WR HESS CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WR HESS CO EMPLOYEE 401K PLAN
Measure | Date | Value |
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2017: THE WR HESS CO EMPLOYEE 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 68 |
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 | 8 |
Total of all active and inactive participants | 2017-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 76 |
Number of participants with account balances | 2017-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE WR HESS CO EMPLOYEE 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 64 |
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 | 8 |
Total of all active and inactive participants | 2016-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 72 |
Number of participants with account balances | 2016-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE WR HESS CO EMPLOYEE 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 76 |
Number of participants with account balances | 2015-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE WR HESS CO EMPLOYEE 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 87 |
Number of participants with account balances | 2014-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE WR HESS CO EMPLOYEE 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 97 |
Number of participants with account balances | 2013-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE WR HESS CO EMPLOYEE 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 98 |
Number of participants with account balances | 2012-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE WR HESS CO EMPLOYEE 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 94 |
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 | 18 |
Total of all active and inactive participants | 2011-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 112 |
Number of participants with account balances | 2011-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE WR HESS CO EMPLOYEE 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 79 |
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 | 17 |
Total of all active and inactive participants | 2009-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 96 |
Number of participants with account balances | 2009-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : THE WR HESS CO EMPLOYEE 401K PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $193,697 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,126 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,126 |
Total plan assets at end of year | 2017-12-31 | $1,246,198 |
Total plan assets at beginning of year | 2017-12-31 | $1,056,627 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $40,154 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $153,543 |
Net income (gross income less expenses) | 2017-12-31 | $189,571 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,246,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,056,627 |
Assets. Value of participant loans | 2017-12-31 | $11,500 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : THE WR HESS CO EMPLOYEE 401K PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $106,223 |
Expenses. Total of all expenses incurred | 2016-12-31 | $127,811 |
Benefits paid (including direct rollovers) | 2016-12-31 | $127,811 |
Total plan assets at end of year | 2016-12-31 | $1,056,627 |
Total plan assets at beginning of year | 2016-12-31 | $1,078,215 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $42,073 |
Other income received | 2016-12-31 | $64,150 |
Net income (gross income less expenses) | 2016-12-31 | $-21,588 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,056,627 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,078,215 |
2015 : THE WR HESS CO EMPLOYEE 401K PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $32,778 |
Expenses. Total of all expenses incurred | 2015-12-31 | $91,757 |
Benefits paid (including direct rollovers) | 2015-12-31 | $91,757 |
Total plan assets at end of year | 2015-12-31 | $1,078,215 |
Total plan assets at beginning of year | 2015-12-31 | $1,137,194 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $51,681 |
Other income received | 2015-12-31 | $-18,903 |
Net income (gross income less expenses) | 2015-12-31 | $-58,979 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,078,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,137,194 |
2014 : THE WR HESS CO EMPLOYEE 401K PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $132,860 |
Expenses. Total of all expenses incurred | 2014-12-31 | $107,289 |
Benefits paid (including direct rollovers) | 2014-12-31 | $107,289 |
Total plan assets at end of year | 2014-12-31 | $1,134,578 |
Total plan assets at beginning of year | 2014-12-31 | $1,109,007 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $73,764 |
Other income received | 2014-12-31 | $59,096 |
Net income (gross income less expenses) | 2014-12-31 | $25,571 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,134,578 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,109,007 |
2013 : THE WR HESS CO EMPLOYEE 401K PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $225,525 |
Expenses. Total of all expenses incurred | 2013-12-31 | $91,572 |
Benefits paid (including direct rollovers) | 2013-12-31 | $91,172 |
Total plan assets at end of year | 2013-12-31 | $1,109,007 |
Total plan assets at beginning of year | 2013-12-31 | $975,054 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $76,645 |
Other income received | 2013-12-31 | $148,880 |
Net income (gross income less expenses) | 2013-12-31 | $133,953 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,109,007 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $975,054 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $400 |
2012 : THE WR HESS CO EMPLOYEE 401K PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $132,049 |
Expenses. Total of all expenses incurred | 2012-12-31 | $100,611 |
Benefits paid (including direct rollovers) | 2012-12-31 | $100,611 |
Total plan assets at end of year | 2012-12-31 | $975,054 |
Total plan assets at beginning of year | 2012-12-31 | $943,616 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $77,782 |
Other income received | 2012-12-31 | $54,267 |
Net income (gross income less expenses) | 2012-12-31 | $31,438 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $975,054 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $943,616 |
2011 : THE WR HESS CO EMPLOYEE 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $84,601 |
Expenses. Total of all expenses incurred | 2011-12-31 | $70,693 |
Benefits paid (including direct rollovers) | 2011-12-31 | $70,146 |
Total plan assets at end of year | 2011-12-31 | $943,616 |
Total plan assets at beginning of year | 2011-12-31 | $929,708 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $112,682 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-28,081 |
Net income (gross income less expenses) | 2011-12-31 | $13,908 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $943,616 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $929,708 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $547 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : THE WR HESS CO EMPLOYEE 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $248,580 |
Expenses. Total of all expenses incurred | 2010-12-31 | $99,659 |
Benefits paid (including direct rollovers) | 2010-12-31 | $99,659 |
Total plan assets at end of year | 2010-12-31 | $929,708 |
Total plan assets at beginning of year | 2010-12-31 | $780,787 |
Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
Total contributions received or receivable from participants | 2010-12-31 | $138,111 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $110,469 |
Net income (gross income less expenses) | 2010-12-31 | $148,921 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $929,708 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $780,787 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
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 |
2017: THE WR HESS CO EMPLOYEE 401K PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE WR HESS CO EMPLOYEE 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE WR HESS CO EMPLOYEE 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE WR HESS CO EMPLOYEE 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE WR HESS CO EMPLOYEE 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE WR HESS CO EMPLOYEE 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE WR HESS CO EMPLOYEE 401K PLAN 2011 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2009: THE WR HESS CO EMPLOYEE 401K PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 873084 |
Policy instance | 1 |
Insurance contract or identification number | 873084 | Number of Individuals Covered | 21 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,846 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,846 | Insurance broker organization code? | 3 | Insurance broker name | PENSION SOLUTIONS, INC. |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 873084 |
Policy instance | 1 |
Insurance contract or identification number | 873084 | Number of Individuals Covered | 21 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,884 | Total amount of fees paid to insurance company | USD $985 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $981 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 985 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | PENSION SOLUTIONS, INC. |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 873084 |
Policy instance | 1 |
Insurance contract or identification number | 873084 | Number of Individuals Covered | 26 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,748 | Total amount of fees paid to insurance company | USD $140 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $934 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 140 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | PENSION SOLUTIONS, INC. |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 873084 |
Policy instance | 1 |
Insurance contract or identification number | 873084 | Number of Individuals Covered | 27 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,892 | Total amount of fees paid to insurance company | USD $2,424 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $643 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2424 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | PENSION SOLUTIONS, INC. |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 873084 |
Policy instance | 1 |
Insurance contract or identification number | 873084 | Number of Individuals Covered | 28 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $10,039 | Total amount of fees paid to insurance company | USD $1,410 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,413 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1410 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | SBHU LIFE AGENCY INC. |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 926265 |
Policy instance | 1 |
Insurance contract or identification number | 926265 | Number of Individuals Covered | 33 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,284 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 926265 |
Policy instance | 1 |
Insurance contract or identification number | 926265 | Number of Individuals Covered | 34 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,547 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,547 | Insurance broker organization code? | 4 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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