MEDICAL & SURGICAL ASSOCIATES OF CORSICANA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN
401k plan membership statisitcs for MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN
Measure | Date | Value |
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2022: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
Total of all active and inactive participants | 2022-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 30 |
Number of participants with account balances | 2022-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 27 |
Number of participants with account balances | 2021-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 37 |
Number of participants with account balances | 2020-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 37 |
Number of participants with account balances | 2019-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 41 |
Number of participants with account balances | 2018-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
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 | 13 |
Total of all active and inactive participants | 2017-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 43 |
Number of participants with account balances | 2017-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
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 | 11 |
Total of all active and inactive participants | 2016-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 47 |
Number of participants with account balances | 2016-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 51 |
Number of participants with account balances | 2015-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 69 |
Number of participants with account balances | 2014-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 70 |
Number of participants with account balances | 2013-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 69 |
Number of participants with account balances | 2012-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 66 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 69 |
Number of participants with account balances | 2011-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2010: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 60 |
Number of participants with account balances | 2010-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 51 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 53 |
Number of participants with account balances | 2009-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
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2022 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-1,889,816 |
Expenses. Total of all expenses incurred | 2022-12-31 | $367,286 |
Benefits paid (including direct rollovers) | 2022-12-31 | $334,276 |
Total plan assets at end of year | 2022-12-31 | $13,663,714 |
Total plan assets at beginning of year | 2022-12-31 | $15,920,816 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $63,167 |
Other income received | 2022-12-31 | $-2,050,745 |
Net income (gross income less expenses) | 2022-12-31 | $-2,257,102 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,663,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,920,816 |
Assets. Value of participant loans | 2022-12-31 | $7,564 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $97,762 |
Value of corrective distributions | 2022-12-31 | $1,678 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $31,332 |
2021 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $2,048,492 |
Expenses. Total of all expenses incurred | 2021-12-31 | $973,677 |
Benefits paid (including direct rollovers) | 2021-12-31 | $962,450 |
Total plan assets at end of year | 2021-12-31 | $15,920,816 |
Total plan assets at beginning of year | 2021-12-31 | $14,846,001 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $71,702 |
Other income received | 2021-12-31 | $1,890,301 |
Net income (gross income less expenses) | 2021-12-31 | $1,074,815 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $15,920,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,846,001 |
Assets. Value of participant loans | 2021-12-31 | $33,827 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $86,489 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,227 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,838,670 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,053,631 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,044,221 |
Total plan assets at end of year | 2020-12-31 | $14,846,001 |
Total plan assets at beginning of year | 2020-12-31 | $14,060,962 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $134,713 |
Other income received | 2020-12-31 | $1,573,070 |
Net income (gross income less expenses) | 2020-12-31 | $785,039 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,846,001 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,060,962 |
Assets. Value of participant loans | 2020-12-31 | $57,428 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $130,887 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,410 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $2,413,166 |
Expenses. Total of all expenses incurred | 2019-12-31 | $609,896 |
Benefits paid (including direct rollovers) | 2019-12-31 | $601,192 |
Total plan assets at end of year | 2019-12-31 | $14,060,962 |
Total plan assets at beginning of year | 2019-12-31 | $12,257,692 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $135,696 |
Other income received | 2019-12-31 | $2,150,287 |
Net income (gross income less expenses) | 2019-12-31 | $1,803,270 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $14,060,962 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,257,692 |
Assets. Value of participant loans | 2019-12-31 | $68,767 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $127,183 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,704 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-218,969 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,337,667 |
Benefits paid (including direct rollovers) | 2018-12-31 | $3,327,414 |
Total plan assets at end of year | 2018-12-31 | $12,257,692 |
Total plan assets at beginning of year | 2018-12-31 | $15,814,328 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $164,487 |
Other income received | 2018-12-31 | $-526,567 |
Net income (gross income less expenses) | 2018-12-31 | $-3,556,636 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,257,692 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,814,328 |
Assets. Value of participant loans | 2018-12-31 | $78,392 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $143,111 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,253 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $2,377,152 |
Expenses. Total of all expenses incurred | 2017-12-31 | $408,859 |
Benefits paid (including direct rollovers) | 2017-12-31 | $401,495 |
Total plan assets at end of year | 2017-12-31 | $15,814,328 |
Total plan assets at beginning of year | 2017-12-31 | $13,846,035 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $206,877 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $157,877 |
Other income received | 2017-12-31 | $1,843,314 |
Net income (gross income less expenses) | 2017-12-31 | $1,968,293 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $15,814,328 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,846,035 |
Assets. Value of participant loans | 2017-12-31 | $40,241 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $169,084 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,364 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,369,647 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,024,036 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,016,756 |
Total plan assets at end of year | 2016-12-31 | $13,846,035 |
Total plan assets at beginning of year | 2016-12-31 | $13,500,424 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $300,637 |
Other income received | 2016-12-31 | $867,087 |
Net income (gross income less expenses) | 2016-12-31 | $345,611 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $13,846,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,500,424 |
Assets. Value of participant loans | 2016-12-31 | $61,989 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $201,923 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,280 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $562,576 |
Expenses. Total of all expenses incurred | 2015-12-31 | $254,405 |
Benefits paid (including direct rollovers) | 2015-12-31 | $245,052 |
Total plan assets at end of year | 2015-12-31 | $13,500,424 |
Total plan assets at beginning of year | 2015-12-31 | $13,192,253 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $365,178 |
Other income received | 2015-12-31 | $-51,830 |
Net income (gross income less expenses) | 2015-12-31 | $308,171 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,500,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,192,253 |
