NEWCOMBE & REDMAN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2014: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
Total of all active and inactive participants | 2014-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 4 |
Number of participants with account balances | 2014-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 4 |
Number of participants with account balances | 2013-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 4 |
Number of participants with account balances | 2012-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 4 |
Number of participants with account balances | 2011-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2009: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 5 |
Number of participants with account balances | 2009-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
Measure | Date | Value |
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2015 : NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-09-30 | $0 |
Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $-71,969 |
Expenses. Total of all expenses incurred | 2015-09-30 | $17,762 |
Benefits paid (including direct rollovers) | 2015-09-30 | $9,828 |
Total plan assets at end of year | 2015-09-30 | $1,039,872 |
Total plan assets at beginning of year | 2015-09-30 | $1,129,603 |
Value of fidelity bond covering the plan | 2015-09-30 | $120,000 |
Total contributions received or receivable from participants | 2015-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $-107,969 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $-89,731 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,039,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,129,603 |
Assets. Value of participant loans | 2015-09-30 | $3,576 |
Assets. Value of assets in partnership/joint-venture interests | 2015-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $36,000 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $7,934 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
2014 : NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-09-30 | $0 |
Total plan liabilities at end of year | 2014-09-30 | $0 |
Total plan liabilities at beginning of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $106,524 |
Expenses. Total of all expenses incurred | 2014-09-30 | $7,448 |
Benefits paid (including direct rollovers) | 2014-09-30 | $0 |
Total plan assets at end of year | 2014-09-30 | $1,129,603 |
Total plan assets at beginning of year | 2014-09-30 | $1,030,527 |
Value of fidelity bond covering the plan | 2014-09-30 | $120,000 |
Total contributions received or receivable from participants | 2014-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $70,524 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $99,076 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,129,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,030,527 |
Assets. Value of participant loans | 2014-09-30 | $33,664 |
Assets. Value of assets in partnership/joint-venture interests | 2014-09-30 | $48,924 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $36,000 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $7,448 |
2013 : NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-09-30 | $0 |
Total plan liabilities at end of year | 2013-09-30 | $0 |
Total plan liabilities at beginning of year | 2013-09-30 | $0 |
Total income from all sources | 2013-09-30 | $140,430 |
Expenses. Total of all expenses incurred | 2013-09-30 | $6,906 |
Benefits paid (including direct rollovers) | 2013-09-30 | $0 |
Total plan assets at end of year | 2013-09-30 | $1,030,527 |
Total plan assets at beginning of year | 2013-09-30 | $897,003 |
Value of fidelity bond covering the plan | 2013-09-30 | $120,000 |
Total contributions received or receivable from participants | 2013-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $6,892 |
Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
Other income received | 2013-09-30 | $104,430 |
Noncash contributions received | 2013-09-30 | $0 |
Net income (gross income less expenses) | 2013-09-30 | $133,524 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,030,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $897,003 |
Assets. Value of participant loans | 2013-09-30 | $42,505 |
Assets. Value of assets in partnership/joint-venture interests | 2013-09-30 | $91,834 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $36,000 |
Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
Value of corrective distributions | 2013-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $14 |
2012 : NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-09-30 | $0 |
Total plan liabilities at end of year | 2012-09-30 | $0 |
Total plan liabilities at beginning of year | 2012-09-30 | $0 |
Total income from all sources | 2012-09-30 | $222,095 |
Expenses. Total of all expenses incurred | 2012-09-30 | $306,484 |
Benefits paid (including direct rollovers) | 2012-09-30 | $299,913 |
Total plan assets at end of year | 2012-09-30 | $897,003 |
Total plan assets at beginning of year | 2012-09-30 | $981,392 |
Value of fidelity bond covering the plan | 2012-09-30 | $120,000 |
Total contributions received or receivable from participants | 2012-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $6,552 |
Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
Other income received | 2012-09-30 | $186,095 |
Noncash contributions received | 2012-09-30 | $0 |
Net income (gross income less expenses) | 2012-09-30 | $-84,389 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $897,003 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $981,392 |
Assets. Value of participant loans | 2012-09-30 | $34,389 |
Assets. Value of assets in partnership/joint-venture interests | 2012-09-30 | $19,875 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $36,000 |
Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
Value of corrective distributions | 2012-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $19 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
2011 : NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-09-30 | $0 |
Total plan liabilities at end of year | 2011-09-30 | $0 |
Total plan liabilities at beginning of year | 2011-09-30 | $0 |
Total income from all sources | 2011-09-30 | $46,667 |
Expenses. Total of all expenses incurred | 2011-09-30 | $35,160 |
Benefits paid (including direct rollovers) | 2011-09-30 | $30,003 |
Total plan assets at end of year | 2011-09-30 | $981,392 |
Total plan assets at beginning of year | 2011-09-30 | $969,885 |
Value of fidelity bond covering the plan | 2011-09-30 | $120,000 |
Total contributions received or receivable from participants | 2011-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $5,130 |
Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
Other income received | 2011-09-30 | $16,667 |
Noncash contributions received | 2011-09-30 | $0 |
Net income (gross income less expenses) | 2011-09-30 | $11,507 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $981,392 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $969,885 |
Assets. Value of participant loans | 2011-09-30 | $46,041 |
Assets. Value of assets in partnership/joint-venture interests | 2011-09-30 | $79,992 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $30,000 |
Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
Value of corrective distributions | 2011-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $27 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2014: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Insurance | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement – Insurance | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement – Insurance | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement – Insurance | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement – Insurance | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: NEWCOMBE & REDMAN, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement – Insurance | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | VARIOUS |
Policy instance | 2 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 2 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 3 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | ROBERT DAVIS |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 3 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $51 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 | Commission paid to Insurance Broker | USD $51 | Insurance broker organization code? | 3 | Insurance broker name | ROBERT DAVIS |
|
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | VARIOUS |
Policy instance | 2 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 2 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | 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? | Yes | 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 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 3 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Total amount of commissions paid to insurance broker | USD $51 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 | Commission paid to Insurance Broker | USD $51 | Insurance broker organization code? | 3 | Insurance broker name | ROBERT DAVIS |
|
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | VARIOUS |
Policy instance | 2 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 2 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $0 | Insurance broker name | |
|
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 2 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | 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? | Yes | 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 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | VARIOUS |
Policy instance | 2 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 3 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $51 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
|
COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 2 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | 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? | Yes | 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 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | VARIOUS |
Policy instance | 2 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 3 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $57 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
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