OAKDELL EGG FARM INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAKDELL EGG FARMS INC EMPLOYEE STOCK
Measure | Date | Value |
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2022: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 91 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 23 |
Total of all active and inactive participants | 2022-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 115 |
Number of participants with account balances | 2022-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 22 |
Total of all active and inactive participants | 2021-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 122 |
Number of participants with account balances | 2021-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 103 |
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 | 15 |
Total of all active and inactive participants | 2020-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 118 |
Number of participants with account balances | 2020-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 17 |
Total of all active and inactive participants | 2019-01-01 | 117 |
Total participants | 2019-01-01 | 117 |
Number of participants with account balances | 2019-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 93 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 109 |
Total participants | 2018-01-01 | 109 |
Number of participants with account balances | 2018-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 111 |
Total participants | 2017-01-01 | 111 |
Number of participants with account balances | 2017-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 94 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 106 |
Total participants | 2016-01-01 | 106 |
Number of participants with account balances | 2016-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 96 |
Number of participants with account balances | 2015-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 101 |
Number of participants with account balances | 2014-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 97 |
Number of participants with account balances | 2013-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 85 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 99 |
Number of participants with account balances | 2012-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 80 |
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 | 12 |
Total of all active and inactive participants | 2011-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 93 |
Number of participants with account balances | 2011-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 67 |
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 | 6 |
Total of all active and inactive participants | 2009-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 73 |
Number of participants with account balances | 2009-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2022 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $1,690,451 |
Expenses. Total of all expenses incurred | 2022-12-31 | $341,679 |
Benefits paid (including direct rollovers) | 2022-12-31 | $227,881 |
Total plan assets at end of year | 2022-12-31 | $11,011,867 |
Total plan assets at beginning of year | 2022-12-31 | $9,663,095 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Other income received | 2022-12-31 | $1,428,279 |
Net income (gross income less expenses) | 2022-12-31 | $1,348,772 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $11,011,867 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,663,095 |
Assets. Value of participant loans | 2022-12-31 | $408,295 |
Assets. Value of employer securities | 2022-12-31 | $7,821,589 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $262,172 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $113,798 |
2021 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,376,822 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,445,032 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,314,572 |
Total plan assets at end of year | 2021-12-31 | $9,663,095 |
Total plan assets at beginning of year | 2021-12-31 | $9,731,305 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Other income received | 2021-12-31 | $1,376,822 |
Net income (gross income less expenses) | 2021-12-31 | $-68,210 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,663,095 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,731,305 |
Assets. Value of participant loans | 2021-12-31 | $364,393 |
Assets. Value of employer securities | 2021-12-31 | $5,815,178 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $130,460 |
2020 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $318,569 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,617,905 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,438,864 |
Total plan assets at end of year | 2020-12-31 | $9,731,305 |
Total plan assets at beginning of year | 2020-12-31 | $11,030,641 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $179,041 |
Net income (gross income less expenses) | 2020-12-31 | $-1,299,336 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,731,305 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,030,641 |
Assets. Value of participant loans | 2020-12-31 | $515,589 |
Assets. Value of employer securities | 2020-12-31 | $5,381,867 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $318,569 |
2019 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-12-31 | $3,641 |
Total income from all sources | 2019-12-31 | $229,142 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,892,381 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,758,438 |
Total plan assets at end of year | 2019-12-31 | $11,030,641 |
Total plan assets at beginning of year | 2019-12-31 | $12,697,521 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $133,943 |
Net income (gross income less expenses) | 2019-12-31 | $-1,663,239 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,030,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,693,880 |
Assets. Value of participant loans | 2019-12-31 | $472,124 |
Assets. Value of employer securities | 2019-12-31 | $7,446,582 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $229,142 |
2018 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $3,641 |
Total income from all sources | 2018-12-31 | $1,601,205 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,484,324 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,348,452 |
Total plan assets at end of year | 2018-12-31 | $12,697,521 |
Total plan assets at beginning of year | 2018-12-31 | $12,576,999 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Other income received | 2018-12-31 | $1,212,477 |
