Annuity Plans a. Eligible employees at their request may participate in a “Tax Sheltered Annuity Plan.”
Annuity Plans. Tax sheltered plans shall be made available to those teachers who wish to take advantage of opportunities made possible by the Internal Revenue Service.
Annuity Plans. A. Adjunct and part-time faculty are eligible to participate in the NYU Supplemental Tax Deferred Annuity Plan ("STDA Plan").
Annuity Plans. 3.12.1 The Company offers the following two types of annuity plans (the “Annuity Plans”);
Annuity Plans. Description Policy Form Numbers Quota Share ----------- ---------------------------------------- ----------- Category A - All contracts beginning with form [*] Individual Contracts with a 6 year number 207, except: surrender charge and a 6 year (i) exclude form 207-VFA-NY step-up death benefit (ii) include form VFA-MN Category B - All contracts beginning with form [*] Individual Contracts with a 6 year number 207 which have form surrender charge and yearly ENDORSEMENT.005 attached, except: step-up death benefit (i) exclude form 207-VFA-NY (ii) include contracts issued in Montana which use form ENDORSEMENT.005.94 All contracts beginning with form VFA-MN with form ENDORSEMENT.005 attached. Description Policy Form Numbers Quota Share ----------- ---------------------------------------- ----------- Category C - Group Contracts with a All certificates beginning with [*] 6 year surrender charge and a 6 form VFA-CERT year step-up death benefit Category D - Group Contracts with a 6 All certificates beginning with form [*] year surrender charge and yearly VFA-CERT which have ENDORSEMENT.007 step-up death benefit attached. Category E - Individual Contracts All contracts with form numbers [*] with a 7 year surrender charge VENTURE.001, VENTURE.001.94 and and yearly step-up death benefit VENTURE.005 Category F - Group Contracts with a All certificates with form number [*] 7 year surrender charge and yearly VENTURE.003 step-up death benefit PaineWebber Affiliates Tax ID Number ----------------------------------- ------------- PWJC Agency, Inc. 00-0000000 PWJC Sales Agency 00-0000000 PWJC Insurance Agency Massachusetts 00-0000000 PWJC Insurance Sales Arizona 00-0000000 PWJC Agency Illinois 00-0000000 PWJC Insurance Agency Oklahoma 00-0000000 PWJC Insurance Sales Wyoming 00-0000000 PWJC Insurance Sales Montana, Inc. 00-0000000 PW Insurance Agency of Ohio 00-0000000 PW Insurance Agency Arkansas 00-0000000 PWJC Insurance Agency Texas 00-0000000 Rotan Mosle Insurance Agency, Inc 00-000-0000 "Net liability," as used in this Agreement, means the Coding Company's liability on the annuities reinsured hereunder, loss amounts recoverable from other reinsurance. SCHEDULE B QUARTERLY REPORT OF ACTIVITY AND SETTLEMENTS FROM CEDING COMPANY TO REINSURER Accounting Period:_________________ Calender Year: ____________________ Date Report Completed: _____________
Annuity Plans. Description Policy Form Numbers Quota Share ----------- ------------------------------------------------------ ---------------------- Category A - Individual All contracts beginning with form number 207, except: [*] Contracts with a 6 year surrender charge and a 6 year (i) exclude form 207-VFA-NY step-up death benefit (ii) include form VFA-MN Category B - Individual All contracts beginning with form number 207 which [*] Contracts with a 6 year have form ENDORSEMENT.005 attached, except: surrender charge and yearly step-up death benefit (i) exclude form 207-VFA-NY
Annuity Plans. Description Policy Form Numbers Quota Share ------------ ----------------------------------------------------- ----------- Category A - Individual Contracts All Contracts beginning with form number 207, except: [*] with a 6 year surrender charge and a 6 year step-up death benefit. (i) Exclude form 207- VFA-NY ALL COMMISION OPTIONS (ii) Include form VFA-MN Category B - Individual Contracts All Contracts beginning with form number 207 [*] with a 6 year surrender charge and which have form ENDORSEMENT.005 attached, except: a yearly step-up death benefit. (i) Exclude form 207- VFA-NY ALL COMMISION OPTIONS (ii) Include form VFA-MN with form ENDORSEMENT .005 attached (iii) include contracts in Montana with form ENDORSEMENT.005.94 attached Category C - Group Contracts with a All certificates with form VFA-CERT [*] 6 year surrender charge and a 6 year step-up death benefit. ALL COMMISION OPTIONS
Annuity Plans. A. Adjunct and part-time faculty are eligible to partici- xxxx in the NYU Supplemental Tax Deferred Annuity Plan ("Plan"). Rights and obligations under the Plan are governed exclusively by the relevant legal Plan documents.
Annuity Plans. Tax sheltered plans shall be made available to administrators who wish to take advantage of opportunities made possible by the Internal Revenue Service. The administrator shall be responsible for the cost of the school district’s share of FICA and retirement of the amount paid in salary that is in lieu of the health insurance.
Annuity Plans. 40l (a) and 403 (b)
