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GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 401k Plan overview

Plan NameGENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN
Plan identification number 565

GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental

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 ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5652022-01-01
5652021-01-01
5652020-01-01
5652019-01-01
5652018-01-01
5652017-01-01JOHN OHRNBERGER
5652016-01-01JOHN OHRNBERGER
5652015-01-01JOHN OHRNBERGER
5652014-01-01JOHN OHRNBERGER
5652013-01-01HENRY EICKELBERG
5652012-01-01HENRY C. EICKELBERG
5652011-01-01HENRY C. EICKELBERG
5652009-01-01HENRY C. EICKELBERG

Plan Statistics for GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN

401k plan membership statisitcs for GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN

Measure Date Value
2022: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,505
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-014,618
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014,618
2021: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,496
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-014,505
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014,505
2020: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,496
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-014,496
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014,496
2019: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,463
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-014,496
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014,496
2018: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,422
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-014,463
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014,463
2017: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,316
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011,362
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,362
2016: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01432
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-011,316
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,316
2015: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01420
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01432
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01432
2014: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01407
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01420
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01420
2013: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01394
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01407
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01407
2012: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01389
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01394
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01394
2011: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01383
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01389
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01389
2009: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01411
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01370
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01370

Financial Data on GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN

Measure Date Value
2022 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-17,247,924
Total unrealized appreciation/depreciation of assets2022-12-31$-17,247,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,396,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,682,401
Total income from all sources (including contributions)2022-12-31$-7,968,304
Total loss/gain on sale of assets2022-12-31$6,088,772
Total of all expenses incurred2022-12-31$21,340,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,911,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,164,701
Value of total assets at end of year2022-12-31$107,789,779
Value of total assets at beginning of year2022-12-31$136,384,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,428,861
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$638,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$413,689
Administrative expenses professional fees incurred2022-12-31$119,484
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$63
Contributions received from participants2022-12-31$4,164,701
Assets. Other investments not covered elsewhere at end of year2022-12-31$85,175,498
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$68,244,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,967,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,139,676
Other income not declared elsewhere2022-12-31$2,600,498
Administrative expenses (other) incurred2022-12-31$7,811,051
Liabilities. Value of operating payables at end of year2022-12-31$103,290
Liabilities. Value of operating payables at beginning of year2022-12-31$210,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,308,695
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,393,214
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,701,909
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
Investment advisory and management fees2022-12-31$102,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,229,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,417,107
Value of interest in common/collective trusts at beginning of year2022-12-31$26,083,673
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$596,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,490,089
Net investment gain or loss from common/collective trusts2022-12-31$-2,722,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Income. Dividends from common stock2022-12-31$224,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,314,990
Contract administrator fees2022-12-31$395,339
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$40,915,996
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,293,275
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,472,335
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
Aggregate proceeds on sale of assets2022-12-31$70,689,133
Aggregate carrying amount (costs) on sale of assets2022-12-31$64,600,361
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 ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,916,800
Total unrealized appreciation/depreciation of assets2021-12-31$7,916,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,682,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,110,692
Total income from all sources (including contributions)2021-12-31$19,964,264
Total loss/gain on sale of assets2021-12-31$1,124,123
Total of all expenses incurred2021-12-31$15,090,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,802,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,014,608
Value of total assets at end of year2021-12-31$136,384,310
Value of total assets at beginning of year2021-12-31$131,939,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,288,471
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$555,730
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$114,069
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$4,014,608
Assets. Other investments not covered elsewhere at end of year2021-12-31$68,244,965
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$65,870,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,139,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,437,541
