COLE SCHOTZ P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNUM LIFE INSURANCE COMPANY OF AMERICA
| Measure | Date | Value |
|---|
| 2023 : UNUM LIFE INSURANCE COMPANY OF AMERICA 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $338,421 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $0 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $338,421 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $315,509 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $0 |
| Value of total assets at beginning of year | 2023-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $22,912 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $338,421 |
| Administrative expenses (other) incurred | 2023-12-31 | $22,912 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $-338,421 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $-338,421 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $315,509 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $338,421 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $0 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $338,421 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $315,509 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $22,912 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $338,421 |
| Administrative expenses (other) incurred | 2023-01-01 | $22,912 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $-338,421 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $-338,421 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $315,509 |
| 2022 : UNUM LIFE INSURANCE COMPANY OF AMERICA 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $324,570 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $0 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $324,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $316,181 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $0 |
| Value of total assets at beginning of year | 2022-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,389 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Administrative expenses professional fees incurred | 2022-12-31 | $8,389 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $324,570 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $-324,570 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $-324,570 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $316,181 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $324,570 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $0 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $324,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $316,181 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $0 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $8,389 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Administrative expenses professional fees incurred | 2022-01-01 | $8,389 |
| Was this plan covered by a fidelity bond | 2022-01-01 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $324,570 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Value of net income/loss | 2022-01-01 | $-324,570 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $-324,570 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $316,181 |
| 2021 : UNUM LIFE INSURANCE COMPANY OF AMERICA 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $300,886 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $0 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $300,886 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $291,593 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $0 |
| Value of total assets at beginning of year | 2021-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,293 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Administrative expenses professional fees incurred | 2021-12-31 | $9,293 |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $300,886 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Value of net income/loss | 2021-12-31 | $-300,886 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $-300,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $291,593 |
| 2020 : UNUM LIFE INSURANCE COMPANY OF AMERICA 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $270,177 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $0 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $270,177 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $262,359 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $0 |
| Value of total assets at beginning of year | 2020-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,818 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Administrative expenses professional fees incurred | 2020-12-31 | $7,818 |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $270,177 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $-270,177 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $-270,177 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $262,359 |
| 2019 : UNUM LIFE INSURANCE COMPANY OF AMERICA 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $283,714 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $283,714 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $275,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $0 |
| Value of total assets at beginning of year | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,128 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Administrative expenses professional fees incurred | 2019-12-31 | $8,128 |
| Was this plan covered by a fidelity bond | 2019-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $283,714 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Value of net income/loss | 2019-12-31 | $-283,714 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $-283,714 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $275,586 |
| 2018 : UNUM LIFE INSURANCE COMPANY OF AMERICA 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $218,966 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $0 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $218,966 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $213,192 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $0 |
| Value of total assets at beginning of year | 2018-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,774 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Administrative expenses professional fees incurred | 2018-12-31 | $5,774 |
| Was this plan covered by a fidelity bond | 2018-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $218,966 |
| Value of net income/loss | 2018-12-31 | $-218,966 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $-218,966 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $213,192 |
