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FISHER HOLDINGS INC 401K PLAN 401k Plan overview

Plan NameFISHER HOLDINGS INC 401K PLAN
Plan identification number 001

FISHER HOLDINGS INC 401K 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FISHER HOLDINGS INC has sponsored the creation of one or more 401k plans.

Company Name:FISHER HOLDINGS INC
Employer identification number (EIN):822723558
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FISHER HOLDINGS INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for FISHER HOLDINGS INC 401K PLAN

401k plan membership statisitcs for FISHER HOLDINGS INC 401K PLAN

Measure Date Value
2022: FISHER HOLDINGS INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01494
Total number of active participants reported on line 7a of the Form 55002022-01-01401
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01145
Total of all active and inactive participants2022-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01551
Number of participants with account balances2022-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: FISHER HOLDINGS INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01459
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01494
Number of participants with account balances2021-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: FISHER HOLDINGS INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01241
Total number of active participants reported on line 7a of the Form 55002020-01-01218
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01282
Total participants2020-01-01282
Number of participants with account balances2020-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FISHER HOLDINGS INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01241
Total number of active participants reported on line 7a of the Form 55002019-01-01218
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01282
Total participants2019-01-01282
Number of participants with account balances2019-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FISHER HOLDINGS INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01241
Total participants2018-01-01241
Number of participants with account balances2018-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on FISHER HOLDINGS INC 401K PLAN

Measure Date Value
2022 : FISHER HOLDINGS INC 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$21,224
Total of all expenses incurred2022-12-31$811,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$728,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,454,069
Value of total assets at end of year2022-12-31$9,814,226
Value of total assets at beginning of year2022-12-31$10,604,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,536
Total interest from all sources2022-12-31$14,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,159,238
Participant contributions at end of year2022-12-31$266,259
Participant contributions at beginning of year2022-12-31$259,207
Participant contributions at end of year2022-12-31$20,728
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,734
Administrative expenses (other) incurred2022-12-31$83,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-790,494
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,814,226
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,604,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$130,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$116,801
Value of interest in pooled separate accounts at end of year2022-12-31$9,391,714
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,228,712
Interest on participant loans2022-12-31$14,314
Net investment gain/loss from pooled separate accounts2022-12-31$-1,447,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$288,097
Employer contributions (assets) at end of year2022-12-31$5,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$728,182
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31METZ & ASSOCIATES PLLC
Accountancy firm EIN2022-12-31464558541
2021 : FISHER HOLDINGS INC 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,142,418
Total of all expenses incurred2021-12-31$447,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$362,211
Value of total corrective distributions2021-12-31$4,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,076,755
Value of total assets at end of year2021-12-31$10,604,720
Value of total assets at beginning of year2021-12-31$8,909,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,933
Total interest from all sources2021-12-31$14,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$942,744
Participant contributions at end of year2021-12-31$259,207
Participant contributions at beginning of year2021-12-31$238,470
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,695,198
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,604,720
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,909,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$80,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$116,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,649
Value of interest in pooled separate accounts at end of year2021-12-31$10,228,712
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,572,403
Interest on participant loans2021-12-31$14,845
Net investment gain/loss from pooled separate accounts2021-12-31$1,050,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$110,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$362,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31METZ & ASSOCIATES PLLC
Accountancy firm EIN2021-12-31464558541
2020 : FISHER HOLDINGS INC 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,753,528
Total of all expenses incurred2020-12-31$192,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$129,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$824,787
Value of total assets at end of year2020-12-31$8,909,522
Value of total assets at beginning of year2020-12-31$7,348,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,694
Total interest from all sources2020-12-31$14,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$766,634
Participant contributions at end of year2020-12-31$238,470
Participant contributions at beginning of year2020-12-31$271,134
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$12,704
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,561,213
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,909,522
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,348,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$62,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$98,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,496
Value of interest in pooled separate accounts at end of year2020-12-31$8,572,403
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,994,975
Interest on participant loans2020-12-31$14,987
Net investment gain/loss from pooled separate accounts2020-12-31$913,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$129,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31METZ & ASSOCIATES PLLC
Accountancy firm EIN2020-12-31464558541
2019 : FISHER HOLDINGS INC 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,820,348
Total of all expenses incurred2019-12-31$630,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$561,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$714,791
Value of total assets at end of year2019-12-31$7,348,309
Value of total assets at beginning of year2019-12-31$6,158,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,271
Total interest from all sources2019-12-31$16,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$714,791
Participant contributions at end of year2019-12-31$271,134
Participant contributions at beginning of year2019-12-31$310,427
Participant contributions at end of year2019-12-31$12,704
Participant contributions at beginning of year2019-12-31$13,898
Total non interest bearing cash at beginning of year2019-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,189,543
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,348,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,158,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,767,616
Value of interest in pooled separate accounts at end of year2019-12-31$6,994,975
Value of interest in pooled separate accounts at beginning of year2019-12-31$66,765
Interest on participant loans2019-12-31$16,557
Interest earned on other investments2019-12-31$329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,990
Net investment gain/loss from pooled separate accounts2019-12-31$1,086,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$561,534
Contract administrator fees2019-12-31$69,271
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31METZ & ASSOCIATES PLLC
Accountancy firm EIN2019-12-31464558541
2018 : FISHER HOLDINGS INC 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$328,536
Total of all expenses incurred2018-12-31$261,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$145,472
Value of total corrective distributions2018-12-31$56,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$744,100
Value of total assets at end of year2018-12-31$6,158,766
Value of total assets at beginning of year2018-12-31$6,091,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,817
Total interest from all sources2018-12-31$11,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$709,961
Participant contributions at end of year2018-12-31$310,427
Participant contributions at beginning of year2018-12-31$241,206
Participant contributions at end of year2018-12-31$13,898
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,139
Total non interest bearing cash at end of year2018-12-31$60
Total non interest bearing cash at beginning of year2018-12-31$1,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$67,328
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,158,766
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,091,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,767,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,846,430
Value of interest in pooled separate accounts at end of year2018-12-31$66,765
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,663
Interest on participant loans2018-12-31$12,237
Interest earned on other investments2018-12-31$-918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-427,007
Net investment gain/loss from pooled separate accounts2018-12-31$124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$145,472
Contract administrator fees2018-12-31$58,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31METZ & ASSOCIATES PLLC
Accountancy firm EIN2018-12-31464558541

Form 5500 Responses for FISHER HOLDINGS INC 401K PLAN

2022: FISHER HOLDINGS INC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: FISHER HOLDINGS INC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FISHER HOLDINGS INC 401K 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 - TrustYes
2019: FISHER HOLDINGS INC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FISHER HOLDINGS INC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932475004
Policy instance 1
Insurance contract or identification number932475004
Number of Individuals Covered390
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 $9,417
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9417
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932475004
Policy instance 1
Insurance contract or identification number932475004
Number of Individuals Covered297
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 $9,579
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9579
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932475004
Policy instance 1
Insurance contract or identification number932475004
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 $7,371
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4036
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932475004
Policy instance 1
Insurance contract or identification number932475004
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $6,387
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
Amount paid for insurance broker fees6387
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932475004
Policy instance 1
Insurance contract or identification number932475004
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $4,488
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
Amount paid for insurance broker fees4488
Insurance broker organization code?5

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