CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE BENEFIT PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN
401k plan membership statisitcs for CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 1 |
| 2021: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 1 |
| 2020: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 1 |
| 2019: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| 2018: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| 2017: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| 2016: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| 2015: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| 2014: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| 2013: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 0 |
| 2012: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 0 |
| 2011: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| 2010: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 1 |
| 2009: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2022 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,606 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,606 |
| Total plan assets at end of year | 2022-12-31 | $36,026 |
| Total plan assets at beginning of year | 2022-12-31 | $37,632 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,606 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $36,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,632 |
| 2021 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2021 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2021-12-31 | $9,636 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $9,636 |
| Total plan assets at end of year | 2021-12-31 | $37,632 |
| Total plan assets at beginning of year | 2021-12-31 | $47,268 |
| Net income (gross income less expenses) | 2021-12-31 | $-9,636 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $37,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $47,268 |
| 2020 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2020 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2020-12-31 | $9,636 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $9,636 |
| Total plan assets at end of year | 2020-12-31 | $47,268 |
| Total plan assets at beginning of year | 2020-12-31 | $56,904 |
| Net income (gross income less expenses) | 2020-12-31 | $-9,636 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $47,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $56,904 |
| 2019 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2019 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2019-12-31 | $9,636 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $9,636 |
| Total plan assets at end of year | 2019-12-31 | $56,904 |
| Total plan assets at beginning of year | 2019-12-31 | $66,540 |
| Net income (gross income less expenses) | 2019-12-31 | $-9,636 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $56,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $66,540 |
| 2018 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2018 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2018-12-31 | $9,636 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $9,636 |
| Total plan assets at end of year | 2018-12-31 | $66,540 |
| Total plan assets at beginning of year | 2018-12-31 | $76,176 |
| Net income (gross income less expenses) | 2018-12-31 | $-9,636 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $66,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $76,176 |
| 2017 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2017 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2017-12-31 | $9,636 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $9,636 |
| Total plan assets at end of year | 2017-12-31 | $76,176 |
| Total plan assets at beginning of year | 2017-12-31 | $85,812 |
| Net income (gross income less expenses) | 2017-12-31 | $-9,636 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $76,176 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $85,812 |
| 2016 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2016 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2016-12-31 | $9,636 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $9,636 |
| Total plan assets at end of year | 2016-12-31 | $85,812 |
| Total plan assets at beginning of year | 2016-12-31 | $95,448 |
| Net income (gross income less expenses) | 2016-12-31 | $-9,636 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $85,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $95,448 |
| 2015 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2015 401k financial data |
|---|
| Total plan assets at end of year | 2015-12-31 | $95,448 |
| Total plan assets at beginning of year | 2015-12-31 | $95,448 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $95,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $95,448 |
| 2014 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2014 401k financial data |
|---|
| Total plan assets at end of year | 2014-12-31 | $95,448 |
| Total plan assets at beginning of year | 2014-12-31 | $95,448 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $95,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $95,448 |
| 2013 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2013 401k financial data |
|---|
| Total plan assets at end of year | 2013-12-31 | $95,448 |
| Total plan assets at beginning of year | 2013-12-31 | $95,448 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $95,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $95,448 |
| 2012 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $295 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $82,701 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $82,006 |
| Total plan assets at end of year | 2012-12-31 | $95,448 |
| Total plan assets at beginning of year | 2012-12-31 | $177,854 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $695 |
| Other income received | 2012-12-31 | $295 |
| Net income (gross income less expenses) | 2012-12-31 | $-82,406 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $95,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $177,854 |
| 2011 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $335 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $713 |
| Total plan assets at end of year | 2011-12-31 | $177,854 |
| Total plan assets at beginning of year | 2011-12-31 | $178,232 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $713 |
| Other income received | 2011-12-31 | $335 |
| Net income (gross income less expenses) | 2011-12-31 | $-378 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $177,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $178,232 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| 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 | $7,123 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $545 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $178,232 |
| Total plan assets at beginning of year | 2010-12-31 | $171,654 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $545 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $7,123 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $6,578 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $178,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $171,654 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2022: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 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: CONSULTING & DEVELOPMENT ASSOCIATES, INC. WELFARE PLAN 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 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 1 |
| Insurance contract or identification number | VR03068423 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 2 |
| Insurance contract or identification number | 2706823 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 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? | No | | 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 | | Other welfare benefits provided | ANNUITY INVESTMENT | | 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? | Yes |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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? | Yes |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 30709923 |
| Policy instance | 3 |
| Insurance contract or identification number | 30709923 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 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? | No | | 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 | | Other welfare benefits provided | ANNUITY INVESTMENT | | 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? | Yes |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 30709923 |
| Policy instance | 3 |
| Insurance contract or identification number | 30709923 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR03068423 |
| Policy instance | 2 |
| Insurance contract or identification number | VR03068423 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Other welfare benefits provided | ANNUITY INVESTMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| AVIVA LIFE AND ANNUITY COMPANU (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 2706823 |
| Policy instance | 1 |
| Insurance contract or identification number | 2706823 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
