CURRIE JOHNSON GRIFFIN & MYERS, P.A has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN
401k plan membership statisitcs for CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2015: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 41 |
| 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 | 23 |
| Total of all active and inactive participants | 2015-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 64 |
| Number of participants with account balances | 2015-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 41 |
| 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 | 24 |
| Total of all active and inactive participants | 2014-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 65 |
| Number of participants with account balances | 2014-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 45 |
| 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 | 24 |
| Total of all active and inactive participants | 2013-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 69 |
| Number of participants with account balances | 2013-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
| 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 | 21 |
| Total of all active and inactive participants | 2012-01-01 | 73 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 73 |
| Number of participants with account balances | 2012-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 26 |
| Total of all active and inactive participants | 2011-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 79 |
| Number of participants with account balances | 2011-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 28 |
| Total of all active and inactive participants | 2010-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 85 |
| Number of participants with account balances | 2010-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 58 |
| 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 | 31 |
| Total of all active and inactive participants | 2009-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 89 |
| Number of participants with account balances | 2009-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $245,766 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $206,714 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $196,166 |
| Total plan assets at end of year | 2015-12-31 | $6,646,036 |
| Total plan assets at beginning of year | 2015-12-31 | $6,606,984 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $172,338 |
| Other income received | 2015-12-31 | $-25,596 |
| Net income (gross income less expenses) | 2015-12-31 | $39,052 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,646,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,606,984 |
| Assets. Value of participant loans | 2015-12-31 | $51,156 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $99,024 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $10,548 |
| 2014 : CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $631,220 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $274,530 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $264,474 |
| Total plan assets at end of year | 2014-12-31 | $6,606,984 |
| Total plan assets at beginning of year | 2014-12-31 | $6,250,294 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $184,940 |
| Other income received | 2014-12-31 | $342,498 |
| Net income (gross income less expenses) | 2014-12-31 | $356,690 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,606,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,250,294 |
| Assets. Value of participant loans | 2014-12-31 | $80,853 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $103,782 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,056 |
| 2013 : CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,242,810 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $599,109 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $591,968 |
| Total plan assets at end of year | 2013-12-31 | $6,250,294 |
| Total plan assets at beginning of year | 2013-12-31 | $5,606,593 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $168,124 |
| Other income received | 2013-12-31 | $949,557 |
| Net income (gross income less expenses) | 2013-12-31 | $643,701 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,250,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,606,593 |
| Assets. Value of participant loans | 2013-12-31 | $65,614 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $125,129 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,141 |
| 2012 : CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $996,817 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $337,772 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $319,551 |
| Total plan assets at end of year | 2012-12-31 | $5,606,593 |
| Total plan assets at beginning of year | 2012-12-31 | $4,947,548 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $173,421 |
| Other income received | 2012-12-31 | $682,626 |
| Net income (gross income less expenses) | 2012-12-31 | $659,045 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,606,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,947,548 |
| Assets. Value of participant loans | 2012-12-31 | $81,298 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $140,770 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $18,221 |
| 2011 : CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $76,223 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $207,928 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $162,234 |
| Total plan assets at end of year | 2011-12-31 | $4,947,548 |
| Total plan assets at beginning of year | 2011-12-31 | $5,079,253 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $224,109 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $45,694 |
| Other income received | 2011-12-31 | $-293,230 |
| Net income (gross income less expenses) | 2011-12-31 | $-131,705 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,947,548 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,079,253 |
| Assets. Value of participant loans | 2011-12-31 | $108,154 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $145,344 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,013,997 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $171,584 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $136,333 |
| Total plan assets at end of year | 2010-12-31 | $5,079,253 |
| Total plan assets at beginning of year | 2010-12-31 | $4,236,840 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $275,440 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $35,251 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $1,519 |
| Other income received | 2010-12-31 | $577,163 |
| Net income (gross income less expenses) | 2010-12-31 | $842,413 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,079,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,236,840 |
| Assets. Value of participant loans | 2010-12-31 | $47,756 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $159,875 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CURRIE JOHNSON GRIFFIN & MYERS, P. A. 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | ZH9584 |
| Policy instance | 1 |
| Insurance contract or identification number | ZH9584 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $32,899 | | 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 $32,899 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | ZH9584 |
| Policy instance | 1 |
| Insurance contract or identification number | ZH9584 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $31,430 | | 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 $31,430 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | ZH9584 |
| Policy instance | 1 |
| Insurance contract or identification number | ZH9584 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $28,141 | | 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 $28,141 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | ZH9584 |
| Policy instance | 1 |
| Insurance contract or identification number | ZH9584 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $9,177 | | 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 $9,177 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
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