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TRICORD MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameTRICORD MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

TRICORD MANAGEMENT, LLC 401(K) 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
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

TRICORD MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:TRICORD MANAGEMENT, LLC
Employer identification number (EIN):770495477
NAIC Classification:561490

Additional information about TRICORD MANAGEMENT, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 199828110033

More information about TRICORD MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRICORD MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL GRIM2024-09-03 MICHAEL GRIM2024-09-03
0012022-01-01MICHAEL GRIM2023-10-04 MICHAEL GRIM2023-10-04
0012021-01-01MICHAEL GRIM2022-09-22 MICHAEL GRIM2022-09-22
0012021-01-01MICHAEL GRIM2022-10-18 MICHAEL GRIM2022-10-18
0012020-01-01MICHAEL GRIM2021-07-28 MICHAEL GRIM2021-07-28
0012019-01-01MICHAEL GRIM2020-07-29 MICHAEL GRIM2020-07-29
0012018-01-01
0012017-01-01
0012016-01-01MICHAEL GRIM
0012015-01-01MICHAEL GRIM
0012014-01-01MICHAEL GRIM
0012013-01-01MICHAEL GRIM MICHAEL GRIM2014-04-29
0012012-01-01LAWRENCE BELL
0012011-01-01LAWRENCE BELL2012-10-03
0012010-01-01LAWRENCE BELL2011-06-06

