CAHILL GORDON & REINDEL LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN
401k plan membership statisitcs for CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN
| Measure | Date | Value |
|---|
| 2021: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-25 | 409 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-25 | 416 |
| Number of retired or separated participants receiving benefits | 2021-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-25 | 0 |
| Total of all active and inactive participants | 2021-06-25 | 416 |
| Number of employers contributing to the scheme | 2021-06-25 | 0 |
| 2020: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-25 | 408 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-25 | 409 |
| Number of retired or separated participants receiving benefits | 2020-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-25 | 0 |
| Total of all active and inactive participants | 2020-06-25 | 409 |
| Number of employers contributing to the scheme | 2020-06-25 | 0 |
| 2019: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-25 | 430 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-25 | 408 |
| Number of retired or separated participants receiving benefits | 2019-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-25 | 0 |
| Total of all active and inactive participants | 2019-06-25 | 408 |
| Number of employers contributing to the scheme | 2019-06-25 | 0 |
| 2018: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-25 | 441 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-25 | 430 |
| Number of retired or separated participants receiving benefits | 2018-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-25 | 0 |
| Total of all active and inactive participants | 2018-06-25 | 430 |
| Number of employers contributing to the scheme | 2018-06-25 | 0 |
| 2017: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-25 | 454 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-25 | 441 |
| Number of retired or separated participants receiving benefits | 2017-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-25 | 0 |
| Total of all active and inactive participants | 2017-06-25 | 441 |
| Number of employers contributing to the scheme | 2017-06-25 | 0 |
| 2016: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-25 | 498 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-25 | 454 |
| Number of retired or separated participants receiving benefits | 2016-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-25 | 0 |
| Total of all active and inactive participants | 2016-06-25 | 454 |
| 2015: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-25 | 519 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-25 | 498 |
| Number of retired or separated participants receiving benefits | 2015-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-25 | 0 |
| Total of all active and inactive participants | 2015-06-25 | 498 |
| 2014: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-25 | 533 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-25 | 519 |
| Number of retired or separated participants receiving benefits | 2014-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-25 | 0 |
| Total of all active and inactive participants | 2014-06-25 | 519 |
| 2013: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-25 | 527 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-25 | 533 |
| Number of retired or separated participants receiving benefits | 2013-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-25 | 0 |
| Total of all active and inactive participants | 2013-06-25 | 533 |
| 2012: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-25 | 523 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-25 | 527 |
| Number of retired or separated participants receiving benefits | 2012-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-25 | 0 |
| Total of all active and inactive participants | 2012-06-25 | 527 |
| 2011: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-25 | 499 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-25 | 523 |
| Number of retired or separated participants receiving benefits | 2011-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-25 | 0 |
| Total of all active and inactive participants | 2011-06-25 | 523 |
| 2009: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-25 | 493 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-25 | 484 |
| Number of retired or separated participants receiving benefits | 2009-06-25 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-25 | 0 |
| Total of all active and inactive participants | 2009-06-25 | 484 |
| 2021: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2021 form 5500 responses |
|---|
| 2021-06-25 | Type of plan entity | Single employer plan |
| 2021-06-25 | Plan funding arrangement – Insurance | Yes |
| 2021-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2020: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2020 form 5500 responses |
|---|
| 2020-06-25 | Type of plan entity | Single employer plan |
| 2020-06-25 | Plan funding arrangement – Insurance | Yes |
| 2020-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2019: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2019 form 5500 responses |
|---|
| 2019-06-25 | Type of plan entity | Single employer plan |
| 2019-06-25 | Plan funding arrangement – Insurance | Yes |
| 2019-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2018: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2018 form 5500 responses |
|---|
| 2018-06-25 | Type of plan entity | Single employer plan |
| 2018-06-25 | Plan funding arrangement – Insurance | Yes |
| 2018-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2017: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2017 form 5500 responses |
|---|
| 2017-06-25 | Type of plan entity | Single employer plan |
| 2017-06-25 | Plan funding arrangement – Insurance | Yes |
| 2017-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2016: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2016 form 5500 responses |
|---|
| 2016-06-25 | Type of plan entity | Single employer plan |
| 2016-06-25 | Submission has been amended | No |
| 2016-06-25 | This submission is the final filing | No |
| 2016-06-25 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-06-25 | Plan is a collectively bargained plan | No |
| 2016-06-25 | Plan funding arrangement – Insurance | Yes |
| 2016-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2015: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2015 form 5500 responses |
|---|
| 2015-06-25 | Type of plan entity | Single employer plan |
| 2015-06-25 | Submission has been amended | No |
| 2015-06-25 | This submission is the final filing | No |
| 2015-06-25 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-25 | Plan is a collectively bargained plan | No |
| 2015-06-25 | Plan funding arrangement – Insurance | Yes |
| 2015-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2014: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2014 form 5500 responses |
|---|
| 2014-06-25 | Type of plan entity | Single employer plan |
| 2014-06-25 | Submission has been amended | No |
| 2014-06-25 | This submission is the final filing | No |
| 2014-06-25 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-25 | Plan is a collectively bargained plan | No |
