VAIL VALLEY EMERGENCY PHYSICIANS,PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN
401k plan membership statisitcs for VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 13 |
| Total participants | 2022-01-01 | 13 |
| Number of participants with account balances | 2022-01-01 | 12 |
| 2021: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
| Total of all active and inactive participants | 2021-01-01 | 13 |
| Total participants | 2021-01-01 | 13 |
| Number of participants with account balances | 2021-01-01 | 13 |
| 2020: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 11 |
| 2019: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
| Total of all active and inactive participants | 2019-01-01 | 13 |
| Total participants | 2019-01-01 | 13 |
| Number of participants with account balances | 2019-01-01 | 0 |
| 2018: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 17 |
| Total participants | 2018-01-01 | 17 |
| 2017: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 17 |
| Total participants | 2017-01-01 | 17 |
| 2016: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 18 |
| Total participants | 2016-01-01 | 18 |
| Number of participants with account balances | 2016-01-01 | 18 |
| 2015: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 15 |
| Total participants | 2015-01-01 | 15 |
| Number of participants with account balances | 2015-01-01 | 15 |
| 2014: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 18 |
| 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 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 18 |
| Total participants | 2014-01-01 | 18 |
| Number of participants with account balances | 2014-01-01 | 18 |
| 2013: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Total participants | 2013-01-01 | 18 |
| Number of participants with account balances | 2013-01-01 | 18 |
| 2012: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
| Total of all active and inactive participants | 2012-01-01 | 16 |
| Total participants | 2012-01-01 | 16 |
| Number of participants with account balances | 2012-01-01 | 16 |
| 2011: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
| Total of all active and inactive participants | 2011-01-01 | 16 |
| Total participants | 2011-01-01 | 16 |
| Number of participants with account balances | 2011-01-01 | 16 |
| 2010: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
| Total of all active and inactive participants | 2010-01-01 | 17 |
| Total participants | 2010-01-01 | 17 |
| Number of participants with account balances | 2010-01-01 | 18 |
| 2009: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
| Total of all active and inactive participants | 2009-01-01 | 16 |
| Total participants | 2009-01-01 | 16 |
| Number of participants with account balances | 2009-01-01 | 16 |
| Measure | Date | Value |
|---|
| 2022 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $849,718 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $5,762,557 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,241,546 |
| Total plan assets at end of year | 2022-12-31 | $10,502,674 |
| Total plan assets at beginning of year | 2022-12-31 | $15,415,513 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $291,500 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,425,051 |
| Other income received | 2022-12-31 | $258,557 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,912,839 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,502,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,415,513 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $299,661 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $95,960 |
| 2021 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $2,709,071 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $110,402 |
| Total plan assets at end of year | 2021-12-31 | $15,415,513 |
| Total plan assets at beginning of year | 2021-12-31 | $12,816,844 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $299,917 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $122,934 |
| Other income received | 2021-12-31 | $1,969,629 |
| Net income (gross income less expenses) | 2021-12-31 | $2,598,669 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $15,415,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,816,844 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $316,591 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $110,402 |
| 2020 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,016,299 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,377,813 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,284,848 |
| Total plan assets at end of year | 2020-12-31 | $12,816,844 |
| Total plan assets at beginning of year | 2020-12-31 | $13,178,358 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $260,000 |
| Other income received | 2020-12-31 | $1,378,888 |
| Net income (gross income less expenses) | 2020-12-31 | $-361,514 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $12,816,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,178,358 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $377,411 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $92,965 |
| 2019 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,968,469 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,675,426 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,588,421 |
| Total plan assets at end of year | 2019-12-31 | $13,178,358 |
| Total plan assets at beginning of year | 2019-12-31 | $12,885,315 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $280,749 |
| Other income received | 2019-12-31 | $2,403,869 |
| Net income (gross income less expenses) | 2019-12-31 | $293,043 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $13,178,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,885,315 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $283,851 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $87,005 |
| 2018 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-116,791 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $91,682 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,835 |
| Total plan assets at end of year | 2018-12-31 | $12,885,315 |
| Total plan assets at beginning of year | 2018-12-31 | $13,093,788 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $331,500 |
| Other income received | 2018-12-31 | $-894,916 |
| Net income (gross income less expenses) | 2018-12-31 | $-208,473 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,885,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,093,788 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $446,625 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $89,847 |
| 2017 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,315,453 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,173,772 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,088,652 |
| Total plan assets at end of year | 2017-12-31 | $13,093,788 |
| Total plan assets at beginning of year | 2017-12-31 | $11,952,107 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $970,521 |
| Other income received | 2017-12-31 | $1,921,516 |
| Net income (gross income less expenses) | 2017-12-31 | $1,141,681 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $13,093,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,952,107 |
| Assets. Value of participant loans | 2017-12-31 | $8,234 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $423,416 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $85,120 |
| 2016 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,578,058 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $76,329 |
| Total plan assets at end of year | 2016-12-31 | $11,952,107 |