Other income not declared elsewhere2021-12-31$1,046,085
Administrative expenses (other) incurred2021-12-31$2,464,275
Liabilities. Value of operating payables at end of year2021-12-31$210,066
Liabilities. Value of operating payables at beginning of year2021-12-31$87,334
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$4,873,541
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,701,909
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$126,828,368
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
Investment advisory and management fees2021-12-31$249,592
Value of interest in common/collective trusts at end of year2021-12-31$26,083,673
Value of interest in common/collective trusts at beginning of year2021-12-31$22,805,361
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$575,519
Net investment gain or loss from common/collective trusts2021-12-31$5,306,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Income. Dividends from common stock2021-12-31$555,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,226,733
Contract administrator fees2021-12-31$460,535
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$40,915,996
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$41,825,656
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,472,335
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,023,358
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
Aggregate proceeds on sale of assets2021-12-31$20,751,895
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,627,772
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 ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$9,033,714
Total unrealized appreciation/depreciation of assets2020-12-31$9,033,714
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,110,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,445,255
Total income from all sources (including contributions)2020-12-31$17,774,931
Total loss/gain on sale of assets2020-12-31$-413,056
Total of all expenses incurred2020-12-31$15,603,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,160,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,925,909
Value of total assets at end of year2020-12-31$131,939,060
Value of total assets at beginning of year2020-12-31$129,101,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,442,481
Total interest from all sources2020-12-31$18,704
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$730,368
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$105,546
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-interest2020-12-31No
Contributions received from participants2020-12-31$3,925,909
Assets. Other investments not covered elsewhere at end of year2020-12-31$65,870,502
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$63,370,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,437,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,756,191
Other income not declared elsewhere2020-12-31$1,109,445
Administrative expenses (other) incurred2020-12-31$1,677,661
Liabilities. Value of operating payables at end of year2020-12-31$87,334
Liabilities. Value of operating payables at beginning of year2020-12-31$153,979
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$2,171,839
Value of net assets at end of year (total assets less liabilities)2020-12-31$126,828,368
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$124,656,529
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
Investment advisory and management fees2020-12-31$247,880
Interest earned on other investments2020-12-31$18,704
Value of interest in common/collective trusts at end of year2020-12-31$22,805,361
Value of interest in common/collective trusts at beginning of year2020-12-31$22,109,659
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$565,111
Net investment gain or loss from common/collective trusts2020-12-31$3,369,847
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$86,059
Income. Dividends from common stock2020-12-31$730,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,595,500
Contract administrator fees2020-12-31$411,394
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$41,825,656
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$40,779,021
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,023,358
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,291,276
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
Aggregate proceeds on sale of assets2020-12-31$30,915,685
Aggregate carrying amount (costs) on sale of assets2020-12-31$31,328,741
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 ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,518,555
Total unrealized appreciation/depreciation of assets2019-12-31$11,518,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,445,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,515,224
Total income from all sources (including contributions)2019-12-31$23,402,519
Total loss/gain on sale of assets2019-12-31$1,441,804
Total of all expenses incurred2019-12-31$15,429,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,107,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,864,498
Value of total assets at end of year2019-12-31$129,101,784
Value of total assets at beginning of year2019-12-31$121,199,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,322,659
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$743,644
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$128,221
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$3,864,498
Assets. Other investments not covered elsewhere at end of year2019-12-31$63,370,854
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$61,044,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,756,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,586,091
Other income not declared elsewhere2019-12-31$1,202,700
Administrative expenses (other) incurred2019-12-31$1,453,013
Liabilities. Value of operating payables at end of year2019-12-31$153,979
Liabilities. Value of operating payables at beginning of year2019-12-31$173,545
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$7,972,640
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,656,529
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$116,683,889
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
Investment advisory and management fees2019-12-31$231,257
Value of interest in common/collective trusts at end of year2019-12-31$22,109,659
Value of interest in common/collective trusts at beginning of year2019-12-31$19,253,219
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,026,302
Net investment gain or loss from common/collective trusts2019-12-31$4,631,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$86,059
Assets. Invements in employer securities at beginning of year2019-12-31$76,718
Income. Dividends from common stock2019-12-31$743,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,080,918
Contract administrator fees2019-12-31$510,168
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$40,779,021
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$38,238,989
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,291,276
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,341,679
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
Aggregate proceeds on sale of assets2019-12-31$16,862,707
Aggregate carrying amount (costs) on sale of assets2019-12-31$15,420,903
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,562,447
