ALEXANDER GERSHMAN, M.D., APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN
401k plan membership statisitcs for ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN
Measure | Date | Value |
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2021: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 0 |
Market value of plan assets | 2021-06-30 | 3,800,956 |
Acturial value of plan assets | 2021-06-30 | 3,800,956 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 0 |
Number of terminated vested participants | 2021-06-30 | 7 |
Fundng target for terminated vested participants | 2021-06-30 | 130,382 |
Active participant vested funding target | 2021-06-30 | 3,377,765 |
Number of active participants | 2021-06-30 | 8 |
Total funding liabilities for active participants | 2021-06-30 | 3,378,807 |
Total participant count | 2021-06-30 | 15 |
Total funding target for all participants | 2021-06-30 | 3,509,189 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 0 |
Present value of excess contributions | 2021-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
Total employer contributions | 2021-06-30 | 0 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 7 |
Total of all active and inactive participants | 2020-07-01 | 15 |
Total participants | 2020-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
Market value of plan assets | 2020-06-30 | 3,800,956 |
Acturial value of plan assets | 2020-06-30 | 3,800,956 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 0 |
Number of terminated vested participants | 2020-06-30 | 7 |
Fundng target for terminated vested participants | 2020-06-30 | 130,962 |
Active participant vested funding target | 2020-06-30 | 3,385,714 |
Number of active participants | 2020-06-30 | 8 |
Total funding liabilities for active participants | 2020-06-30 | 3,386,750 |
Total participant count | 2020-06-30 | 15 |
Total funding target for all participants | 2020-06-30 | 3,517,712 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 0 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 8 |
Total of all active and inactive participants | 2019-07-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
Market value of plan assets | 2019-06-30 | 3,782,006 |
Acturial value of plan assets | 2019-06-30 | 3,782,006 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 0 |
Number of terminated vested participants | 2019-06-30 | 8 |
Fundng target for terminated vested participants | 2019-06-30 | 311,091 |
Active participant vested funding target | 2019-06-30 | 2,978,186 |
Number of active participants | 2019-06-30 | 8 |
Total funding liabilities for active participants | 2019-06-30 | 2,978,749 |
Total participant count | 2019-06-30 | 16 |
Total funding target for all participants | 2019-06-30 | 3,289,840 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 0 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 0 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 216,258 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 8 |
Total of all active and inactive participants | 2018-07-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 2 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 0 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 182,881 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 182,881 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 0 |
Additional cash requirement | 2018-06-30 | 0 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
Market value of plan assets | 2018-06-30 | 3,345,689 |
Acturial value of plan assets | 2018-06-30 | 3,345,689 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 0 |
Number of terminated vested participants | 2018-06-30 | 5 |
Fundng target for terminated vested participants | 2018-06-30 | 265,099 |
Active participant vested funding target | 2018-06-30 | 2,825,956 |
Number of active participants | 2018-06-30 | 10 |
Total funding liabilities for active participants | 2018-06-30 | 2,833,221 |
Total participant count | 2018-06-30 | 15 |
Total funding target for all participants | 2018-06-30 | 3,098,320 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 0 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
Waiver amortization installment | 2018-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 0 |
2017: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 5 |
Total of all active and inactive participants | 2017-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
Market value of plan assets | 2017-06-30 | 2,937,218 |
Acturial value of plan assets | 2017-06-30 | 2,937,218 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 0 |
Number of terminated vested participants | 2017-06-30 | 5 |
Fundng target for terminated vested participants | 2017-06-30 | 243,201 |
Active participant vested funding target | 2017-06-30 | 2,489,316 |
Number of active participants | 2017-06-30 | 10 |
Total funding liabilities for active participants | 2017-06-30 | 2,493,500 |
Total participant count | 2017-06-30 | 15 |
Total funding target for all participants | 2017-06-30 | 2,736,701 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 177,592 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 177,592 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 270,479 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 275,679 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 293,315 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 92,798 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 92,798 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 275,679 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2016: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 5 |
Total of all active and inactive participants | 2016-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 4 |
Total of all active and inactive participants | 2015-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 4 |
Total of all active and inactive participants | 2014-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 9 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 4 |
Total of all active and inactive participants | 2013-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2011: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2010: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 2 |
Total of all active and inactive participants | 2009-07-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 1 |