| Total plan assets at beginning of year | 2016-12-31 | $10,450,378 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $394,982 |
| Other income received | 2016-12-31 | $704,119 |
| Net income (gross income less expenses) | 2016-12-31 | $1,501,729 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,952,107 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,450,378 |
| Assets. Value of participant loans | 2016-12-31 | $18,814 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $478,957 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $76,329 |
| 2015 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $799,965 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $3,548,012 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $3,470,610 |
| Total plan assets at end of year | 2015-12-31 | $10,450,378 |
| Total plan assets at beginning of year | 2015-12-31 | $13,198,425 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $332,090 |
| Other income received | 2015-12-31 | $14,758 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,748,047 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,450,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,198,425 |
| Assets. Value of participant loans | 2015-12-31 | $28,956 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $453,117 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $77,402 |
| 2014 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,408,124 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $84,533 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $4,501 |
| Total plan assets at end of year | 2014-12-31 | $13,198,425 |
| Total plan assets at beginning of year | 2014-12-31 | $11,874,834 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $355,087 |
| Other income received | 2014-12-31 | $570,073 |
| Net income (gross income less expenses) | 2014-12-31 | $1,323,591 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,198,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,874,834 |
| Assets. Value of participant loans | 2014-12-31 | $38,678 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $92,031 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $482,964 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $80,032 |
| 2013 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $100,631 |
| Total income from all sources | 2013-12-31 | $1,964,342 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $65,564 |
| Total plan assets at end of year | 2013-12-31 | $11,874,834 |
| Total plan assets at beginning of year | 2013-12-31 | $9,875,425 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $333,935 |
| Other income received | 2013-12-31 | $1,177,155 |
| Net income (gross income less expenses) | 2013-12-31 | $1,898,778 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,874,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,875,425 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $62,050 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $453,252 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $65,564 |
| 2012 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $1,078 |
| Total income from all sources | 2012-12-31 | $1,592,051 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $61,006 |
| Total plan assets at end of year | 2012-12-31 | $9,875,425 |
| Total plan assets at beginning of year | 2012-12-31 | $8,343,302 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $298,039 |
| Other income received | 2012-12-31 | $846,471 |
| Net income (gross income less expenses) | 2012-12-31 | $1,531,045 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,875,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,343,302 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $96,604 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $447,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $61,006 |
| 2011 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $537,348 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $79,206 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $24,964 |
| Total plan assets at end of year | 2011-12-31 | $8,343,302 |
| Total plan assets at beginning of year | 2011-12-31 | $7,885,160 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $286,804 |
| Other income received | 2011-12-31 | $-195,487 |
| Net income (gross income less expenses) | 2011-12-31 | $458,142 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,343,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,885,160 |
| Assets. Value of participant loans | 2011-12-31 | $12,028 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $96,608 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $446,031 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $54,242 |
| 2010 : VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,600,119 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $254,326 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $211,945 |
| Total plan assets at end of year | 2010-12-31 | $7,885,160 |
| Total plan assets at beginning of year | 2010-12-31 | $6,539,367 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $284,810 |
| Other income received | 2010-12-31 | $867,098 |
| Net income (gross income less expenses) | 2010-12-31 | $1,345,793 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,885,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,539,367 |
| Assets. Value of participant loans | 2010-12-31 | $23,058 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $96,613 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $448,211 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $42,381 |
| 2022: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 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: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 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: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 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: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2012: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: VAIL VALLEY EMERGENCY PHYSICIANS,PC PROFIT-SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | 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 |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 4 |
| Insurance contract or identification number | E0790098 | | Insurance policy start date | 2018-05-28 | | Insurance policy end date | 2019-11-19 | | Total amount of commissions paid to insurance broker | USD $1,399 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,399 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 3 |
| Insurance contract or identification number | E0641545 | | Insurance policy start date | 2018-05-28 | | Insurance policy end date | 2019-11-19 | | Total amount of commissions paid to insurance broker | USD $1,105 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,105 | | Insurance broker organization code? | 3 |
|
| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | MA00089544 |
| Policy instance | 2 |
| Insurance contract or identification number | MA00089544 | | Insurance policy start date | 2018-12-12 | | Insurance policy end date | 2019-06-01 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 1035575 |
| Policy instance | 1 |
| Insurance contract or identification number | 1035575 | | Insurance policy start date | 2018-12-13 | | Insurance policy end date | 2019-06-06 | | 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 |
|
| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | MA00089544 |
| Policy instance | 2 |
| Insurance contract or identification number | MA00089544 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-12-12 | | Insurance policy end date | 2017-12-11 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BRENT MATTHEW |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 1035575 |
