TY M. GALVIN DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 8 |
| Total participants | 2022-01-01 | 8 |
| Number of participants with account balances | 2022-01-01 | 1 |
| 2021: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| 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 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 8 |
| Total participants | 2021-01-01 | 8 |
| Number of participants with account balances | 2021-01-01 | 8 |
| 2020: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 8 |
| Total participants | 2020-01-01 | 8 |
| Number of participants with account balances | 2020-01-01 | 7 |
| 2019: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 8 |
| 2018: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| 2017: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| 2016: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Total participants | 2016-01-01 | 7 |
| Number of participants with account balances | 2016-01-01 | 7 |
| 2015: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Total participants | 2015-01-01 | 8 |
| Number of participants with account balances | 2015-01-01 | 8 |
| 2014: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Total participants | 2014-01-01 | 8 |
| Number of participants with account balances | 2014-01-01 | 8 |
| 2013: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| 2012: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Total of all active and inactive participants | 2012-01-01 | 8 |
| Total participants | 2012-01-01 | 8 |
| Number of participants with account balances | 2012-01-01 | 8 |
| 2011: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Total participants | 2011-01-01 | 8 |
| Number of participants with account balances | 2011-01-01 | 8 |
| 2009: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2022 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-261,077 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,422,313 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,422,313 |
| Total plan assets at end of year | 2022-12-31 | $532,901 |
| Total plan assets at beginning of year | 2022-12-31 | $2,216,291 |
| Value of fidelity bond covering the plan | 2022-12-31 | $221,629 |
| Other income received | 2022-12-31 | $-301,077 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,683,390 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $532,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,216,291 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $40,000 |
| 2021 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $233,482 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $44,906 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $44,906 |
| Total plan assets at end of year | 2021-12-31 | $2,216,291 |
| Total plan assets at beginning of year | 2021-12-31 | $2,027,715 |
| Value of fidelity bond covering the plan | 2021-12-31 | $221,629 |
| Other income received | 2021-12-31 | $203,482 |
| Net income (gross income less expenses) | 2021-12-31 | $188,576 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,216,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,027,715 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $30,000 |
| 2020 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $207,189 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,483 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,483 |
| Total plan assets at end of year | 2020-12-31 | $2,027,715 |
| Total plan assets at beginning of year | 2020-12-31 | $1,823,009 |
| Value of fidelity bond covering the plan | 2020-12-31 | $202,772 |
| Other income received | 2020-12-31 | $177,189 |
| Net income (gross income less expenses) | 2020-12-31 | $204,706 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,027,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,823,009 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $30,000 |
| 2019 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $297,902 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $273,057 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $273,057 |
| Total plan assets at end of year | 2019-12-31 | $1,823,009 |
| Total plan assets at beginning of year | 2019-12-31 | $1,798,164 |
| Value of fidelity bond covering the plan | 2019-12-31 | $182,301 |
| Other income received | 2019-12-31 | $267,902 |
| Net income (gross income less expenses) | 2019-12-31 | $24,845 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,823,009 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,798,164 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,000 |
| 2018 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-70,457 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $12,259 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $12,259 |
| Total plan assets at end of year | 2018-12-31 | $1,798,164 |
| Total plan assets at beginning of year | 2018-12-31 | $1,880,880 |
| Value of fidelity bond covering the plan | 2018-12-31 | $188,088 |
| Other income received | 2018-12-31 | $-100,457 |
| Net income (gross income less expenses) | 2018-12-31 | $-82,716 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,798,164 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,880,880 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $30,000 |
| 2017 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $236,536 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $36,003 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $36,003 |
| Total plan assets at end of year | 2017-12-31 | $1,880,880 |
| Total plan assets at beginning of year | 2017-12-31 | $1,680,347 |
| Value of fidelity bond covering the plan | 2017-12-31 | $168,035 |
| Other income received | 2017-12-31 | $206,536 |
| Net income (gross income less expenses) | 2017-12-31 | $200,533 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,880,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,680,347 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $30,000 |
| 2016 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $110,780 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $35,732 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $35,732 |
| Total plan assets at end of year | 2016-12-31 | $1,680,347 |
| Total plan assets at beginning of year | 2016-12-31 | $1,605,299 |
| Value of fidelity bond covering the plan | 2016-12-31 | $160,530 |
| Other income received | 2016-12-31 | $80,780 |
