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GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameGENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN
Plan identification number 544

GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

GENERAL DYNAMICS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GENERAL DYNAMICS CORPORATION
Employer identification number (EIN):131673581
NAIC Classification:334200

Additional information about GENERAL DYNAMICS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0453929

More information about GENERAL DYNAMICS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5442022-01-01
5442021-01-01
5442020-01-01
5442019-01-01
5442018-01-01
5442017-01-01JOHN OHRNBERGER
5442016-01-01JOHN OHRNBERGER
5442015-01-01JOHN OHRNBERGER
5442014-01-01JOHN OHRNBERGER
5442014-01-01JOHN OHRNBERGER
5442013-01-01HENRY EICKELBERG
5442012-01-01HENRY C. EICKELBERG
5442011-01-01HENRY C. EICKELBERG
5442010-01-01HENRY C. EICKELBERG
5442009-01-01HENRY C. EICKELBERG

Plan Statistics for GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN

401k plan membership statisitcs for GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN

Measure Date Value
2022: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0164,764
Total number of active participants reported on line 7a of the Form 55002022-01-0166,977
Number of retired or separated participants receiving benefits2022-01-01514
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0167,491
2021: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0165,919
Total number of active participants reported on line 7a of the Form 55002021-01-0164,858
Number of retired or separated participants receiving benefits2021-01-01560
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0165,418
2020: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0167,286
Total number of active participants reported on line 7a of the Form 55002020-01-0165,337
Number of retired or separated participants receiving benefits2020-01-01582
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0165,919
2019: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0155,980
Total number of active participants reported on line 7a of the Form 55002019-01-0155,183
Number of retired or separated participants receiving benefits2019-01-01612
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0155,795
2018: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0155,418
Total number of active participants reported on line 7a of the Form 55002018-01-0154,846
Number of retired or separated participants receiving benefits2018-01-01647
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0155,493
2017: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0153,250
Total number of active participants reported on line 7a of the Form 55002017-01-0153,829
Number of retired or separated participants receiving benefits2017-01-01624
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0154,453
2016: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0156,837
Total number of active participants reported on line 7a of the Form 55002016-01-0154,920
Number of retired or separated participants receiving benefits2016-01-01607
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0155,527
2015: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0156,567
Total number of active participants reported on line 7a of the Form 55002015-01-0156,182
Number of retired or separated participants receiving benefits2015-01-01606
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0156,788
2014: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156,723
Total number of active participants reported on line 7a of the Form 55002014-01-0156,089
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0156,089
2013: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0157,861
Total number of active participants reported on line 7a of the Form 55002013-01-0155,476
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0155,506
2012: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149,290
Total number of active participants reported on line 7a of the Form 55002012-01-0149,075
Number of retired or separated participants receiving benefits2012-01-01116
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0149,191
2011: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0152,973
Total number of active participants reported on line 7a of the Form 55002011-01-0150,598
Number of retired or separated participants receiving benefits2011-01-01157
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0150,755
2010: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0152,875
Total number of active participants reported on line 7a of the Form 55002010-01-0152,552
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0152,558
2009: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0152,981
Total number of active participants reported on line 7a of the Form 55002009-01-0152,705
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0152,709