Net income (gross income less expenses) | 2018-12-31 | $116,881 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,693,880 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,576,999 |
Assets. Value of participant loans | 2018-12-31 | $463,559 |
Assets. Value of employer securities | 2018-12-31 | $8,534,484 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $388,728 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $135,872 |
2017 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $2,542,879 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,264,854 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,120,675 |
Total plan assets at end of year | 2017-12-31 | $12,576,999 |
Total plan assets at beginning of year | 2017-12-31 | $11,298,974 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Other income received | 2017-12-31 | $2,270,266 |
Net income (gross income less expenses) | 2017-12-31 | $1,278,025 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,576,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,298,974 |
Assets. Value of participant loans | 2017-12-31 | $463,412 |
Assets. Value of employer securities | 2017-12-31 | $7,801,371 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $272,613 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $144,179 |
2016 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $-826,252 |
Expenses. Total of all expenses incurred | 2016-12-31 | $889,547 |
Benefits paid (including direct rollovers) | 2016-12-31 | $741,139 |
Total plan assets at end of year | 2016-12-31 | $11,298,974 |
Total plan assets at beginning of year | 2016-12-31 | $13,014,773 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $148,408 |
Other income received | 2016-12-31 | $-1,075,292 |
Net income (gross income less expenses) | 2016-12-31 | $-1,715,799 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,298,974 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,014,773 |
Assets. Value of participant loans | 2016-12-31 | $453,972 |
Assets. Value of employer securities | 2016-12-31 | $6,312,511 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $249,040 |
2015 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $3,098,877 |
Expenses. Total of all expenses incurred | 2015-12-31 | $219,338 |
Benefits paid (including direct rollovers) | 2015-12-31 | $69,545 |
Total plan assets at end of year | 2015-12-31 | $13,014,773 |
Total plan assets at beginning of year | 2015-12-31 | $10,135,234 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $149,793 |
Other income received | 2015-12-31 | $2,384,638 |
Net income (gross income less expenses) | 2015-12-31 | $2,879,539 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,014,773 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,135,234 |
Assets. Value of participant loans | 2015-12-31 | $374,678 |
Assets. Value of employer securities | 2015-12-31 | $7,757,896 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $714,239 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 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 | $2,461 |
Total income from all sources | 2014-12-31 | $1,945,549 |
Expenses. Total of all expenses incurred | 2014-12-31 | $621,862 |
Benefits paid (including direct rollovers) | 2014-12-31 | $471,225 |
Total plan assets at end of year | 2014-12-31 | $10,132,755 |
Total plan assets at beginning of year | 2014-12-31 | $8,811,529 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $150,637 |
Other income received | 2014-12-31 | $1,608,553 |
Net income (gross income less expenses) | 2014-12-31 | $1,323,687 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,132,755 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,809,068 |
Assets. Value of participant loans | 2014-12-31 | $309,253 |
Assets. Value of employer securities | 2014-12-31 | $5,437,942 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $336,996 |
2013 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $2,461 |
Total plan liabilities at beginning of year | 2013-12-31 | $3,390 |
Total income from all sources | 2013-12-31 | $1,513,671 |
Expenses. Total of all expenses incurred | 2013-12-31 | $974,350 |
Benefits paid (including direct rollovers) | 2013-12-31 | $828,251 |
Total plan assets at end of year | 2013-12-31 | $8,811,529 |
Total plan assets at beginning of year | 2013-12-31 | $8,273,137 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $146,099 |
Other income received | 2013-12-31 | $1,316,584 |
Net income (gross income less expenses) | 2013-12-31 | $539,321 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,809,068 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,269,747 |
Assets. Value of participant loans | 2013-12-31 | $296,945 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $23,800 |
Assets. Value of employer securities | 2013-12-31 | $4,145,532 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $197,087 |
2012 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $3,390 |
Total plan liabilities at beginning of year | 2012-12-31 | $914 |
Total income from all sources | 2012-12-31 | $240,193 |
Expenses. Total of all expenses incurred | 2012-12-31 | $252,724 |
Benefits paid (including direct rollovers) | 2012-12-31 | $143,848 |
Total plan assets at end of year | 2012-12-31 | $8,273,137 |
Total plan assets at beginning of year | 2012-12-31 | $8,283,192 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $68,098 |
Other income received | 2012-12-31 | $91,074 |
Net income (gross income less expenses) | 2012-12-31 | $-12,531 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,269,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,282,278 |
Assets. Value of participant loans | 2012-12-31 | $292,094 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $34,596 |
Assets. Value of employer securities | 2012-12-31 | $3,602,331 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $149,119 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $40,778 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $914 |
Total plan liabilities at beginning of year | 2011-12-31 | $800 |
Total income from all sources | 2011-12-31 | $343,502 |
Expenses. Total of all expenses incurred | 2011-12-31 | $238,856 |
Benefits paid (including direct rollovers) | 2011-12-31 | $222,103 |
Total plan assets at end of year | 2011-12-31 | $8,283,192 |
Total plan assets at beginning of year | 2011-12-31 | $8,178,432 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16,753 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-26,850 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $104,646 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,282,278 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,177,632 |
