenses incurred | 2016-12-31 | $362,711 |
Benefits paid (including direct rollovers) | 2016-12-31 | $348,005 |
Total plan assets at end of year | 2016-12-31 | $3,577,370 |
Total plan assets at beginning of year | 2016-12-31 | $3,463,745 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $131,999 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $-25,234 |
Other income received | 2016-12-31 | $339,384 |
Net income (gross income less expenses) | 2016-12-31 | $113,625 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,577,370 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,463,745 |
Assets. Value of participant loans | 2016-12-31 | $63,334 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $30,187 |
Value of corrective distributions | 2016-12-31 | $257 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,449 |
2015 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $16,826 |
Expenses. Total of all expenses incurred | 2015-12-31 | $87,624 |
Benefits paid (including direct rollovers) | 2015-12-31 | $83,667 |
Total plan assets at end of year | 2015-12-31 | $3,463,745 |
Total plan assets at beginning of year | 2015-12-31 | $3,534,543 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Total contributions received or receivable from participants | 2015-12-31 | $145,437 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $-13,999 |
Other income received | 2015-12-31 | $-131,889 |
Net income (gross income less expenses) | 2015-12-31 | $-70,798 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,463,745 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,534,543 |
Assets. Value of participant loans | 2015-12-31 | $71,412 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,277 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,957 |
2014 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $252,743 |
Expenses. Total of all expenses incurred | 2014-12-31 | $103,903 |
Benefits paid (including direct rollovers) | 2014-12-31 | $96,706 |
Total plan assets at end of year | 2014-12-31 | $3,534,543 |
Total plan assets at beginning of year | 2014-12-31 | $3,385,703 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $144,878 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $1,070 |
Other income received | 2014-12-31 | $106,795 |
Net income (gross income less expenses) | 2014-12-31 | $148,840 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,534,543 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,385,703 |
Assets. Value of participant loans | 2014-12-31 | $50,096 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $9,600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $-2,403 |
2013 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $-406,707 |
Total income from all sources | 2013-12-31 | $601,233 |
Expenses. Total of all expenses incurred | 2013-12-31 | $284,931 |
Benefits paid (including direct rollovers) | 2013-12-31 | $280,648 |
Total plan assets at end of year | 2013-12-31 | $3,385,703 |
Total plan assets at beginning of year | 2013-12-31 | $3,476,108 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Total contributions received or receivable from participants | 2013-12-31 | $122,183 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $10,214 |
Other income received | 2013-12-31 | $468,836 |
Net income (gross income less expenses) | 2013-12-31 | $316,302 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,385,703 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,476,108 |
Assets. Value of participant loans | 2013-12-31 | $30,838 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $2,593 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,690 |
2012 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $446,492 |
Expenses. Total of all expenses incurred | 2012-12-31 | $14,825 |
Benefits paid (including direct rollovers) | 2012-12-31 | $13,357 |
Total plan assets at end of year | 2012-12-31 | $3,476,108 |
Total plan assets at beginning of year | 2012-12-31 | $3,044,441 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $120,136 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $174 |
Other income received | 2012-12-31 | $326,182 |
Net income (gross income less expenses) | 2012-12-31 | $431,667 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,476,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,044,441 |
Assets. Value of participant loans | 2012-12-31 | $47,819 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,468 |
2011 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-156,747 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,291 |
Total plan assets at end of year | 2011-12-31 | $3,044,441 |
Total plan assets at beginning of year | 2011-12-31 | $3,202,479 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $103,909 |
Other income received | 2011-12-31 | $-260,656 |
Net income (gross income less expenses) | 2011-12-31 | $-158,038 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,044,441 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,202,479 |
Assets. Value of participant loans | 2011-12-31 | $57,223 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,291 |
2010 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $613,980 |
Expenses. Total of all expenses incurred | 2010-12-31 | $439,005 |
Benefits paid (including direct rollovers) | 2010-12-31 | $436,801 |
Total plan assets at end of year | 2010-12-31 | $3,202,479 |
Total plan assets at beginning of year | 2010-12-31 | $3,027,504 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $109,341 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $29,439 |
Other income received | 2010-12-31 | $473,954 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $174,975 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,202,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,027,504 |
Assets. Value of participant loans | 2010-12-31 | $53,998 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $1,246 |
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 | $2,204 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LINK SYSTEMS EMPLOYEE INCENTIVE SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024480 |
Policy instance | 1 |
Insurance contract or identification number | 309024480 | Number of Individuals Covered | 1 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Insurance broker organization code? | 3 | Insurance broker name | PAUL CULBRETH, CFP |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 331163-01 |
Policy instance | 2 |
Insurance contract or identification number | 331163-01 | Number of Individuals Covered | 9 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 331163-01 |
Policy instance | 2 |
Insurance contract or identification number | 331163-01 | Number of Individuals Covered | 11 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,422 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,422 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024480 |
Policy instance | 1 |
Insurance contract or identification number | 309024480 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Insurance broker organization code? | 3 | Insurance broker name | PAUL CULBRETH, CFP |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 331163-01 |
Policy instance | 2 |
Insurance contract or identification number | 331163-01 | Number of Individuals Covered | 51 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $16,259 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,694 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024480 |
Policy instance | 1 |
Insurance contract or identification number | 309024480 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Insurance broker organization code? | 3 | Insurance broker name | PAUL CULBRETH, CFP |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 331163-01 |
Policy instance | 3 |
Insurance contract or identification number | 331163-01 | Number of Individuals Covered | 45 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $14,294 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,294 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024484 |
Policy instance | 2 |
Insurance contract or identification number | 309024484 | Number of Individuals Covered | 0 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH, CFP, CHFC, CLU |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024480 |
Policy instance | 1 |
Insurance contract or identification number | 309024480 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH, CFP, CHFC, CLU |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 331163-01 |
Policy instance | 3 |
Insurance contract or identification number | 331163-01 | Number of Individuals Covered | 50 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $11,196 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,308 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024484 |
Policy instance | 2 |
Insurance contract or identification number | 309024484 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH, CFP, CHFC, CLU |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024480 |
Policy instance | 1 |
Insurance contract or identification number | 309024480 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | AL CULBRETH, CFP, CHFC, CLU |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024484 |
Policy instance | 2 |
Insurance contract or identification number | 309024484 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024480 |
Policy instance | 1 |
Insurance contract or identification number | 309024480 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 331163-01 |
Policy instance | 3 |
Insurance contract or identification number | 331163-01 | Number of Individuals Covered | 51 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $11,850 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024484 |
Policy instance | 3 |
Insurance contract or identification number | 309024484 | 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 $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT, CHFC, CLU |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 331163-01 |
Policy instance | 4 |
Insurance contract or identification number | 331163-01 | Number of Individuals Covered | 51 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2010-12-01 | Total amount of commissions paid to insurance broker | USD $8,707 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,836 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | DAVID WESTNEDGE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 309024480 |
Policy instance | 2 |
Insurance contract or identification number | 309024480 | 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 $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT, CHFC, CLU |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 652662 |
Policy instance | 1 |
Insurance contract or identification number | 652662 | Number of Individuals Covered | 45 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,653 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 $1,653 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT, CHFC, CLU |
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