Financial Data on GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN

Measure Date Value
2022 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,042
Total income from all sources (including contributions)2022-12-31$18,126,589
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,392,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,233,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,952,288
Value of total assets at end of year2022-12-31$9,948,715
Value of total assets at beginning of year2022-12-31$10,220,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$159,046
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$89,651
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$80,907
Contributions received from participants2022-12-31$8,332,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$433,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$517,238
Administrative expenses (other) incurred2022-12-31$69,395
Liabilities. Value of operating payables at end of year2022-12-31$1,240
Liabilities. Value of operating payables at beginning of year2022-12-31$5,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-265,479
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,937,869
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,203,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in common/collective trusts at end of year2022-12-31$9,514,864
Value of interest in common/collective trusts at beginning of year2022-12-31$9,703,152
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$18,056,584
Net investment gain or loss from common/collective trusts2022-12-31$174,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,619,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$176,438
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,606
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$11,525
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG LLP
Accountancy firm EIN2022-12-31135565207
2021 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$65,844
Total income from all sources (including contributions)2021-12-31$17,829,411
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,034,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,930,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,758,473
Value of total assets at end of year2021-12-31$10,220,390
Value of total assets at beginning of year2021-12-31$10,474,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$104,046
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$90,020
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,292,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$517,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$424,338
Other income not declared elsewhere2021-12-31$54,000
Administrative expenses (other) incurred2021-12-31$14,026
Liabilities. Value of operating payables at end of year2021-12-31$5,517
Liabilities. Value of operating payables at beginning of year2021-12-31$46,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-205,536
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,203,348
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,408,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in common/collective trusts at end of year2021-12-31$9,703,152
Value of interest in common/collective trusts at beginning of year2021-12-31$10,050,390
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$17,758,473
Net investment gain or loss from common/collective trusts2021-12-31$16,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,465,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$172,428
Liabilities. Value of benefit claims payable at end of year2021-12-31$11,525
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$19,040
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$65,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,484
Total income from all sources (including contributions)2020-12-31$17,902,502
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,240,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,057,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,816,715
Value of total assets at end of year2020-12-31$10,474,728
Value of total assets at beginning of year2020-12-31$10,798,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$183,885
Total interest from all sources2020-12-31$58,643
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$93,395
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$190,731
Contributions received from participants2020-12-31$8,397,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$424,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$17,112
Administrative expenses (other) incurred2020-12-31$90,490
Liabilities. Value of operating payables at end of year2020-12-31$46,804
Liabilities. Value of operating payables at beginning of year2020-12-31$28,632
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$53,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-338,485
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,408,884
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,747,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned on other investments2020-12-31$58,643
Value of interest in common/collective trusts at end of year2020-12-31$10,050,390
Value of interest in common/collective trusts at beginning of year2020-12-31$1,948,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,779,967
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$17,816,715
Net investment gain or loss from common/collective trusts2020-12-31$27,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,419,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$240,387
Liabilities. Value of benefit claims payable at end of year2020-12-31$19,040
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$22,852
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$51,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,470
Total income from all sources (including contributions)2019-12-31$16,104,444
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,440,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,160,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,883,708
Value of total assets at end of year2019-12-31$10,798,853
Value of total assets at beginning of year2019-12-31$11,131,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$279,928
Total interest from all sources2019-12-31$220,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$83,618
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,766,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$17,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$13,574
Administrative expenses (other) incurred2019-12-31$85,862
Liabilities. Value of operating payables at end of year2019-12-31$28,632
Liabilities. Value of operating payables at beginning of year2019-12-31$41,602
Total non interest bearing cash at end of year2019-12-31$53,381
Total non interest bearing cash at beginning of year2019-12-31$608,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-336,473
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,747,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,083,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$220,736
Value of interest in common/collective trusts at end of year2019-12-31$1,948,393
Value of interest in common/collective trusts at beginning of year2019-12-31$1,903,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,779,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,605,601
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$15,883,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,116,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$277,281
Contract administrator fees2019-12-31$110,448
Liabilities. Value of benefit claims payable at end of year2019-12-31$22,852
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,868
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,496
Total income from all sources (including contributions)2018-12-31$15,872,987
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,285,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,988,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,640,910
Value of total assets at end of year2018-12-31$11,131,312
Value of total assets at beginning of year2018-12-31$11,534,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$296,982
Total interest from all sources2018-12-31$192,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$87,012
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$37,879
Contributions received from participants2018-12-31$2,789,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$13,574
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$17,036
Administrative expenses (other) incurred2018-12-31$99,522
Liabilities. Value of operating payables at end of year2018-12-31$41,602
Liabilities. Value of operating payables at beginning of year2018-12-31$36,169
Total non interest bearing cash at end of year2018-12-31$608,328
Total non interest bearing cash at beginning of year2018-12-31$493,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-412,466
