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LONG TERM DISABILITY PLAN OF CUMMINS INC 401k Plan overview

Plan NameLONG TERM DISABILITY PLAN OF CUMMINS INC
Plan identification number 513

LONG TERM DISABILITY PLAN OF CUMMINS INC Benefits

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

401k Sponsoring company profile

CUMMINS INC. has sponsored the creation of one or more 401k plans.

Company Name:CUMMINS INC.
Employer identification number (EIN):350257090
NAIC Classification:333610

Additional information about CUMMINS INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2004-12-08
Company Identification Number: 602452121
Legal Registered Office Address: 10000 NE 7TH AVE NE STE 130

VANCOUVER
United States of America (USA)
98685

More information about CUMMINS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG TERM DISABILITY PLAN OF CUMMINS INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5132022-01-01
5132021-01-01
5132020-01-01
5132019-01-01
5132018-01-01
5132017-01-01DONALD JACKSON
5132016-01-01DONALD JACKSON
5132015-01-01DONALD JACKSON
5132014-01-01DONALD JACKSON DONALD JACKSON2015-10-08
5132013-01-01RICHARD HARRIS RICHARD HARRIS2014-07-31
5132012-01-01RICHARD HARRIS RICHARD HARRIS2013-10-14
5132011-01-01RICHARD HARRIS RICHARD HARRIS2012-07-20
5132009-01-01MARSHA HUNT MARSHA HUNT2010-10-11

Plan Statistics for LONG TERM DISABILITY PLAN OF CUMMINS INC

401k plan membership statisitcs for LONG TERM DISABILITY PLAN OF CUMMINS INC

Measure Date Value
2022: LONG TERM DISABILITY PLAN OF CUMMINS INC 2022 401k membership
Total participants, beginning-of-year2022-01-0126,034
Total number of active participants reported on line 7a of the Form 55002022-01-0127,082
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0127,082
2021: LONG TERM DISABILITY PLAN OF CUMMINS INC 2021 401k membership
Total participants, beginning-of-year2021-01-0127,772
Total number of active participants reported on line 7a of the Form 55002021-01-0124,129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0124,129
2020: LONG TERM DISABILITY PLAN OF CUMMINS INC 2020 401k membership
Total participants, beginning-of-year2020-01-0130,567
Total number of active participants reported on line 7a of the Form 55002020-01-0123,726
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0123,726
2019: LONG TERM DISABILITY PLAN OF CUMMINS INC 2019 401k membership
Total participants, beginning-of-year2019-01-0131,536
Total number of active participants reported on line 7a of the Form 55002019-01-0131,007
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0131,007
2018: LONG TERM DISABILITY PLAN OF CUMMINS INC 2018 401k membership
Total participants, beginning-of-year2018-01-0130,080
Total number of active participants reported on line 7a of the Form 55002018-01-0131,536
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0131,536
2017: LONG TERM DISABILITY PLAN OF CUMMINS INC 2017 401k membership
Total participants, beginning-of-year2017-01-0123,566
Total number of active participants reported on line 7a of the Form 55002017-01-0129,246
Number of retired or separated participants receiving benefits2017-01-011,133
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0130,379
2016: LONG TERM DISABILITY PLAN OF CUMMINS INC 2016 401k membership
Total participants, beginning-of-year2016-01-0121,668
Total number of active participants reported on line 7a of the Form 55002016-01-0121,478
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0121,478
2015: LONG TERM DISABILITY PLAN OF CUMMINS INC 2015 401k membership
Total participants, beginning-of-year2015-01-0115,391
Total number of active participants reported on line 7a of the Form 55002015-01-0117,577
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0117,577
2014: LONG TERM DISABILITY PLAN OF CUMMINS INC 2014 401k membership
Total participants, beginning-of-year2014-01-0114,392
Total number of active participants reported on line 7a of the Form 55002014-01-0115,002
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0115,002
2013: LONG TERM DISABILITY PLAN OF CUMMINS INC 2013 401k membership
Total participants, beginning-of-year2013-01-0113,378
Total number of active participants reported on line 7a of the Form 55002013-01-0114,395
Total of all active and inactive participants2013-01-0114,395
2012: LONG TERM DISABILITY PLAN OF CUMMINS INC 2012 401k membership
Total participants, beginning-of-year2012-01-0113,379
Total number of active participants reported on line 7a of the Form 55002012-01-0114,149
Total of all active and inactive participants2012-01-0114,149
2011: LONG TERM DISABILITY PLAN OF CUMMINS INC 2011 401k membership
Total participants, beginning-of-year2011-01-0113,384
Total number of active participants reported on line 7a of the Form 55002011-01-0113,122
Total of all active and inactive participants2011-01-0113,122
2009: LONG TERM DISABILITY PLAN OF CUMMINS INC 2009 401k membership
Total participants, beginning-of-year2009-01-0113,915
Total number of active participants reported on line 7a of the Form 55002009-01-0111,749
Total of all active and inactive participants2009-01-0111,749
Total participants2009-01-010

