THE BRIDGE SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2021: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 22 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 12 |
| Total of all active and inactive participants | 2021-08-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
| Total participants | 2021-08-01 | 34 |
| Number of participants with account balances | 2021-08-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| 2020: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 21 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 13 |
| Total of all active and inactive participants | 2020-08-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
| Total participants | 2020-08-01 | 34 |
| Number of participants with account balances | 2020-08-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
| 2019: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 23 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 15 |
| Total of all active and inactive participants | 2019-08-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
| Total participants | 2019-08-01 | 38 |
| Number of participants with account balances | 2019-08-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| 2018: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 21 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 15 |
| Total of all active and inactive participants | 2018-08-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
| Total participants | 2018-08-01 | 36 |
| Number of participants with account balances | 2018-08-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| 2017: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 1 |
| Total of all active and inactive participants | 2017-08-01 | 23 |
| Total participants | 2017-08-01 | 23 |
| Number of participants with account balances | 2017-08-01 | 33 |
| 2016: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 3 |
| Total of all active and inactive participants | 2016-08-01 | 20 |
| Total participants | 2016-08-01 | 20 |
| Number of participants with account balances | 2016-08-01 | 33 |
| 2015: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 6 |
| Total of all active and inactive participants | 2015-08-01 | 20 |
| Total participants | 2015-08-01 | 20 |
| Number of participants with account balances | 2015-08-01 | 28 |
| 2014: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 1 |
| Total of all active and inactive participants | 2014-08-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 14 |
| Number of participants with account balances | 2014-08-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 22 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 9 |
| Total of all active and inactive participants | 2013-08-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
| Total participants | 2013-08-01 | 31 |
| Number of participants with account balances | 2013-08-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
| 2012: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 21 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 7 |
| Total of all active and inactive participants | 2012-08-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
| Total participants | 2012-08-01 | 28 |
| Number of participants with account balances | 2012-08-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
| 2011: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 21 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 8 |
| Total of all active and inactive participants | 2011-08-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
| Total participants | 2011-08-01 | 29 |
| Number of participants with account balances | 2011-08-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
| 2009: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 22 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 15 |
| Total of all active and inactive participants | 2009-08-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
| Total participants | 2009-08-01 | 37 |
| Number of participants with account balances | 2009-08-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $-130,548 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $63,653 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $47,319 |
| Total plan assets at end of year | 2022-07-31 | $5,216,154 |
| Total plan assets at beginning of year | 2022-07-31 | $5,410,355 |
| Value of fidelity bond covering the plan | 2022-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-07-31 | $171,111 |
| Other income received | 2022-07-31 | $-373,222 |
| Net income (gross income less expenses) | 2022-07-31 | $-194,201 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $5,216,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $5,410,355 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $71,563 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $16,334 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-07-31 | $0 |
| 2021 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $1,435,942 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $472,585 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $455,662 |
| Total plan assets at end of year | 2021-07-31 | $5,410,355 |
| Total plan assets at beginning of year | 2021-07-31 | $4,446,998 |
| Value of fidelity bond covering the plan | 2021-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-07-31 | $515,324 |
| Expenses. Other expenses not covered elsewhere | 2021-07-31 | $16,698 |
| Other income received | 2021-07-31 | $856,785 |
| Net income (gross income less expenses) | 2021-07-31 | $963,357 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $5,410,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $4,446,998 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $63,833 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-31 | $0 |
| 2020 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $584,903 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $618,923 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $605,821 |
| Total plan assets at end of year | 2020-07-31 | $4,446,998 |
| Total plan assets at beginning of year | 2020-07-31 | $4,481,018 |
| Value of fidelity bond covering the plan | 2020-07-31 | $449,000 |
| Total contributions received or receivable from participants | 2020-07-31 | $158,651 |
| Other income received | 2020-07-31 | $364,758 |
| Net income (gross income less expenses) | 2020-07-31 | $-34,020 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $4,446,998 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $4,481,018 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $61,494 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $13,102 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-07-31 | $0 |
| 2019 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-07-31 | $340,993 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $67,212 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $61,516 |
| Total plan assets at end of year | 2019-07-31 | $4,481,018 |
| Total plan assets at beginning of year | 2019-07-31 | $4,207,237 |
| Value of fidelity bond covering the plan | 2019-07-31 | $449,000 |
| Total contributions received or receivable from participants | 2019-07-31 | $137,533 |
| Contributions received from other sources (not participants or employers) | 2019-07-31 | $8,569 |
| Other income received | 2019-07-31 | $138,842 |
| Net income (gross income less expenses) | 2019-07-31 | $273,781 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $4,481,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $4,207,237 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $56,049 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $5,696 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-31 | $0 |
| 2018 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $355,267 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $7,110 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $6,634 |
| Total plan assets at end of year | 2018-07-31 | $4,207,237 |
| Total plan assets at beginning of year | 2018-07-31 | $3,859,080 |
| Value of fidelity bond covering the plan | 2018-07-31 | $417,839 |
| Total contributions received or receivable from participants | 2018-07-31 | $107,925 |
| Contributions received from other sources (not participants or employers) | 2018-07-31 | $4,332 |
| Other income received | 2018-07-31 | $186,961 |
| Net income (gross income less expenses) | 2018-07-31 | $348,157 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $4,207,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $3,859,080 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $56,049 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $476 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-07-31 | $0 |