Financial Data on TRICORD MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2023 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$803,878
Expenses. Total of all expenses incurred2023-12-31$87,530
Benefits paid (including direct rollovers)2023-12-31$86,051
Total plan assets at end of year2023-12-31$3,968,098
Total plan assets at beginning of year2023-12-31$3,251,750
Value of fidelity bond covering the plan2023-12-31$1,600,000
Total contributions received or receivable from participants2023-12-31$98,147
Other income received2023-12-31$557,331
Net income (gross income less expenses)2023-12-31$716,348
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,968,098
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,251,750
Assets. Value of participant loans2023-12-31$70,194
Assets. Value of real-estate (other than employer real property)2023-12-31$900,000
Total contributions received or receivable from employer(s)2023-12-31$148,400
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,479
2022 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-467,213
Expenses. Total of all expenses incurred2022-12-31$1,620,923
Benefits paid (including direct rollovers)2022-12-31$1,618,625
Total plan assets at end of year2022-12-31$3,251,750
Total plan assets at beginning of year2022-12-31$5,339,886
Value of fidelity bond covering the plan2022-12-31$1,600,000
Total contributions received or receivable from participants2022-12-31$93,722
Other income received2022-12-31$-611,737
Net income (gross income less expenses)2022-12-31$-2,088,136
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,251,750
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,339,886
Assets. Value of participant loans2022-12-31$58,565
Assets. Value of real-estate (other than employer real property)2022-12-31$820,000
Total contributions received or receivable from employer(s)2022-12-31$50,802
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,298
2021 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$20,123
Total income from all sources2021-12-31$617,829
Expenses. Total of all expenses incurred2021-12-31$310,393
Benefits paid (including direct rollovers)2021-12-31$308,776
Total plan assets at end of year2021-12-31$5,339,886
Total plan assets at beginning of year2021-12-31$5,052,573
Value of fidelity bond covering the plan2021-12-31$1,600,000
Total contributions received or receivable from participants2021-12-31$42,910
Other income received2021-12-31$551,131
Net income (gross income less expenses)2021-12-31$307,436
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,339,886
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,032,450
Assets. Value of participant loans2021-12-31$108,472
Assets. Value of real-estate (other than employer real property)2021-12-31$840,000
Total contributions received or receivable from employer(s)2021-12-31$23,788
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,617
2020 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$20,123
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$653,921
Expenses. Total of all expenses incurred2020-12-31$178,448
Benefits paid (including direct rollovers)2020-12-31$176,433
Total plan assets at end of year2020-12-31$5,052,573
Total plan assets at beginning of year2020-12-31$4,556,977
Value of fidelity bond covering the plan2020-12-31$1,600,000
Total contributions received or receivable from participants2020-12-31$55,533
Other income received2020-12-31$561,893
Net income (gross income less expenses)2020-12-31$475,473
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,032,450
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,556,977
Assets. Value of participant loans2020-12-31$122,810
Assets. Value of real-estate (other than employer real property)2020-12-31$1,380,000
Total contributions received or receivable from employer(s)2020-12-31$36,495
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,015
2019 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
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$720,440
Expenses. Total of all expenses incurred2019-12-31$23,504
Benefits paid (including direct rollovers)2019-12-31$21,713
Total plan assets at end of year2019-12-31$4,556,977
Total plan assets at beginning of year2019-12-31$3,860,041
Value of fidelity bond covering the plan2019-12-31$1,500,000
Total contributions received or receivable from participants2019-12-31$146,852
Other income received2019-12-31$480,393
Net income (gross income less expenses)2019-12-31$696,936
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,556,977
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,860,041
Assets. Value of participant loans2019-12-31$78,399
Assets. Value of real-estate (other than employer real property)2019-12-31$1,240,000
Total contributions received or receivable from employer(s)2019-12-31$93,195
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,791
2018 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2018 401k financial data
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$356,073
Expenses. Total of all expenses incurred2018-12-31$332,081
Benefits paid (including direct rollovers)2018-12-31$329,804
Total plan assets at end of year2018-12-31$3,860,041
Total plan assets at beginning of year2018-12-31$3,836,049
Value of fidelity bond covering the plan2018-12-31$1,500,000
Total contributions received or receivable from participants2018-12-31$137,805
Other income received2018-12-31$31,542
Net income (gross income less expenses)2018-12-31$23,992
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,860,041
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,836,049
Assets. Value of participant loans2018-12-31$81,855
Assets. Value of real-estate (other than employer real property)2018-12-31$1,295,000
Total contributions received or receivable from employer(s)2018-12-31$186,726
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,277
2017 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2017 401k financial data
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$720,829
Expenses. Total of all expenses incurred2017-12-31$1,178
Total plan assets at end of year2017-12-31$3,836,049
Total plan assets at beginning of year2017-12-31$3,116,398
Value of fidelity bond covering the plan2017-12-31$600,000
Total contributions received or receivable from participants2017-12-31$119,418
Other income received2017-12-31$433,056
Net income (gross income less expenses)2017-12-31$719,651
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,836,049
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,116,398
Assets. Value of participant loans2017-12-31$56,495
Assets. Value of real-estate (other than employer real property)2017-12-31$1,150,000
Total contributions received or receivable from employer(s)2017-12-31$168,355
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,178
2016 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2016 401k financial data
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$409,335
Expenses. Total of all expenses incurred2016-12-31$98,124
Benefits paid (including direct rollovers)2016-12-31$84,828
