Professional Documents
Culture Documents
This form or schedule is provided for information purposes and should not be
reproduced on personal computer printers by individual taxpayers for filing.
The Form 5500-series of forms and schedules is printed on special paper with
dropout ink so it can be processed by the computerized processing system
"EFAST." The Forms 5500 and 5500-EZ (and related schedules) may be
obtained by calling 1-800-TAX-FORM (1-800-829-3676). Be sure to order using
the IRS form number.
2004
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Department of the Treasury This schedule is required to be filed under section 104 of the
Internal Revenue Service Employee Retirement Income Security Act of 1974.
Department of Labor
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File as an attachment to Form 5500.
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Employee Benefits Security
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Administration Insurance companies are required to provide this information This Form is Open to
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Pension Benefit Guaranty Corporation pursuant to ERISA section 103(a)(2). Public Inspection.
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or fiscal plan year beginning and ending
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A Name of plan
B Three-digit
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plan number
E
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C Plan sponsor's name as shown on line 2a of Form 5500 D Employer Identification Number
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NO
Part I Information Concerning Insurance Contract Coverage, Fees, and Commissions
Provide information for each contract on a separate Schedule A. Individual contracts grouped as a unit in Parts II and III
can be reported on a single Schedule A.
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1 Coverage:
(a) Name of insurance carrier
,
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ON
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2 Insurance fees and commissions paid to agents, brokers and other persons. Enter the total fees and total commissions
AT
below and list agents, brokers and other persons individually in descending order of the amount paid in the items on
the following page(s) in Part I.
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▲ ▲ ▲ .00 ▲ ▲ ▲ .00
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For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Cat. No. 13505I Schedule A (Form 5500) 2004
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0 5 0 4 0 0 0 1 0 A
v7.1
Schedule A (Form 5500) 2004 Page 2
Official Use Only
(a) Name and address of the agents, brokers or other persons to whom commissions or fees were paid
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Name
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Street Address
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City State Zip Code
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(b) Amount of commissions paid (c) Fees paid / Amount (e) Organization
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code
▲ ▲ ▲ .00 ▲ ▲ ▲ .00
(d) Fees paid / Purpose
E
US
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NO
(a) Name and address of the agents, brokers or other persons to whom commissions or fees were paid
DO
Name
Street Address
,
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City State Zip Code
ON
(b) Amount of commissions paid (c) Fees paid / Amount (e) Organization
code
▲ ▲ ▲ .00 ▲ ▲ ▲ .00
ES
(a) Name and address of the agents, brokers or other persons to whom commissions or fees were paid
Name
N
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Street Address
AT
(b) Amount of commissions paid (c) Fees paid / Amount (e) Organization
code
▲ ▲ ▲ .00 ▲ ▲ ▲ .00
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0 5 0 4 0 0 0 2 0 B
Schedule A (Form 5500) 2004 Page 3
Official Use Only
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Where individual contracts are provided, the entire group of such individual contracts with each carrier may be treated as
a unit for purposes of this report.
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3 Current value of plan's interest under this contract in the general account at year end ▲ ▲ ▲ .00
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4 Current value of plan's interest under this contract in separate accounts at year end ▲ ▲ ▲ .00
E
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5 Contracts With Allocated Funds
a State the basis of premium rates
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NO
▼
DO
b Premiums paid to carrier ............................................................................................... ▲ ▲ ▲ .00
,
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c Premiums due but unpaid at the end of the year ........................................................
▲ ▲ ▲ .00
ON
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AT
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f If contract purchased, in whole or in part, to distribute benefits from a terminating plan check here .....
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IN
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0 5 0 4 0 0 0 3 0 C
Schedule A (Form 5500) 2004 Page 4
Official Use Only
6 Contracts With Unallocated Funds (Do not include portions of these contracts maintained in separate accounts)
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a Type of contract
(1) deposit administration (2) immediate participation guarantee (3) guaranteed investment
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(4) other (specify below)
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▼
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b Balance at the end of the previous year ..................................................................... ▲ ▲ ▲ .00
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c Additions:
(1) Contributions deposited during the year ......... ▲ ▲ ▲ .00
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NO
(2) Dividends and credits ...................................... ▲ ▲ ▲ .00
(3) Interest credited during the year ..................... ▲ ▲ ▲ .00
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(4) Transferred from separate account ................. ▲ ▲ ▲ .00
, .00
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(5) Other (specify below) ....................................... ▲ ▲ ▲
ON
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e Deductions:
(1) Disbursed from fund to pay benefits or
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f Balance at the end of the current year (subtract e(5) from d) ................................... ▲ ▲ ▲ .00
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0 5 0 4 0 0 0 4 0 D
Schedule A (Form 5500) 2004 Page 5
Official Use Only
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If more than one contract covers the same group of employees of the same employer(s) or members of the same employee
organization(s), the information may be combined for reporting purposes if such contracts are experience-rated as a unit.
Where individual contracts are provided, the entire group of such individual contracts with each carrier may be treated as a
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unit for purposes of this report.
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7 Benefit and contract type (check all applicable boxes)
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(a) Health (other than (b) Dental (c) Vision (d) Life Insurance
dental or vision)
(e) Temporary disability (f) Long-term disability (g) Supplemental (h) Prescription drug
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(accident and sickness) unemployment
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(i) Stop loss (large deductible) (j) HMO contract (k) PPO contract (l) Indemnity contract
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NO
▼
DO
8 Experience-rated contracts
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a Premiums:
(1) Amount received .............................................. ▲ ▲ ▲ .00
ON
b Benefit charges:
(1) Claims paid ...................................................... ▲ ▲ ▲ .00
N
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0 5 0 4 0 0 0 5 0 E
Schedule A (Form 5500) 2004 Page 6
Official Use Only
8 c Remainder of premium:
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(1) Retention charges (on an accrual basis) --
(A) Commissions ............................................ ▲ ▲ ▲ .00
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(B) Administrative service or other fees ........ ▲ ▲ ▲ .00
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(C) Other specific acquisition costs ............... ▲ ▲ ▲ .00
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(D) Other expenses ........................................ ▲ ▲ ▲ .00
(E) Taxes ........................................................ ▲ ▲ ▲ .00
E
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(F) Charges for risks or other contingencies ▲ ▲ ▲ .00
(G) Other retention charges ........................... ▲ ▲ ▲ .00
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NO
(H) Total retention .............................................................................................. ▲ ▲ ▲ .00
(2) Dividends or retroactive rate refunds.
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(These amounts were 1) paid in cash, or 2) credited.) ... ▲ ▲ ▲ .00
,
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d Status of policyholder reserves at end of year:
(1) Amount held to provide benefits after retirement ............................................... ▲ ▲ ▲ .00
ON
.00
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9 Nonexperience-rated contracts:
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0 5 0 4 0 0 0 6 0 F