G & W ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan G & W ELECTRIC COMPANY GROUP HEALTH PLAN
| Measure | Date | Value |
|---|
| 2023: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-04-15 | 812 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-04-15 | 990 |
| Number of retired or separated participants receiving benefits | 2023-04-15 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2023-04-15 | 26 |
| Total of all active and inactive participants | 2023-04-15 | 1,020 |
| 2022: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-15 | 739 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-15 | 808 |
| Number of retired or separated participants receiving benefits | 2022-04-15 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-15 | 29 |
| Total of all active and inactive participants | 2022-04-15 | 842 |
| 2021: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-15 | 793 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-15 | 753 |
| Number of retired or separated participants receiving benefits | 2021-04-15 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-15 | 30 |
| Total of all active and inactive participants | 2021-04-15 | 792 |
| 2020: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-15 | 745 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-15 | 788 |
| Number of retired or separated participants receiving benefits | 2020-04-15 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-15 | 6 |
| Total of all active and inactive participants | 2020-04-15 | 798 |
| 2019: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-15 | 660 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-15 | 725 |
| Number of retired or separated participants receiving benefits | 2019-04-15 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-15 | 13 |
| Total of all active and inactive participants | 2019-04-15 | 743 |
| 2018: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-15 | 600 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-15 | 650 |
| Number of retired or separated participants receiving benefits | 2018-04-15 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-15 | 4 |
| Total of all active and inactive participants | 2018-04-15 | 658 |
| 2017: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-15 | 460 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-15 | 544 |
| Number of retired or separated participants receiving benefits | 2017-04-15 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-15 | 1 |
| Total of all active and inactive participants | 2017-04-15 | 548 |
| 2016: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-15 | 448 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-15 | 452 |
| Number of retired or separated participants receiving benefits | 2016-04-15 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-15 | 1 |
| Total of all active and inactive participants | 2016-04-15 | 458 |
| 2015: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-15 | 461 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-15 | 435 |
| Number of retired or separated participants receiving benefits | 2015-04-15 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-15 | 6 |
| Total of all active and inactive participants | 2015-04-15 | 459 |
| 2014: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-15 | 363 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-15 | 461 |
| Number of retired or separated participants receiving benefits | 2014-04-15 | 4 |
| Total of all active and inactive participants | 2014-04-15 | 465 |
| 2013: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-15 | 357 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-15 | 353 |
| Number of retired or separated participants receiving benefits | 2013-04-15 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-15 | 15 |
| Total of all active and inactive participants | 2013-04-15 | 372 |
| 2012: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-15 | 325 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-15 | 357 |
| Number of retired or separated participants receiving benefits | 2012-04-15 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-15 | 16 |
| Total of all active and inactive participants | 2012-04-15 | 378 |
| 2011: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-15 | 369 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-15 | 417 |
| Number of retired or separated participants receiving benefits | 2011-04-15 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-15 | 0 |
| Total of all active and inactive participants | 2011-04-15 | 419 |
| 2010: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-15 | 348 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-15 | 357 |
| Number of retired or separated participants receiving benefits | 2010-04-15 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2010-04-15 | 0 |
| Total of all active and inactive participants | 2010-04-15 | 366 |
| 2009: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-15 | 332 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-15 | 340 |
| Number of retired or separated participants receiving benefits | 2009-04-15 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-15 | 0 |
| Total of all active and inactive participants | 2009-04-15 | 348 |
| 2023: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2023 form 5500 responses |
|---|
| 2023-04-15 | Type of plan entity | Single employer plan |
| 2023-04-15 | Submission has been amended | No |
| 2023-04-15 | This submission is the final filing | No |
| 2023-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-04-15 | Plan is a collectively bargained plan | No |
| 2023-04-15 | Plan funding arrangement – Insurance | Yes |
| 2023-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2023-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2022 form 5500 responses |
|---|
| 2022-04-15 | Type of plan entity | Single employer plan |
| 2022-04-15 | Submission has been amended | No |