Financial Data on LONG TERM DISABILITY PLAN OF CUMMINS INC

Measure Date Value
2022 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
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$6,329,917
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,199,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,159,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,116,052
Value of total assets at end of year2022-12-31$11,673,799
Value of total assets at beginning of year2022-12-31$11,543,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,998
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$28,425
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$42,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,422
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$130,600
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,673,799
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,543,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in common/collective trusts at end of year2022-12-31$11,631,118
Value of interest in common/collective trusts at beginning of year2022-12-31$11,541,777
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,106,851
Net investment gain or loss from common/collective trusts2022-12-31$213,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,116,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$52,468
Contract administrator fees2022-12-31$11,573
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO LLC
Accountancy firm EIN2022-12-31351178661
2021 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$5,297,583
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,397,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,356,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,277,724
Value of total assets at end of year2021-12-31$11,543,199
Value of total assets at beginning of year2021-12-31$11,643,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,896
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$25,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-100,368
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,543,199
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,643,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in common/collective trusts at end of year2021-12-31$11,541,777
Value of interest in common/collective trusts at beginning of year2021-12-31$11,641,535
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$5,261,678
Net investment gain or loss from common/collective trusts2021-12-31$19,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,277,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$94,377
Contract administrator fees2021-12-31$16,046
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & CO LLC
Accountancy firm EIN2021-12-31351178661
2020 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
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$5,025,883
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,098,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,049,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,946,658
Value of total assets at end of year2020-12-31$11,643,567
Value of total assets at beginning of year2020-12-31$11,716,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,464
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$28,300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$18,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-72,504
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,643,567
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,716,071
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
Value of interest in common/collective trusts at end of year2020-12-31$11,641,535
Value of interest in common/collective trusts at beginning of year2020-12-31$11,697,448
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,926,494
Net investment gain or loss from common/collective trusts2020-12-31$79,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,946,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$123,429
Contract administrator fees2020-12-31$20,164
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & CO LLC
Accountancy firm EIN2020-12-31351178661
2019 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$5,179,653
Total income from all sources (including contributions)2019-12-31$5,179,653
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,071,537
Total of all expenses incurred2019-12-31$5,071,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,020,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,020,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,899,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,899,272
Value of total assets at end of year2019-12-31$11,716,071
Value of total assets at end of year2019-12-31$11,716,071
Value of total assets at beginning of year2019-12-31$11,607,955
Value of total assets at beginning of year2019-12-31$11,607,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,152
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$27,083
Administrative expenses professional fees incurred2019-12-31$27,083
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$18,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$18,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,031
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
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$108,116
Value of net income/loss2019-12-31$108,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,716,071
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,716,071
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,607,955
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,607,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in common/collective trusts at end of year2019-12-31$11,697,448
Value of interest in common/collective trusts at end of year2019-12-31$11,697,448
Value of interest in common/collective trusts at beginning of year2019-12-31$11,582,924
Value of interest in common/collective trusts at beginning of year2019-12-31$11,582,924
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,875,203
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,875,203
Net investment gain or loss from common/collective trusts2019-12-31$280,381
Net investment gain or loss from common/collective trusts2019-12-31$280,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,899,272
Contributions received in cash from employer2019-12-31$4,899,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$145,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$145,182
Contract administrator fees2019-12-31$24,069
Contract administrator fees2019-12-31$24,069
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & CO LLC
Accountancy firm name2019-12-31BLUE & CO LLC
Accountancy firm EIN2019-12-31351178661
Accountancy firm EIN2019-12-31351178661
2018 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$4,889,353
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,826,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,777,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,647,025
Value of total assets at end of year2018-12-31$11,607,955
Value of total assets at beginning of year2018-12-31$11,545,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,138
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$21,945
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,239
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$62,406
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,607,955
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,545,549
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
Value of interest in common/collective trusts at end of year2018-12-31$11,582,924
Value of interest in common/collective trusts at beginning of year2018-12-31$11,531,310
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,619,832
Net investment gain or loss from common/collective trusts2018-12-31$242,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,647,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$157,977
Contract administrator fees2018-12-31$27,193
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUE & CO LLC
Accountancy firm EIN2018-12-31351178661
2017 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,283,761
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,346,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,294,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,145,201
Value of total assets at end of year2017-12-31$11,545,549
Value of total assets at beginning of year2017-12-31$11,608,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,146
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$17,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,631
Administrative expenses (other) incurred2017-12-31$4,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-62,630
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,545,549
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,608,179
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$30,246
Value of interest in common/collective trusts at end of year2017-12-31$11,531,310
Value of interest in common/collective trusts at beginning of year2017-12-31$11,600,548
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,115,026
Net investment gain or loss from common/collective trusts2017-12-31$138,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,145,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$179,219
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUE & CO LLC
Accountancy firm EIN2017-12-31351178661
2016 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,734,659
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,876,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,822,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,662,160
Value of total assets at end of year2016-12-31$11,608,179
Value of total assets at beginning of year2016-12-31$11,750,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,002
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$16,900
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,328
Administrative expenses (other) incurred2016-12-31$4,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-142,142
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,608,179
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,750,321
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$33,015
Value of interest in common/collective trusts at end of year2016-12-31$11,600,548
Value of interest in common/collective trusts at beginning of year2016-12-31$11,746,993
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,629,713
Net investment gain or loss from common/collective trusts2016-12-31$72,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,662,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$193,086
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUE & CO LLC
