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VOLPARA HEALTH, INC. 401(K) PLAN 401k Plan overview

Plan NameVOLPARA HEALTH, INC. 401(K) PLAN
Plan identification number 001

VOLPARA HEALTH, INC. 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VOLPARA HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:VOLPARA HEALTH, INC.
Employer identification number (EIN):911472678
NAIC Classification:511210
NAIC Description:Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOLPARA HEALTH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01CRAIG HADFIELD2023-11-24
0012021-01-01AUBREY PACE2022-01-31 AUBREY PACE2022-01-31
0012021-01-01CRAIG HADFIELD2022-08-04
0012020-01-01AUBREY PACE2021-03-02 AUBREY PACE2021-03-02
0012019-01-01AUBREY PACE2020-04-28 AUBREY PACE2020-04-28
0012018-01-01RALPH PORTER2019-07-15 RALPH PORTER2019-07-15
0012017-01-01RALPH PORTER
0012016-01-01RALPH PORTER
0012015-01-01RALPH PORTER
0012014-01-01RALPH PORTER
0012013-01-01RALPH PORTER
0012012-01-01RALPH E. PORTER, CFO2014-03-03
0012011-01-01RALPH E. PORTER, CFO2013-10-14
0012010-01-01RALPH E. PORTER, CFO2011-10-12

Plan Statistics for VOLPARA HEALTH, INC. 401(K) PLAN

401k plan membership statisitcs for VOLPARA HEALTH, INC. 401(K) PLAN

Measure Date Value
2022: VOLPARA HEALTH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-0181
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01124
Number of participants with account balances2022-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2017: VOLPARA HEALTH, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0164
Total number of active participants reported on line 7a of the Form 55002017-01-0150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0161
Number of participants with account balances2017-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: VOLPARA HEALTH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0162
Total number of active participants reported on line 7a of the Form 55002016-01-0158
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0164
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VOLPARA HEALTH, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0155
Total number of active participants reported on line 7a of the Form 55002015-01-0151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0162
Number of participants with account balances2015-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: VOLPARA HEALTH, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0149
Total number of active participants reported on line 7a of the Form 55002014-01-0144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0155
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: VOLPARA HEALTH, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0155
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0149
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on VOLPARA HEALTH, INC. 401(K) PLAN

Measure Date Value
2022 : VOLPARA HEALTH, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-131,804
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,119,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,044,938
Expenses. Certain deemed distributions of participant loans2022-12-31$21,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,577,863
Value of total assets at end of year2022-12-31$9,527,179
Value of total assets at beginning of year2022-12-31$10,778,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,054
Total interest from all sources2022-12-31$901
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$388,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$388,749
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$974,325
Participant contributions at end of year2022-12-31$11,121
Participant contributions at beginning of year2022-12-31$49,149
Participant contributions at end of year2022-12-31$25,452
Participant contributions at beginning of year2022-12-31$31,332
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$165,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,250,960
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,527,179
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,778,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,419,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,560,318
Interest on participant loans2022-12-31$901
Value of interest in common/collective trusts at end of year2022-12-31$49,436
Value of interest in common/collective trusts at beginning of year2022-12-31$110,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,100,703
Net investment gain or loss from common/collective trusts2022-12-31$1,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$438,056
Employer contributions (assets) at end of year2022-12-31$22,008
Employer contributions (assets) at beginning of year2022-12-31$26,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,044,938
Contract administrator fees2022-12-31$12,706
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREERWALKER LLP
Accountancy firm EIN2022-12-31561434747
2017 : VOLPARA HEALTH, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,462,476
Expenses. Total of all expenses incurred2017-12-31$213,611
Benefits paid (including direct rollovers)2017-12-31$205,178
Total plan assets at end of year2017-12-31$6,213,510
Total plan assets at beginning of year2017-12-31$4,964,645
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$441,990
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$878,727
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,248,865
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,213,510
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,964,645
Assets. Value of participant loans2017-12-31$121,869
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$141,759
Value of certain deemed distributions of participant loans2017-12-31$-41
Value of corrective distributions2017-12-31$7,686
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$788
2016 : VOLPARA HEALTH, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$998,545
Expenses. Total of all expenses incurred2016-12-31$112,734
Benefits paid (including direct rollovers)2016-12-31$107,881
Total plan assets at end of year2016-12-31$4,964,645
Total plan assets at beginning of year2016-12-31$4,078,834
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$457,913
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$73,791
Other income received2016-12-31$321,571
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$885,811
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,964,645
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,078,834
Assets. Value of participant loans2016-12-31$90,746
Total contributions received or receivable from employer(s)2016-12-31$145,270
Value of certain deemed distributions of participant loans2016-12-31$684
Value of corrective distributions2016-12-31$3,450
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$719
2015 : VOLPARA HEALTH, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$446,814
Expenses. Total of all expenses incurred2015-12-31$161,365
Benefits paid (including direct rollovers)2015-12-31$143,932
Total plan assets at end of year2015-12-31$4,078,834
Total plan assets at beginning of year2015-12-31$3,793,385
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$349,958
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$16,513
Other income received2015-12-31$-31,518
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$285,449
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,078,834
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,793,385
Assets. Value of participant loans2015-12-31$37,037
Total contributions received or receivable from employer(s)2015-12-31$111,861
Value of certain deemed distributions of participant loans2015-12-31$17,055
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$378
2014 : VOLPARA HEALTH, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$629,392
Expenses. Total of all expenses incurred2014-12-31$75,287
Benefits paid (including direct rollovers)2014-12-31$75,068
Total plan assets at end of year2014-12-31$3,793,385
Total plan assets at beginning of year2014-12-31$3,239,280
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$331,120
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$110
Other income received2014-12-31$206,395
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$554,105
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,793,385
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,239,280
Assets. Value of participant loans2014-12-31$91,226
Total contributions received or receivable from employer(s)2014-12-31$91,767
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$219
2013 : VOLPARA HEALTH, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$7,546
Total income from all sources2013-12-31$770,418
Expenses. Total of all expenses incurred2013-12-31$14,957
Benefits paid (including direct rollovers)2013-12-31$14,551
Total plan assets at end of year2013-12-31$3,239,280
Total plan assets at beginning of year2013-12-31$2,491,365
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$273,632
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$30,841
Other income received2013-12-31$331,957
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$755,461
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,239,280
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,483,819
Assets. Value of participant loans2013-12-31$84,828
Total contributions received or receivable from employer(s)2013-12-31$133,988
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$406

Form 5500 Responses for VOLPARA HEALTH, INC. 401(K) PLAN

2022: VOLPARA HEALTH, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2017: VOLPARA HEALTH, INC. 401(K) 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VOLPARA HEALTH, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VOLPARA HEALTH, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VOLPARA HEALTH, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VOLPARA HEALTH, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331391-01
Policy instance 1
Insurance contract or identification number331391-01
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $91
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?Yes
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 $91
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331391-01
Policy instance 1
Insurance contract or identification number331391-01
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,793
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?Yes
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 $13,793
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES INC

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