SIERRA ANESTHESIA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST
Measure | Date | Value |
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2022: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 14 |
Number of participants with account balances | 2017-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 22 |
Number of participants with account balances | 2016-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 24 |
Number of participants with account balances | 2015-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 29 |
Number of participants with account balances | 2014-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 36 |
Number of participants with account balances | 2013-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 37 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 38 |
Number of participants with account balances | 2011-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 35 |
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 | 1 |
Total of all active and inactive participants | 2010-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 36 |
Number of participants with account balances | 2010-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 37 |
Number of participants with account balances | 2009-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-1,242,150 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,583,114 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,582,310 |
Total plan assets at end of year | 2022-12-31 | $8,433,460 |
Total plan assets at beginning of year | 2022-12-31 | $12,258,724 |
Total contributions received or receivable from participants | 2022-12-31 | $54,000 |
Other income received | 2022-12-31 | $-1,449,622 |
Net income (gross income less expenses) | 2022-12-31 | $-3,825,264 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,433,460 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,258,724 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $153,472 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $804 |
2021 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,488,157 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,025 |
Total plan assets at end of year | 2021-12-31 | $12,258,724 |
Total plan assets at beginning of year | 2021-12-31 | $10,771,592 |
Total contributions received or receivable from participants | 2021-12-31 | $52,000 |
Other income received | 2021-12-31 | $1,265,210 |
Net income (gross income less expenses) | 2021-12-31 | $1,487,132 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,258,724 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,771,592 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $170,947 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,025 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,508,775 |
Expenses. Total of all expenses incurred | 2020-12-31 | $969,096 |
Benefits paid (including direct rollovers) | 2020-12-31 | $968,450 |
Total plan assets at end of year | 2020-12-31 | $10,771,592 |
Total plan assets at beginning of year | 2020-12-31 | $10,231,913 |
Total contributions received or receivable from participants | 2020-12-31 | $52,000 |
Other income received | 2020-12-31 | $1,294,387 |
Net income (gross income less expenses) | 2020-12-31 | $539,679 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,771,592 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,231,913 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $162,388 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $646 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,829,075 |
Expenses. Total of all expenses incurred | 2019-12-31 | $40,949 |
Benefits paid (including direct rollovers) | 2019-12-31 | $40,722 |
Total plan assets at end of year | 2019-12-31 | $10,231,913 |
Total plan assets at beginning of year | 2019-12-31 | $8,443,787 |
Total contributions received or receivable from participants | 2019-12-31 | $50,000 |
Other income received | 2019-12-31 | $1,620,735 |
Net income (gross income less expenses) | 2019-12-31 | $1,788,126 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,231,913 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,443,787 |
Assets. Value of participant loans | 2019-12-31 | $39,979 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $158,340 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $227 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-366,812 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,657,429 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,657,191 |
Total plan assets at end of year | 2018-12-31 | $8,443,787 |
Total plan assets at beginning of year | 2018-12-31 | $10,468,028 |
Total contributions received or receivable from participants | 2018-12-31 | $73,500 |
Other income received | 2018-12-31 | $-577,509 |
Net income (gross income less expenses) | 2018-12-31 | $-2,024,241 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,443,787 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,468,028 |
Assets. Value of participant loans | 2018-12-31 | $41,203 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $137,197 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $238 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,843,254 |
Expenses. Total of all expenses incurred | 2017-12-31 | $6,020,160 |
Benefits paid (including direct rollovers) | 2017-12-31 | $6,013,639 |
Total plan assets at end of year | 2017-12-31 | $10,468,028 |
Total plan assets at beginning of year | 2017-12-31 | $14,644,934 |
Total contributions received or receivable from participants | 2017-12-31 | $72,000 |
Other income received | 2017-12-31 | $1,579,458 |
Net income (gross income less expenses) | 2017-12-31 | $-4,176,906 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,468,028 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,644,934 |
Assets. Value of participant loans | 2017-12-31 | $42,431 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $191,796 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,521 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,711,787 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,021,488 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,004,803 |
Total plan assets at end of year | 2016-12-31 | $14,644,934 |
Total plan assets at beginning of year | 2016-12-31 | $14,954,635 |
Total contributions received or receivable from participants | 2016-12-31 | $238,235 |
Other income received | 2016-12-31 | $1,068,272 |
Net income (gross income less expenses) | 2016-12-31 | $-309,701 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $14,644,934 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,954,635 |
Assets. Value of participant loans | 2016-12-31 | $144,693 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $405,280 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $11,248 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,437 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $405,828 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,674,791 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,673,490 |
Total plan assets at end of year | 2015-12-31 | $14,954,635 |
Total plan assets at beginning of year | 2015-12-31 | $16,223,598 |
Total contributions received or receivable from participants | 2015-12-31 | $286,862 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $289,415 |
Other income received | 2015-12-31 | $-498,107 |
Net income (gross income less expenses) | 2015-12-31 | $-1,268,963 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $14,954,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,223,598 |
Assets. Value of participant loans | 2015-12-31 | $132,017 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $327,658 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,301 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $-89,637 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,775,507 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,774,767 |