Assets. Value of participant loans | 2015-12-31 | $79,090 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $2,710,293 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $249,228 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,353 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,475,922 |
Expenses. Total of all expenses incurred | 2014-12-31 | $97,747 |
Benefits paid (including direct rollovers) | 2014-12-31 | $89,764 |
Total plan assets at end of year | 2014-12-31 | $13,192,253 |
Total plan assets at beginning of year | 2014-12-31 | $11,814,078 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $372,047 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $186,841 |
Other income received | 2014-12-31 | $611,410 |
Net income (gross income less expenses) | 2014-12-31 | $1,378,175 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,192,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,814,078 |
Assets. Value of participant loans | 2014-12-31 | $93,255 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $305,624 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,983 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $2,120,348 |
Expenses. Total of all expenses incurred | 2013-12-31 | $778,551 |
Benefits paid (including direct rollovers) | 2013-12-31 | $769,415 |
Total plan assets at end of year | 2013-12-31 | $11,814,078 |
Total plan assets at beginning of year | 2013-12-31 | $10,472,281 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $373,151 |
Other income received | 2013-12-31 | $1,438,784 |
Net income (gross income less expenses) | 2013-12-31 | $1,341,797 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,814,078 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,472,281 |
Assets. Value of participant loans | 2013-12-31 | $84,733 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $308,413 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,136 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,953,629 |
Expenses. Total of all expenses incurred | 2012-12-31 | $134,966 |
Benefits paid (including direct rollovers) | 2012-12-31 | $126,916 |
Total plan assets at end of year | 2012-12-31 | $10,472,281 |
Total plan assets at beginning of year | 2012-12-31 | $8,653,618 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $376,133 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $310,000 |
Other income received | 2012-12-31 | $973,485 |
Net income (gross income less expenses) | 2012-12-31 | $1,818,663 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,472,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,653,618 |
Assets. Value of participant loans | 2012-12-31 | $61,720 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $294,011 |
Value of corrective distributions | 2012-12-31 | $101 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,949 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $613,364 |
Expenses. Total of all expenses incurred | 2011-12-31 | $145,691 |
Benefits paid (including direct rollovers) | 2011-12-31 | $139,003 |
Total plan assets at end of year | 2011-12-31 | $8,653,618 |
Total plan assets at beginning of year | 2011-12-31 | $8,185,945 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $351,219 |
Other income received | 2011-12-31 | $-14,532 |
Net income (gross income less expenses) | 2011-12-31 | $467,673 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,653,618 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,185,945 |
Assets. Value of participant loans | 2011-12-31 | $69,371 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $276,677 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,688 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,438,543 |
Expenses. Total of all expenses incurred | 2010-12-31 | $129,357 |
Benefits paid (including direct rollovers) | 2010-12-31 | $124,780 |
Total plan assets at end of year | 2010-12-31 | $8,185,945 |
Total plan assets at beginning of year | 2010-12-31 | $6,876,759 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $358,624 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $1,391 |
Other income received | 2010-12-31 | $802,311 |
Net income (gross income less expenses) | 2010-12-31 | $1,309,186 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,185,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,876,759 |
Assets. Value of participant loans | 2010-12-31 | $66,559 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $276,217 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $3 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,574 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – 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: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – 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: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – 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: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – 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 |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040184 |
Policy instance | 1 |
Insurance contract or identification number | 040184 | Number of Individuals Covered | 30 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040184 |
Policy instance | 1 |
Insurance contract or identification number | 040184 | Number of Individuals Covered | 27 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,740 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8740 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040184 |
Policy instance | 1 |
Insurance contract or identification number | 040184 | Number of Individuals Covered | 37 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,190 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 6195 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040184 |
Policy instance | 1 |
Insurance contract or identification number | 040184 | Number of Individuals Covered | 37 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $7,527 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 7527 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040184 |
Policy instance | 1 |
Insurance contract or identification number | 040184 | Number of Individuals Covered | 41 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $7,523 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 7523 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040184 |
Policy instance | 1 |
Insurance contract or identification number | 040184 | Number of Individuals Covered | 43 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,033 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8033 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | LOCKTON FINANCIAL ADVISORS LLC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40184 |
Policy instance | 1 |
Insurance contract or identification number | 40184 | Number of Individuals Covered | 51 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $9,316 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 9316 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | LOCKTON FINANCIAL ADVISORS, LLC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40184 |
Policy instance | 1 |
Insurance contract or identification number | 40184 | Number of Individuals Covered | 69 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,546 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8546 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | LOCKTON FINANCIAL ADVISORS, LLC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40184 |
Policy instance | 1 |
Insurance contract or identification number | 40184 | Number of Individuals Covered | 70 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,879 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8879 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | LOCKTON FINANCIAL ADVISORS, LLC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40184 |
Policy instance | 1 |
Insurance contract or identification number | 40184 | Number of Individuals Covered | 69 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,324 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8324 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | LOCKTON FINANCIAL ADVISORS, LLC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40184 |
Policy instance | 1 |
Insurance contract or identification number | 40184 | Number of Individuals Covered | 69 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $6,187 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40184 |
Policy instance | 1 |
Insurance contract or identification number | 40184 | Number of Individuals Covered | 60 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $6,726 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 6726 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | LOCKTON FINANCIAL ADVISORS, LLC |
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