| EIN |
01-0233346 |
| Industry Code |
65838 |
| Contract Number |
63029 |
| Contract Year |
01/01/2008 — 12/31/2008 |
| Value in General Account at Year End |
$39,670 |
| Value in Separate Accounts at Year End |
$883,225 |
| |
| |
| Agent/Broker |
Organization Code |
Commissions Paid |
Fees Paid |
Purpose of Fees Paid |
|
Salomon Smith Barney
|
Insurance Agent or Broker |
$4,783 |
$0 |
|
Uniglobal Pension Planning, Inc.
10432 Balls Ford Road, Suite 100
Manassas,
VA
20109
|
Third Party Administrator |
$0 |
$2,287 |
TPA COMPENSATION |
|
| |
| Type of Contract |
Unspecified |
| Basis of premium rates |
|
| Premiums paid to carrier |
$0 |
| Premiums due but unpaid at the end of the year |
$0 |
| If the carrier, service, or other organization incurred any specific costs in connection with the acquisition or retention of the contract or policy, enter amount |
$0 |
| Specify the nature of the costs |
|
|
| |
| Type of Contract |
Guaranteed Investment
|
| Balance at the end of the previous year |
$37,480 |
|
Additions |
$11,608 |
| Contributions Deposited during the year |
$7,006 |
| Dividends and credits |
$0 |
| Interest credited during the year |
$1,313 |
| Transferred from separate account |
$1,003 |
| Other |
$2,286 |
|
| Total of Balance and Additions |
$49,088 |
|
Deductions |
$9,418 |
| Disbursed from fund to pay benefits or purchase annuities during the year |
$0 |
| Administration charge made by carrier |
$539 |
| Transferred to Separate Account |
$3,733 |
| Other |
$5,146 |
|
| Balance at the end of the current year |
$39,670 |
|
|
