MID-TENNESSEE BONE AND JOINT CLINIC, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN
401k plan membership statisitcs for MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN
Measure | Date | Value |
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2021: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 98 |
Total of all active and inactive participants | 2020-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 104 |
Number of participants with account balances | 2020-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 15 |
Total of all active and inactive participants | 2019-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 100 |
Number of participants with account balances | 2019-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
Total of all active and inactive participants | 2018-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 108 |
Number of participants with account balances | 2018-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 22 |
Total of all active and inactive participants | 2017-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 97 |
Number of participants with account balances | 2017-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 19 |
Total of all active and inactive participants | 2016-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 95 |
Number of participants with account balances | 2016-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 14 |
Total of all active and inactive participants | 2015-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 92 |
Number of participants with account balances | 2015-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 83 |
Number of participants with account balances | 2014-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 24 |
Total of all active and inactive participants | 2013-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 92 |
Number of participants with account balances | 2013-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 22 |
Total of all active and inactive participants | 2012-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 88 |
Number of participants with account balances | 2012-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 24 |
Total of all active and inactive participants | 2011-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 82 |
Number of participants with account balances | 2011-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 25 |
Total of all active and inactive participants | 2010-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 83 |
Number of participants with account balances | 2010-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
2009: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 29 |
Total of all active and inactive participants | 2009-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 92 |
Number of participants with account balances | 2009-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
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2021 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-11-15 | $1,842,476 |
Expenses. Total of all expenses incurred | 2021-11-15 | $19,208,536 |
Benefits paid (including direct rollovers) | 2021-11-15 | $19,134,699 |
Total plan assets at end of year | 2021-11-15 | $0 |
Total plan assets at beginning of year | 2021-11-15 | $17,366,060 |
Value of fidelity bond covering the plan | 2021-11-15 | $1,000,000 |
Other income received | 2021-11-15 | $1,842,476 |
Net income (gross income less expenses) | 2021-11-15 | $-17,366,060 |
Net plan assets at end of year (total assets less liabilities) | 2021-11-15 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-11-15 | $17,366,060 |
Assets. Value of participant loans | 2021-11-15 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-11-15 | $73,837 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-11-15 | $50,000 |
2020 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,910,080 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,238,307 |
Benefits paid (including direct rollovers) | 2020-12-31 | $4,155,339 |
Total plan assets at end of year | 2020-12-31 | $17,366,060 |
Total plan assets at beginning of year | 2020-12-31 | $18,694,287 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $353,392 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $45,277 |
Other income received | 2020-12-31 | $1,871,141 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-1,328,227 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $17,366,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,694,287 |
Assets. Value of participant loans | 2020-12-31 | $92,942 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $13,208 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $640,270 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $82,968 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $3,993,481 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,332,958 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,230,767 |
Total plan assets at end of year | 2019-12-31 | $18,694,287 |
Total plan assets at beginning of year | 2019-12-31 | $16,033,764 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $354,881 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $2,734 |
Other income received | 2019-12-31 | $3,057,247 |
Net income (gross income less expenses) | 2019-12-31 | $2,660,523 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $18,694,287 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,033,764 |
Assets. Value of participant loans | 2019-12-31 | $214,431 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $13,208 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $578,619 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $102,191 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-51,241 |
Expenses. Total of all expenses incurred | 2018-12-31 | $114,093 |
Benefits paid (including direct rollovers) | 2018-12-31 | $13,910 |
Total plan assets at end of year | 2018-12-31 | $16,033,764 |
Total plan assets at beginning of year | 2018-12-31 | $16,199,098 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $323,887 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-912,997 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-165,334 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $16,033,764 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,199,098 |
Assets. Value of participant loans | 2018-12-31 | $137,661 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $537,869 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $100,183 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $3,056,495 |
Expenses. Total of all expenses incurred | 2017-12-31 | $149,303 |
Benefits paid (including direct rollovers) | 2017-12-31 | $62,533 |
Total plan assets at end of year | 2017-12-31 | $16,199,098 |
Total plan assets at beginning of year | 2017-12-31 | $13,291,906 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $295,838 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,282,123 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $2,907,192 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,199,098 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,291,906 |
Assets. Value of participant loans | 2017-12-31 | $50,993 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $478,534 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $86,770 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,742,094 |
Expenses. Total of all expenses incurred | 2016-12-31 | $153,307 |
Benefits paid (including direct rollovers) | 2016-12-31 | $77,743 |
Total plan assets at end of year | 2016-12-31 | $13,291,906 |
Total plan assets at beginning of year | 2016-12-31 | $11,703,119 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $273,985 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $1,008,009 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,588,787 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $13,291,906 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,703,119 |
Assets. Value of participant loans | 2016-12-31 | $58,315 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $460,100 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $75,564 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $529,701 |
Expenses. Total of all expenses incurred | 2015-12-31 | $103,048 |
Benefits paid (including direct rollovers) | 2015-12-31 | $16,872 |
Total plan assets at end of year | 2015-12-31 | $11,703,119 |
Total plan assets at beginning of year | 2015-12-31 | $11,276,466 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $274,988 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-220,308 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $426,653 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,703,119 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,276,466 |
Assets. Value of participant loans | 2015-12-31 | $59,269 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $475,021 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $86,176 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,112,108 |
Expenses. Total of all expenses incurred | 2014-12-31 | $84,432 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,673 |
Total plan assets at end of year | 2014-12-31 | $11,276,466 |