Total unrealized appreciation/depreciation of assets2018-12-31$-2,562,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,515,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,773,377
Total income from all sources (including contributions)2018-12-31$-30,427
Total loss/gain on sale of assets2018-12-31$31,023
Total of all expenses incurred2018-12-31$14,117,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,593,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$946,261
Value of total assets at end of year2018-12-31$121,199,113
Value of total assets at beginning of year2018-12-31$133,604,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,523,981
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$851,917
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$312,919
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$29,025
Contributions received from participants2018-12-31$946,261
Assets. Other investments not covered elsewhere at end of year2018-12-31$61,044,096
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$18,280,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,586,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$95,261,905
Other income not declared elsewhere2018-12-31$1,083,625
Administrative expenses (other) incurred2018-12-31$608,429
Liabilities. Value of operating payables at end of year2018-12-31$173,545
Liabilities. Value of operating payables at beginning of year2018-12-31$25,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,147,528
Value of net assets at end of year (total assets less liabilities)2018-12-31$116,683,889
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$130,831,417
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
Investment advisory and management fees2018-12-31$234,209
Value of interest in common/collective trusts at end of year2018-12-31$19,253,219
Value of interest in common/collective trusts at beginning of year2018-12-31$8,335,923
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$970,002
Net investment gain or loss from common/collective trusts2018-12-31$-380,806
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
Assets. Invements in employer securities at end of year2018-12-31$76,718
Assets. Invements in employer securities at beginning of year2018-12-31$10,769
Income. Dividends from common stock2018-12-31$851,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,623,118
Contract administrator fees2018-12-31$368,424
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$38,238,989
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$11,715,884
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,341,679
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,747,570
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
Aggregate proceeds on sale of assets2018-12-31$23,771,547
Aggregate carrying amount (costs) on sale of assets2018-12-31$23,740,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,278,653
Total unrealized appreciation/depreciation of assets2017-12-31$2,278,653
Total transfer of assets to this plan2017-12-31$92,998,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,773,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,589,999
Total income from all sources (including contributions)2017-12-31$5,342,937
Total loss/gain on sale of assets2017-12-31$306,286
Total of all expenses incurred2017-12-31$6,320,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,617,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$960,376
Value of total assets at end of year2017-12-31$133,604,794
Value of total assets at beginning of year2017-12-31$41,400,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$702,992
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$244,856
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$114,059
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$39,097
Contributions received from participants2017-12-31$960,376
Assets. Other investments not covered elsewhere at end of year2017-12-31$18,280,313
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$19,595,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$95,261,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,400,337
Other income not declared elsewhere2017-12-31$252,547
Administrative expenses (other) incurred2017-12-31$329,045
Liabilities. Value of operating payables at end of year2017-12-31$25,807
Liabilities. Value of operating payables at beginning of year2017-12-31$29,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-977,144
Value of net assets at end of year (total assets less liabilities)2017-12-31$130,831,417
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,810,004
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
Investment advisory and management fees2017-12-31$76,110
Value of interest in common/collective trusts at end of year2017-12-31$8,335,923
Value of interest in common/collective trusts at beginning of year2017-12-31$6,477,999
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$252,707
Net investment gain or loss from common/collective trusts2017-12-31$1,300,219
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
Assets. Invements in employer securities at end of year2017-12-31$10,769
Assets. Invements in employer securities at beginning of year2017-12-31$34,014
Income. Dividends from common stock2017-12-31$244,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,364,382
Contract administrator fees2017-12-31$183,778
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$11,715,884
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$12,892,485
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,747,570
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,560,978
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
Aggregate proceeds on sale of assets2017-12-31$8,983,303
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,677,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$532,355
Total unrealized appreciation/depreciation of assets2016-12-31$532,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,589,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,250,716
Total income from all sources (including contributions)2016-12-31$3,350,071
Total loss/gain on sale of assets2016-12-31$65,121
Total of all expenses incurred2016-12-31$4,427,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,803,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,181,291
Value of total assets at end of year2016-12-31$41,400,003
Value of total assets at beginning of year2016-12-31$44,138,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$624,252
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$260,000
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$116,014
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-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$42,816
Contributions received from participants2016-12-31$1,181,291
Assets. Other investments not covered elsewhere at end of year2016-12-31$19,595,168
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,501,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,400,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$61,713
Other income not declared elsewhere2016-12-31$361,399
Administrative expenses (other) incurred2016-12-31$308,212
Liabilities. Value of operating payables at end of year2016-12-31$29,021
Liabilities. Value of operating payables at beginning of year2016-12-31$3,511,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,077,917