Accountancy firm EIN2016-12-31351178661
2015 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,188,963
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,413,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,355,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,162,454
Value of total assets at end of year2015-12-31$11,750,321
Value of total assets at beginning of year2015-12-31$11,975,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,425
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$14,850
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,735
Administrative expenses (other) incurred2015-12-31$5,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-224,705
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,750,321
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,975,026
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$38,056
Value of interest in common/collective trusts at end of year2015-12-31$11,746,993
Value of interest in common/collective trusts at beginning of year2015-12-31$11,973,291
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,124,469
Net investment gain or loss from common/collective trusts2015-12-31$26,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,162,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$230,774
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUE & CO LLC
Accountancy firm EIN2015-12-31351178661
2014 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,839,221
Total of all expenses incurred2014-12-31$3,106,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,041,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,820,945
Value of total assets at end of year2014-12-31$11,975,026
Value of total assets at beginning of year2014-12-31$12,242,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,714
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$17,725
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-267,432
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,975,026
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,242,458
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$46,989
Value of interest in common/collective trusts at end of year2014-12-31$11,973,291
Value of interest in common/collective trusts at beginning of year2014-12-31$12,240,975
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,776,641
Net investment gain or loss from common/collective trusts2014-12-31$18,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,820,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$265,298
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUE & CO LLC
Accountancy firm EIN2014-12-31351178661
2013 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,856,802
Total of all expenses incurred2013-12-31$4,136,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,070,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,834,320
Value of total assets at end of year2013-12-31$12,242,458
Value of total assets at beginning of year2013-12-31$12,521,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,850
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-279,526
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,242,458
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,521,984
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$49,999
Value of interest in common/collective trusts at end of year2013-12-31$12,240,975
Value of interest in common/collective trusts at beginning of year2013-12-31$12,519,456
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,786,821
Net investment gain or loss from common/collective trusts2013-12-31$22,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,834,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$283,658
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUE & CO LLC
Accountancy firm EIN2013-12-31351178661
2012 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,730,476
Total of all expenses incurred2012-12-31$4,074,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,002,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,704,336
Value of total assets at end of year2012-12-31$12,521,984
Value of total assets at beginning of year2012-12-31$12,865,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$72,016
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$15,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-343,703
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,521,984
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,865,687
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$56,616
Value of interest in common/collective trusts at end of year2012-12-31$12,519,456
Value of interest in common/collective trusts at beginning of year2012-12-31$12,864,423
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,647,720
Net investment gain or loss from common/collective trusts2012-12-31$26,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,704,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$354,443
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUE & CO LLC
Accountancy firm EIN2012-12-31351178661
2011 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,244,502
Total of all expenses incurred2011-12-31$3,658,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,578,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,218,685
Value of total assets at end of year2011-12-31$12,865,687
Value of total assets at beginning of year2011-12-31$13,279,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$79,871
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$13,699
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-413,572
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,865,687
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,279,259
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$66,172
Value of interest in common/collective trusts at end of year2011-12-31$12,864,423
Value of interest in common/collective trusts at beginning of year2011-12-31$13,276,141
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,152,939
Net investment gain or loss from common/collective trusts2011-12-31$25,817
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
Contributions received in cash from employer2011-12-31$3,218,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$425,264
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUE & CO LLC
Accountancy firm EIN2011-12-31351178661
2010 : LONG TERM DISABILITY PLAN OF CUMMINS INC 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,472,785
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,897,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,809,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,433,229
Value of total assets at end of year2010-12-31$13,279,259
Value of total assets at beginning of year2010-12-31$13,703,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$87,540
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$15,333
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-424,544
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,279,259
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,703,803
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$72,207
Value of interest in common/collective trusts at end of year2010-12-31$13,276,141
Value of interest in common/collective trusts at beginning of year2010-12-31$13,699,766
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,361,519
Net investment gain or loss from common/collective trusts2010-12-31$39,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,433,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$448,270
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUE & CO LLC
Accountancy firm EIN2010-12-31351178661

Form 5500 Responses for LONG TERM DISABILITY PLAN OF CUMMINS INC

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

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered26634
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 $79,214
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,032,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees69072
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered24252
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 $109,887
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,494,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees109887
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered22561
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 $100,923
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,735,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees100923
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered25218
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $87,875
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,704,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees87875
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered25605
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 $91,558
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,577,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees91558
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered23219
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 $81,499
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,760,888
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees81499
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered16712
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $61,949
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,124,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees61949
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered15007
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $57,173
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,776,641
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees57173
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered14448
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $75,414
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,786,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees75414
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered14183
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $66,835
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,647,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees66835
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered13160
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $41,969
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,357,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number121635
Policy instance 1
Insurance contract or identification number121635
Number of Individuals Covered12084
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,961
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,156,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26961
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameTRION GROUP INC

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