| 2014-06-25 | Plan funding arrangement – Insurance | Yes |
| 2014-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2013: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2013 form 5500 responses |
|---|
| 2013-06-25 | Type of plan entity | Single employer plan |
| 2013-06-25 | Submission has been amended | No |
| 2013-06-25 | This submission is the final filing | No |
| 2013-06-25 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-25 | Plan is a collectively bargained plan | No |
| 2013-06-25 | Plan funding arrangement – Insurance | Yes |
| 2013-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2012: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2012 form 5500 responses |
|---|
| 2012-06-25 | Type of plan entity | Single employer plan |
| 2012-06-25 | Submission has been amended | No |
| 2012-06-25 | This submission is the final filing | No |
| 2012-06-25 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-25 | Plan is a collectively bargained plan | No |
| 2012-06-25 | Plan funding arrangement – Insurance | Yes |
| 2012-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2011: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2011 form 5500 responses |
|---|
| 2011-06-25 | Type of plan entity | Single employer plan |
| 2011-06-25 | Submission has been amended | No |
| 2011-06-25 | This submission is the final filing | No |
| 2011-06-25 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-25 | Plan is a collectively bargained plan | No |
| 2011-06-25 | Plan funding arrangement – Insurance | Yes |
| 2011-06-25 | Plan benefit arrangement – Insurance | Yes |
| 2009: CAHILL GORDON & REINDEL LLP SICKNESS AND ACCIDENT PLAN 2009 form 5500 responses |
|---|
| 2009-06-25 | Type of plan entity | Single employer plan |
| 2009-06-25 | Submission has been amended | No |
| 2009-06-25 | This submission is the final filing | No |
| 2009-06-25 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-25 | Plan is a collectively bargained plan | No |
| 2009-06-25 | Plan funding arrangement – Insurance | Yes |
| 2009-06-25 | Plan benefit arrangement – Insurance | Yes |
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 416 | | Insurance policy start date | 2021-06-25 | | Insurance policy end date | 2022-06-24 | | Total amount of commissions paid to insurance broker | USD $12,231 | | Total amount of fees paid to insurance company | USD $48,808 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $723,085 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 36154 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 409 | | Insurance policy start date | 2020-06-25 | | Insurance policy end date | 2021-06-24 | | Total amount of commissions paid to insurance broker | USD $11,109 | | Total amount of fees paid to insurance company | USD $41,234 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $610,874 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 30544 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 408 | | Insurance policy start date | 2019-06-25 | | Insurance policy end date | 2020-06-24 | | Total amount of commissions paid to insurance broker | USD $11,714 | | Total amount of fees paid to insurance company | USD $43,622 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $671,409 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 33570 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 474 | | Insurance policy start date | 2018-06-25 | | Insurance policy end date | 2019-06-24 | | Total amount of commissions paid to insurance broker | USD $12,216 | | Total amount of fees paid to insurance company | USD $45,100 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $721,606 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 36080 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 473 | | Insurance policy start date | 2017-06-25 | | Insurance policy end date | 2018-06-24 | | Total amount of commissions paid to insurance broker | USD $12,177 | | Total amount of fees paid to insurance company | USD $43,060 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $717,689 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 35884 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERVICES LLC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 498 | | Insurance policy start date | 2015-06-25 | | Insurance policy end date | 2016-06-24 | | Total amount of commissions paid to insurance broker | USD $22,990 | | Total amount of fees paid to insurance company | USD $7,912 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $632,714 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,990 | | Amount paid for insurance broker fees | 7912 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | PROGRESSIVE PLAN ADMINISTRATOR |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 519 | | Insurance policy start date | 2014-06-25 | | Insurance policy end date | 2015-06-24 | | Total amount of commissions paid to insurance broker | USD $23,525 | | Total amount of fees paid to insurance company | USD $8,136 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $650,841 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,525 | | Amount paid for insurance broker fees | 8136 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | PROGRESSIVE PLAN ADMINISTRATOR |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 43348 |
| Policy instance | 1 |
| Insurance contract or identification number | 43348 | | Number of Individuals Covered | 533 | | Insurance policy start date | 2013-06-25 | | Insurance policy end date | 2014-06-24 | | Total amount of commissions paid to insurance broker | USD $24,794 | | Total amount of fees paid to insurance company | USD $8,664 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $635,457 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,794 | | Amount paid for insurance broker fees | 8664 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | PROGRESSIVE PLAN ADMINISTRATOR |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 043348 |
| Policy instance | 1 |
| Insurance contract or identification number | 043348 | | Number of Individuals Covered | 529 | | Insurance policy start date | 2012-06-25 | | Insurance policy end date | 2013-06-24 | | Total amount of commissions paid to insurance broker | USD $30,741 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $690,218 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,741 | | Insurance broker organization code? | 3 | | Insurance broker name | PROGRESSIVE PLAN ADMINISTRATOR |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 043348 |
| Policy instance | 1 |
| Insurance contract or identification number | 043348 | | Number of Individuals Covered | 531 | | Insurance policy start date | 2011-06-25 | | Insurance policy end date | 2012-06-24 | | Total amount of commissions paid to insurance broker | USD $32,223 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $660,086 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 043348 |
| Policy instance | 1 |
| Insurance contract or identification number | 043348 | | Number of Individuals Covered | 502 | | Insurance policy start date | 2010-06-25 | | Insurance policy end date | 2011-06-24 | | Total amount of commissions paid to insurance broker | USD $27,725 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $557,225 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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