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L WADE HARRISON JR PC PROFIT SHARING PLAN 401k Plan overview

Plan NameL WADE HARRISON JR PC PROFIT SHARING PLAN
Plan identification number 001

L WADE HARRISON JR PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

L WADE HARRISON JR PC has sponsored the creation of one or more 401k plans.

Company Name:L WADE HARRISON JR PC
Employer identification number (EIN):620991630
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L WADE HARRISON JR PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01ZOE H MARSHALL2020-10-12
0012018-01-01ZOE H MARSHALL2019-07-24
0012017-01-01
0012016-01-01
0012015-01-01TRINA MATTHEWS
0012014-01-01TRINA MATTHEWS
0012013-01-01
0012012-01-01TRINA MATTHEWS
0012011-01-01TRINA MATTHEWS
0012010-01-01TRINA MATTHEWS
0012009-01-01TRINA MATTHEWS

Plan Statistics for L WADE HARRISON JR PC PROFIT SHARING PLAN

401k plan membership statisitcs for L WADE HARRISON JR PC PROFIT SHARING PLAN

Measure Date Value
2019: L WADE HARRISON JR PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: L WADE HARRISON JR PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: L WADE HARRISON JR PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: L WADE HARRISON JR PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: L WADE HARRISON JR PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: L WADE HARRISON JR PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: L WADE HARRISON JR PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: L WADE HARRISON JR PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: L WADE HARRISON JR PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: L WADE HARRISON JR PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: L WADE HARRISON JR PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on L WADE HARRISON JR PC PROFIT SHARING PLAN

Measure Date Value
2019 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$36,843
Expenses. Total of all expenses incurred2019-12-31$10,684
Benefits paid (including direct rollovers)2019-12-31$8,918
Total plan assets at end of year2019-12-31$289,433
Total plan assets at beginning of year2019-12-31$263,274
Value of fidelity bond covering the plan2019-12-31$250,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,766
Other income received2019-12-31$36,843
Net income (gross income less expenses)2019-12-31$26,159
Net plan assets at end of year (total assets less liabilities)2019-12-31$289,433
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$263,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-1,886
Expenses. Total of all expenses incurred2018-12-31$14,368
Benefits paid (including direct rollovers)2018-12-31$12,693
Total plan assets at end of year2018-12-31$263,274
Total plan assets at beginning of year2018-12-31$279,528
Value of fidelity bond covering the plan2018-12-31$250,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,675
Other income received2018-12-31$-1,886
Net income (gross income less expenses)2018-12-31$-16,254
Net plan assets at end of year (total assets less liabilities)2018-12-31$263,274
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$279,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$6,002
Expenses. Total of all expenses incurred2017-12-31$42,244
Benefits paid (including direct rollovers)2017-12-31$40,709
Total plan assets at end of year2017-12-31$279,528
Total plan assets at beginning of year2017-12-31$315,770
Value of fidelity bond covering the plan2017-12-31$250,000
Expenses. Other expenses not covered elsewhere2017-12-31$1,535
Other income received2017-12-31$6,002
Net income (gross income less expenses)2017-12-31$-36,242
Net plan assets at end of year (total assets less liabilities)2017-12-31$279,528
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$315,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-405
Expenses. Total of all expenses incurred2016-12-31$55,499
Benefits paid (including direct rollovers)2016-12-31$50,000
Total plan assets at end of year2016-12-31$315,770
Total plan assets at beginning of year2016-12-31$371,674
Value of fidelity bond covering the plan2016-12-31$250,000
Expenses. Other expenses not covered elsewhere2016-12-31$5,499
Other income received2016-12-31$-405
Net income (gross income less expenses)2016-12-31$-55,904
Net plan assets at end of year (total assets less liabilities)2016-12-31$315,770
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$371,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-135,748
Expenses. Total of all expenses incurred2015-12-31$413,201
Benefits paid (including direct rollovers)2015-12-31$398,858
Total plan assets at end of year2015-12-31$371,674
Total plan assets at beginning of year2015-12-31$920,623
Value of fidelity bond covering the plan2015-12-31$250,000
Expenses. Other expenses not covered elsewhere2015-12-31$14,343
Other income received2015-12-31$-135,748
Net income (gross income less expenses)2015-12-31$-548,949
Net plan assets at end of year (total assets less liabilities)2015-12-31$371,674
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$920,623
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$301,774
Expenses. Total of all expenses incurred2014-12-31$314,572
Benefits paid (including direct rollovers)2014-12-31$308,049
Total plan assets at end of year2014-12-31$920,623
Total plan assets at beginning of year2014-12-31$933,421
Value of fidelity bond covering the plan2014-12-31$250,000
Expenses. Other expenses not covered elsewhere2014-12-31$6,523
Other income received2014-12-31$301,774
Net income (gross income less expenses)2014-12-31$-12,798
Net plan assets at end of year (total assets less liabilities)2014-12-31$920,623
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$933,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-27,929
Expenses. Total of all expenses incurred2013-12-31$306,023
Benefits paid (including direct rollovers)2013-12-31$306,023
Total plan assets at end of year2013-12-31$933,421
Total plan assets at beginning of year2013-12-31$1,267,373
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$-27,929
Net income (gross income less expenses)2013-12-31$-333,952
Net plan assets at end of year (total assets less liabilities)2013-12-31$933,421
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,267,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$-653,248
Expenses. Total of all expenses incurred2012-12-31$548,380
Benefits paid (including direct rollovers)2012-12-31$536,527
Total plan assets at end of year2012-12-31$1,267,373
Total plan assets at beginning of year2012-12-31$2,469,001
Value of fidelity bond covering the plan2012-12-31$250,000
Expenses. Other expenses not covered elsewhere2012-12-31$11,853
Other income received2012-12-31$-653,248
Net income (gross income less expenses)2012-12-31$-1,201,628
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,267,373
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,469,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$46,483
Expenses. Total of all expenses incurred2011-12-31$82,677
Benefits paid (including direct rollovers)2011-12-31$76,000
Total plan assets at end of year2011-12-31$2,469,001
Total plan assets at beginning of year2011-12-31$2,505,195
Value of fidelity bond covering the plan2011-12-31$250,000
Expenses. Other expenses not covered elsewhere2011-12-31$6,677
Other income received2011-12-31$46,483
Net income (gross income less expenses)2011-12-31$-36,194
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,469,001
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,505,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$73,086
Expenses. Total of all expenses incurred2010-12-31$214,622
Benefits paid (including direct rollovers)2010-12-31$212,627
Total plan assets at end of year2010-12-31$2,505,195
Total plan assets at beginning of year2010-12-31$2,646,731
Value of fidelity bond covering the plan2010-12-31$250,000
Expenses. Other expenses not covered elsewhere2010-12-31$1,995
Other income received2010-12-31$73,086
Net income (gross income less expenses)2010-12-31$-141,536
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,505,195
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,646,731
Assets. Value of participant loans2010-12-31$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : L WADE HARRISON JR PC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for L WADE HARRISON JR PC PROFIT SHARING PLAN

2019: L WADE HARRISON JR PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L WADE HARRISON JR PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L WADE HARRISON JR PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L WADE HARRISON JR PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L WADE HARRISON JR PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L WADE HARRISON JR PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: L WADE HARRISON JR PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: L WADE HARRISON JR PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: L WADE HARRISON JR PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: L WADE HARRISON JR PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: L WADE HARRISON JR PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number23078
Policy instance 1
Insurance contract or identification number23078
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number23078
Policy instance 1
Insurance contract or identification number23078
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number23078
Policy instance 1
Insurance contract or identification number23078
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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