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,810,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,887,921
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
Investment advisory and management fees2016-12-31$55,787
Value of interest in common/collective trusts at end of year2016-12-31$6,477,999
Value of interest in common/collective trusts at beginning of year2016-12-31$29,637,145
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$215,552
Net investment gain or loss from common/collective trusts2016-12-31$949,905
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
Assets. Invements in employer securities at end of year2016-12-31$34,014
Assets. Invements in employer securities at beginning of year2016-12-31$27,060
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$104,938
Income. Dividends from common stock2016-12-31$260,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,588,184
Contract administrator fees2016-12-31$144,239
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$12,892,485
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$11,806,367
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,560,978
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$739,222
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
Aggregate proceeds on sale of assets2016-12-31$7,758,495
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,693,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$6,669
Total unrealized appreciation/depreciation of assets2015-12-31$6,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,250,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,037,859
Total income from all sources (including contributions)2015-12-31$974,970
Total loss/gain on sale of assets2015-12-31$-307,013
Total of all expenses incurred2015-12-31$2,725,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$855,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$432,679
Value of total assets at end of year2015-12-31$44,138,637
Value of total assets at beginning of year2015-12-31$42,676,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,869,605
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$584,622
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$31,798
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$432,679
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,501,414
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$61,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$40,000
Other income not declared elsewhere2015-12-31$23,265
Administrative expenses (other) incurred2015-12-31$1,764,272
Liabilities. Value of operating payables at end of year2015-12-31$3,511,494
Liabilities. Value of operating payables at beginning of year2015-12-31$349,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,750,368
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,887,921
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,638,289
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
Investment advisory and management fees2015-12-31$41,490
Value of interest in common/collective trusts at end of year2015-12-31$29,637,145
Value of interest in common/collective trusts at beginning of year2015-12-31$13,190,008
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$204,528
Net investment gain or loss from common/collective trusts2015-12-31$234,748
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
Assets. Invements in employer securities at end of year2015-12-31$27,060
Assets. Invements in employer securities at beginning of year2015-12-31$85,324
Employer contributions (assets) at end of year2015-12-31$104,938
Employer contributions (assets) at beginning of year2015-12-31$104,938
Income. Dividends from common stock2015-12-31$584,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$651,205
Contract administrator fees2015-12-31$32,045
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$11,806,367
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$29,255,878
Liabilities. Value of benefit claims payable at end of year2015-12-31$739,222
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$688,616
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
Aggregate proceeds on sale of assets2015-12-31$20,224,572
Aggregate carrying amount (costs) on sale of assets2015-12-31$20,531,585
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,129,643
Total unrealized appreciation/depreciation of assets2014-12-31$3,129,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,037,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,156,780
Total income from all sources (including contributions)2014-12-31$6,028,292
Total loss/gain on sale of assets2014-12-31$-100,746
Total of all expenses incurred2014-12-31$1,460,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,245,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$726,321
Value of total assets at end of year2014-12-31$42,676,148
Value of total assets at beginning of year2014-12-31$38,226,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$214,432
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$564,449
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$84,775
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$602,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$40,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$54,325
Other income not declared elsewhere2014-12-31$168,671
Administrative expenses (other) incurred2014-12-31$57,977
Liabilities. Value of operating payables at end of year2014-12-31$349,243
Liabilities. Value of operating payables at beginning of year2014-12-31$1,156,780
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$4,568,265
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,638,289
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,070,024
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
Investment advisory and management fees2014-12-31$36,240
Value of interest in common/collective trusts at end of year2014-12-31$13,190,008
Value of interest in common/collective trusts at beginning of year2014-12-31$12,297,188
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$189,565
Net investment gain or loss from common/collective trusts2014-12-31$1,539,954
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
Assets. Invements in employer securities at end of year2014-12-31$85,324
Assets. Invements in employer securities at beginning of year2014-12-31$59,241
Contributions received in cash from employer2014-12-31$123,938
Employer contributions (assets) at end of year2014-12-31$104,938
Employer contributions (assets) at beginning of year2014-12-31$3,684
Income. Dividends from common stock2014-12-31$564,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,056,030
Contract administrator fees2014-12-31$35,440
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$29,255,878
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$25,812,366
Liabilities. Value of benefit claims payable at end of year2014-12-31$688,616
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
Aggregate proceeds on sale of assets2014-12-31$2,808,161
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,908,907
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,963,912
Total unrealized appreciation/depreciation of assets2013-12-31$5,963,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,156,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,365,084
Total income from all sources (including contributions)2013-12-31$10,687,713
