CIRCLEPOINT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CIRCLEPOINT 401-K PROFIT SHARING PLAN
Measure | Date | Value |
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2015: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
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 | 38 |
Total of all active and inactive participants | 2015-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 80 |
Number of participants with account balances | 2015-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 38 |
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 | 34 |
Total of all active and inactive participants | 2014-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 72 |
Number of participants with account balances | 2014-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
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 | 38 |
Total of all active and inactive participants | 2013-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 76 |
Number of participants with account balances | 2013-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 46 |
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 | 33 |
Total of all active and inactive participants | 2012-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 79 |
Number of participants with account balances | 2012-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 50 |
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 | 20 |
Total of all active and inactive participants | 2011-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 70 |
Number of participants with account balances | 2011-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 72 |
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 | 21 |
Total of all active and inactive participants | 2009-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 93 |
Number of participants with account balances | 2009-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2015 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $386,288 |
Expenses. Total of all expenses incurred | 2015-12-31 | $138,663 |
Benefits paid (including direct rollovers) | 2015-12-31 | $126,837 |
Total plan assets at end of year | 2015-12-31 | $3,080,011 |
Total plan assets at beginning of year | 2015-12-31 | $2,832,386 |
Value of fidelity bond covering the plan | 2015-12-31 | $65,000 |
Total contributions received or receivable from participants | 2015-12-31 | $226,167 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $136,300 |
Other income received | 2015-12-31 | $5,920 |
Net income (gross income less expenses) | 2015-12-31 | $247,625 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,080,011 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,832,386 |
Assets. Value of participant loans | 2015-12-31 | $14,741 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,901 |
Value of corrective distributions | 2015-12-31 | $11,089 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $737 |
2014 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $380,634 |
Expenses. Total of all expenses incurred | 2014-12-31 | $86,273 |
Benefits paid (including direct rollovers) | 2014-12-31 | $70,827 |
Total plan assets at end of year | 2014-12-31 | $2,832,386 |
Total plan assets at beginning of year | 2014-12-31 | $2,538,025 |
Value of fidelity bond covering the plan | 2014-12-31 | $65,000 |
Total contributions received or receivable from participants | 2014-12-31 | $182,848 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $14,294 |
Other income received | 2014-12-31 | $183,492 |
Net income (gross income less expenses) | 2014-12-31 | $294,361 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,832,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,538,025 |
Assets. Value of participant loans | 2014-12-31 | $3,511 |
Value of corrective distributions | 2014-12-31 | $12,546 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,900 |
2013 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $628,958 |
Expenses. Total of all expenses incurred | 2013-12-31 | $403,044 |
Benefits paid (including direct rollovers) | 2013-12-31 | $381,143 |
Total plan assets at end of year | 2013-12-31 | $2,538,025 |
Total plan assets at beginning of year | 2013-12-31 | $2,312,111 |
Value of fidelity bond covering the plan | 2013-12-31 | $65,000 |
Total contributions received or receivable from participants | 2013-12-31 | $167,054 |
Other income received | 2013-12-31 | $458,324 |
Net income (gross income less expenses) | 2013-12-31 | $225,914 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,538,025 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,312,111 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $3,580 |
Value of corrective distributions | 2013-12-31 | $20,476 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,425 |
2012 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $478,752 |
Expenses. Total of all expenses incurred | 2012-12-31 | $738,546 |
Benefits paid (including direct rollovers) | 2012-12-31 | $738,446 |
Total plan assets at end of year | 2012-12-31 | $2,312,111 |
Total plan assets at beginning of year | 2012-12-31 | $2,571,905 |
Value of fidelity bond covering the plan | 2012-12-31 | $65,000 |
Total contributions received or receivable from participants | 2012-12-31 | $159,638 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,013 |
Other income received | 2012-12-31 | $301,895 |
Net income (gross income less expenses) | 2012-12-31 | $-259,794 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,312,111 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,571,905 |
Assets. Value of participant loans | 2012-12-31 | $1,614 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $15,206 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $100 |
2011 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $248,105 |
Expenses. Total of all expenses incurred | 2011-12-31 | $616,619 |
Benefits paid (including direct rollovers) | 2011-12-31 | $608,693 |
Total plan assets at end of year | 2011-12-31 | $2,571,905 |
Total plan assets at beginning of year | 2011-12-31 | $2,940,419 |
Value of fidelity bond covering the plan | 2011-12-31 | $65,000 |
Total contributions received or receivable from participants | 2011-12-31 | $239,779 |
Other income received | 2011-12-31 | $-63,740 |
Net income (gross income less expenses) | 2011-12-31 | $-368,514 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,571,905 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,940,419 |
Assets. Value of participant loans | 2011-12-31 | $44 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $72,066 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $7,926 |
2010 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $812,742 |
Expenses. Total of all expenses incurred | 2010-12-31 | $190,431 |
Benefits paid (including direct rollovers) | 2010-12-31 | $185,275 |
Total plan assets at end of year | 2010-12-31 | $2,940,419 |
Total plan assets at beginning of year | 2010-12-31 | $2,318,108 |
Value of fidelity bond covering the plan | 2010-12-31 | $65,000 |
Total contributions received or receivable from participants | 2010-12-31 | $338,834 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $194 |
Other income received | 2010-12-31 | $349,060 |
Net income (gross income less expenses) | 2010-12-31 | $622,311 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,940,419 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,318,108 |
Assets. Value of participant loans | 2010-12-31 | $8,100 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $124,654 |
Value of corrective distributions | 2010-12-31 | $4,544 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $612 |
2015: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2015 form 5500 responses |
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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: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2014 form 5500 responses |
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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: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2013 form 5500 responses |
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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: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2012 form 5500 responses |
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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: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2011 form 5500 responses |
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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 |
2009: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9325 |
Policy instance | 1 |
Insurance contract or identification number | ZH9325 | Number of Individuals Covered | 80 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $14,922 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,461 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9325 |
Policy instance | 1 |
Insurance contract or identification number | ZH9325 | Number of Individuals Covered | 72 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $6,640 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,640 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9325 |
Policy instance | 1 |
Insurance contract or identification number | ZH9325 | Number of Individuals Covered | 76 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,845 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,845 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9325 |
Policy instance | 1 |
Insurance contract or identification number | ZH9325 | Number of Individuals Covered | 79 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $6,138 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,138 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9325 |
Policy instance | 1 |
Insurance contract or identification number | ZH9325 | Number of Individuals Covered | 70 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $7,158 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9325 |
Policy instance | 1 |
Insurance contract or identification number | ZH9325 | Number of Individuals Covered | 90 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,851 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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