Assets. Value of participant loans | 2011-12-31 | $275,163 |
Assets. Value of employer securities | 2011-12-31 | $3,981,951 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $370,352 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $800 |
Total plan liabilities at beginning of year | 2010-12-31 | $3,629 |
Total income from all sources | 2010-12-31 | $1,669,530 |
Expenses. Total of all expenses incurred | 2010-12-31 | $41,515 |
Benefits paid (including direct rollovers) | 2010-12-31 | $25,629 |
Total plan assets at end of year | 2010-12-31 | $8,178,432 |
Total plan assets at beginning of year | 2010-12-31 | $6,553,246 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $1,342,054 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $1,628,015 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,177,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,549,617 |
Assets. Value of participant loans | 2010-12-31 | $280,495 |
Assets. Value of employer securities | 2010-12-31 | $4,163,973 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $327,476 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $15,886 |
2009 : OAKDELL EGG FARMS INC EMPLOYEE STOCK 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
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: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
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: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
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: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
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: OAKDELL EGG FARMS INC EMPLOYEE STOCK 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
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: OAKDELL EGG FARMS INC EMPLOYEE STOCK 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: OAKDELL EGG FARMS INC EMPLOYEE STOCK 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 - Trust | Yes |
2013: OAKDELL EGG FARMS INC EMPLOYEE STOCK 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 - Trust | Yes |
2012: OAKDELL EGG FARMS INC EMPLOYEE STOCK 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 - Trust | Yes |
2011: OAKDELL EGG FARMS INC EMPLOYEE STOCK 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 - Trust | Yes |
2009: OAKDELL EGG FARMS INC EMPLOYEE STOCK 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 - Trust | Yes |
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $3,548 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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 | 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 $3,548 | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,548 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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 | 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 $3,548 | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $3,575 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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 | 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 $3,575 | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,548 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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 | 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 $3,548 | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,548 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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 | 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 $1,774 | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,459 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | 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 | 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 $1,730 | Insurance broker organization code? | 3 | Insurance broker name | ANDREW VAN BUREN |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,274 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 | 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 $1,637 | Insurance broker organization code? | 3 | Insurance broker name | ANDREW VAN BUREN |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,520 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 | 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 $2,760 | Insurance broker organization code? | 3 | Insurance broker name | ANDREW VAN BUREN |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 1 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $7,886 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 | 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 $3,943 | Insurance broker organization code? | 3 | Insurance broker name | ANDREW VAN BUREN |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | 1205-018406 |
Policy instance | 1 |
Insurance contract or identification number | 1205-018406 | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,427 | Total amount of fees paid to insurance company | USD $591 | 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 | 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 $1,427 | Amount paid for insurance broker fees | 591 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | JOHN CRAIG WILLSON |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 07202396940 |
Policy instance | 2 |
Insurance contract or identification number | 07202396940 | Number of Individuals Covered | 4 | Insurance policy start date | 2012-12-07 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $43,274 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | 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 | 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 | Commission paid to Insurance Broker | USD $21,687 | Insurance broker organization code? | 3 | Insurance broker name | ANDREW VAN BUREN |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | 1205-018406 |
Policy instance | 1 |
Insurance contract or identification number | 1205-018406 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,895 | Total amount of fees paid to insurance company | USD $250 | 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 | 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 |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | 1205-018406 |
Policy instance | 1 |
Insurance contract or identification number | 1205-018406 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,594 | Total amount of fees paid to insurance company | USD $258 | 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 | 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 $2,594 | Amount paid for insurance broker fees | 258 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | JOHN C WILLSON |
|