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,083,842
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,496,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$192,503
Value of interest in common/collective trusts at end of year2018-12-31$1,903,809
Value of interest in common/collective trusts at beginning of year2018-12-31$1,868,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,605,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,155,798
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$15,640,910
Net investment gain or loss from common/collective trusts2018-12-31$39,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,851,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$347,561
Contract administrator fees2018-12-31$110,448
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,868
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,327
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$38,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,761
Total income from all sources (including contributions)2017-12-31$15,146,373
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,598,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,382,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,007,947
Value of total assets at end of year2017-12-31$11,534,804
Value of total assets at beginning of year2017-12-31$11,973,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$215,833
Total interest from all sources2017-12-31$205,813
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$90,464
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$55,224
Contributions received from participants2017-12-31$2,764,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$17,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$31,166
Other income not declared elsewhere2017-12-31$-89,658
Administrative expenses (other) incurred2017-12-31$14,921
Liabilities. Value of operating payables at end of year2017-12-31$36,169
Liabilities. Value of operating payables at beginning of year2017-12-31$13,931
Total non interest bearing cash at end of year2017-12-31$493,938
Total non interest bearing cash at beginning of year2017-12-31$400,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-451,819
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,496,308
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,948,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned on other investments2017-12-31$205,813
Value of interest in common/collective trusts at end of year2017-12-31$1,868,032
Value of interest in common/collective trusts at beginning of year2017-12-31$1,849,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,155,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,692,685
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$15,007,947
Net investment gain or loss from common/collective trusts2017-12-31$22,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,243,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$374,412
Contract administrator fees2017-12-31$110,448
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,327
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$11,830
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$425,304
Total income from all sources (including contributions)2016-12-31$14,854,522
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,392,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,100,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,617,685
Value of total assets at end of year2016-12-31$11,973,888
Value of total assets at beginning of year2016-12-31$12,911,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$291,914
Total interest from all sources2016-12-31$226,183
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$78,442
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,750,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$31,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$121,435
Other income not declared elsewhere2016-12-31$-815
Administrative expenses (other) incurred2016-12-31$103,024
Liabilities. Value of operating payables at end of year2016-12-31$13,931
Liabilities. Value of operating payables at beginning of year2016-12-31$392,752
Total non interest bearing cash at end of year2016-12-31$400,476
Total non interest bearing cash at beginning of year2016-12-31$739,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-538,149
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,948,127
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,486,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$226,183
Value of interest in common/collective trusts at end of year2016-12-31$1,849,561
Value of interest in common/collective trusts at beginning of year2016-12-31$1,841,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,692,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,209,202
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$14,617,685
Net investment gain or loss from common/collective trusts2016-12-31$11,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,866,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$483,072
Contract administrator fees2016-12-31$110,448
Liabilities. Value of benefit claims payable at end of year2016-12-31$11,830
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$32,552
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$425,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$519,415
Total income from all sources (including contributions)2015-12-31$13,736,091
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,284,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,100,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,476,383
Value of total assets at end of year2015-12-31$12,911,580
Value of total assets at beginning of year2015-12-31$13,554,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$184,722
Total interest from all sources2015-12-31$258,221
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,674
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,591,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$121,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,448
Other income not declared elsewhere2015-12-31$-2,622
Administrative expenses (other) incurred2015-12-31$68,026
Liabilities. Value of operating payables at end of year2015-12-31$392,752
Liabilities. Value of operating payables at beginning of year2015-12-31$470,067
Total non interest bearing cash at end of year2015-12-31$739,457
Total non interest bearing cash at beginning of year2015-12-31$328,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-548,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,486,276
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,034,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned on other investments2015-12-31$258,221
Value of interest in common/collective trusts at end of year2015-12-31$1,841,486
Value of interest in common/collective trusts at beginning of year2015-12-31$1,805,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,209,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,414,954
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$13,476,383
Net investment gain or loss from common/collective trusts2015-12-31$4,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,884,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$623,671
Contract administrator fees2015-12-31$109,022
Liabilities. Value of benefit claims payable at end of year2015-12-31$32,552
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$49,348
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$519,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$304,266
Total income from all sources (including contributions)2014-12-31$14,998,070
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,172,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,971,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,270,041
Value of total assets at end of year2014-12-31$13,554,376
Value of total assets at beginning of year2014-12-31$12,513,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$201,037
Total interest from all sources2014-12-31$303,190
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$70,350
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,601,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$123,988
Other income not declared elsewhere2014-12-31$1,423,190
Administrative expenses (other) incurred2014-12-31$6,990
Liabilities. Value of operating payables at end of year2014-12-31$470,067
Liabilities. Value of operating payables at beginning of year2014-12-31$291,754
Total non interest bearing cash at end of year2014-12-31$328,433
Total non interest bearing cash at beginning of year2014-12-31$280,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$826,010
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,034,961
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,208,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned on other investments2014-12-31$303,190
Value of interest in common/collective trusts at end of year2014-12-31$1,805,541