Total loss/gain on sale of assets2013-12-31$15,755
Total of all expenses incurred2013-12-31$1,842,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,473,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,347,828
Value of total assets at end of year2013-12-31$38,226,804
Value of total assets at beginning of year2013-12-31$29,589,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$369,098
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$484,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$652
Administrative expenses professional fees incurred2013-12-31$85,189
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$1,073,144
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$54,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$44,529
Administrative expenses (other) incurred2013-12-31$186,384
Liabilities. Value of operating payables at end of year2013-12-31$1,156,780
Liabilities. Value of operating payables at beginning of year2013-12-31$1,365,084
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$8,845,460
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,070,024
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,224,564
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
Investment advisory and management fees2013-12-31$37,115
Value of interest in common/collective trusts at end of year2013-12-31$12,297,188
Value of interest in common/collective trusts at beginning of year2013-12-31$9,651,603
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$187,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,707
Net investment gain or loss from common/collective trusts2013-12-31$2,871,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$59,241
Assets. Invements in employer securities at beginning of year2013-12-31$42,947
Contributions received in cash from employer2013-12-31$274,684
Employer contributions (assets) at end of year2013-12-31$3,684
Employer contributions (assets) at beginning of year2013-12-31$49,621
Income. Dividends from common stock2013-12-31$483,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,285,774
Contract administrator fees2013-12-31$60,410
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$25,812,366
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$19,800,948
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
Aggregate proceeds on sale of assets2013-12-31$3,200,488
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,184,733
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 plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,461,084
Total unrealized appreciation/depreciation of assets2012-12-31$2,461,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,365,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,514,607
Total income from all sources (including contributions)2012-12-31$5,490,602
Total loss/gain on sale of assets2012-12-31$362,427
Total of all expenses incurred2012-12-31$2,350,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,047,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,497,869
Value of total assets at end of year2012-12-31$29,589,648
Value of total assets at beginning of year2012-12-31$26,599,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$303,484
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$479,562
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$105,385
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$1,187,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$44,529
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$221,676
Administrative expenses (other) incurred2012-12-31$116,256
Liabilities. Value of operating payables at end of year2012-12-31$1,365,084
Liabilities. Value of operating payables at beginning of year2012-12-31$1,514,607
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$3,139,761
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,224,564
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,084,803
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
Investment advisory and management fees2012-12-31$8,543
Value of interest in common/collective trusts at end of year2012-12-31$9,651,603
Value of interest in common/collective trusts at beginning of year2012-12-31$794,431
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$191,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-4,273
Net investment gain or loss from common/collective trusts2012-12-31$693,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Assets. Invements in employer securities at end of year2012-12-31$42,947
Assets. Invements in employer securities at beginning of year2012-12-31$37,854
Contributions received in cash from employer2012-12-31$310,789
Employer contributions (assets) at end of year2012-12-31$49,621
Employer contributions (assets) at beginning of year2012-12-31$54,143
Income. Dividends from common stock2012-12-31$479,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,856,018
Contract administrator fees2012-12-31$73,300
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$19,800,948
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$25,491,306
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
Aggregate proceeds on sale of assets2012-12-31$19,069,459
Aggregate carrying amount (costs) on sale of assets2012-12-31$18,707,032
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,338,324
Total unrealized appreciation/depreciation of assets2011-12-31$1,338,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,514,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$791,640
Total income from all sources (including contributions)2011-12-31$2,542,688
Total loss/gain on sale of assets2011-12-31$-1,022,461
Total of all expenses incurred2011-12-31$2,422,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,140,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,661,631
Value of total assets at end of year2011-12-31$26,599,410
Value of total assets at beginning of year2011-12-31$25,756,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$282,416
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$561,201
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$69,944
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$1,314,659
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$126,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$221,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$142,263
Administrative expenses (other) incurred2011-12-31$86,376
Liabilities. Value of operating payables at end of year2011-12-31$1,514,607
Liabilities. Value of operating payables at beginning of year2011-12-31$791,640
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$119,813
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,084,803
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,964,990
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
Investment advisory and management fees2011-12-31$34,829
Value of interest in common/collective trusts at end of year2011-12-31$794,431
Value of interest in common/collective trusts at beginning of year2011-12-31$2,487,138
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$205,420
Net investment gain or loss from common/collective trusts2011-12-31$3,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$37,854
Contributions received in cash from employer2011-12-31$220,407
Employer contributions (assets) at end of year2011-12-31$54,143
Employer contributions (assets) at beginning of year2011-12-31$2,406