Total plan assets at end of year2016-12-31$3,116,398
Total plan assets at beginning of year2016-12-31$2,805,187
Value of fidelity bond covering the plan2016-12-31$570,000
Total contributions received or receivable from participants2016-12-31$91,132
Expenses. Other expenses not covered elsewhere2016-12-31$12,035
Other income received2016-12-31$179,212
Net income (gross income less expenses)2016-12-31$311,211
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,116,398
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,805,187
Assets. Value of participant loans2016-12-31$53,930
Assets. Value of real-estate (other than employer real property)2016-12-31$600,000
Total contributions received or receivable from employer(s)2016-12-31$138,991
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,261
2015 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2015 401k financial data
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$235,289
Expenses. Total of all expenses incurred2015-12-31$1,964
Benefits paid (including direct rollovers)2015-12-31$1,371
Total plan assets at end of year2015-12-31$2,805,187
Total plan assets at beginning of year2015-12-31$2,571,862
Value of fidelity bond covering the plan2015-12-31$570,000
Total contributions received or receivable from participants2015-12-31$85,375
Other income received2015-12-31$16,367
Net income (gross income less expenses)2015-12-31$233,325
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,805,187
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,571,862
Assets. Value of participant loans2015-12-31$56,972
Assets. Value of real-estate (other than employer real property)2015-12-31$565,000
Total contributions received or receivable from employer(s)2015-12-31$133,547
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$593
2014 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2014 401k financial data
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$313,347
Expenses. Total of all expenses incurred2014-12-31$44,535
Benefits paid (including direct rollovers)2014-12-31$39,216
Total plan assets at end of year2014-12-31$2,571,862
Total plan assets at beginning of year2014-12-31$2,303,050
Value of fidelity bond covering the plan2014-12-31$570,000
Total contributions received or receivable from participants2014-12-31$64,826
Expenses. Other expenses not covered elsewhere2014-12-31$2,689
Other income received2014-12-31$128,704
Net income (gross income less expenses)2014-12-31$268,812
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,571,862
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,303,050
Assets. Value of participant loans2014-12-31$14,277
Assets. Value of real-estate (other than employer real property)2014-12-31$550,000
Total contributions received or receivable from employer(s)2014-12-31$119,817
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,630
2013 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2013 401k financial data
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$513,346
Expenses. Total of all expenses incurred2013-12-31$107,199
Benefits paid (including direct rollovers)2013-12-31$75,100
Total plan assets at end of year2013-12-31$2,303,050
Total plan assets at beginning of year2013-12-31$1,896,903
Value of fidelity bond covering the plan2013-12-31$570,000
Total contributions received or receivable from participants2013-12-31$57,615
Expenses. Other expenses not covered elsewhere2013-12-31$26,432
Other income received2013-12-31$352,179
Net income (gross income less expenses)2013-12-31$406,147
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,303,050
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,896,903
Assets. Value of participant loans2013-12-31$24,631
Assets. Value of real-estate (other than employer real property)2013-12-31$500,000
Total contributions received or receivable from employer(s)2013-12-31$103,552
Value of certain deemed distributions of participant loans2013-12-31$3,200
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,467
2012 : TRICORD MANAGEMENT, LLC 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$343,262
Expenses. Total of all expenses incurred2012-12-31$3,850
Total plan assets at end of year2012-12-31$1,896,903
Total plan assets at beginning of year2012-12-31$1,557,491
Value of fidelity bond covering the plan2012-12-31$420,000
Total contributions received or receivable from participants2012-12-31$54,565
Expenses. Other expenses not covered elsewhere2012-12-31$2,660
Other income received2012-12-31$200,811
Net income (gross income less expenses)2012-12-31$339,412
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,896,903
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,557,491
Assets. Value of participant loans2012-12-31$28,164
Assets. Value of real-estate (other than employer real property)2012-12-31$420,000
Total contributions received or receivable from employer(s)2012-12-31$87,886
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,190

Form 5500 Responses for TRICORD MANAGEMENT, LLC 401(K) PLAN

2023: TRICORD MANAGEMENT, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRICORD MANAGEMENT, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: TRICORD MANAGEMENT, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: TRICORD MANAGEMENT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: TRICORD MANAGEMENT, LLC 401(K) 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: TRICORD MANAGEMENT, LLC 401(K) 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: TRICORD MANAGEMENT, LLC 401(K) 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: TRICORD MANAGEMENT, LLC 401(K) 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: TRICORD MANAGEMENT, LLC 401(K) 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: TRICORD MANAGEMENT, LLC 401(K) 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: TRICORD MANAGEMENT, LLC 401(K) 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: TRICORD MANAGEMENT, LLC 401(K) 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817885
Policy instance 1
Insurance contract or identification number817885
Number of Individuals Covered23
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817885
Policy instance 1
Insurance contract or identification number817885
Number of Individuals Covered22
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,049
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817885
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817885
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817885
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817885
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812438
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817885
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812438
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812438
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4842
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4842
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4842
Policy instance 1

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