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HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameHUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN
Plan identification number 001

HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUDGENS SWILLIE RUSSELL & STRONG PC has sponsored the creation of one or more 401k plans.

Company Name:HUDGENS SWILLIE RUSSELL & STRONG PC
Employer identification number (EIN):630956181
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01PAULA MADDOX
0012018-01-01
0012017-01-01PAULA MADDOX
0012016-01-01PAULA MADDOX
0012015-01-01PAULA MADDOX
0012014-01-01PAULA MADDOX
0012013-01-01PAULA MADDOX
0012012-01-01PAULA MADDOX
0012011-01-01PAULA MADDOX
0012010-01-01PAULA MADDOX
0012009-01-01PAULA MADDOX

Plan Statistics for HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN

Measure Date Value
2018: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0117
Total participants2013-01-0117
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0120
Total participants2012-01-0120
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0121
Total participants2010-01-0121
Number of participants with account balances2010-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0121
Total participants2009-01-0121
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN

Measure Date Value
2018 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-9,057
Expenses. Total of all expenses incurred2018-12-31$140,117
Benefits paid (including direct rollovers)2018-12-31$138,000
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$149,174
Value of fidelity bond covering the plan2018-12-31$5,000,000
Other income received2018-12-31$-9,057
Net income (gross income less expenses)2018-12-31$-149,174
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$149,174
Assets. Value of real-estate (other than employer real property)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,117
2017 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$-230,826
Total plan assets at end of year2017-12-31$149,174
Total plan assets at beginning of year2017-12-31$380,000
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$-230,826
Net income (gross income less expenses)2017-12-31$-230,826
Net plan assets at end of year (total assets less liabilities)2017-12-31$149,174
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$380,000
Assets. Value of real-estate (other than employer real property)2017-12-31$50,000
2016 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$47,115
Expenses. Total of all expenses incurred2016-12-31$325,374
Benefits paid (including direct rollovers)2016-12-31$320,000
Total plan assets at end of year2016-12-31$380,000
Total plan assets at beginning of year2016-12-31$658,259
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$47,115
Net income (gross income less expenses)2016-12-31$-278,259
Net plan assets at end of year (total assets less liabilities)2016-12-31$380,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$658,259
Assets. Value of real-estate (other than employer real property)2016-12-31$380,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,374
2015 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-193,046
Expenses. Total of all expenses incurred2015-12-31$4,115,265
Benefits paid (including direct rollovers)2015-12-31$4,057,173
Total plan assets at end of year2015-12-31$658,259
Total plan assets at beginning of year2015-12-31$4,966,570
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$15,606
Other income received2015-12-31$-208,652
Net income (gross income less expenses)2015-12-31$-4,308,311
Net plan assets at end of year (total assets less liabilities)2015-12-31$658,259
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,966,570
Assets. Value of real-estate (other than employer real property)2015-12-31$380,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$58,092
2014 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$634,199
Expenses. Total of all expenses incurred2014-12-31$92,395
Benefits paid (including direct rollovers)2014-12-31$46,124
Total plan assets at end of year2014-12-31$4,966,570
Total plan assets at beginning of year2014-12-31$4,424,766
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$73,786
Other income received2014-12-31$531,224
Net income (gross income less expenses)2014-12-31$541,804
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,966,570
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,424,766
Assets. Value of real-estate (other than employer real property)2014-12-31$584,500
Total contributions received or receivable from employer(s)2014-12-31$29,189
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$46,271
2013 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$682,926
Expenses. Total of all expenses incurred2013-12-31$39,197
Benefits paid (including direct rollovers)2013-12-31$2,222
Total plan assets at end of year2013-12-31$4,424,766
Total plan assets at beginning of year2013-12-31$3,781,037
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$92,520
Other income received2013-12-31$556,658
Net income (gross income less expenses)2013-12-31$643,729
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,424,766
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,781,037
Assets. Value of real-estate (other than employer real property)2013-12-31$336,000
Total contributions received or receivable from employer(s)2013-12-31$33,748
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$36,975
2012 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$490,999
Expenses. Total of all expenses incurred2012-12-31$94,092
Benefits paid (including direct rollovers)2012-12-31$52,332
Total plan assets at end of year2012-12-31$3,781,037
Total plan assets at beginning of year2012-12-31$3,384,130
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$110,153
Other income received2012-12-31$280,846
Net income (gross income less expenses)2012-12-31$396,907
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,781,037
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,384,130
Assets. Value of real-estate (other than employer real property)2012-12-31$289,000
Total contributions received or receivable from employer(s)2012-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$41,760
2011 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$233,564
Expenses. Total of all expenses incurred2011-12-31$40,336
Benefits paid (including direct rollovers)2011-12-31$1,693
Total plan assets at end of year2011-12-31$3,384,130
Total plan assets at beginning of year2011-12-31$3,190,902
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$95,517
Other income received2011-12-31$38,047
Net income (gross income less expenses)2011-12-31$193,228
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,384,130
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,190,902
Assets. Value of assets in partnership/joint-venture interests2011-12-31$24,777
Assets. Value of real-estate (other than employer real property)2011-12-31$362,250
Total contributions received or receivable from employer(s)2011-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$38,643
2010 : HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$371,360
Expenses. Total of all expenses incurred2010-12-31$36,301
Benefits paid (including direct rollovers)2010-12-31$1,611
Total plan assets at end of year2010-12-31$3,190,902
Total plan assets at beginning of year2010-12-31$2,855,843
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$87,268
Contributions received from other sources (not participants or employers)2010-12-31$2,036
Other income received2010-12-31$182,055
Net income (gross income less expenses)2010-12-31$335,059
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,190,902
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,855,843
Assets. Value of assets in partnership/joint-venture interests2010-12-31$8,876
Assets. Value of real-estate (other than employer real property)2010-12-31$355,000
Total contributions received or receivable from employer(s)2010-12-31$100,001
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$34,690

Form 5500 Responses for HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN

2018: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HUDGENS, SWILLIE, RUSSELL & STRONG, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335750
Policy instance 2
Insurance contract or identification number13335750
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335749
Policy instance 1
Insurance contract or identification number13335749
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335749
Policy instance 1
Insurance contract or identification number13335749
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335750
Policy instance 2
Insurance contract or identification number13335750
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335749
Policy instance 1
Insurance contract or identification number13335749
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335750
Policy instance 2
Insurance contract or identification number13335750
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335749
Policy instance 1
Insurance contract or identification number13335749
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335750
Policy instance 2
Insurance contract or identification number13335750
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335749
Policy instance 1
Insurance contract or identification number13335749
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number13335750
Policy instance 2
Insurance contract or identification number13335750
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSTUART BENJAMIN

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