Value of interest in common/collective trusts at beginning of year2014-12-31$153,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,414,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,955,724
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$13,270,041
Net investment gain or loss from common/collective trusts2014-12-31$1,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,668,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$700,982
Contract administrator fees2014-12-31$123,697
Liabilities. Value of benefit claims payable at end of year2014-12-31$49,348
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$12,512
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$304,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$209,639
Total income from all sources (including contributions)2013-12-31$13,091,209
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,891,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,639,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,735,685
Value of total assets at end of year2013-12-31$12,513,217
Value of total assets at beginning of year2013-12-31$13,218,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$251,996
Total interest from all sources2013-12-31$338,347
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$71,977
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$75,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,602,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$123,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$61,887
Other income not declared elsewhere2013-12-31$16,942
Administrative expenses (other) incurred2013-12-31$151,370
Liabilities. Value of operating payables at end of year2013-12-31$291,754
Liabilities. Value of operating payables at beginning of year2013-12-31$163,479
Total non interest bearing cash at end of year2013-12-31$280,376
Total non interest bearing cash at beginning of year2013-12-31$796,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-800,270
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,208,951
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,009,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$338,347
Value of interest in common/collective trusts at end of year2013-12-31$153,129
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,955,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,360,077
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$12,735,685
Net investment gain or loss from common/collective trusts2013-12-31$235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,133,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$903,798
Contract administrator fees2013-12-31$28,649
Liabilities. Value of benefit claims payable at end of year2013-12-31$12,512
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$46,160
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$209,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$82,766
Total income from all sources (including contributions)2012-12-31$12,297,149
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,396,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,083,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,015,032
Value of total assets at end of year2012-12-31$13,218,860
Value of total assets at beginning of year2012-12-31$14,191,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$313,143
Total interest from all sources2012-12-31$329,662
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$47,629
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$75,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,410,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$61,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$202,920
Other income not declared elsewhere2012-12-31$-47,545
Administrative expenses (other) incurred2012-12-31$143,738
Liabilities. Value of operating payables at end of year2012-12-31$163,479
Liabilities. Value of operating payables at beginning of year2012-12-31$65,600
Total non interest bearing cash at end of year2012-12-31$796,896
Total non interest bearing cash at beginning of year2012-12-31$472,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,099,381
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,009,221
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,108,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest earned on other investments2012-12-31$329,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,360,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,515,815
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$12,015,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,604,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,068,355
Contract administrator fees2012-12-31$121,776
Liabilities. Value of benefit claims payable at end of year2012-12-31$46,160
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,166
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$82,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$625,691
Total income from all sources (including contributions)2011-12-31$12,438,707
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,580,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,209,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,933,393
Value of total assets at end of year2011-12-31$14,191,368
Value of total assets at beginning of year2011-12-31$15,876,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$371,252
Total interest from all sources2011-12-31$539,404
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$50,695
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$75,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,362,356
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$84,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$202,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$290,390
Other income not declared elsewhere2011-12-31$-34,090
Administrative expenses (other) incurred2011-12-31$198,781
Liabilities. Value of operating payables at end of year2011-12-31$65,600
Liabilities. Value of operating payables at beginning of year2011-12-31$571,820
Total non interest bearing cash at end of year2011-12-31$472,633
Total non interest bearing cash at beginning of year2011-12-31$296,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,142,110
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,108,602
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,250,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned on other investments2011-12-31$539,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,515,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,204,512
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$11,933,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,571,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,276,172
Contract administrator fees2011-12-31$121,776
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,166
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$53,871
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$625,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$268,561
Total income from all sources (including contributions)2010-12-31$12,664,324
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,881,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,484,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,044,341
Value of total assets at end of year2010-12-31$15,876,403
Value of total assets at beginning of year2010-12-31$16,736,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$396,888
Total interest from all sources2010-12-31$619,983
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$45,100
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$75,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,235,496
Participant contributions at end of year2010-12-31$84,941
Participant contributions at beginning of year2010-12-31$87,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$290,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$180,943
Administrative expenses (other) incurred2010-12-31$230,012
Liabilities. Value of operating payables at end of year2010-12-31$571,820
Liabilities. Value of operating payables at beginning of year2010-12-31$60,375
Total non interest bearing cash at end of year2010-12-31$296,560
Total non interest bearing cash at beginning of year2010-12-31$579,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,216,992
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,250,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,467,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned on other investments2010-12-31$619,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,204,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,069,928
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$12,044,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,808,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,440,088
Contract administrator fees2010-12-31$121,776
Liabilities. Value of benefit claims payable at end of year2010-12-31$53,871
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$27,243
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN

2022: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GENERAL DYNAMICS CORPORATION LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number1375023
Policy instance 1
Insurance contract or identification number1375023
Number of Individuals Covered65893
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $17,975,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number1375023
Policy instance 1
Insurance contract or identification number1375023
Number of Individuals Covered65379
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $133,235
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $17,773,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees133235
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number1375023
Policy instance 1
Insurance contract or identification number1375023
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-05-01
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number1375023
Policy instance 2
Insurance contract or identification number1375023
Number of Individuals Covered64234
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $135,056
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $17,924,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees135056
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 2
Insurance contract or identification number303336-100515
Number of Individuals Covered58569
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $15,935,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered33
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 2
Insurance contract or identification number303336-100515
Number of Individuals Covered57590
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $128,180
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $15,669,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees128180
Additional information about fees paid to insurance brokerMANAGMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 2
Insurance contract or identification number303336-100515
Number of Individuals Covered56588
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $133,240
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $14,976,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees133240
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
Insurance broker nameTRION GROUP, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 2
Insurance contract or identification number303336-100515
Number of Individuals Covered57040
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $87,391
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $13,495,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees87391
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
Insurance broker nameTRION GROUP, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered49
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 2
Insurance contract or identification number303336-100515
Number of Individuals Covered62767
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38,370
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $13,350,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38370
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
Insurance broker nameTRION GROUP, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 2
Insurance contract or identification number303336
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 1
Insurance contract or identification number303336-100515
Number of Individuals Covered56350
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55,375
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $13,336,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees55375
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
Insurance broker nameTRION GROUP, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered82
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 2
Insurance contract or identification number303336-100515
Number of Individuals Covered53309
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $63,933
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $12,573,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees63933
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
Insurance broker nameTRION GROUP, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336-100515
Policy instance 2
Insurance contract or identification number303336-100515
Number of Individuals Covered52151
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $63,750
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $11,958,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberERG 303336*
Policy instance 2
Insurance contract or identification numberERG 303336*
Number of Individuals Covered52581
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,024
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $12,108,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number303336
Policy instance 1
Insurance contract or identification number303336
Number of Individuals Covered114
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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