Measure | Date | Value |
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2022 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-06-30 | $0 |
Total plan liabilities at beginning of year | 2022-06-30 | $0 |
Total income from all sources | 2022-06-30 | $636,656 |
Expenses. Total of all expenses incurred | 2022-06-30 | $4,051,634 |
Benefits paid (including direct rollovers) | 2022-06-30 | $4,051,109 |
Total plan assets at end of year | 2022-06-30 | $0 |
Total plan assets at beginning of year | 2022-06-30 | $3,414,978 |
Value of fidelity bond covering the plan | 2022-06-30 | $260,000 |
Other income received | 2022-06-30 | $636,656 |
Net income (gross income less expenses) | 2022-06-30 | $-3,414,978 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $3,414,978 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $525 |
2021 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-06-30 | $0 |
Total plan liabilities at beginning of year | 2021-06-30 | $0 |
Total income from all sources | 2021-06-30 | $-385,978 |
Total plan assets at end of year | 2021-06-30 | $3,414,978 |
Total plan assets at beginning of year | 2021-06-30 | $3,800,956 |
Value of fidelity bond covering the plan | 2021-06-30 | $260,000 |
Other income received | 2021-06-30 | $-385,978 |
Net income (gross income less expenses) | 2021-06-30 | $-385,978 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $3,414,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,800,956 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
2020 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $18,950 |
Total plan assets at end of year | 2020-06-30 | $3,800,956 |
Total plan assets at beginning of year | 2020-06-30 | $3,782,006 |
Value of fidelity bond covering the plan | 2020-06-30 | $260,000 |
Other income received | 2020-06-30 | $18,950 |
Net income (gross income less expenses) | 2020-06-30 | $18,950 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,800,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,782,006 |
2019 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-06-30 | $0 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $0 |
Total income from all sources | 2019-06-30 | $436,317 |
Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
Benefits paid (including direct rollovers) | 2019-06-30 | $0 |
Total plan assets at end of year | 2019-06-30 | $3,782,006 |
Total plan assets at beginning of year | 2019-06-30 | $3,345,689 |
Value of fidelity bond covering the plan | 2019-06-30 | $260,000 |
Total contributions received or receivable from participants | 2019-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
Other income received | 2019-06-30 | $436,317 |
Noncash contributions received | 2019-06-30 | $0 |
Net income (gross income less expenses) | 2019-06-30 | $436,317 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $3,782,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,345,689 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $0 |
2017 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-06-30 | $0 |
Total plan liabilities at beginning of year | 2017-06-30 | $0 |
Total income from all sources | 2017-06-30 | $313,613 |
Expenses. Total of all expenses incurred | 2017-06-30 | $26,279 |
Benefits paid (including direct rollovers) | 2017-06-30 | $26,279 |
Total plan assets at end of year | 2017-06-30 | $3,212,907 |
Total plan assets at beginning of year | 2017-06-30 | $2,925,573 |
Value of fidelity bond covering the plan | 2017-06-30 | $260,000 |
Other income received | 2017-06-30 | $43,134 |
Net income (gross income less expenses) | 2017-06-30 | $287,334 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $3,212,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,925,573 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $270,479 |
2016 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2016 401k financial data |
---|
Transfers to/from the plan | 2016-06-30 | $0 |
Total plan liabilities at end of year | 2016-06-30 | $0 |
Total plan liabilities at beginning of year | 2016-06-30 | $0 |
Total income from all sources | 2016-06-30 | $342,089 |
Expenses. Total of all expenses incurred | 2016-06-30 | $215,141 |
Benefits paid (including direct rollovers) | 2016-06-30 | $215,141 |
Total plan assets at end of year | 2016-06-30 | $2,925,573 |
Total plan assets at beginning of year | 2016-06-30 | $2,798,625 |
Value of fidelity bond covering the plan | 2016-06-30 | $260,000 |
Total contributions received or receivable from participants | 2016-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
Other income received | 2016-06-30 | $174,914 |
Noncash contributions received | 2016-06-30 | $0 |
Net income (gross income less expenses) | 2016-06-30 | $126,948 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,925,573 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,798,625 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $167,175 |
Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
Value of corrective distributions | 2016-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-06-30 | $0 |
Total plan liabilities at end of year | 2015-06-30 | $0 |
Total plan liabilities at beginning of year | 2015-06-30 | $0 |
Total income from all sources | 2015-06-30 | $416,827 |
Expenses. Total of all expenses incurred | 2015-06-30 | $169,421 |
Benefits paid (including direct rollovers) | 2015-06-30 | $169,421 |
Total plan assets at end of year | 2015-06-30 | $2,798,625 |
Total plan assets at beginning of year | 2015-06-30 | $2,551,219 |
Value of fidelity bond covering the plan | 2015-06-30 | $260,000 |
Total contributions received or receivable from participants | 2015-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
Other income received | 2015-06-30 | $247,406 |
Noncash contributions received | 2015-06-30 | $0 |
Net income (gross income less expenses) | 2015-06-30 | $247,406 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,798,625 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,551,219 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $169,421 |
Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
Value of corrective distributions | 2015-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-06-30 | $0 |
Total plan liabilities at end of year | 2014-06-30 | $0 |
