CHARLES C NOVAK MD CHARTERED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES C NOVAK MD CHARTERED RET PLAN
Measure | Date | Value |
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2020: CHARLES C NOVAK MD CHARTERED RET PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CHARLES C NOVAK MD CHARTERED RET PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CHARLES C NOVAK MD CHARTERED RET PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CHARLES C NOVAK MD CHARTERED RET PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CHARLES C NOVAK MD CHARTERED RET PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CHARLES C NOVAK MD CHARTERED RET PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CHARLES C NOVAK MD CHARTERED RET PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
2013: CHARLES C NOVAK MD CHARTERED RET PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
2012: CHARLES C NOVAK MD CHARTERED RET PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
2011: CHARLES C NOVAK MD CHARTERED RET PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1 |
Number of participants with account balances | 2011-01-01 | 1 |
2010: CHARLES C NOVAK MD CHARTERED RET PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 1 |
Number of participants with account balances | 2010-01-01 | 1 |
2009: CHARLES C NOVAK MD CHARTERED RET PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1 |
Number of participants with account balances | 2009-01-01 | 1 |
Measure | Date | Value |
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2020 : CHARLES C NOVAK MD CHARTERED RET PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $205,269 |
Expenses. Total of all expenses incurred | 2020-12-31 | $12,962 |
Total plan assets at end of year | 2020-12-31 | $1,603,503 |
Total plan assets at beginning of year | 2020-12-31 | $1,411,196 |
Value of fidelity bond covering the plan | 2020-12-31 | $161,000 |
Total contributions received or receivable from participants | 2020-12-31 | $26,000 |
Other income received | 2020-12-31 | $141,769 |
Net income (gross income less expenses) | 2020-12-31 | $192,307 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,603,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,411,196 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $37,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $12,962 |
2019 : CHARLES C NOVAK MD CHARTERED RET PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $92,305 |
Expenses. Total of all expenses incurred | 2019-12-31 | $75 |
Total plan assets at end of year | 2019-12-31 | $1,411,196 |
Total plan assets at beginning of year | 2019-12-31 | $1,318,966 |
Value of fidelity bond covering the plan | 2019-12-31 | $142,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
Other income received | 2019-12-31 | $30,305 |
Net income (gross income less expenses) | 2019-12-31 | $92,230 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,411,196 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,318,966 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $37,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $75 |
2018 : CHARLES C NOVAK MD CHARTERED RET PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $83,085 |
Total plan assets at end of year | 2018-12-31 | $1,318,966 |
Total plan assets at beginning of year | 2018-12-31 | $1,235,881 |
Value of fidelity bond covering the plan | 2018-12-31 | $132,000 |
Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
Other income received | 2018-12-31 | $23,085 |
Net income (gross income less expenses) | 2018-12-31 | $83,085 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,318,966 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,235,881 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $35,500 |
2017 : CHARLES C NOVAK MD CHARTERED RET PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $80,830 |
Total plan assets at end of year | 2017-12-31 | $1,235,881 |
Total plan assets at beginning of year | 2017-12-31 | $1,155,051 |
Value of fidelity bond covering the plan | 2017-12-31 | $124,000 |
Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
Other income received | 2017-12-31 | $20,830 |
Net income (gross income less expenses) | 2017-12-31 | $80,830 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,235,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,155,051 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $36,000 |
2016 : CHARLES C NOVAK MD CHARTERED RET PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $70,993 |
Total plan assets at end of year | 2016-12-31 | $1,155,051 |
Total plan assets at beginning of year | 2016-12-31 | $1,084,058 |
Value of fidelity bond covering the plan | 2016-12-31 | $116,000 |
Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
Other income received | 2016-12-31 | $11,993 |
Net income (gross income less expenses) | 2016-12-31 | $70,993 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,155,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,084,058 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $35,000 |
2015 : CHARLES C NOVAK MD CHARTERED RET PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $81,337 |
Expenses. Total of all expenses incurred | 2015-12-31 | $10,410 |
Total plan assets at end of year | 2015-12-31 | $1,084,058 |
Total plan assets at beginning of year | 2015-12-31 | $1,013,131 |
Value of fidelity bond covering the plan | 2015-12-31 | $109,000 |
Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
Other income received | 2015-12-31 | $22,337 |
Net income (gross income less expenses) | 2015-12-31 | $70,927 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,084,058 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,013,131 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $35,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $10,410 |
2014 : CHARLES C NOVAK MD CHARTERED RET PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $1,386 |
Total income from all sources | 2014-12-31 | $68,721 |
Total plan assets at end of year | 2014-12-31 | $1,013,131 |
Total plan assets at beginning of year | 2014-12-31 | $945,796 |
Value of fidelity bond covering the plan | 2014-12-31 | $105,000 |
Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
Other income received | 2014-12-31 | $11,221 |
Net income (gross income less expenses) | 2014-12-31 | $68,721 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,013,131 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $944,410 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $34,500 |
2013 : CHARLES C NOVAK MD CHARTERED RET PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $1,386 |
Total income from all sources | 2013-12-31 | $68,186 |
Total plan assets at end of year | 2013-12-31 | $945,796 |
