NORRIS MCLAUGHLIN P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2021: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 22 |
Total of all active and inactive participants | 2021-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 91 |
Number of participants with account balances | 2021-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 22 |
Total of all active and inactive participants | 2020-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 91 |
Number of participants with account balances | 2020-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
Total of all active and inactive participants | 2019-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 100 |
Number of participants with account balances | 2019-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 95 |
Number of participants with account balances | 2018-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12 |
Total of all active and inactive participants | 2017-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 94 |
Number of participants with account balances | 2017-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
Total of all active and inactive participants | 2016-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 90 |
Number of participants with account balances | 2016-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2014: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 21 |
Total of all active and inactive participants | 2014-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 94 |
Number of participants with account balances | 2014-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 97 |
Number of participants with account balances | 2013-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 29 |
Total of all active and inactive participants | 2012-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 99 |
Number of participants with account balances | 2012-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 71 |
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 | 29 |
Total of all active and inactive participants | 2011-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 100 |
Number of participants with account balances | 2011-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 73 |
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 | 24 |
Total of all active and inactive participants | 2009-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 99 |
Number of participants with account balances | 2009-01-01 | 99 |
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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2021 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $3,550,608 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,987,367 |
Benefits paid (including direct rollovers) | 2021-12-31 | $3,953,949 |
Total plan assets at end of year | 2021-12-31 | $20,749,462 |
Total plan assets at beginning of year | 2021-12-31 | $21,186,221 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $429,562 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $158,330 |
Other income received | 2021-12-31 | $2,758,111 |
Net income (gross income less expenses) | 2021-12-31 | $-436,759 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,749,462 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,186,221 |
Assets. Value of participant loans | 2021-12-31 | $157,281 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $204,605 |
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 | $33,418 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $3,552,011 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,917,056 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,888,918 |
Total plan assets at end of year | 2020-12-31 | $21,186,221 |
Total plan assets at beginning of year | 2020-12-31 | $19,551,266 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $494,033 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $2,824,134 |
Net income (gross income less expenses) | 2020-12-31 | $1,634,955 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $21,186,221 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,551,266 |
Assets. Value of participant loans | 2020-12-31 | $93,061 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $233,844 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $28,138 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $4,527,330 |
Expenses. Total of all expenses incurred | 2019-12-31 | $793,272 |
Benefits paid (including direct rollovers) | 2019-12-31 | $764,982 |
Total plan assets at end of year | 2019-12-31 | $19,551,266 |
Total plan assets at beginning of year | 2019-12-31 | $15,817,208 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $563,151 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $200 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $3,725,587 |
Net income (gross income less expenses) | 2019-12-31 | $3,734,058 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $19,551,266 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,817,208 |
Assets. Value of participant loans | 2019-12-31 | $124,947 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $238,592 |
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 | $28,090 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-337,586 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,619,446 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,590,431 |
Total plan assets at end of year | 2018-12-31 | $15,817,208 |
Total plan assets at beginning of year | 2018-12-31 | $18,774,240 |
Total contributions received or receivable from participants | 2018-12-31 | $601,236 |
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 | $-1,188,107 |
Net income (gross income less expenses) | 2018-12-31 | $-2,957,032 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,817,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,774,240 |
Assets. Value of participant loans | 2018-12-31 | $129,957 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $249,285 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $29,015 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $3,692,133 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,065,098 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,038,786 |
Total plan assets at end of year | 2017-12-31 | $18,774,240 |
Total plan assets at beginning of year | 2017-12-31 | $16,147,205 |
Total contributions received or receivable from participants | 2017-12-31 | $628,067 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $67,433 |
Other income received | 2017-12-31 | $2,748,965 |
Net income (gross income less expenses) | 2017-12-31 | $2,627,035 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $18,774,240 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,147,205 |
Assets. Value of participant loans | 2017-12-31 | $147,845 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $247,668 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $26,312 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2016 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $2,083,389 |
Expenses. Total of all expenses incurred | 2016-12-31 | $267,616 |
Benefits paid (including direct rollovers) | 2016-12-31 | $256,147 |
Total plan assets at end of year | 2016-12-31 | $16,147,205 |
Total plan assets at beginning of year | 2016-12-31 | $14,331,432 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $606,504 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $1,225,967 |
Net income (gross income less expenses) | 2016-12-31 | $1,815,773 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $16,147,205 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,331,432 |
