KMA MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Additional information about KMA MANAGEMENT, INC.
| Measure | Date | Value |
|---|
| 2022: LUIS FREIRE 1165(E) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 26 |
| Number of participants with account balances | 2022-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LUIS FREIRE 1165(E) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 29 |
| Number of participants with account balances | 2021-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LUIS FREIRE 1165(E) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
| 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 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 30 |
| Number of participants with account balances | 2020-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: LUIS FREIRE 1165(E) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 30 |
| Number of participants with account balances | 2019-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LUIS FREIRE 1165(E) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 24 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 27 |
| Number of participants with account balances | 2018-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: LUIS FREIRE 1165(E) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
| 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 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 23 |
| Number of participants with account balances | 2017-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: LUIS FREIRE 1165(E) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 26 |
| 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 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 28 |
| Number of participants with account balances | 2016-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: LUIS FREIRE 1165(E) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 27 |
| Number of participants with account balances | 2015-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LUIS FREIRE 1165(E) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
| 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 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 27 |
| Number of participants with account balances | 2014-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: LUIS FREIRE 1165(E) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 24 |
| Number of participants with account balances | 2013-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: LUIS FREIRE 1165(E) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 25 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: LUIS FREIRE 1165(E) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: LUIS FREIRE 1165(E) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 25 |
| 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 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 25 |
| Number of participants with account balances | 2010-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: LUIS FREIRE 1165(E) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 23 |
| Number of participants with account balances | 2009-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : LUIS FREIRE 1165(E) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-298,974 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $55,349 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $37,100 |
| Total plan assets at end of year | 2022-12-31 | $1,701,696 |
| Total plan assets at beginning of year | 2022-12-31 | $2,056,019 |
| Total contributions received or receivable from participants | 2022-12-31 | $50,495 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $18,249 |
| Other income received | 2022-12-31 | $-372,043 |
| Net income (gross income less expenses) | 2022-12-31 | $-354,323 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,701,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,056,019 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $22,574 |
| 2021 : LUIS FREIRE 1165(E) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $306,194 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $47,225 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $24,426 |
| Total plan assets at end of year | 2021-12-31 | $2,056,019 |
| Total plan assets at beginning of year | 2021-12-31 | $1,797,050 |
| Total contributions received or receivable from participants | 2021-12-31 | $56,072 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $22,799 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,487 |
| Other income received | 2021-12-31 | $225,983 |
| Net income (gross income less expenses) | 2021-12-31 | $258,969 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,056,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,797,050 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $22,652 |
| 2020 : LUIS FREIRE 1165(E) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $264,131 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $57,806 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $40,207 |
| Total plan assets at end of year | 2020-12-31 | $1,797,050 |
| Total plan assets at beginning of year | 2020-12-31 | $1,590,725 |
| Total contributions received or receivable from participants | 2020-12-31 | $13,636 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $14,052 |
| Other income received | 2020-12-31 | $202,865 |
| Net income (gross income less expenses) | 2020-12-31 | $206,325 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,797,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,590,725 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $47,630 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $3,547 |
| 2019 : LUIS FREIRE 1165(E) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $352,770 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $46,350 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $29,088 |
| Total plan assets at end of year | 2019-12-31 | $1,590,725 |
| Total plan assets at beginning of year | 2019-12-31 | $1,284,305 |
| Total contributions received or receivable from participants | 2019-12-31 | $61,577 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $17,262 |
| Other income received | 2019-12-31 | $268,888 |
| Net income (gross income less expenses) | 2019-12-31 | $306,420 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,590,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,284,305 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $22,305 |
| 2018 : LUIS FREIRE 1165(E) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $12,312 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $60,578 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $44,782 |
| Total plan assets at end of year | 2018-12-31 | $1,284,305 |
| Total plan assets at beginning of year | 2018-12-31 | $1,332,571 |
| Total contributions received or receivable from participants | 2018-12-31 | $47,444 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $15,796 |
| Other income received | 2018-12-31 | $-52,817 |
| Net income (gross income less expenses) | 2018-12-31 | $-48,266 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,284,305 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,332,571 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $17,685 |
| 2017 : LUIS FREIRE 1165(E) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $224,792 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $39,775 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $25,200 |
| Total plan assets at end of year | 2017-12-31 | $1,332,571 |
| Total plan assets at beginning of year | 2017-12-31 | $1,147,554 |
| Total contributions received or receivable from participants | 2017-12-31 | $31,938 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $14,575 |
| Other income received | 2017-12-31 | $177,943 |
| Net income (gross income less expenses) | 2017-12-31 | $185,017 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,332,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,147,554 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $14,911 |
| 2016 : LUIS FREIRE 1165(E) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $129,215 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $53,952 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $39,448 |
| Total plan assets at end of year | 2016-12-31 | $1,147,554 |
| Total plan assets at beginning of year | 2016-12-31 | $1,072,291 |
| Total contributions received or receivable from participants | 2016-12-31 | $34,392 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $14,504 |
| Other income received | 2016-12-31 | $79,018 |
| Net income (gross income less expenses) | 2016-12-31 | $75,263 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,147,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,072,291 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $15,805 |
