EVANS & PETREE PC 401(K) PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EVANS & PETREE PC 401(K) PLAN AND TRUST
Measure | Date | Value |
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2022: EVANS & PETREE PC 401(K) PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 19 |
Total of all active and inactive participants | 2022-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 104 |
Number of participants with account balances | 2022-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EVANS & PETREE PC 401(K) PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 74 |
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 | 13 |
Total of all active and inactive participants | 2021-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 87 |
Number of participants with account balances | 2021-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EVANS & PETREE PC 401(K) PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 85 |
Number of participants with account balances | 2020-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EVANS & PETREE PC 401(K) PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
Total of all active and inactive participants | 2019-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 86 |
Number of participants with account balances | 2019-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EVANS & PETREE PC 401(K) PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 14 |
Total of all active and inactive participants | 2018-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 91 |
Number of participants with account balances | 2018-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: EVANS & PETREE PC 401(K) PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
Total of all active and inactive participants | 2017-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 90 |
Number of participants with account balances | 2017-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EVANS & PETREE PC 401(K) PLAN AND TRUST 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 | 73 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 84 |
Number of participants with account balances | 2016-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: EVANS & PETREE PC 401(K) PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
Total of all active and inactive participants | 2015-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 93 |
Number of participants with account balances | 2015-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EVANS & PETREE PC 401(K) PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 93 |
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 | 0 |
2013: EVANS & PETREE PC 401(K) PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 90 |
Number of participants with account balances | 2013-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EVANS & PETREE PC 401(K) PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 87 |
Number of participants with account balances | 2012-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EVANS & PETREE PC 401(K) PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 77 |
Number of participants with account balances | 2011-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: EVANS & PETREE PC 401(K) PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 86 |
Number of participants with account balances | 2009-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-8,834,866 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,144,614 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,077,280 |
Total plan assets at end of year | 2022-12-31 | $53,842,636 |
Total plan assets at beginning of year | 2022-12-31 | $64,822,116 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $617,964 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $249,365 |
Other income received | 2022-12-31 | $-9,776,151 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-10,979,480 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $53,842,636 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $64,822,116 |
Assets. Value of participant loans | 2022-12-31 | $110,027 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $128,139 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $73,956 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $67,334 |
2021 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $10,054,168 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,383,107 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,308,433 |
Total plan assets at end of year | 2021-12-31 | $64,822,116 |
Total plan assets at beginning of year | 2021-12-31 | $56,151,055 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $758,800 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $7,657 |
Other income received | 2021-12-31 | $9,216,768 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $8,671,061 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $64,822,116 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $56,151,055 |
Assets. Value of participant loans | 2021-12-31 | $102,036 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $51,839 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $70,943 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $74,674 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $8,591,531 |
Expenses. Total of all expenses incurred | 2020-12-31 | $698,221 |
Benefits paid (including direct rollovers) | 2020-12-31 | $646,358 |
Total plan assets at end of year | 2020-12-31 | $56,151,055 |
Total plan assets at beginning of year | 2020-12-31 | $48,257,745 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $718,026 |
Other income received | 2020-12-31 | $7,810,647 |
Net income (gross income less expenses) | 2020-12-31 | $7,893,310 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $56,151,055 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $48,257,745 |
Assets. Value of participant loans | 2020-12-31 | $94,401 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $68,439 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $62,858 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $51,863 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $8,886,731 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,459,315 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,409,067 |
Total plan assets at end of year | 2019-12-31 | $48,257,745 |
Total plan assets at beginning of year | 2019-12-31 | $40,830,329 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $714,651 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $858 |
Other income received | 2019-12-31 | $8,107,049 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $7,427,416 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $48,257,745 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,830,329 |
Assets. Value of participant loans | 2019-12-31 | $126,614 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $177,905 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $64,173 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $50,248 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-1,610,114 |
Expenses. Total of all expenses incurred | 2018-12-31 | $619,275 |