| Net income (gross income less expenses) | 2016-12-31 | $75,048 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,680,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,605,299 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,000 |
| 2015 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $36,617 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $46,000 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $46,000 |
| Total plan assets at end of year | 2015-12-31 | $1,605,299 |
| Total plan assets at beginning of year | 2015-12-31 | $1,614,682 |
| Value of fidelity bond covering the plan | 2015-12-31 | $161,468 |
| Other income received | 2015-12-31 | $6,617 |
| Net income (gross income less expenses) | 2015-12-31 | $-9,383 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,605,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,614,682 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
| 2014 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $74,838 |
| Total plan assets at end of year | 2014-12-31 | $1,614,682 |
| Total plan assets at beginning of year | 2014-12-31 | $1,539,844 |
| Value of fidelity bond covering the plan | 2014-12-31 | $155,000 |
| Other income received | 2014-12-31 | $44,838 |
| Net income (gross income less expenses) | 2014-12-31 | $74,838 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,614,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,539,844 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
| 2013 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $132,462 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,564 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,564 |
| Total plan assets at end of year | 2013-12-31 | $1,539,844 |
| Total plan assets at beginning of year | 2013-12-31 | $1,410,946 |
| Value of fidelity bond covering the plan | 2013-12-31 | $155,000 |
| Other income received | 2013-12-31 | $102,462 |
| Net income (gross income less expenses) | 2013-12-31 | $128,898 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,539,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,410,946 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $30,000 |
| 2012 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $96,475 |
| Total plan assets at end of year | 2012-12-31 | $1,410,946 |
| Total plan assets at beginning of year | 2012-12-31 | $1,314,471 |
| Value of fidelity bond covering the plan | 2012-12-31 | $140,000 |
| Other income received | 2012-12-31 | $66,475 |
| Net income (gross income less expenses) | 2012-12-31 | $96,475 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,410,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,314,471 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,000 |
| 2011 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $8,746 |
| Total plan assets at end of year | 2011-12-31 | $1,314,471 |
| Total plan assets at beginning of year | 2011-12-31 | $1,305,725 |
| Value of fidelity bond covering the plan | 2011-12-31 | $140,000 |
| Other income received | 2011-12-31 | $-21,254 |
| Net income (gross income less expenses) | 2011-12-31 | $8,746 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,314,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,305,725 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,000 |
| 2010 : TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $126,685 |
| Total plan assets at end of year | 2010-12-31 | $1,305,725 |
| Total plan assets at beginning of year | 2010-12-31 | $1,179,040 |
| Value of fidelity bond covering the plan | 2010-12-31 | $120,000 |
| Other income received | 2010-12-31 | $96,685 |
| Net income (gross income less expenses) | 2010-12-31 | $126,685 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,305,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,179,040 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $30,000 |
| 2022: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TY M. GALVIN DDS PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,247 | | Total amount of fees paid to insurance company | USD $199 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,247 | | Amount paid for insurance broker fees | 199 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 7 |
|
| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,209 | | Total amount of fees paid to insurance company | USD $6,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,209 | | Amount paid for insurance broker fees | 6209 | | Insurance broker organization code? | 7 |
|
| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $5,655 | | Total amount of fees paid to insurance company | USD $5,655 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,655 | | Amount paid for insurance broker fees | 5655 | | Insurance broker organization code? | 7 |
|
| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,422 | | Total amount of fees paid to insurance company | USD $5,422 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,422 | | Amount paid for insurance broker fees | 5422 | | Insurance broker organization code? | 7 |
|
| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,321 | | Total amount of fees paid to insurance company | USD $5,321 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,321 | | Amount paid for insurance broker fees | 5321 | | Insurance broker organization code? | 7 |
|
| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,136 | | Total amount of fees paid to insurance company | USD $5,136 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,136 | | Insurance broker organization code? | 7 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Number of Individuals Covered | 1 | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 7 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-10-28 | | 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 $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 7 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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| SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 ) |
| Policy contract number | P61D3550670 |
| Policy instance | 1 |
| Insurance contract or identification number | P61D3550670 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-10-26 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $24,000 | | Total amount of fees paid to insurance company | USD $175 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,000 | | Amount paid for insurance broker fees | 175 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 7 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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