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OIC OF WASHINGTON RETIREMENT PLAN 401k Plan overview

Plan NameOIC OF WASHINGTON RETIREMENT PLAN
Plan identification number 001

OIC OF WASHINGTON RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OIC OF WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name:OIC OF WASHINGTON
Employer identification number (EIN):910873024
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OIC OF WASHINGTON RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STEVE MITCHELL2019-10-14
0012017-01-01
0012016-01-01STEVE MITCHELL
0012015-01-01STEVE MITCHELL
0012014-01-01R.M. DEBOND
0012013-01-01R.M. DEBORD
0012012-01-01R.M. DEBOND
0012011-01-01MULUGETA BEYENE
0012009-01-01MULUGETA BEYENE

Plan Statistics for OIC OF WASHINGTON RETIREMENT PLAN

401k plan membership statisitcs for OIC OF WASHINGTON RETIREMENT PLAN

Measure Date Value
2018: OIC OF WASHINGTON RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-0156
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0190
Number of participants with account balances2018-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: OIC OF WASHINGTON RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01101
Total number of active participants reported on line 7a of the Form 55002017-01-0157
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01102
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: OIC OF WASHINGTON RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01101
Number of participants with account balances2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: OIC OF WASHINGTON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-0164
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01101
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: OIC OF WASHINGTON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-0175
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01114
Total participants2014-01-01114
Number of participants with account balances2014-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: OIC OF WASHINGTON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-0180
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01119
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: OIC OF WASHINGTON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01135
Number of participants with account balances2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: OIC OF WASHINGTON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-0199
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01129
Total participants2011-01-01129
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: OIC OF WASHINGTON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01103
Total number of active participants reported on line 7a of the Form 55002009-01-0192
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01107
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on OIC OF WASHINGTON RETIREMENT PLAN