| Policy instance | 1 |
| Insurance contract or identification number | 1035575 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-12-13 | | Insurance policy end date | 2017-12-13 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BRENT MATTHEW |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 4 |
| Insurance contract or identification number | E0790098 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-05-28 | | Insurance policy end date | 2017-05-27 | | Total amount of commissions paid to insurance broker | USD $1,864 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,864 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 3 |
| Insurance contract or identification number | E0641545 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-05-28 | | Insurance policy end date | 2017-05-27 | | Total amount of commissions paid to insurance broker | USD $1,220 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,220 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 2 |
| Insurance contract or identification number | E0790098 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-05-28 | | Insurance policy end date | 2015-05-27 | | Total amount of commissions paid to insurance broker | USD $1,825 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,825 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | MA00089544 |
| Policy instance | 4 |
| Insurance contract or identification number | MA00089544 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-12-12 | | Insurance policy end date | 2015-12-11 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BRENT MATTHEW |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 1 |
| Insurance contract or identification number | E0641545 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-05-28 | | Insurance policy end date | 2015-05-27 | | Total amount of commissions paid to insurance broker | USD $1,183 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,183 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 1035575 |
| Policy instance | 3 |
| Insurance contract or identification number | 1035575 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-12-13 | | Insurance policy end date | 2015-12-13 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BRENT MATTHEW |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 1 |
| Insurance contract or identification number | E0641545 | | Insurance policy start date | 2013-05-28 | | Insurance policy end date | 2014-05-27 | | Total amount of commissions paid to insurance broker | USD $1,012 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,012 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | MA00089544 |
| Policy instance | 4 |
| Insurance contract or identification number | MA00089544 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-12-13 | | Insurance policy end date | 2014-12-13 | | Total amount of commissions paid to insurance broker | USD $13,710 | | Total amount of fees paid to insurance company | USD $0 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,385 | | Insurance broker organization code? | 3 | | Insurance broker name | ADVISORS EXCEL LLC |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 2 |
| Insurance contract or identification number | E0790098 | | Insurance policy start date | 2013-05-28 | | Insurance policy end date | 2014-05-27 | | Total amount of commissions paid to insurance broker | USD $1,632 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,632 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) |
| Policy contract number | 1035575 |
| Policy instance | 3 |
| Insurance contract or identification number | 1035575 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-12-13 | | Insurance policy end date | 2014-12-12 | | Total amount of commissions paid to insurance broker | USD $29,139 | | Total amount of fees paid to insurance company | USD $0 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,318 | | Insurance broker organization code? | 3 | | Insurance broker name | ADVISORS EXCEL LLC |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 2 |
| Insurance contract or identification number | E0641545 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-05-28 | | Insurance policy end date | 2013-05-27 | | Total amount of commissions paid to insurance broker | USD $861 | | Total amount of fees paid to insurance company | USD $1 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $861 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 42057 |
| Policy instance | 1 |
| Insurance contract or identification number | 42057 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 3 |
| Insurance contract or identification number | E0790098 | | Insurance policy start date | 2012-05-28 | | Insurance policy end date | 2013-05-27 | | Total amount of commissions paid to insurance broker | USD $1,458 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,458 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 3 |
| Insurance contract or identification number | E0790098 | | Insurance policy start date | 2011-05-28 | | Insurance policy end date | 2012-05-27 | | Total amount of commissions paid to insurance broker | USD $1,456 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,456 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 2 |
| Insurance contract or identification number | E0641545 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-05-28 | | Insurance policy end date | 2012-05-27 | | Total amount of commissions paid to insurance broker | USD $843 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $843 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 42057 |
| Policy instance | 1 |
| Insurance contract or identification number | 42057 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 42057 |
| Policy instance | 1 |
| Insurance contract or identification number | 42057 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 2 |
| Insurance contract or identification number | E0641545 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-05-28 | | Insurance policy end date | 2011-05-27 | | Total amount of commissions paid to insurance broker | USD $757 | | Total amount of fees paid to insurance company | USD $166 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 3 |
| Insurance contract or identification number | E0790098 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-05-28 | | Insurance policy end date | 2011-05-27 | | Total amount of commissions paid to insurance broker | USD $1,715 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0790098 |
| Policy instance | 3 |
| Insurance contract or identification number | E0790098 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-05-28 | | Insurance policy end date | 2010-05-27 | | Total amount of commissions paid to insurance broker | USD $3,880 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,880 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0641545 |
| Policy instance | 2 |
| Insurance contract or identification number | E0641545 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-05-28 | | Insurance policy end date | 2010-05-27 | | Total amount of commissions paid to insurance broker | USD $626 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $626 | | Insurance broker organization code? | 3 | | Insurance broker name | CAIN B KOBERT |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 42057 |
| Policy instance | 1 |
| Insurance contract or identification number | 42057 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-08-01 | | Insurance policy end date | 2010-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