| 2015 : LUIS FREIRE 1165(E) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $76,648 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $108,990 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $93,812 |
| Total plan assets at end of year | 2015-12-31 | $1,072,291 |
| Total plan assets at beginning of year | 2015-12-31 | $1,104,633 |
| Total contributions received or receivable from participants | 2015-12-31 | $51,589 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $15,178 |
| Other income received | 2015-12-31 | $7,145 |
| Net income (gross income less expenses) | 2015-12-31 | $-32,342 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,072,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,104,633 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,914 |
| 2014 : LUIS FREIRE 1165(E) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $133,021 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $36,888 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $20,394 |
| Total plan assets at end of year | 2014-12-31 | $1,104,633 |
| Total plan assets at beginning of year | 2014-12-31 | $1,008,500 |
| Total contributions received or receivable from participants | 2014-12-31 | $48,316 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $16,494 |
| Other income received | 2014-12-31 | $68,041 |
| Net income (gross income less expenses) | 2014-12-31 | $96,133 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,104,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,008,500 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $16,664 |
| 2013 : LUIS FREIRE 1165(E) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $187,536 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $19,089 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $4,059 |
| Total plan assets at end of year | 2013-12-31 | $1,008,500 |
| Total plan assets at beginning of year | 2013-12-31 | $840,053 |
| Total contributions received or receivable from participants | 2013-12-31 | $37,530 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $15,030 |
| Other income received | 2013-12-31 | $133,279 |
| Net income (gross income less expenses) | 2013-12-31 | $168,447 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,008,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $840,053 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $16,727 |
| 2012 : LUIS FREIRE 1165(E) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $2,722 |
| Total plan liabilities at beginning of year | 2012-12-31 | $2,495 |
| Total income from all sources | 2012-12-31 | $151,076 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $15,546 |
| Total plan assets at end of year | 2012-12-31 | $840,053 |
| Total plan assets at beginning of year | 2012-12-31 | $704,296 |
| Total contributions received or receivable from participants | 2012-12-31 | $33,073 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $15,546 |
| Other income received | 2012-12-31 | $102,911 |
| Net income (gross income less expenses) | 2012-12-31 | $135,530 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $837,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $701,801 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,092 |
| 2011 : LUIS FREIRE 1165(E) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $2,495 |
| Total plan liabilities at beginning of year | 2011-12-31 | $2,464 |
| Total income from all sources | 2011-12-31 | $13,342 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $19,549 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,462 |
| Total plan assets at end of year | 2011-12-31 | $704,296 |
| Total plan assets at beginning of year | 2011-12-31 | $710,472 |
| Total contributions received or receivable from participants | 2011-12-31 | $26,034 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $13,087 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,704 |
| Other income received | 2011-12-31 | $-26,208 |
| Net income (gross income less expenses) | 2011-12-31 | $-6,207 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $701,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $708,008 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $11,812 |
| 2010 : LUIS FREIRE 1165(E) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $2,464 |
| Total plan liabilities at beginning of year | 2010-12-31 | $2,259 |
| Total income from all sources | 2010-12-31 | $135,079 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $60,403 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $49,105 |
| Total plan assets at end of year | 2010-12-31 | $710,472 |
| Total plan assets at beginning of year | 2010-12-31 | $635,591 |
| Total contributions received or receivable from participants | 2010-12-31 | $31,659 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,298 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $4,407 |
| Other income received | 2010-12-31 | $87,652 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $74,676 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $708,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $633,332 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $11,361 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2022: LUIS FREIRE 1165(E) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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 |
| 2015: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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: LUIS FREIRE 1165(E) 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 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86422-1 |
| Policy instance | 2 |
| Insurance contract or identification number | RM 86422-1 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2022-01-01 | | 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 | 769238-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 769238-P1 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2022-09-10 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,905 | | 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 $648 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86422-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86422-1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $10,148 | | 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 $5,887 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86422-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86422-1 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $9,170 | | 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 $2,649 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 384194-P1 |
| Policy instance | 2 |
| Insurance contract or identification number | 384194-P1 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,406 | | 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 $1,406 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86422-1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 86422-1 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,635 | | 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 $2,076 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 384194-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 384194-P1 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4 | | 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 $4 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 384194-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 384194-P1 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | 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 $1 | | Insurance broker organization code? | 3 | | Insurance broker name | YAHAIRA TORRES SIACA |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 384194-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 384194-P1 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | 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 | | Commission paid to Insurance Broker | USD $1 | | Insurance broker organization code? | 3 | | Insurance broker name | YAHAIRA TORRES SIACA |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 384194-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 384194-P1 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $163 | | 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 | | Commission paid to Insurance Broker | USD $95 | | Insurance broker organization code? | 3 | | Insurance broker name | YAHAIRA TORRES SIACA |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 384194-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 384194-P1 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $94 | | 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 | | Commission paid to Insurance Broker | USD $94 | | Insurance broker organization code? | 3 | | Insurance broker name | YAHAIRA TORRES SIACA |
|