Total plan liabilities at beginning of year | 2014-06-30 | $0 |
Total income from all sources | 2014-06-30 | $257,315 |
Expenses. Total of all expenses incurred | 2014-06-30 | $182,225 |
Benefits paid (including direct rollovers) | 2014-06-30 | $182,225 |
Total plan assets at end of year | 2014-06-30 | $2,551,219 |
Total plan assets at beginning of year | 2014-06-30 | $2,476,129 |
Total contributions received or receivable from participants | 2014-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $257,315 |
Noncash contributions received | 2014-06-30 | $0 |
Net income (gross income less expenses) | 2014-06-30 | $75,090 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,551,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,476,129 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
2021: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2021 form 5500 responses |
---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | This submission is the final filing | Yes |
2021-07-01 | Plan funding arrangement – Insurance | Yes |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement – Insurance | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2020 form 5500 responses |
---|
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Plan funding arrangement – Insurance | Yes |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement – Insurance | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2019 form 5500 responses |
---|
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | Yes |
2019-07-01 | Plan funding arrangement – Insurance | Yes |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement – Insurance | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2018 form 5500 responses |
---|
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Plan funding arrangement – Insurance | Yes |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement – Insurance | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2017 form 5500 responses |
---|
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | Yes |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2016 form 5500 responses |
---|
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2015 form 5500 responses |
---|
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2014 form 5500 responses |
---|
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2013 form 5500 responses |
---|
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2011: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2011 form 5500 responses |
---|
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2010: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2010 form 5500 responses |
---|
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | Yes |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2009: ALEXANDER GERSHMAN, M. D. , APC PENSION PLAN 2009 form 5500 responses |
---|
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | Yes |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | 74015910 |
Policy instance | 1 |
Insurance contract or identification number | 74015910 | Number of Individuals Covered | 2 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Insurance broker organization code? | 0 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | NA |
Policy instance | 1 |
Insurance contract or identification number | NA | Total amount of commissions paid to insurance broker | USD $565 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $339 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 0 |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | 74015910 |
Policy instance | 1 |
Insurance contract or identification number | 74015910 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Other welfare benefits provided | ANNUITY CONTRACTS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109191 |
Policy instance | 2 |
Insurance contract or identification number | P8109191 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109191 |
Policy instance | 3 |
Insurance contract or identification number | P8109191 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | 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? | 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 | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | 74015910 |
Policy instance | 2 |
Insurance contract or identification number | 74015910 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | 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? | 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 | Other welfare benefits provided | ANNUITY CONTRACTS | 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 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053955 |
Policy instance | 1 |
Insurance contract or identification number | 4053955 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | 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? | 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 | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053955 |
Policy instance | 1 |
Insurance contract or identification number | 4053955 | Number of Individuals Covered | 5 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | 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? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $27,991 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109191 |
Policy instance | 3 |
Insurance contract or identification number | P8109191 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | 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? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $141,620 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | 74015910 |
Policy instance | 2 |
Insurance contract or identification number | 74015910 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | 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? | 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 | Other welfare benefits provided | ANNUITY CONTRACTS | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053955 |
Policy instance | 3 |
Insurance contract or identification number | 4053955 | Number of Individuals Covered | 4 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | 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? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $19,833 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109191 |