Total plan assets at end of year | 2014-12-31 | $16,223,598 |
Total plan assets at beginning of year | 2014-12-31 | $18,088,742 |
Total contributions received or receivable from participants | 2014-12-31 | $357,902 |
Other income received | 2014-12-31 | $-1,076,754 |
Net income (gross income less expenses) | 2014-12-31 | $-1,865,144 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $16,223,598 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,088,742 |
Assets. Value of participant loans | 2014-12-31 | $71,221 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $629,215 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $740 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $3,145,714 |
Expenses. Total of all expenses incurred | 2013-12-31 | $870,875 |
Benefits paid (including direct rollovers) | 2013-12-31 | $869,835 |
Total plan assets at end of year | 2013-12-31 | $18,088,742 |
Total plan assets at beginning of year | 2013-12-31 | $15,813,903 |
Total contributions received or receivable from participants | 2013-12-31 | $357,233 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,040 |
Other income received | 2013-12-31 | $2,195,947 |
Net income (gross income less expenses) | 2013-12-31 | $2,274,839 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $18,088,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,813,903 |
Assets. Value of participant loans | 2013-12-31 | $69,386 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $592,534 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $2,671,271 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,163,360 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,137,578 |
Total plan assets at end of year | 2012-12-31 | $15,813,903 |
Total plan assets at beginning of year | 2012-12-31 | $14,305,992 |
Total contributions received or receivable from participants | 2012-12-31 | $440,294 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $25,782 |
Other income received | 2012-12-31 | $1,406,929 |
Net income (gross income less expenses) | 2012-12-31 | $1,507,911 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $15,813,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,305,992 |
Assets. Value of participant loans | 2012-12-31 | $61,761 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $824,048 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $494,583 |
Expenses. Total of all expenses incurred | 2011-12-31 | $25,448 |
Total plan assets at end of year | 2011-12-31 | $14,305,992 |
Total plan assets at beginning of year | 2011-12-31 | $13,836,857 |
Total contributions received or receivable from participants | 2011-12-31 | $435,510 |
Other income received | 2011-12-31 | $-794,885 |
Net income (gross income less expenses) | 2011-12-31 | $469,135 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $14,305,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,836,857 |
Assets. Value of participant loans | 2011-12-31 | $49,793 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $853,958 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $25,448 |
2010 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $2,631,297 |
Expenses. Total of all expenses incurred | 2010-12-31 | $27,836 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,943 |
Total plan assets at end of year | 2010-12-31 | $13,836,857 |
Total plan assets at beginning of year | 2010-12-31 | $11,233,396 |
Total contributions received or receivable from participants | 2010-12-31 | $500,233 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $1,316,540 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $2,603,461 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $13,836,857 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,233,396 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $814,524 |
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 | $25,893 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
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: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
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: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
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: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
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: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
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: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 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: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SIERRA ANESTHESIA, INC. 401(K) PLAN & TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040753 |
Policy instance | 1 |
Insurance contract or identification number | 040753 | Number of Individuals Covered | 10 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $17,002 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 17002 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040753 |
Policy instance | 1 |
Insurance contract or identification number | 040753 | Number of Individuals Covered | 11 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $24,290 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 24290 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040753 |
Policy instance | 1 |
Insurance contract or identification number | 040753 | Number of Individuals Covered | 11 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $18,590 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 18590 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040753 |
Policy instance | 1 |
Insurance contract or identification number | 040753 | Number of Individuals Covered | 11 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $16,602 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 16602 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040753 |
Policy instance | 1 |
Insurance contract or identification number | 040753 | Number of Individuals Covered | 11 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $16,451 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 16451 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 040753 |
Policy instance | 1 |
Insurance contract or identification number | 040753 | Number of Individuals Covered | 14 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $10,957 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 10957 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40753 |
Policy instance | 1 |
Insurance contract or identification number | 40753 | Number of Individuals Covered | 24 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $552 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 552 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40753 |
Policy instance | 1 |
Insurance contract or identification number | 40753 | Number of Individuals Covered | 34 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $594 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 594 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40753 |
Policy instance | 1 |
Insurance contract or identification number | 40753 | Number of Individuals Covered | 36 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,397 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1397 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40753 |
Policy instance | 1 |
Insurance contract or identification number | 40753 | Number of Individuals Covered | 38 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $2,119 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2119 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO WEALTH BROKGE INS AGCY |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 40753 |
Policy instance | 1 |
Insurance contract or identification number | 40753 | Number of Individuals Covered | 38 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $833 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|