?>
Logo

GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameGARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

GARY A. FERRIS, DMD, LTD. has sponsored the creation of one or more 401k plans.

Company Name:GARY A. FERRIS, DMD, LTD.
Employer identification number (EIN):880157038
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01GARY A. FERRIS, DMD GARY A. FERRIS, DMD2014-07-24
0012012-01-01GARY A. FERRIS, DMD GARY A. FERRIS, DMD2013-05-17
0012011-01-01GARY A. FERRIS, DMD GARY A. FERRIS, DMD2012-05-02
0012010-01-01GARY A. FERRIS, DMD GARY A. FERRIS, DMD2011-05-04
0012009-01-01GARY A. FERRIS, DMD GARY A. FERRIS, DMD2010-07-15

Plan Statistics for GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$290,242
Expenses. Total of all expenses incurred2016-12-31$2,850,686
Benefits paid (including direct rollovers)2016-12-31$2,840,923
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$2,560,444
Value of fidelity bond covering the plan2016-12-31$250,000
Other income received2016-12-31$290,242
Net income (gross income less expenses)2016-12-31$-2,560,444
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,560,444
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,763
2015 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$161,802
Expenses. Total of all expenses incurred2015-12-31$40,268
Benefits paid (including direct rollovers)2015-12-31$25,790
Total plan assets at end of year2015-12-31$2,560,444
Total plan assets at beginning of year2015-12-31$2,438,910
Value of fidelity bond covering the plan2015-12-31$257,000
Total contributions received or receivable from participants2015-12-31$29,350
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$88,153
Net income (gross income less expenses)2015-12-31$121,534
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,560,444
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,438,910
Total contributions received or receivable from employer(s)2015-12-31$44,299
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,478
2014 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$274,288
Expenses. Total of all expenses incurred2014-12-31$13,509
Total plan assets at end of year2014-12-31$2,438,910
Total plan assets at beginning of year2014-12-31$2,178,131
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$29,225
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$195,796
Net income (gross income less expenses)2014-12-31$260,779
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,438,910
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,178,131
Assets. Value of participant loans2014-12-31$705
Total contributions received or receivable from employer(s)2014-12-31$49,267
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,509
2013 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$216,986
Expenses. Total of all expenses incurred2013-12-31$7,744
Total plan assets at end of year2013-12-31$2,178,131
Total plan assets at beginning of year2013-12-31$1,968,889
Value of fidelity bond covering the plan2013-12-31$218,000
Total contributions received or receivable from participants2013-12-31$26,900
Other income received2013-12-31$146,754
Net income (gross income less expenses)2013-12-31$209,242
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,178,131
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,968,889
Assets. Value of participant loans2013-12-31$6,182
Total contributions received or receivable from employer(s)2013-12-31$43,332
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,744
2012 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$131,464
Expenses. Total of all expenses incurred2012-12-31$8,087
Benefits paid (including direct rollovers)2012-12-31$5,543
Total plan assets at end of year2012-12-31$1,968,889
Total plan assets at beginning of year2012-12-31$1,845,512
Value of fidelity bond covering the plan2012-12-31$197,000
Total contributions received or receivable from participants2012-12-31$26,100
Other income received2012-12-31$65,884
Net income (gross income less expenses)2012-12-31$123,377
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,968,889
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,845,512
Assets. Value of participant loans2012-12-31$11,392
Total contributions received or receivable from employer(s)2012-12-31$39,480
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,544
2011 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$146,114
Expenses. Total of all expenses incurred2011-12-31$4,654
Benefits paid (including direct rollovers)2011-12-31$4,654
Total plan assets at end of year2011-12-31$1,845,512
Total plan assets at beginning of year2011-12-31$1,704,052
Value of fidelity bond covering the plan2011-12-31$195,000
Total contributions received or receivable from participants2011-12-31$26,350
Other income received2011-12-31$75,591
Net income (gross income less expenses)2011-12-31$141,460
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,845,512
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,704,052
Assets. Value of participant loans2011-12-31$16,348
Total contributions received or receivable from employer(s)2011-12-31$44,173
2010 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$142,085
Expenses. Total of all expenses incurred2010-12-31$16,000
Benefits paid (including direct rollovers)2010-12-31$16,000
Total plan assets at end of year2010-12-31$1,704,052
Total plan assets at beginning of year2010-12-31$1,577,967
Value of fidelity bond covering the plan2010-12-31$195,000
Total contributions received or receivable from participants2010-12-31$25,450
Other income received2010-12-31$74,236
Net income (gross income less expenses)2010-12-31$126,085
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,704,052
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,577,967
Assets. Value of participant loans2010-12-31$21,063
Total contributions received or receivable from employer(s)2010-12-31$42,399
2009 : GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST

2016: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 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 filingYes
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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GARY A. FERRIS, DMD, LTD. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12610602-01
Policy instance 1
Insurance contract or identification numberKA12610602-01
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12610602-01
Policy instance 1
Insurance contract or identification numberKA12610602-01
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12610602-01
Policy instance 1
Insurance contract or identification numberKA12610602-01
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12610602-01
Policy instance 1
Insurance contract or identification numberKA12610602-01
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12610602-01
Policy instance 1
Insurance contract or identification numberKA12610602-01
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12610602-01
Policy instance 1
Insurance contract or identification numberKA12610602-01
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12610602-01
Policy instance 1
Insurance contract or identification numberKA12610602-01
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3