Income. Dividends from common stock2011-12-31$561,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,935,039
Contract administrator fees2011-12-31$91,267
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$25,491,306
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$23,124,823
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
Aggregate proceeds on sale of assets2011-12-31$25,679,423
Aggregate carrying amount (costs) on sale of assets2011-12-31$26,701,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,341,250
Total unrealized appreciation/depreciation of assets2010-12-31$2,341,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$791,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,086,387
Total income from all sources (including contributions)2010-12-31$3,220,709
Total loss/gain on sale of assets2010-12-31$-935,861
Total of all expenses incurred2010-12-31$1,748,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,445,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,462,905
Value of total assets at end of year2010-12-31$25,756,630
Value of total assets at beginning of year2010-12-31$24,579,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$302,576
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$357,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$29,178
Administrative expenses professional fees incurred2010-12-31$57,356
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$1,256,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$142,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$169,276
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$74,658
Administrative expenses (other) incurred2010-12-31$54,476
Liabilities. Value of operating payables at end of year2010-12-31$791,640
Liabilities. Value of operating payables at beginning of year2010-12-31$1,011,729
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$1,472,321
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,964,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,492,669
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
Investment advisory and management fees2010-12-31$82,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,509,103
Value of interest in common/collective trusts at end of year2010-12-31$2,487,138
Value of interest in common/collective trusts at beginning of year2010-12-31$1,964,153
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$189,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-8,997
Net investment gain or loss from common/collective trusts2010-12-31$4,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$206,403
Employer contributions (assets) at end of year2010-12-31$2,406
Employer contributions (assets) at beginning of year2010-12-31$61,523
Income. Dividends from common stock2010-12-31$328,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,256,268
Contract administrator fees2010-12-31$107,832
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$23,124,823
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$19,875,001
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
Aggregate proceeds on sale of assets2010-12-31$10,540,657
Aggregate carrying amount (costs) on sale of assets2010-12-31$11,476,518
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN

2022: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: GENERAL DYNAMICS ADVANCED TECHNOLOGY SYSTEMS, INC. RETIREE BENEFITS 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number012577
Policy instance 5
Insurance contract or identification number012577
Number of Individuals Covered0
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $7,290
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 number1375594-H04-019
Policy instance 1
Insurance contract or identification number1375594-H04-019
Number of Individuals Covered353
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,407
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $223,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3407
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 number1375594-H04-021
Policy instance 2
Insurance contract or identification number1375594-H04-021
Number of Individuals Covered663
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,616
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $106,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1616
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 number1375594-H04-002
Policy instance 3
Insurance contract or identification number1375594-H04-002
Number of Individuals Covered1517
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,365
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $155,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2365
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 number1375594-H04-048
Policy instance 4
Insurance contract or identification number1375594-H04-048
Number of Individuals Covered186
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $401
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $26,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees401
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 number1375594-H15-019
Policy instance 5
Insurance contract or identification number1375594-H15-019
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
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 $1,131
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 number1375594-H04-002
Policy instance 3
Insurance contract or identification number1375594-H04-002
Number of Individuals Covered1579
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 $2,766
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $179,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2766
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number012577
Policy instance 6
Insurance contract or identification number012577
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $3,923
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 number1375594-H04-021
Policy instance 2
Insurance contract or identification number1375594-H04-021
Number of Individuals Covered712
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 $1,648
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $106,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1648
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 number1375594-H04-019
Policy instance 1
Insurance contract or identification number1375594-H04-019
Number of Individuals Covered348
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 $3,329
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $215,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3329
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 number1375594-H04-048
Policy instance 4
Insurance contract or identification number1375594-H04-048
Number of Individuals Covered208
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 $462
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $29,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees462
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 number1375594-H04-019
Policy instance 1
Insurance contract or identification number1375594-H04-019
Number of Individuals Covered340
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 $3,174
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $202,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3174
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 number1375594-H04-021
Policy instance 2