Benefits paid (including direct rollovers) | 2018-12-31 | $576,323 |
Total plan assets at end of year | 2018-12-31 | $40,830,329 |
Total plan assets at beginning of year | 2018-12-31 | $43,059,718 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $696,229 |
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 | $-2,367,071 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-2,229,389 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $40,830,329 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $43,059,718 |
Assets. Value of participant loans | 2018-12-31 | $65,958 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $223,471 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $60,728 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $775 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $42,177 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $6,167,249 |
Expenses. Total of all expenses incurred | 2017-12-31 | $139,739 |
Benefits paid (including direct rollovers) | 2017-12-31 | $83,232 |
Total plan assets at end of year | 2017-12-31 | $43,059,718 |
Total plan assets at beginning of year | 2017-12-31 | $37,032,208 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $611,038 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $5,488,502 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $6,027,510 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $43,059,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $37,032,208 |
Assets. Value of participant loans | 2017-12-31 | $73,466 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $1,312,961 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $67,709 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $15,374 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $41,133 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $3,006,499 |
Expenses. Total of all expenses incurred | 2016-12-31 | $147,525 |
Benefits paid (including direct rollovers) | 2016-12-31 | $123,241 |
Total plan assets at end of year | 2016-12-31 | $37,032,208 |
Total plan assets at beginning of year | 2016-12-31 | $34,173,234 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $509,243 |
Other income received | 2016-12-31 | $2,497,256 |
Net income (gross income less expenses) | 2016-12-31 | $2,858,974 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $37,032,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $34,173,234 |
Assets. Value of participant loans | 2016-12-31 | $63,536 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,314,617 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $24,284 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-371,723 |
Expenses. Total of all expenses incurred | 2015-12-31 | $712,497 |
Benefits paid (including direct rollovers) | 2015-12-31 | $711,528 |
Total plan assets at end of year | 2015-12-31 | $34,173,234 |
Total plan assets at beginning of year | 2015-12-31 | $35,257,454 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $585,193 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $3,000 |
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 | $-1,026,286 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-1,084,220 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $34,173,234 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $35,257,454 |
Assets. Value of participant loans | 2015-12-31 | $59,143 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,701,625 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $69,370 |
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 | $969 |
2014 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $2,762,536 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,096,721 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,093,230 |
Total plan assets at end of year | 2014-12-31 | $35,257,454 |
Total plan assets at beginning of year | 2014-12-31 | $34,591,639 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $578,421 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $3,000 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $322,815 |
Other income received | 2014-12-31 | $1,790,082 |
Net income (gross income less expenses) | 2014-12-31 | $665,815 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $35,257,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,591,639 |
Assets. Value of participant loans | 2014-12-31 | $104,707 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,288,525 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $71,218 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $2,687 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $804 |
2013 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $7,136,195 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,580,406 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,579,786 |
Total plan assets at end of year | 2013-12-31 | $34,591,639 |
Total plan assets at beginning of year | 2013-12-31 | $29,035,850 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $536,101 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $3,000 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,253,408 |
Other income received | 2013-12-31 | $5,262,316 |
Net income (gross income less expenses) | 2013-12-31 | $5,555,789 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $34,591,639 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $29,035,850 |
Assets. Value of participant loans | 2013-12-31 | $157,327 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,951,811 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $84,370 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $620 |
2012 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $3,154,925 |
Expenses. Total of all expenses incurred | 2012-12-31 | $564,107 |
Benefits paid (including direct rollovers) | 2012-12-31 | $560,292 |
Total plan assets at end of year | 2012-12-31 | $29,035,850 |
Total plan assets at beginning of year | 2012-12-31 | $26,445,032 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $495,106 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $2,588,581 |
Net income (gross income less expenses) | 2012-12-31 | $2,590,818 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $29,035,850 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,445,032 |
Assets. Value of participant loans | 2012-12-31 | $146,845 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $2,121,144 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $71,238 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $3,590 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $225 |
2011 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $-863,628 |
Expenses. Total of all expenses incurred | 2011-12-31 | $713,786 |
Benefits paid (including direct rollovers) | 2011-12-31 | $702,716 |
Total plan assets at end of year | 2011-12-31 | $26,445,032 |
Total plan assets at beginning of year | 2011-12-31 | $28,022,446 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $481,687 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $36,000 |