Total plan assets at beginning of year | 2014-12-31 | $10,248,790 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $217,979 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $12,809 |
Other income received | 2014-12-31 | $506,331 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,027,676 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,276,466 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,248,790 |
Assets. Value of participant loans | 2014-12-31 | $42,440 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $374,989 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $80,759 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $2,051,414 |
Expenses. Total of all expenses incurred | 2013-12-31 | $221,876 |
Benefits paid (including direct rollovers) | 2013-12-31 | $158,735 |
Total plan assets at end of year | 2013-12-31 | $10,248,790 |
Total plan assets at beginning of year | 2013-12-31 | $8,419,252 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $231,408 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $63,708 |
Other income received | 2013-12-31 | $1,388,412 |
Net income (gross income less expenses) | 2013-12-31 | $1,829,538 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,248,790 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,419,252 |
Assets. Value of participant loans | 2013-12-31 | $32,071 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $367,886 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $63,141 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,437,255 |
Expenses. Total of all expenses incurred | 2012-12-31 | $111,880 |
Benefits paid (including direct rollovers) | 2012-12-31 | $62,721 |
Total plan assets at end of year | 2012-12-31 | $8,419,252 |
Total plan assets at beginning of year | 2012-12-31 | $7,093,877 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $223,585 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $664 |
Other income received | 2012-12-31 | $846,369 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $1,325,375 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,419,252 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,093,877 |
Assets. Value of participant loans | 2012-12-31 | $49,049 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $2,083 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $366,637 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $49,159 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $564,148 |
Expenses. Total of all expenses incurred | 2011-12-31 | $194,120 |
Benefits paid (including direct rollovers) | 2011-12-31 | $144,603 |
Total plan assets at end of year | 2011-12-31 | $7,093,877 |
Total plan assets at beginning of year | 2011-12-31 | $6,723,849 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $202,378 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $300,465 |
Other income received | 2011-12-31 | $-249,436 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $370,028 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,093,877 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,723,849 |
Assets. Value of participant loans | 2011-12-31 | $72,665 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $2,083 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $310,741 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $49,517 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,387,471 |
Expenses. Total of all expenses incurred | 2010-12-31 | $192,276 |
Benefits paid (including direct rollovers) | 2010-12-31 | $146,026 |
Total plan assets at end of year | 2010-12-31 | $6,723,849 |
Total plan assets at beginning of year | 2010-12-31 | $5,528,654 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $215,770 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $106,901 |
Other income received | 2010-12-31 | $683,256 |
Net income (gross income less expenses) | 2010-12-31 | $1,195,195 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,723,849 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,528,654 |
Assets. Value of participant loans | 2010-12-31 | $124,978 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $381,544 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $2,857 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $43,393 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2021: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MID-TENNESSEE BONE AND JOINT CLINIC 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: MID-TENNESSEE BONE AND JOINT CLINIC 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: MID-TENNESSEE BONE AND JOINT CLINIC 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: MID-TENNESSEE BONE AND JOINT CLINIC 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: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MID-TENNESSEE BONE AND JOINT CLINIC PROFIT SHARING 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | GA-824130 |
Policy instance | 1 |
Insurance contract or identification number | GA-824130 | Number of Individuals Covered | 0 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $6,194 | Total amount of fees paid to insurance company | USD $1,621 | 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? | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,194 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1621 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | GA-824130 |
Policy instance | 1 |
Insurance contract or identification number | GA-824130 | Number of Individuals Covered | 93 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $10,218 | Total amount of fees paid to insurance company | USD $2,670 | 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 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | GROUP ANNUITY | Commission paid to Insurance Broker | USD $9,974 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2670 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 91 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $7,326 | Total amount of fees paid to insurance company | USD $2,522 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,326 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2522 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 99 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $9,537 | Total amount of fees paid to insurance company | USD $1,889 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,537 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1889 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 86 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $10,245 | Total amount of fees paid to insurance company | USD $2,682 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,245 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2682 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | ACUFF & ASSOCIATES |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 80 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $6,305 | Total amount of fees paid to insurance company | USD $1,576 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,305 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1576 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | ACUFF & ASSOCIATES |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 73 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,455 | Total amount of fees paid to insurance company | USD $1,364 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,455 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1364 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | ACUFF & ASSOCIATES |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 92 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,453 | Total amount of fees paid to insurance company | USD $1,113 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,453 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1113 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | ACUFF & ASSOCIATES |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 88 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,920 | Total amount of fees paid to insurance company | USD $1,071 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,920 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 980 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | MORGANSTANLEY SMITHBARNEY LLC |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 76 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $6,105 | Total amount of fees paid to insurance company | USD $101 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 48786 |
Policy instance | 2 |
Insurance contract or identification number | 48786 | Number of Individuals Covered | 0 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,599 | Total amount of fees paid to insurance company | USD $1,475 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,738 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 1475 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | ACUFF & ASSOCIATES |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 824130 |
Policy instance | 1 |
Insurance contract or identification number | 824130 | Number of Individuals Covered | 70 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $38,333 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,333 | Insurance broker organization code? | 4 | Insurance broker name | ACUFF & ASSOCIATES |
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