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TRIUMPH TREATMENT 401(K) PLAN & TRUST 401k Plan overview

Plan NameTRIUMPH TREATMENT 401(K) PLAN & TRUST
Plan identification number 001

TRIUMPH TREATMENT 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

YAKIMA VALLEY COUNCIL ON ALCOHOL has sponsored the creation of one or more 401k plans.

Company Name:YAKIMA VALLEY COUNCIL ON ALCOHOL
Employer identification number (EIN):910755984
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRIUMPH TREATMENT 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHIRLEY HORNER2023-09-19
0012021-01-01
0012020-01-01WALLY LEE2021-10-11 WALLY LEE2021-10-11
0012019-01-01WALLY LEE2020-10-14 WALLY LEE2020-10-14
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01WALLY LEE2013-06-14 WALLY LEE2013-06-14
0012011-01-01BETH DANNHARDT BETH DANNHARDT2012-06-08
0012009-01-01BETH DANNHARDT BETH DANNHARDT2010-06-29

Plan Statistics for TRIUMPH TREATMENT 401(K) PLAN & TRUST

401k plan membership statisitcs for TRIUMPH TREATMENT 401(K) PLAN & TRUST

Measure Date Value
2021: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01111
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0196
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01123
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01139
Number of participants with account balances2019-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2011: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-0199
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01106
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01101
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TRIUMPH TREATMENT 401(K) PLAN & TRUST

Measure Date Value
2021 : TRIUMPH TREATMENT 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8
Total income from all sources (including contributions)2021-12-31$209,900
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$117,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$115,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$125,432
Value of total assets at end of year2021-12-31$750,968
Value of total assets at beginning of year2021-12-31$658,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,215
Total interest from all sources2021-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,218
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$66,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$93,582
Participant contributions at end of year2021-12-31$6,887
Participant contributions at end of year2021-12-31$3,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$8
Administrative expenses (other) incurred2021-12-31$2,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$92,601
Value of net assets at end of year (total assets less liabilities)2021-12-31$750,968
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$658,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$738,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$658,375
Interest on participant loans2021-12-31$52
Value of interest in common/collective trusts at end of year2021-12-31$896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$68,176
Net investment gain or loss from common/collective trusts2021-12-31$22
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$31,850
Employer contributions (assets) at end of year2021-12-31$1,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$115,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAILEY CPA LLC
Accountancy firm EIN2021-12-31822775841
2020 : TRIUMPH TREATMENT 401(K) PLAN & TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8
Total income from all sources (including contributions)2020-12-31$220,042
Total of all expenses incurred2020-12-31$201,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$199,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$135,485
Value of total assets at end of year2020-12-31$658,375
Value of total assets at beginning of year2020-12-31$640,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,472
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$23,009
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$88,200
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,181
Value of net assets at end of year (total assets less liabilities)2020-12-31$658,367
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$640,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$658,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$640,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$61,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$43,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$199,389
Contract administrator fees2020-12-31$2,472
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAILEY CPA, LLC
Accountancy firm EIN2020-12-31822775841
2019 : TRIUMPH TREATMENT 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$258,341
Total income from all sources (including contributions)2019-12-31$258,341
Total of all expenses incurred2019-12-31$288,783
Total of all expenses incurred2019-12-31$288,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$287,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$287,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$147,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$147,722
Value of total assets at end of year2019-12-31$640,186
Value of total assets at end of year2019-12-31$640,186
Value of total assets at beginning of year2019-12-31$670,628
Value of total assets at beginning of year2019-12-31$670,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,295
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000
Value of fidelity bond cover2019-12-31$50,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$101,240
Contributions received from participants2019-12-31$101,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-30,442
Value of net income/loss2019-12-31$-30,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$640,186
Value of net assets at end of year (total assets less liabilities)2019-12-31$640,186
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$670,628
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$670,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$640,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$640,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$670,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$670,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$110,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$110,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$46,482
Contributions received in cash from employer2019-12-31$46,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$287,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$287,488
Contract administrator fees2019-12-31$1,295
Contract administrator fees2019-12-31$1,295
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAILEY CPA, LLC
Accountancy firm name2019-12-31BAILEY CPA, LLC
Accountancy firm EIN2019-12-31822775841
Accountancy firm EIN2019-12-31822775841
2011 : TRIUMPH TREATMENT 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-3,617
Expenses. Total of all expenses incurred2011-12-31$356
Benefits paid (including direct rollovers)2011-12-31$356
Total plan assets at end of year2011-12-31$209,032
Total plan assets at beginning of year2011-12-31$213,005
Total contributions received or receivable from participants2011-12-31$2,852
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-6,469
Net income (gross income less expenses)2011-12-31$-3,973
Net plan assets at end of year (total assets less liabilities)2011-12-31$209,032
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$213,005
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : TRIUMPH TREATMENT 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$37,161
Expenses. Total of all expenses incurred2010-12-31$609
Benefits paid (including direct rollovers)2010-12-31$609
Total plan assets at end of year2010-12-31$213,005
Total plan assets at beginning of year2010-12-31$176,453
Total contributions received or receivable from participants2010-12-31$11,777
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$25,384
Net income (gross income less expenses)2010-12-31$36,552
Net plan assets at end of year (total assets less liabilities)2010-12-31$213,005
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$176,453
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for TRIUMPH TREATMENT 401(K) PLAN & TRUST

2021: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRIUMPH TREATMENT 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2011: TRIUMPH TREATMENT 401(K) PLAN & 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: TRIUMPH TREATMENT 401(K) PLAN & 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922020
Policy instance 1
Insurance contract or identification number922020
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $650
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922020
Policy instance 1
Insurance contract or identification number922020
Number of Individuals Covered15
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $563
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
Commission paid to Insurance BrokerUSD $563
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC

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