Other income received | 2011-12-31 | $-1,438,222 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-1,577,414 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $26,445,032 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,022,446 |
Assets. Value of participant loans | 2011-12-31 | $175,283 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $2,008,290 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $56,907 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $9,358 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,712 |
2010 : EVANS & PETREE PC 401(K) PLAN AND TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $3,466,264 |
Expenses. Total of all expenses incurred | 2010-12-31 | $141,875 |
Benefits paid (including direct rollovers) | 2010-12-31 | $140,155 |
Total plan assets at end of year | 2010-12-31 | $27,698,529 |
Total plan assets at beginning of year | 2010-12-31 | $24,374,140 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $477,880 |
Other income received | 2010-12-31 | $2,919,192 |
Net income (gross income less expenses) | 2010-12-31 | $3,324,389 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $27,698,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $24,374,140 |
Assets. Value of participant loans | 2010-12-31 | $210,469 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $2,792,184 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $69,192 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,720 |
2022: EVANS & PETREE PC 401(K) PLAN AND TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EVANS & PETREE PC 401(K) PLAN AND TRUST 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 | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 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: EVANS & PETREE PC 401(K) PLAN AND TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 |
2009: EVANS & PETREE PC 401(K) PLAN AND TRUST 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 |
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
Policy contract number | 04059864 |
Policy instance | 2 |
Insurance contract or identification number | 04059864 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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? | No | 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 |
|
TENNESSEE FARMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 82759 ) |
Policy contract number | 000601001P |
Policy instance | 1 |
Insurance contract or identification number | 000601001P | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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 |
|
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
Policy contract number | 04059864 |
Policy instance | 2 |
Insurance contract or identification number | 04059864 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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? | No | 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 |
|
TENNESSEE FARMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 82759 ) |
Policy contract number | 000601001P |
Policy instance | 1 |
Insurance contract or identification number | 000601001P | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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 |
|
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
Policy contract number | 04059864 |
Policy instance | 2 |
Insurance contract or identification number | 04059864 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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? | No | 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 |
|
TENNESSEE FARMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 82759 ) |
Policy contract number | 000601001P |
Policy instance | 1 |
Insurance contract or identification number | 000601001P | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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 |
|
TENNESSEE FARMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 82759 ) |
Policy contract number | 000601001P |
Policy instance | 1 |
Insurance contract or identification number | 000601001P | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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 |
|
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
Policy contract number | 04059864 |
Policy instance | 2 |
Insurance contract or identification number | 04059864 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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? | No | 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 |
|
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
Policy contract number | 04059864 |
Policy instance | 2 |
Insurance contract or identification number | 04059864 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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? | No | 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 |
|
TENNESSEE FARMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 82759 ) |
Policy contract number | 000601001P |
Policy instance | 1 |
Insurance contract or identification number | 000601001P | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 332455-01 |
Policy instance | 1 |
Insurance contract or identification number | 332455-01 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $80 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | 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 $32 | Insurance broker organization code? | 3 | Insurance broker name | MARK LOFTIS |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 332455-01 |
Policy instance | 1 |
Insurance contract or identification number | 332455-01 | Number of Individuals Covered | 9 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,970 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $724 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | WILLIAM SANDERS |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 332455-01 |
Policy instance | 1 |
Insurance contract or identification number | 332455-01 | Number of Individuals Covered | 8 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,817 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $727 | Insurance broker organization code? | 3 | Insurance broker name | MARK LOFTIS |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 332455-01 |
Policy instance | 1 |
Insurance contract or identification number | 332455-01 | Number of Individuals Covered | 7 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $504 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $147 | Insurance broker organization code? | 3 | Insurance broker name | WALTER GRANT |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 332455-01 |
Policy instance | 1 |
Insurance contract or identification number | 332455-01 | Number of Individuals Covered | 6 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,486 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $380 | Insurance broker organization code? | 3 | Insurance broker name | WALTER GRANT |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 332455-01 |
Policy instance | 1 |
Insurance contract or identification number | 332455-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,789 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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