Policy instance | 2 |
Insurance contract or identification number | P8109191 | Number of Individuals Covered | 3 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | 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? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $149,588 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | 74015910 |
Policy instance | 1 |
Insurance contract or identification number | 74015910 | Number of Individuals Covered | 3 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | 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? | 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 | Other welfare benefits provided | ANNUITY CONTRACTS | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015910 |
Policy instance | 1 |
Insurance contract or identification number | 74015910 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | 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? | 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? | Yes |
|
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109191 |
Policy instance | 2 |
Insurance contract or identification number | P8109191 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | 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? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $149,588 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053955 |
Policy instance | 3 |
Insurance contract or identification number | 4053955 | Number of Individuals Covered | 4 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | 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? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $32,637 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109192 |
Policy instance | 12 |
Insurance contract or identification number | P8109192 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017093F |
Policy instance | 6 |
Insurance contract or identification number | HDA017093F | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017094F |
Policy instance | 7 |
Insurance contract or identification number | HDA017094F | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017095F |
Policy instance | 8 |
Insurance contract or identification number | HDA017095F | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017096F |
Policy instance | 9 |
Insurance contract or identification number | HDA017096F | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109190 |
Policy instance | 10 |
Insurance contract or identification number | P8109190 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109191 |
Policy instance | 11 |
Insurance contract or identification number | P8109191 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | YH00868330 |
Policy instance | 13 |
Insurance contract or identification number | YH00868330 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | YH00868331 |
Policy instance | 14 |
Insurance contract or identification number | YH00868331 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | YH00868332 |
Policy instance | 15 |
Insurance contract or identification number | YH00868332 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015949 |
Policy instance | 5 |
Insurance contract or identification number | 74015949 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015910 |
Policy instance | 3 |
Insurance contract or identification number | 74015910 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015911 |
Policy instance | 4 |
Insurance contract or identification number | 74015911 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053973 |
Policy instance | 2 |
Insurance contract or identification number | 4053973 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053955 |
Policy instance | 1 |
Insurance contract or identification number | 4053955 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017095F |
Policy instance | 9 |
Insurance contract or identification number | HDA017095F | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015909 |
Policy instance | 3 |
Insurance contract or identification number | 74015909 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | YH00868331 |
Policy instance | 15 |
Insurance contract or identification number | YH00868331 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053973 |
Policy instance | 2 |
Insurance contract or identification number | 4053973 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 4053955 |
Policy instance | 1 |
Insurance contract or identification number | 4053955 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017094F |
Policy instance | 8 |
Insurance contract or identification number | HDA017094F | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017093F |
Policy instance | 7 |
Insurance contract or identification number | HDA017093F | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | HDA017096F |
Policy instance | 10 |
Insurance contract or identification number | HDA017096F | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109190 |
Policy instance | 11 |
Insurance contract or identification number | P8109190 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015910 |
Policy instance | 4 |
Insurance contract or identification number | 74015910 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109191 |
Policy instance | 12 |
Insurance contract or identification number | P8109191 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | P8109192 |
Policy instance | 13 |
Insurance contract or identification number | P8109192 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | YH00868330 |
Policy instance | 14 |
Insurance contract or identification number | YH00868330 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015911 |
Policy instance | 5 |
Insurance contract or identification number | 74015911 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | YH00868332 |
Policy instance | 16 |
Insurance contract or identification number | YH00868332 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
Policy contract number | 74015949 |
Policy instance | 6 |
Insurance contract or identification number | 74015949 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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? | 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 |
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