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EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameEDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

EDMUNDO YRIGOYEN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:EDMUNDO YRIGOYEN, M.D., P.A.
Employer identification number (EIN):760252348
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about EDMUNDO YRIGOYEN, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-07-02
Company Identification Number: 0081107703
Legal Registered Office Address: 427 W 20TH ST STE 708

HOUSTON
United States of America (USA)
77008

More information about EDMUNDO YRIGOYEN, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01EDMUNDO YRIGOYEN, MD2021-06-24 EDMUNDO YRIGOYEN, MD2021-06-24
0012019-01-01EDMUNDO YRIGOYEN, MD2020-06-22 EDMUNDO YRIGOYEN, MD2020-06-22
0012018-01-01EDMUNDO YRIGOYEN, MD2019-10-08 EDMUNDO YRIGOYEN, MD2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01EDMUNDO YRIGOYEN, MD2013-10-11 EDMUNDO YRIGOYEN, MD2013-10-11
0012011-01-01EDMUNDO YRIGOYEN, MD2012-09-19 EDMUNDO YRIGOYEN, MD2012-09-19
0012010-01-01EDMUNDO YRIGOYEN, MD2012-05-24 EDMUNDO YRIGOYEN, MD2012-05-24

Plan Statistics for EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2020: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2020 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-56,858
Expenses. Total of all expenses incurred2020-12-31$434,210
Benefits paid (including direct rollovers)2020-12-31$433,399
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$491,068
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-56,858
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-491,068
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$491,068
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$811
2019 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$84,576
Expenses. Total of all expenses incurred2019-12-31$274,831
Benefits paid (including direct rollovers)2019-12-31$269,941
Total plan assets at end of year2019-12-31$491,068
Total plan assets at beginning of year2019-12-31$681,323
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$84,576
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-190,255
Net plan assets at end of year (total assets less liabilities)2019-12-31$491,068
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$681,323
Assets. Value of participant loans2019-12-31$45,798
Assets. Value of assets in partnership/joint-venture interests2019-12-31$55,000
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,890
2018 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-40,014
Expenses. Total of all expenses incurred2018-12-31$4,989
Benefits paid (including direct rollovers)2018-12-31$2,485
Total plan assets at end of year2018-12-31$681,323
Total plan assets at beginning of year2018-12-31$726,326
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-40,014
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-45,003
Net plan assets at end of year (total assets less liabilities)2018-12-31$681,323
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$726,326
Assets. Value of assets in partnership/joint-venture interests2018-12-31$55,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,504
2017 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$83,685
Expenses. Total of all expenses incurred2017-12-31$43,311
Benefits paid (including direct rollovers)2017-12-31$33,102
Total plan assets at end of year2017-12-31$726,326
Total plan assets at beginning of year2017-12-31$685,952
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$83,685
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$40,374
Net plan assets at end of year (total assets less liabilities)2017-12-31$726,326
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$685,952
Assets. Value of assets in partnership/joint-venture interests2017-12-31$55,000
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$10,209
2016 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$73,895
Expenses. Total of all expenses incurred2016-12-31$4,527
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$685,952
Total plan assets at beginning of year2016-12-31$616,584
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$38,895
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$69,368
Net plan assets at end of year (total assets less liabilities)2016-12-31$685,952
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$616,584
Assets. Value of assets in partnership/joint-venture interests2016-12-31$55,000
Total contributions received or receivable from employer(s)2016-12-31$35,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,527
2015 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$54,847
Expenses. Total of all expenses incurred2015-12-31$1,747
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$616,584
Total plan assets at beginning of year2015-12-31$563,484
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$1,747
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,081
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$53,100
Net plan assets at end of year (total assets less liabilities)2015-12-31$616,584
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$563,484
Assets. Value of assets in partnership/joint-venture interests2015-12-31$55,000
Total contributions received or receivable from employer(s)2015-12-31$56,928
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$81,769
Expenses. Total of all expenses incurred2014-12-31$1,475
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$563,484
Total plan assets at beginning of year2014-12-31$483,190
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$1,475
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$30,128
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$80,294
Net plan assets at end of year (total assets less liabilities)2014-12-31$563,484
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$483,190
Assets. Value of assets in partnership/joint-venture interests2014-12-31$55,000
Total contributions received or receivable from employer(s)2014-12-31$51,641
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$86,291
Expenses. Total of all expenses incurred2013-12-31$2,501
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$483,190
Total plan assets at beginning of year2013-12-31$399,400
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$2,501
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$31,187
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$83,790
Net plan assets at end of year (total assets less liabilities)2013-12-31$483,190
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$399,400
Assets. Value of assets in partnership/joint-venture interests2013-12-31$55,000
Total contributions received or receivable from employer(s)2013-12-31$55,104
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for EDMUNDO YRIGOYEN, M.D., P.A. PROFIT SHARING PLAN

2020: EDMUNDO YRIGOYEN, M.D., P.A. 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 filingYes
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: EDMUNDO YRIGOYEN, M.D., P.A. 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: EDMUNDO YRIGOYEN, M.D., P.A. 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: EDMUNDO YRIGOYEN, M.D., P.A. 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: EDMUNDO YRIGOYEN, M.D., P.A. 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: EDMUNDO YRIGOYEN, M.D., P.A. 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: EDMUNDO YRIGOYEN, M.D., P.A. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDMUNDO YRIGOYEN, M.D., P.A. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012357903
Policy instance 2
Insurance contract or identification number1012357903
Number of Individuals Covered0
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number506506500064024
Policy instance 1
Insurance contract or identification number506506500064024
Number of Individuals Covered0
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012357903
Policy instance 2
Insurance contract or identification number1012357903
Number of Individuals Covered3
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number506506500064024
Policy instance 1
Insurance contract or identification number506506500064024
Number of Individuals Covered3
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number506506500064024
Policy instance 1
Insurance contract or identification number506506500064024
Number of Individuals Covered3
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012357903
Policy instance 2
Insurance contract or identification number1012357903
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,135
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,135
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012357903
Policy instance 2
Insurance contract or identification number1012357903
Number of Individuals Covered3
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number506506500064024
Policy instance 1
Insurance contract or identification number506506500064024
Number of Individuals Covered3
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012357903
Policy instance 2
Insurance contract or identification number1012357903
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,438
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,438
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL SECURITIES COR
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number506506500064024
Policy instance 1
Insurance contract or identification number506506500064024
Number of Individuals Covered4
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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