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GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 401k Plan overview

Plan NameGLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT
Plan identification number 002

GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GLENDALE FAMILY CLINIC, PC has sponsored the creation of one or more 401k plans.

Company Name:GLENDALE FAMILY CLINIC, PC
Employer identification number (EIN):860443322
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01RUSSELL J. SNOW, EA, CPC, MSPA
0022013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022012-01-01RUSSELL J. SNOW, EA, CPC, MSPA
0022011-01-01RUSSELL J. SNOW, EA, CPC, MSPA

Plan Statistics for GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT

401k plan membership statisitcs for GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2017: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2017 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-625
Expenses. Total of all expenses incurred2017-12-31$190
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$776,534
Total plan assets at beginning of year2017-12-31$777,349
Value of fidelity bond covering the plan2017-12-31$205,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-16,745
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-815
Net plan assets at end of year (total assets less liabilities)2017-12-31$776,534
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$777,349
Total contributions received or receivable from employer(s)2017-12-31$16,120
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$1,337
Total income from all sources2016-12-31$-20,763
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$777,349
Total plan assets at beginning of year2016-12-31$799,449
Value of fidelity bond covering the plan2016-12-31$205,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-37,033
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-20,763
Net plan assets at end of year (total assets less liabilities)2016-12-31$777,349
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$798,112
Total contributions received or receivable from employer(s)2016-12-31$16,270
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,337
Total plan liabilities at beginning of year2015-12-31$1,337
Total income from all sources2015-12-31$71,580
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$799,449
Total plan assets at beginning of year2015-12-31$727,869
Value of fidelity bond covering the plan2015-12-31$205,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$42,317
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$71,580
Net plan assets at end of year (total assets less liabilities)2015-12-31$798,112
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$726,532
Total contributions received or receivable from employer(s)2015-12-31$29,263
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,337
Total plan liabilities at beginning of year2014-12-31$1,337
Total income from all sources2014-12-31$53,074
Expenses. Total of all expenses incurred2014-12-31$4,307
Benefits paid (including direct rollovers)2014-12-31$4,307
Total plan assets at end of year2014-12-31$727,869
Total plan assets at beginning of year2014-12-31$679,102
Value of fidelity bond covering the plan2014-12-31$205,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$38,140
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$48,767
Net plan assets at end of year (total assets less liabilities)2014-12-31$726,532
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$677,765
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$14,934
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,337
Total plan liabilities at beginning of year2013-12-31$1,337
Total income from all sources2013-12-31$71,416
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$679,102
Total plan assets at beginning of year2013-12-31$607,686
Value of fidelity bond covering the plan2013-12-31$180,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$47,552
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$71,416
Net plan assets at end of year (total assets less liabilities)2013-12-31$677,765
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$606,349
Assets. Value of assets in partnership/joint-venture interests2013-12-31$202,850
Total contributions received or receivable from employer(s)2013-12-31$23,864
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,337
Total plan liabilities at beginning of year2012-12-31$1,337
Total income from all sources2012-12-31$81,791
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$607,686
Total plan assets at beginning of year2012-12-31$525,895
Value of fidelity bond covering the plan2012-12-31$180,000
Other income received2012-12-31$58,809
Net income (gross income less expenses)2012-12-31$81,791
Net plan assets at end of year (total assets less liabilities)2012-12-31$606,349
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$524,558
Assets. Value of assets in partnership/joint-venture interests2012-12-31$202,850
Total contributions received or receivable from employer(s)2012-12-31$22,982
2011 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,337
Total plan liabilities at beginning of year2011-12-31$1,337
Total income from all sources2011-12-31$83,663
Expenses. Total of all expenses incurred2011-12-31$981
Total plan assets at end of year2011-12-31$525,895
Total plan assets at beginning of year2011-12-31$443,213
Value of fidelity bond covering the plan2011-12-31$180,000
Other income received2011-12-31$60,602
Net income (gross income less expenses)2011-12-31$82,682
Net plan assets at end of year (total assets less liabilities)2011-12-31$524,558
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$441,876
Assets. Value of assets in partnership/joint-venture interests2011-12-31$178,850
Total contributions received or receivable from employer(s)2011-12-31$23,061
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$981
2010 : GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,337
Total plan liabilities at beginning of year2010-12-31$1,337
Total income from all sources2010-12-31$-16,798
Expenses. Total of all expenses incurred2010-12-31$19,327
Benefits paid (including direct rollovers)2010-12-31$18,435
Total plan assets at end of year2010-12-31$443,213
Total plan assets at beginning of year2010-12-31$479,338
Value of fidelity bond covering the plan2010-12-31$65,000
Other income received2010-12-31$-38,854
Net income (gross income less expenses)2010-12-31$-36,125
Net plan assets at end of year (total assets less liabilities)2010-12-31$441,876
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$478,001
Total contributions received or receivable from employer(s)2010-12-31$22,056
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT

2017: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GLENDALE FAMILY CLINIC, PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-5995518
Policy instance 1
Insurance contract or identification number01-5995518
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-5995518
Policy instance 1
Insurance contract or identification number01-5995518
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-5995518
Policy instance 1
Insurance contract or identification number01-5995518
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-5995518
Policy instance 1
Insurance contract or identification number01-5995518
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-5995518
Policy instance 1
Insurance contract or identification number01-5995518
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-5995518
Policy instance 1
Insurance contract or identification number01-5995518
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-5995518
Policy instance 1
Insurance contract or identification number01-5995518
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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