Total plan assets at beginning of year | 2013-12-31 | $876,224 |
Value of fidelity bond covering the plan | 2013-12-31 | $95,000 |
Total contributions received or receivable from participants | 2013-12-31 | $23,000 |
Other income received | 2013-12-31 | $11,686 |
Net income (gross income less expenses) | 2013-12-31 | $68,186 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $944,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $876,224 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $33,500 |
2012 : CHARLES C NOVAK MD CHARTERED RET PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $70,162 |
Total plan assets at end of year | 2012-12-31 | $876,224 |
Total plan assets at beginning of year | 2012-12-31 | $806,062 |
Value of fidelity bond covering the plan | 2012-12-31 | $88,000 |
Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
Other income received | 2012-12-31 | $14,662 |
Net income (gross income less expenses) | 2012-12-31 | $70,162 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $876,224 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $806,062 |
Assets. Value of participant loans | 2012-12-31 | $6,713 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $33,000 |
2011 : CHARLES C NOVAK MD CHARTERED RET PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $72,975 |
Total plan assets at end of year | 2011-12-31 | $806,062 |
Total plan assets at beginning of year | 2011-12-31 | $733,087 |
Value of fidelity bond covering the plan | 2011-12-31 | $85,000 |
Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
Other income received | 2011-12-31 | $18,475 |
Net income (gross income less expenses) | 2011-12-31 | $72,975 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $806,062 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $733,087 |
Assets. Value of participant loans | 2011-12-31 | $14,270 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $32,500 |
2010 : CHARLES C NOVAK MD CHARTERED RET PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $66,476 |
Total plan assets at end of year | 2010-12-31 | $733,087 |
Total plan assets at beginning of year | 2010-12-31 | $666,611 |
Value of fidelity bond covering the plan | 2010-12-31 | $85,000 |
Total contributions received or receivable from participants | 2010-12-31 | $22,000 |
Other income received | 2010-12-31 | $11,976 |
Net income (gross income less expenses) | 2010-12-31 | $66,476 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $733,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $666,611 |
Assets. Value of participant loans | 2010-12-31 | $23,004 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $32,500 |
2020: CHARLES C NOVAK MD CHARTERED RET PLAN 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CHARLES C NOVAK MD CHARTERED RET PLAN 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CHARLES C NOVAK MD CHARTERED RET PLAN 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CHARLES C NOVAK MD CHARTERED RET PLAN 2017 form 5500 responses |
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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 – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CHARLES C NOVAK MD CHARTERED RET PLAN 2016 form 5500 responses |
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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 – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CHARLES C NOVAK MD CHARTERED RET PLAN 2015 form 5500 responses |
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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 – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CHARLES C NOVAK MD CHARTERED RET PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CHARLES C NOVAK MD CHARTERED RET PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CHARLES C NOVAK MD CHARTERED RET PLAN 2012 form 5500 responses |
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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: CHARLES C NOVAK MD CHARTERED RET PLAN 2011 form 5500 responses |
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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 |
2010: CHARLES C NOVAK MD CHARTERED RET PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CHARLES C NOVAK MD CHARTERED RET PLAN 2009 form 5500 responses |
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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 |
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2650024210 |
Policy instance | 1 |
Insurance contract or identification number | 2650024210 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2650024210 |
Policy instance | 2 |
Insurance contract or identification number | 2650024210 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2650024210 |
Policy instance | 2 |
Insurance contract or identification number | 2650024210 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2650024210 |
Policy instance | 2 |
Insurance contract or identification number | 2650024210 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | STEPHEN J LARSON |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | R CRAIG RASMUSSEN |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2650024210 |
Policy instance | 2 |
Insurance contract or identification number | 2650024210 | 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 $10,395 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,395 | Insurance broker organization code? | 3 | Insurance broker name | STEVE LARSON |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | R CRAIG RASMUSSEN |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | 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 | Are there contracts with allocated funds for individual policies? | Yes | 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 $0 | Insurance broker organization code? | 3 | Insurance broker name | R. CRAIG RASMUSSEN |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 $0 | Insurance broker organization code? | 3 | Insurance broker name | R. CRAIG RASMUSSEN |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,013 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 $1,013 | Additional information about fees paid to insurance broker | PRODUCTION BONUS | Insurance broker organization code? | 3 | Insurance broker name | R. CRAIG RASMUSSEN |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 2052396450 |
Policy instance | 1 |
Insurance contract or identification number | 2052396450 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $12,653 | Total amount of fees paid to insurance company | USD $205 | Are there contracts with allocated funds for individual policies? | Yes | 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 |
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