HARRIS MORTGAGE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2020: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| 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 | 2 |
| Total participants | 2020-01-01 | 2 |
| 2019: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Total participants | 2019-01-01 | 4 |
| 2018: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| 2017: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| 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 | 4 |
| Total participants | 2017-01-01 | 4 |
| 2016: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| 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 | 4 |
| Total participants | 2016-01-01 | 4 |
| 2015: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| 2014: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| 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 | 4 |
| Total participants | 2014-01-01 | 4 |
| 2013: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Total participants | 2013-01-01 | 4 |
| 2012: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| 2011: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| 2010: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| 2009: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2020 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-715,396 |
| Total income from all sources | 2020-12-31 | $4,422 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $892 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $711,866 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $892 |
| Other income received | 2020-12-31 | $4,422 |
| Net income (gross income less expenses) | 2020-12-31 | $3,530 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $711,866 |
| 2019 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $62,080 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $22,802 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $5,568 |
| Total plan assets at end of year | 2019-12-31 | $711,866 |
| Total plan assets at beginning of year | 2019-12-31 | $672,588 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $17,234 |
| Other income received | 2019-12-31 | $62,080 |
| Net income (gross income less expenses) | 2019-12-31 | $39,278 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $711,866 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $672,588 |
| 2018 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $67,413 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $56,427 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $37,380 |
| Total plan assets at end of year | 2018-12-31 | $672,588 |
| Total plan assets at beginning of year | 2018-12-31 | $661,602 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $19,047 |
| Other income received | 2018-12-31 | $67,413 |
| Net income (gross income less expenses) | 2018-12-31 | $10,986 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $672,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $661,602 |
| 2017 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $90,640 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $55,207 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $37,380 |
| Total plan assets at end of year | 2017-12-31 | $661,602 |
| Total plan assets at beginning of year | 2017-12-31 | $626,169 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $17,827 |
| Other income received | 2017-12-31 | $90,640 |
| Net income (gross income less expenses) | 2017-12-31 | $35,433 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $661,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $626,169 |
| 2016 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $59,014 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $53,283 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $37,380 |
| Total plan assets at end of year | 2016-12-31 | $626,169 |
| Total plan assets at beginning of year | 2016-12-31 | $620,438 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $15,903 |
| Other income received | 2016-12-31 | $59,014 |
| Net income (gross income less expenses) | 2016-12-31 | $5,731 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $626,169 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $620,438 |
| 2015 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $56,042 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $52,547 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $37,380 |
| Total plan assets at end of year | 2015-12-31 | $620,438 |
| Total plan assets at beginning of year | 2015-12-31 | $616,943 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $15,167 |
| Other income received | 2015-12-31 | $56,042 |
| Net income (gross income less expenses) | 2015-12-31 | $3,495 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $620,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $616,943 |
| 2014 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $70,673 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $51,265 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $37,380 |
| Total plan assets at end of year | 2014-12-31 | $616,943 |
| Total plan assets at beginning of year | 2014-12-31 | $597,535 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $13,885 |
| Other income received | 2014-12-31 | $70,673 |
| Net income (gross income less expenses) | 2014-12-31 | $19,408 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $616,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $597,535 |
| 2013 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $74,885 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $50,113 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $37,380 |
| Total plan assets at end of year | 2013-12-31 | $597,535 |
| Total plan assets at beginning of year | 2013-12-31 | $572,763 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $12,733 |
| Other income received | 2013-12-31 | $74,885 |
| Net income (gross income less expenses) | 2013-12-31 | $24,772 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $597,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $572,763 |
| 2012 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $57,288 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $49,197 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $37,380 |
| Total plan assets at end of year | 2012-12-31 | $572,763 |
| Total plan assets at beginning of year | 2012-12-31 | $564,672 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $11,817 |
| Other income received | 2012-12-31 | $57,288 |
| Net income (gross income less expenses) | 2012-12-31 | $8,091 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $572,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $564,672 |
| 2011 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $51,404 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $48,697 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $37,380 |
| Total plan assets at end of year | 2011-12-31 | $564,672 |
| Total plan assets at beginning of year | 2011-12-31 | $561,965 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $11,317 |
| Other income received | 2011-12-31 | $51,404 |
| Net income (gross income less expenses) | 2011-12-31 | $2,707 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $564,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $561,965 |
| 2010 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $63,110 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $48,803 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $37,380 |
| Total plan assets at end of year | 2010-12-31 | $561,965 |
| Total plan assets at beginning of year | 2010-12-31 | $547,658 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,423 |
| Other income received | 2010-12-31 | $63,110 |
| Net income (gross income less expenses) | 2010-12-31 | $14,307 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $561,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $547,658 |
| 2009 : HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 401k financial data |
|---|
| Transfers to/from the plan | 2009-12-31 | $550,203 |
| Total income from all sources | 2009-12-31 | $44,292 |
| Expenses. Total of all expenses incurred | 2009-12-31 | $46,837 |
| Benefits paid (including direct rollovers) | 2009-12-31 | $42,948 |
| Total plan assets at end of year | 2009-12-31 | $547,658 |
| Expenses. Other expenses not covered elsewhere | 2009-12-31 | $3,889 |
| Other income received | 2009-12-31 | $44,292 |
| Net income (gross income less expenses) | 2009-12-31 | $-2,545 |
| Net plan assets at end of year (total assets less liabilities) | 2009-12-31 | $547,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-12-31 | $0 |
| 2020: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | Yes |
| 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HM EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $5,568 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $37,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | U10027184L |
| Policy instance | 1 |
| Insurance contract or identification number | U10027184L | | Number of Individuals Covered | 4 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $42,948 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
