COLEGIO SAN JOSE MARIANIST CORP. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 58 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 12 |
| Total of all active and inactive participants | 2022-07-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 70 |
| Number of participants with account balances | 2022-07-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 63 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 3 |
| Total of all active and inactive participants | 2021-07-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 66 |
| Number of participants with account balances | 2021-07-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 1 |
| 2020: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 62 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 4 |
| Total of all active and inactive participants | 2020-07-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 66 |
| Number of participants with account balances | 2020-07-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 1 |
| Total participants, beginning-of-year | 2020-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 67 |
| Number of participants with account balances | 2020-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 62 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 4 |
| Total of all active and inactive participants | 2019-07-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 66 |
| Number of participants with account balances | 2019-07-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1 |
| 2018: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 67 |
| Number of participants with account balances | 2018-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 65 |
| Number of participants with account balances | 2017-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 59 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 2 |
| Total of all active and inactive participants | 2016-07-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 61 |
| Number of participants with account balances | 2016-07-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 61 |
| Number of participants with account balances | 2016-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $413,472 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $242,594 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $202,686 |
| Total plan assets at end of year | 2023-06-30 | $2,996,060 |
| Total plan assets at beginning of year | 2023-06-30 | $2,825,182 |
| Value of fidelity bond covering the plan | 2023-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $87,091 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $39,908 |
| Other income received | 2023-06-30 | $263,195 |
| Net income (gross income less expenses) | 2023-06-30 | $170,878 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $2,996,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $2,825,182 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $63,186 |
| 2022 : COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-158,439 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $161,762 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $118,076 |
| Total plan assets at end of year | 2022-06-30 | $2,825,182 |
| Total plan assets at beginning of year | 2022-06-30 | $3,145,383 |
| Value of fidelity bond covering the plan | 2022-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $98,589 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $43,686 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $6,593 |
| Other income received | 2022-06-30 | $-321,348 |
| Net income (gross income less expenses) | 2022-06-30 | $-320,201 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $2,825,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $3,145,383 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $57,727 |
| 2021 : COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $144,889 |
| Total plan assets at end of year | 2021-06-30 | $2,556,408 |
| Total plan assets at beginning of year | 2021-06-30 | $2,556,408 |
| Value of fidelity bond covering the plan | 2021-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $106,571 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $43,309 |
| Other income received | 2021-06-30 | $605,800 |
| Net income (gross income less expenses) | 2021-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $2,556,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $2,556,408 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $64,802 |
| 2020 : COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $777,173 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $188,198 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $144,889 |
| Total plan assets at end of year | 2020-12-31 | $3,145,383 |
| Total plan assets at beginning of year | 2020-12-31 | $2,556,408 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $106,571 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $43,309 |
| Other income received | 2020-12-31 | $605,800 |
| Net income (gross income less expenses) | 2020-12-31 | $588,975 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,145,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,556,408 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $64,802 |
| Total income from all sources | 2020-06-30 | $224,030 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $111,592 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $75,151 |
| Total plan assets at end of year | 2020-06-30 | $2,556,408 |
| Total plan assets at beginning of year | 2020-06-30 | $2,443,970 |
| Value of fidelity bond covering the plan | 2020-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $110,260 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $34,567 |
| Other income received | 2020-06-30 | $49,913 |
| Net income (gross income less expenses) | 2020-06-30 | $112,438 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $2,556,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,443,970 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $63,857 |
| Value of corrective distributions | 2020-06-30 | $1,874 |
| 2018 : COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $292,791 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $90,593 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $72,697 |
| Total plan assets at end of year | 2018-12-31 | $2,443,970 |
| Total plan assets at beginning of year | 2018-12-31 | $2,241,772 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $101,089 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $17,269 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $130,908 |
| Net income (gross income less expenses) | 2018-12-31 | $202,198 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,443,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,241,772 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $60,794 |
| Value of corrective distributions | 2018-12-31 | $627 |
| 2017 : COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $301,932 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $281,577 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $264,164 |
| Total plan assets at end of year | 2017-12-31 | $2,241,772 |
| Total plan assets at beginning of year | 2017-12-31 | $2,221,417 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $83,377 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $17,413 |
| Other income received | 2017-12-31 | $159,920 |
| Net income (gross income less expenses) | 2017-12-31 | $20,355 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,241,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,221,417 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $58,635 |
| 2016 : COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $300,928 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $46,947 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $36,797 |
| Total plan assets at end of year | 2016-12-31 | $2,221,417 |
| Total plan assets at beginning of year | 2016-12-31 | $1,967,436 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $73,756 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $10,150 |
| Other income received | 2016-12-31 | $174,089 |
| Net income (gross income less expenses) | 2016-12-31 | $253,981 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,221,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,967,436 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $53,083 |
| 2022: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 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: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: COLEGIO SAN JOSE 1165(E) RETIREMENT 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: COLEGIO SAN JOSE 1165(E) RETIREMENT 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: COLEGIO SAN JOSE 1165(E) RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | Yes |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 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 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 769210-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 769210-P1 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2022-09-10 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $10,934 | | 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 | | Commission paid to Insurance Broker | USD $5,467 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86353-1 |
| Policy instance | 2 |
| Insurance contract or identification number | RM 86353-1 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2022-09-09 | | 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 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86353-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86353-1 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $16,747 | | 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 | | Commission paid to Insurance Broker | USD $7,771 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86353-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86353-1 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $16,899 | | 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 | | Commission paid to Insurance Broker | USD $7,650 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86353-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86353-1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $16,899 | | 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 | | Commission paid to Insurance Broker | USD $7,650 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86353-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86353-1 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $8,196 | | 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 | | Commission paid to Insurance Broker | USD $6,241 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86353-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86353-1 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $11,891 | | 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 | | Commission paid to Insurance Broker | USD $5,796 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86353-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86353-1 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $14,421 | | 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 | | Commission paid to Insurance Broker | USD $8,355 | | Insurance broker organization code? | 3 | | Insurance broker name | FERNANDO LOPEZ |
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