FARMERS EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST
401k plan membership statisitcs for FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2018: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
| Total of all active and inactive participants | 2018-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 41 |
| Number of participants with account balances | 2018-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
| Total of all active and inactive participants | 2017-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 34 |
| Number of participants with account balances | 2017-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
| Total of all active and inactive participants | 2016-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 35 |
| Number of participants with account balances | 2016-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
| Total of all active and inactive participants | 2015-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 35 |
| Number of participants with account balances | 2015-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 21 |
| Total of all active and inactive participants | 2014-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 38 |
| Number of participants with account balances | 2014-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 21 |
| Total of all active and inactive participants | 2013-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 36 |
| Number of participants with account balances | 2013-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2009: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 18 |
| Total of all active and inactive participants | 2009-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 32 |
| Number of participants with account balances | 2009-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $199,053 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $7,079 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $35 |
| Total plan assets at end of year | 2018-12-31 | $1,725,048 |
| Total plan assets at beginning of year | 2018-12-31 | $1,533,074 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $165,101 |
| Other income received | 2018-12-31 | $-87,763 |
| Net income (gross income less expenses) | 2018-12-31 | $191,974 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,725,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,533,074 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $121,715 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,044 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $414,480 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $235,043 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $229,615 |
| Total plan assets at end of year | 2017-12-31 | $1,533,074 |
| Total plan assets at beginning of year | 2017-12-31 | $1,353,637 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $108,118 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $2,366 |
| Other income received | 2017-12-31 | $152,670 |
| Net income (gross income less expenses) | 2017-12-31 | $179,437 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,533,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,353,637 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $151,326 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,428 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $313,171 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $490,041 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $484,848 |
| Total plan assets at end of year | 2016-12-31 | $1,353,637 |
| Total plan assets at beginning of year | 2016-12-31 | $1,530,507 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $106,905 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,350 |
| Other income received | 2016-12-31 | $111,271 |
| Net income (gross income less expenses) | 2016-12-31 | $-176,870 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,353,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,530,507 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $91,645 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,193 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $220,977 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $741,870 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $724,833 |
| Total plan assets at end of year | 2015-12-31 | $1,530,507 |
| Total plan assets at beginning of year | 2015-12-31 | $2,051,400 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $105,028 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,779 |
| Other income received | 2015-12-31 | $19,767 |
| Net income (gross income less expenses) | 2015-12-31 | $-520,893 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,530,507 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,051,400 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $94,403 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $10,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,547 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $331,865 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $162,081 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $156,737 |
| Total plan assets at end of year | 2014-12-31 | $2,051,400 |
| Total plan assets at beginning of year | 2014-12-31 | $1,881,616 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $98,899 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $28,173 |
| Other income received | 2014-12-31 | $113,934 |
| Net income (gross income less expenses) | 2014-12-31 | $169,784 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,051,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,881,616 |
| Assets. Value of participant loans | 2014-12-31 | $21,054 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $90,859 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,344 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $488,918 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,802 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $630 |
| Total plan assets at end of year | 2013-12-31 | $1,881,616 |
| Total plan assets at beginning of year | 2013-12-31 | $1,397,500 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $102,151 |
| Other income received | 2013-12-31 | $298,567 |
| Net income (gross income less expenses) | 2013-12-31 | $484,116 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,881,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,397,500 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $88,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,172 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2010 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $250,190 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $128,861 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $128,861 |
| Total plan assets at end of year | 2010-12-31 | $1,025,804 |
| Total plan assets at beginning of year | 2010-12-31 | $904,475 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $72,840 |
| Other income received | 2010-12-31 | $108,329 |
| Net income (gross income less expenses) | 2010-12-31 | $121,329 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,025,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $904,475 |
| Assets. Value of participant loans | 2010-12-31 | $9,182 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $69,021 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2018: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 939585-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 939585-01 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $360 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $360 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SVCS |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 939585-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 939585-01 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $284 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $284 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SVCS |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 939585-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 939585-01 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $4,345 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,595 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SVC |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 939585-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 939585-01 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,030 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,030 | | Insurance broker organization code? | 3 | | Insurance broker name | TRUENORTH SECURITIES, INC |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 939585-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 939585-01 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,375 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,375 | | Insurance broker organization code? | 3 | | Insurance broker name | TRUENORTH SECURITIES, INC |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 939585-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 939585-01 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,215 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,215 | | Insurance broker organization code? | 3 | | Insurance broker name | TRUENORTH SECURITIES, INC |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 939585-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 939585-01 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,482 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,482 | | Insurance broker organization code? | 3 | | Insurance broker name | TRUENORTH SECURITIES, INC |
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