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MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameMEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL & SURGICAL ASSOCIATES OF CORSICANA has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL & SURGICAL ASSOCIATES OF CORSICANA
Employer identification number (EIN):743219124
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RONNIE RAGSDALE2023-08-14 RONNIE RAGSDALE2023-08-14
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RONNIE RAGSDALE RONNIE RAGSDALE2019-05-06
0012017-01-01RONNIE RAGSDALE RONNIE RAGSDALE2018-07-02
0012016-01-01RONNIE RAGSDALE RONNIE RAGSDALE2017-05-15
0012015-01-01RONNIE RAGSDALE RONNIE RAGSDALE2016-07-15
0012014-01-01RONNIE RAGSDALE
0012013-01-01RONNIE RAGSDALE
0012012-01-01RONNIE RAGSDALE RONNIE RAGSDALE2013-06-12
0012011-01-01RONNIE RAGSDALE RONNIE RAGSDALE2012-06-19
0012010-01-01RONNIE RAGSDALE RONNIE RAGSDALE2011-06-29
0012009-01-01RONNIE RAGSDALE RONNIE RAGSDALE2010-06-16

Plan Statistics for 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
2022: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0127
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0130
Number of participants with account balances2022-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0137
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0137
Number of participants with account balances2019-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0143
Total number of active participants reported on line 7a of the Form 55002018-01-0125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0143
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0151
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0147
Number of participants with account balances2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0171
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0151
Number of participants with account balances2015-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0170
Total number of active participants reported on line 7a of the Form 55002014-01-0165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0169
Number of participants with account balances2014-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0169
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0170
Number of participants with account balances2013-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0169
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0169
Number of participants with account balances2012-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0166
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0169
Number of participants with account balances2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0154
Total number of active participants reported on line 7a of the Form 55002010-01-0156
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0160
Number of participants with account balances2010-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0153
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,889,816
Expenses. Total of all expenses incurred2022-12-31$367,286
Benefits paid (including direct rollovers)2022-12-31$334,276
Total plan assets at end of year2022-12-31$13,663,714
Total plan assets at beginning of year2022-12-31$15,920,816
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$63,167
Other income received2022-12-31$-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 loans2022-12-31$7,564
Total contributions received or receivable from employer(s)2022-12-31$97,762
Value of corrective distributions2022-12-31$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
Total income from all sources2021-12-31$2,048,492
Expenses. Total of all expenses incurred2021-12-31$973,677
Benefits paid (including direct rollovers)2021-12-31$962,450
Total plan assets at end of year2021-12-31$15,920,816
Total plan assets at beginning of year2021-12-31$14,846,001
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$71,702
Other income received2021-12-31$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 loans2021-12-31$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 securities2021-12-31$0
2020 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,838,670
Expenses. Total of all expenses incurred2020-12-31$1,053,631
Benefits paid (including direct rollovers)2020-12-31$1,044,221
Total plan assets at end of year2020-12-31$14,846,001
Total plan assets at beginning of year2020-12-31$14,060,962
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$134,713
Other income received2020-12-31$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 loans2020-12-31$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 securities2020-12-31$0
2019 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,413,166
Expenses. Total of all expenses incurred2019-12-31$609,896
Benefits paid (including direct rollovers)2019-12-31$601,192
Total plan assets at end of year2019-12-31$14,060,962
Total plan assets at beginning of year2019-12-31$12,257,692
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$135,696
Other income received2019-12-31$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 loans2019-12-31$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 securities2019-12-31$0
2018 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-218,969
Expenses. Total of all expenses incurred2018-12-31$3,337,667
Benefits paid (including direct rollovers)2018-12-31$3,327,414
Total plan assets at end of year2018-12-31$12,257,692
Total plan assets at beginning of year2018-12-31$15,814,328
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$164,487
Other income received2018-12-31$-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 loans2018-12-31$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 securities2018-12-31$0
2017 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,377,152
Expenses. Total of all expenses incurred2017-12-31$408,859
Benefits paid (including direct rollovers)2017-12-31$401,495
Total plan assets at end of year2017-12-31$15,814,328
Total plan assets at beginning of year2017-12-31$13,846,035
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$206,877
Contributions received from other sources (not participants or employers)2017-12-31$157,877
Other income received2017-12-31$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 loans2017-12-31$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 securities2017-12-31$0
2016 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,369,647
Expenses. Total of all expenses incurred2016-12-31$1,024,036
Benefits paid (including direct rollovers)2016-12-31$1,016,756
Total plan assets at end of year2016-12-31$13,846,035
Total plan assets at beginning of year2016-12-31$13,500,424
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$300,637
Other income received2016-12-31$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 loans2016-12-31$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 securities2016-12-31$0
2015 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$562,576
Expenses. Total of all expenses incurred2015-12-31$254,405
Benefits paid (including direct rollovers)2015-12-31$245,052
Total plan assets at end of year2015-12-31$13,500,424
Total plan assets at beginning of year2015-12-31$13,192,253
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$365,178
Other income received2015-12-31$-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 loans2015-12-31$79,090
Assets. Value of assets in partnership/joint-venture interests2015-12-31$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 securities2015-12-31$0
2014 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,475,922
Expenses. Total of all expenses incurred2014-12-31$97,747
Benefits paid (including direct rollovers)2014-12-31$89,764
Total plan assets at end of year2014-12-31$13,192,253
Total plan assets at beginning of year2014-12-31$11,814,078
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$372,047
Contributions received from other sources (not participants or employers)2014-12-31$186,841
Other income received2014-12-31$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 loans2014-12-31$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 securities2014-12-31$0
2013 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,120,348
Expenses. Total of all expenses incurred2013-12-31$778,551
Benefits paid (including direct rollovers)2013-12-31$769,415
Total plan assets at end of year2013-12-31$11,814,078
Total plan assets at beginning of year2013-12-31$10,472,281
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$373,151
Other income received2013-12-31$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 loans2013-12-31$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 securities2013-12-31$0
2012 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,953,629
Expenses. Total of all expenses incurred2012-12-31$134,966
Benefits paid (including direct rollovers)2012-12-31$126,916
Total plan assets at end of year2012-12-31$10,472,281
Total plan assets at beginning of year2012-12-31$8,653,618
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$376,133
Contributions received from other sources (not participants or employers)2012-12-31$310,000
Other income received2012-12-31$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 loans2012-12-31$61,720
Total contributions received or receivable from employer(s)2012-12-31$294,011
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
2011 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$613,364
Expenses. Total of all expenses incurred2011-12-31$145,691
Benefits paid (including direct rollovers)2011-12-31$139,003
Total plan assets at end of year2011-12-31$8,653,618
Total plan assets at beginning of year2011-12-31$8,185,945
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$351,219
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,438,543
Expenses. Total of all expenses incurred2010-12-31$129,357
Benefits paid (including direct rollovers)2010-12-31$124,780
Total plan assets at end of year2010-12-31$8,185,945
Total plan assets at beginning of year2010-12-31$6,876,759
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$358,624
Contributions received from other sources (not participants or employers)2010-12-31$1,391
Other income received2010-12-31$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 loans2010-12-31$66,559
Total contributions received or receivable from employer(s)2010-12-31$276,217
Value of certain deemed distributions of participant loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN

2022: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEDICAL & SURGICAL ASSOCIATES OF CORSICANA 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040184
Policy instance 1
Insurance contract or identification number040184
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number040184
Policy instance 1
Insurance contract or identification number040184
Number of Individuals Covered27
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees8740
Additional information about fees paid to insurance brokerSERVICES 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 number040184
Policy instance 1
Insurance contract or identification number040184
Number of Individuals Covered37
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees6195
Additional information about fees paid to insurance brokerSERVICES 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 number040184
Policy instance 1
Insurance contract or identification number040184
Number of Individuals Covered37
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees7527
Additional information about fees paid to insurance brokerSERVICES 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 number040184
Policy instance 1
Insurance contract or identification number040184
Number of Individuals Covered41
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees7523
Additional information about fees paid to insurance brokerSERVICES 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 number040184
Policy instance 1
Insurance contract or identification number040184
Number of Individuals Covered43
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees8033
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40184
Policy instance 1
Insurance contract or identification number40184
Number of Individuals Covered51
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees9316
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40184
Policy instance 1
Insurance contract or identification number40184
Number of Individuals Covered69
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees8546
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40184
Policy instance 1
Insurance contract or identification number40184
Number of Individuals Covered70
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees8879
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40184
Policy instance 1
Insurance contract or identification number40184
Number of Individuals Covered69
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees8324
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40184
Policy instance 1
Insurance contract or identification number40184
Number of Individuals Covered69
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number40184
Policy instance 1
Insurance contract or identification number40184
Number of Individuals Covered60
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 fees6726
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC

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