Insurance contract or identification number1375594-H04-021
Number of Individuals Covered674
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 $2,055
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $131,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2055
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 60053 )
Policy contract number33747
Policy instance 3
Insurance contract or identification number33747
Number of Individuals Covered87
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $467,305
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 number1375594-H04-002
Policy instance 4
Insurance contract or identification number1375594-H04-002
Number of Individuals Covered1561
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 $2,944
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $187,952
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2944
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 number1375594-H04-048
Policy instance 5
Insurance contract or identification number1375594-H04-048
Number of Individuals Covered243
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 $529
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $33,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees529
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 number1375594-H15-019
Policy instance 6
Insurance contract or identification number1375594-H15-019
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
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 $2,486
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 number811790-11-003
Policy instance 1
Insurance contract or identification number811790-11-003
Number of Individuals Covered340
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $192,661
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 number811790-19-101
Policy instance 2
Insurance contract or identification number811790-19-101
Number of Individuals Covered1260
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $167,823
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 number811791-20-005
Policy instance 8
Insurance contract or identification number811791-20-005
Number of Individuals Covered1
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
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 $226
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 number811791-20-004
Policy instance 7
Insurance contract or identification number811791-20-004
Number of Individuals Covered4
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
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 $4,077
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 number811790-11-022
Policy instance 6
Insurance contract or identification number811790-11-022
Number of Individuals Covered6
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,826
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 number811790-11-001
Policy instance 5
Insurance contract or identification number811790-11-001
Number of Individuals Covered1820
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $215,152
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 number811790-11-017
Policy instance 4
Insurance contract or identification number811790-11-017
Number of Individuals Covered143
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $26,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 60053 )
Policy contract number37511
Policy instance 3
Insurance contract or identification number37511
Number of Individuals Covered426
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,081,083
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 number811791-20-005
Policy instance 9
Insurance contract or identification number811791-20-005
Number of Individuals Covered1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
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 $108
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 number811790-11-003
Policy instance 1
Insurance contract or identification number811790-11-003
Number of Individuals Covered340
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 $3,467
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $181,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3467
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 number811790-19-101
Policy instance 2
Insurance contract or identification number811790-19-101
Number of Individuals Covered512
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 $1,694
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $88,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1694
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 60053 )
Policy contract number37511
Policy instance 3
Insurance contract or identification number37511
Number of Individuals Covered2
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?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $15,081
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 number811790-11-017
Policy instance 4
Insurance contract or identification number811790-11-017
Number of Individuals Covered150
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 $530
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $27,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees530
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 number811790-11-001
Policy instance 5
Insurance contract or identification number811790-11-001
Number of Individuals Covered945
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 $2,135
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $111,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2135
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 number811790-11-022
Policy instance 6
Insurance contract or identification number811790-11-022
Number of Individuals Covered887
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 $2,014
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $105,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2014
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number12577-1
Policy instance 7
Insurance contract or identification number12577-1
Number of Individuals Covered0
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?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,818
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 number811791-20-004
Policy instance 8
Insurance contract or identification number811791-20-004
Number of Individuals Covered5
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
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 $5,885
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 number811790-19-101
Policy instance 2
Insurance contract or identification number811790-19-101
Number of Individuals Covered450
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 $1,522
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $76,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1522
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 number811790-11-003
Policy instance 1
Insurance contract or identification number811790-11-003
Number of Individuals Covered336
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 $3,019
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $152,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3019
Additional information about fees paid to insurance brokerMANAGEMENT EXPENSE ALLOWANCE
Insurance broker organization code?3
Insurance broker nameTRION GROUP, INC.

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