Measure Date Value
2018 : OIC OF WASHINGTON RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$299,555
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$209,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$202,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$226,050
Value of total assets at end of year2018-12-31$3,015,711
Value of total assets at beginning of year2018-12-31$2,925,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,440
Total interest from all sources2018-12-31$599
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,081
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$45,677
Administrative expenses (other) incurred2018-12-31$7,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$89,779
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,015,711
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,925,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$234,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$207,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,780,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,672,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$59,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$226,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$202,336
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PETERSEN CPA & ADVISORS, PLLC
Accountancy firm EIN2018-12-31261262413
2017 : OIC OF WASHINGTON RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$66,729
Total income from all sources (including contributions)2017-12-31$338,077
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$188,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$188,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$206,404
Value of total assets at end of year2017-12-31$2,925,932
Value of total assets at beginning of year2017-12-31$2,842,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$45,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$45,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$66,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$149,818
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,925,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,776,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$207,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$180,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,672,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,617,010
Net investment gain/loss from pooled separate accounts2017-12-31$131,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$206,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$188,259
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PETERSEN CPA & ADVISORS, PLLC
Accountancy firm EIN2017-12-31261262413
2016 : OIC OF WASHINGTON RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$66,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$102,836
Total income from all sources (including contributions)2016-12-31$272,870
Total of all expenses incurred2016-12-31$208,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$208,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$169,306
Value of total assets at end of year2016-12-31$2,842,843
Value of total assets at beginning of year2016-12-31$2,814,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$45,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$66,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$102,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$64,497
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,776,114
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,711,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$180,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$183,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,617,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,630,689
Net investment gain/loss from pooled separate accounts2016-12-31$103,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$169,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$208,373
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PETERSEN CPA & ADVISORS, PLLC
Accountancy firm EIN2016-12-31261262413
2015 : OIC OF WASHINGTON RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$102,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$119,501
Total income from all sources (including contributions)2015-12-31$274,064
Total of all expenses incurred2015-12-31$151,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$151,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$191,557
Value of total assets at end of year2015-12-31$2,814,453
Value of total assets at beginning of year2015-12-31$2,708,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$102,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$119,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$122,817
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,711,617
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,588,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$183,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$199,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,630,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,508,484
Net investment gain/loss from pooled separate accounts2015-12-31$82,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$191,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$151,247
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PETERSEN CPA & ADVISORS, PLLC
Accountancy firm EIN2015-12-31261262413
2014 : OIC OF WASHINGTON RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$119,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$83,637
Total income from all sources (including contributions)2014-12-31$313,005
Total of all expenses incurred2014-12-31$516,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$516,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$210,321
Value of total assets at end of year2014-12-31$2,708,301
Value of total assets at beginning of year2014-12-31$2,876,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$119,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$83,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-203,893
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,588,800
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,792,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$199,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$263,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,508,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,613,304
Net investment gain/loss from pooled separate accounts2014-12-31$102,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$210,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$516,798
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PETERSEN CPA & ADVISORS, PLLC
Accountancy firm EIN2014-12-31261262413
2013 : OIC OF WASHINGTON RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$83,637
Total income from all sources (including contributions)2013-12-31$365,833
Total of all expenses incurred2013-12-31$796,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$796,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$209,328
Value of total assets at end of year2013-12-31$2,876,330
Value of total assets at beginning of year2013-12-31$3,223,193
Total interest from all sources2013-12-31$95,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$83,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-430,500
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,792,693
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,223,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$263,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$274,605
Interest earned on other investments2013-12-31$95,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,613,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,922,107
Net investment gain/loss from pooled separate accounts2013-12-31$60,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$209,328
Employer contributions (assets) at beginning of year2013-12-31$26,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$796,083
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PETERSEN CPA & ADVISORS, PLLC
Accountancy firm EIN2013-12-31261262413
2012 : OIC OF WASHINGTON RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,360
Total income from all sources (including contributions)2012-12-31$390,042
Total of all expenses incurred2012-12-31$137,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$137,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$271,841
Value of total assets at end of year2012-12-31$3,220,377
Value of total assets at beginning of year2012-12-31$2,987,977
Total interest from all sources2012-12-31$95,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$322,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$20,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$252,760
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,220,377
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,967,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$274,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$264,123
Interest earned on other investments2012-12-31$95,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,919,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,723,854
Net investment gain/loss from pooled separate accounts2012-12-31$118,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$271,841
Employer contributions (assets) at end of year2012-12-31$26,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$137,082
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : OIC OF WASHINGTON RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$73,095
Total income from all sources (including contributions)2011-12-31$384,314
Total of all expenses incurred2011-12-31$445,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$445,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$286,901
Value of total assets at end of year2011-12-31$2,987,977
Value of total assets at beginning of year2011-12-31$3,102,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$20,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$73,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-61,401
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,967,617
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,029,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$264,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$302,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,723,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,799,123
Net investment gain/loss from pooled separate accounts2011-12-31$97,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$286,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$445,640
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : OIC OF WASHINGTON RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$73,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$85,142
Total income from all sources (including contributions)2010-12-31$412,205
Total of all expenses incurred2010-12-31$173,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$173,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$284,790
Value of total assets at end of year2010-12-31$3,102,113
Value of total assets at beginning of year2010-12-31$2,875,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$73,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$85,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$238,541
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,029,018
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,790,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$302,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$282,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,799,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,593,172
Net investment gain/loss from pooled separate accounts2010-12-31$127,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$284,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$173,589
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN
Accountancy firm EIN2010-12-31410746749
2009 : OIC OF WASHINGTON RETIREMENT PLAN 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for OIC OF WASHINGTON RETIREMENT PLAN

2018: OIC OF WASHINGTON RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OIC OF WASHINGTON RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OIC OF WASHINGTON RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: OIC OF WASHINGTON RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: OIC OF WASHINGTON RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: OIC OF WASHINGTON RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OIC OF WASHINGTON RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OIC OF WASHINGTON RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OIC OF WASHINGTON RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 $5,229
Insurance broker organization code?7
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,259
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 $12,259
Insurance broker organization code?7
Insurance broker nameJOHN D. LOVELL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,851
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $11,851
Insurance broker organization code?7
Insurance broker nameJOHN D. LOVELL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,867
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $11,867
Insurance broker organization code?7
Insurance broker nameJOHN D. LOVELL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Number of Individuals Covered119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,748
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $12,748
Insurance broker organization code?7
Insurance broker nameJOHN D. LOVELL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Number of Individuals Covered135
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,711
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,711
Insurance broker organization code?7
Insurance broker nameJOHN D. LOVELL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Number of Individuals Covered128
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,515
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1074500
Policy instance 1
Insurance contract or identification numberLP1074500
Number of Individuals Covered121
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,844
Total amount of fees paid to insurance companyUSD $4,033
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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