Assets. Value of participant loans | 2016-12-31 | $196,551 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $250,918 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $11,469 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2014 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,284,552 |
Expenses. Total of all expenses incurred | 2014-12-31 | $570,774 |
Benefits paid (including direct rollovers) | 2014-12-31 | $570,354 |
Total plan assets at end of year | 2014-12-31 | $13,802,301 |
Total plan assets at beginning of year | 2014-12-31 | $13,088,523 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $500,954 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $420 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,766 |
Other income received | 2014-12-31 | $558,146 |
Net income (gross income less expenses) | 2014-12-31 | $713,778 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,802,301 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,088,523 |
Assets. Value of participant loans | 2014-12-31 | $146,238 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $222,686 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $3,147,633 |
Expenses. Total of all expenses incurred | 2013-12-31 | $220,971 |
Benefits paid (including direct rollovers) | 2013-12-31 | $220,061 |
Total plan assets at end of year | 2013-12-31 | $13,088,523 |
Total plan assets at beginning of year | 2013-12-31 | $10,161,861 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $477,017 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $910 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $8,595 |
Other income received | 2013-12-31 | $2,443,989 |
Net income (gross income less expenses) | 2013-12-31 | $2,926,662 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,088,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,161,861 |
Assets. Value of participant loans | 2013-12-31 | $188,950 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $218,032 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,830,925 |
Expenses. Total of all expenses incurred | 2012-12-31 | $136,949 |
Benefits paid (including direct rollovers) | 2012-12-31 | $136,319 |
Total plan assets at end of year | 2012-12-31 | $10,161,861 |
Total plan assets at beginning of year | 2012-12-31 | $8,467,885 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $490,352 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $96,242 |
Other income received | 2012-12-31 | $1,030,007 |
Net income (gross income less expenses) | 2012-12-31 | $1,693,976 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,161,861 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,467,885 |
Assets. Value of participant loans | 2012-12-31 | $172,971 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $214,324 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $630 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $306,033 |
Expenses. Total of all expenses incurred | 2011-12-31 | $358,662 |
Benefits paid (including direct rollovers) | 2011-12-31 | $358,102 |
Total plan assets at end of year | 2011-12-31 | $8,467,885 |
Total plan assets at beginning of year | 2011-12-31 | $8,520,514 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $447,133 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $560 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $77,779 |
Other income received | 2011-12-31 | $-419,399 |
Net income (gross income less expenses) | 2011-12-31 | $-52,629 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,467,885 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,520,514 |
Assets. Value of participant loans | 2011-12-31 | $128,205 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $200,520 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,632,918 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,036,185 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,035,765 |
Total plan assets at end of year | 2010-12-31 | $8,520,514 |
Total plan assets at beginning of year | 2010-12-31 | $7,923,781 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $463,323 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $420 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $1,033,990 |
Net income (gross income less expenses) | 2010-12-31 | $596,733 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,520,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,923,781 |
Assets. Value of participant loans | 2010-12-31 | $137,365 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $135,605 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2021: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | 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: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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 |
2011: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: NORRIS MCLAUGHLIN & MARCUS, P. A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62032 |
Policy instance | 1 |
Insurance contract or identification number | MR 62032 | Number of Individuals Covered | 91 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62032 |
Policy instance | 1 |
Insurance contract or identification number | MR 62032 | Number of Individuals Covered | 91 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62032 |
Policy instance | 1 |
Insurance contract or identification number | MR 62032 | Number of Individuals Covered | 100 | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62032 |
Policy instance | 1 |
Insurance contract or identification number | MR 62032 | Number of Individuals Covered | 95 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62032 |
Policy instance | 1 |
Insurance contract or identification number | MR 62032 | Number of Individuals Covered | 94 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with 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 |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019390 |
Policy instance | 1 |
Insurance contract or identification number | GA-019390 | Number of Individuals Covered | 94 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $45,548 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $45,548 | Insurance broker organization code? | 3 | Insurance broker name | JANNEY MONTGOMERY SCOTT LLC |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019390 |
Policy instance | 1 |
Insurance contract or identification number | GA-019390 | Number of Individuals Covered | 97 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $39,959 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $39,959 | Insurance broker organization code? | 3 | Insurance broker name | JANNEY MONTGOMERY SCOTT |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019390 |
Policy instance | 1 |
Insurance contract or identification number | GA-019390 | Number of Individuals Covered | 70 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $35,433 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,433 | Insurance broker organization code? | 3 | Insurance broker name | JANNEY MONTGOMERY SCOTT |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019390 |
Policy instance | 1 |
Insurance contract or identification number | GA-019390 | Number of Individuals Covered | 100 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $34,136 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019390 |
Policy instance | 1 |
Insurance contract or identification number | GA-019390 | Number of Individuals Covered | 99 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $29,399 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,399 | Insurance broker organization code? | 3 | Insurance broker name | JANNEY MONTGOMERY SCOTT |
|