P-R FARMS, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015: P-R FARMS, INC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 66 |
| 2014: P-R FARMS, INC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 77 |
| 2013: P-R FARMS, INC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 74 |
| 2012: P-R FARMS, INC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 79 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 79 |
| 2011: P-R FARMS, INC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 84 |
| 2010: P-R FARMS, INC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 81 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 81 |
| 2009: P-R FARMS, INC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 83 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 83 |
| Measure | Date | Value |
|---|
| 2015 : P-R FARMS, INC 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $39,163 |
| Total plan liabilities at beginning of year | 2015-12-31 | $21,114 |
| Total income from all sources | 2015-12-31 | $230,068 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $239,117 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $155,353 |
| Total plan assets at end of year | 2015-12-31 | $49,478 |
| Total plan assets at beginning of year | 2015-12-31 | $40,478 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $792 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $32,798 |
| Net income (gross income less expenses) | 2015-12-31 | $-9,049 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,364 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $196,478 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $83,764 |
| 2014 : P-R FARMS, INC 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $21,114 |
| Total plan liabilities at beginning of year | 2014-12-31 | $7,511 |
| Total income from all sources | 2014-12-31 | $211,401 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $193,091 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $113,402 |
| Total plan assets at end of year | 2014-12-31 | $40,478 |
| Total plan assets at beginning of year | 2014-12-31 | $8,565 |
| Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $1,401 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $20,822 |
| Net income (gross income less expenses) | 2014-12-31 | $18,310 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $19,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,054 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $189,178 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $79,689 |
| 2013 : P-R FARMS, INC 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $7,511 |
| Total plan liabilities at beginning of year | 2013-12-31 | $15,146 |
| Total income from all sources | 2013-12-31 | $108,523 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $127,163 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $106,247 |
| Total plan assets at end of year | 2013-12-31 | $8,565 |
| Total plan assets at beginning of year | 2013-12-31 | $34,840 |
| Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $2,123 |
| Net income (gross income less expenses) | 2013-12-31 | $-18,640 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,054 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,694 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $106,400 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $20,916 |
| 2012 : P-R FARMS, INC 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $15,146 |
| Total plan liabilities at beginning of year | 2012-12-31 | $14,793 |
| Total income from all sources | 2012-12-31 | $166,609 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $147,915 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $125,085 |
| Total plan assets at end of year | 2012-12-31 | $34,840 |
| Total plan assets at beginning of year | 2012-12-31 | $15,793 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,942 |
| Net income (gross income less expenses) | 2012-12-31 | $18,694 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $19,694 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $164,667 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $22,830 |
| 2011 : P-R FARMS, INC 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $14,793 |
| Total plan liabilities at beginning of year | 2011-12-31 | $10,951 |
| Total income from all sources | 2011-12-31 | $163,065 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $162,274 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $141,581 |
| Total plan assets at end of year | 2011-12-31 | $15,793 |
| Total plan assets at beginning of year | 2011-12-31 | $11,160 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $2,840 |
| Net income (gross income less expenses) | 2011-12-31 | $791 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $209 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $160,225 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $20,693 |
| 2010 : P-R FARMS, INC 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,951 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $31,528 |
| Total income from all sources (including contributions) | 2010-12-31 | $134,626 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $136,555 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $118,603 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $134,626 |
| Value of total assets at end of year | 2010-12-31 | $11,160 |
| Value of total assets at beginning of year | 2010-12-31 | $33,666 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,952 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $20,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $175 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,326 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $700 |
| Administrative expenses (other) incurred | 2010-12-31 | $3,946 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $617 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $608 |
| Total non interest bearing cash at end of year | 2010-12-31 | $826 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $3,446 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-1,929 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $209 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,138 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $2,813 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $132,125 |
| Employer contributions (assets) at end of year | 2010-12-31 | $10,334 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $30,220 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $115,790 |
| Contract administrator fees | 2010-12-31 | $14,006 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $10,334 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $30,220 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | STOUGHTON DAVIDSON ACCOUNTANCY CORP |
| Accountancy firm EIN | 2010-12-31 | 942248751 |
| 2015: P-R FARMS, INC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: P-R FARMS, INC 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: P-R FARMS, INC 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: P-R FARMS, INC 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: P-R FARMS, INC 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: P-R FARMS, INC 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: P-R FARMS, INC 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75P8 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75P8 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,382 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,787 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75P8 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75P8 | | Number of Individuals Covered | 77 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,684 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,784 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75P8 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75P8 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,449 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,837 | | Insurance broker organization code? | 0 | | Insurance broker name | GARY WARNER |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75P8 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75P8 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,408 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2,007 | | Insurance broker organization code? | 0 | | Insurance broker name | GARY WARNER |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75P8 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75P8 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,676 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75P8 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75P8 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,820 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2,109 | | Additional information about fees paid to insurance broker | PREMIUM | | Insurance broker organization code? | 0 | | Insurance broker name | GARY WARNER |
|