| 2017 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $522,003 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $68,096 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $67,635 |
| Total plan assets at end of year | 2017-07-31 | $3,859,080 |
| Total plan assets at beginning of year | 2017-07-31 | $3,405,173 |
| Value of fidelity bond covering the plan | 2017-07-31 | $110,000 |
| Total contributions received or receivable from participants | 2017-07-31 | $150,746 |
| Other income received | 2017-07-31 | $305,906 |
| Net income (gross income less expenses) | 2017-07-31 | $453,907 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $3,859,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $3,405,173 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $65,351 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $461 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-07-31 | $0 |
| 2016 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $208,960 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $25,413 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $25,000 |
| Total plan assets at end of year | 2016-07-31 | $3,405,173 |
| Total plan assets at beginning of year | 2016-07-31 | $3,221,626 |
| Value of fidelity bond covering the plan | 2016-07-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-07-31 | $122,307 |
| Expenses. Other expenses not covered elsewhere | 2016-07-31 | $413 |
| Other income received | 2016-07-31 | $25,829 |
| Net income (gross income less expenses) | 2016-07-31 | $183,547 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $3,405,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $3,221,626 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $60,824 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
| 2015 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $312,939 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $47,909 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $47,909 |
| Total plan assets at end of year | 2015-07-31 | $3,221,626 |
| Total plan assets at beginning of year | 2015-07-31 | $2,956,596 |
| Value of fidelity bond covering the plan | 2015-07-31 | $295,660 |
| Total contributions received or receivable from participants | 2015-07-31 | $117,037 |
| Other income received | 2015-07-31 | $135,078 |
| Net income (gross income less expenses) | 2015-07-31 | $265,030 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $3,221,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $2,956,596 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $60,824 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
| 2014 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $393,910 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $20,707 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $20,400 |
| Total plan assets at end of year | 2014-07-31 | $2,956,595 |
| Total plan assets at beginning of year | 2014-07-31 | $2,583,392 |
| Value of fidelity bond covering the plan | 2014-07-31 | $295,660 |
| Total contributions received or receivable from participants | 2014-07-31 | $133,906 |
| Contributions received from other sources (not participants or employers) | 2014-07-31 | $4,600 |
| Other income received | 2014-07-31 | $192,625 |
| Net income (gross income less expenses) | 2014-07-31 | $373,203 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $2,956,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $2,583,392 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $62,779 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $307 |
| 2013 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $864,139 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $8,658 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $8,145 |
| Total plan assets at end of year | 2013-07-31 | $2,583,392 |
| Total plan assets at beginning of year | 2013-07-31 | $1,727,911 |
| Value of fidelity bond covering the plan | 2013-07-31 | $172,791 |
| Total contributions received or receivable from participants | 2013-07-31 | $119,558 |
| Contributions received from other sources (not participants or employers) | 2013-07-31 | $421,406 |
| Other income received | 2013-07-31 | $258,826 |
| Net income (gross income less expenses) | 2013-07-31 | $855,481 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $2,583,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $1,727,911 |
| Assets. Value of participant loans | 2013-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $64,349 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $513 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
| 2012 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $197,573 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $69,372 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $68,777 |
| Total plan assets at end of year | 2012-07-31 | $1,727,911 |
| Total plan assets at beginning of year | 2012-07-31 | $1,599,710 |
| Value of fidelity bond covering the plan | 2012-07-31 | $172,791 |
| Total contributions received or receivable from participants | 2012-07-31 | $119,993 |
| Contributions received from other sources (not participants or employers) | 2012-07-31 | $15,541 |
| Other income received | 2012-07-31 | $-972 |
| Net income (gross income less expenses) | 2012-07-31 | $128,201 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $1,727,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $1,599,710 |
| Assets. Value of participant loans | 2012-07-31 | $2,326 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $63,011 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $595 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
| 2011 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $279,455 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $81,200 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $80,601 |
| Total plan assets at end of year | 2011-07-31 | $1,599,710 |
| Total plan assets at beginning of year | 2011-07-31 | $1,401,455 |
| Value of fidelity bond covering the plan | 2011-07-31 | $110,000 |
| Total contributions received or receivable from participants | 2011-07-31 | $114,660 |
| Other income received | 2011-07-31 | $102,301 |
| Net income (gross income less expenses) | 2011-07-31 | $198,255 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $1,599,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,401,455 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $62,494 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $599 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
| 2010 : THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
| 2021: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Submission has been amended | No |
| 2021-08-01 | This submission is the final filing | No |
| 2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-08-01 | Plan is a collectively bargained plan | No |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Submission has been amended | No |
| 2020-08-01 | This submission is the final filing | No |
| 2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-08-01 | Plan is a collectively bargained plan | No |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Submission has been amended | No |
| 2019-08-01 | This submission is the final filing | No |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-08-01 | Plan is a collectively bargained plan | No |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Submission has been amended | No |
| 2018-08-01 | This submission is the final filing | No |
| 2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-08-01 | Plan is a collectively bargained plan | No |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Submission has been amended | No |
| 2017-08-01 | This submission is the final filing | No |
| 2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-08-01 | Plan is a collectively bargained plan | No |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE BRIDGE SCHOOL TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 6 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,654 | | 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? | Yes | | 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 $3,654 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN YOHANAN II, |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP1109700 |
| Policy instance | 1 |
| Insurance contract or identification number | LP1109700 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 |
|