| 2022-04-15 | This submission is the final filing | No |
| 2022-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-15 | Plan is a collectively bargained plan | No |
| 2022-04-15 | Plan funding arrangement – Insurance | Yes |
| 2022-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2021 form 5500 responses |
|---|
| 2021-04-15 | Type of plan entity | Single employer plan |
| 2021-04-15 | Submission has been amended | No |
| 2021-04-15 | This submission is the final filing | No |
| 2021-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-15 | Plan is a collectively bargained plan | No |
| 2021-04-15 | Plan funding arrangement – Insurance | Yes |
| 2021-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2020 form 5500 responses |
|---|
| 2020-04-15 | Type of plan entity | Single employer plan |
| 2020-04-15 | Submission has been amended | No |
| 2020-04-15 | This submission is the final filing | No |
| 2020-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-15 | Plan is a collectively bargained plan | No |
| 2020-04-15 | Plan funding arrangement – Insurance | Yes |
| 2020-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2019 form 5500 responses |
|---|
| 2019-04-15 | Type of plan entity | Single employer plan |
| 2019-04-15 | Submission has been amended | No |
| 2019-04-15 | This submission is the final filing | No |
| 2019-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-15 | Plan is a collectively bargained plan | No |
| 2019-04-15 | Plan funding arrangement – Insurance | Yes |
| 2019-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2019-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2018 form 5500 responses |
|---|
| 2018-04-15 | Type of plan entity | Single employer plan |
| 2018-04-15 | Submission has been amended | No |
| 2018-04-15 | This submission is the final filing | No |
| 2018-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-04-15 | Plan is a collectively bargained plan | No |
| 2018-04-15 | Plan funding arrangement – Insurance | Yes |
| 2018-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2018-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2017 form 5500 responses |
|---|
| 2017-04-15 | Type of plan entity | Single employer plan |
| 2017-04-15 | Submission has been amended | No |
| 2017-04-15 | This submission is the final filing | No |
| 2017-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-15 | Plan is a collectively bargained plan | No |
| 2017-04-15 | Plan funding arrangement – Insurance | Yes |
| 2017-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2017-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2016 form 5500 responses |
|---|
| 2016-04-15 | Type of plan entity | Single employer plan |
| 2016-04-15 | Submission has been amended | No |
| 2016-04-15 | This submission is the final filing | No |
| 2016-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-15 | Plan is a collectively bargained plan | No |
| 2016-04-15 | Plan funding arrangement – Insurance | Yes |
| 2016-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2016-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2015 form 5500 responses |
|---|
| 2015-04-15 | Type of plan entity | Single employer plan |
| 2015-04-15 | Submission has been amended | No |
| 2015-04-15 | This submission is the final filing | No |
| 2015-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-15 | Plan is a collectively bargained plan | No |
| 2015-04-15 | Plan funding arrangement – Insurance | Yes |
| 2015-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2014 form 5500 responses |
|---|
| 2014-04-15 | Type of plan entity | Single employer plan |
| 2014-04-15 | Submission has been amended | No |
| 2014-04-15 | This submission is the final filing | No |
| 2014-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-15 | Plan is a collectively bargained plan | No |
| 2014-04-15 | Plan funding arrangement – Insurance | Yes |
| 2014-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2013 form 5500 responses |
|---|
| 2013-04-15 | Type of plan entity | Single employer plan |
| 2013-04-15 | Submission has been amended | No |
| 2013-04-15 | This submission is the final filing | No |
| 2013-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-15 | Plan is a collectively bargained plan | No |
| 2013-04-15 | Plan funding arrangement – Insurance | Yes |
| 2013-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2012 form 5500 responses |
|---|
| 2012-04-15 | Type of plan entity | Single employer plan |
| 2012-04-15 | Submission has been amended | No |
| 2012-04-15 | This submission is the final filing | No |
| 2012-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-15 | Plan is a collectively bargained plan | No |
| 2012-04-15 | Plan funding arrangement – Insurance | Yes |
| 2012-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2011 form 5500 responses |
|---|
| 2011-04-15 | Type of plan entity | Single employer plan |
| 2011-04-15 | Submission has been amended | Yes |
| 2011-04-15 | This submission is the final filing | No |
| 2011-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-15 | Plan is a collectively bargained plan | No |
| 2011-04-15 | Plan funding arrangement – Insurance | Yes |
| 2011-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2010 form 5500 responses |
|---|
| 2010-04-15 | Type of plan entity | Single employer plan |
| 2010-04-15 | Submission has been amended | No |
| 2010-04-15 | This submission is the final filing | No |
| 2010-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-04-15 | Plan is a collectively bargained plan | No |
| 2010-04-15 | Plan funding arrangement – Insurance | Yes |
| 2010-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2010-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: G & W ELECTRIC COMPANY GROUP HEALTH PLAN 2009 form 5500 responses |
|---|
| 2009-04-15 | Type of plan entity | Single employer plan |
| 2009-04-15 | Submission has been amended | No |
| 2009-04-15 | This submission is the final filing | No |
| 2009-04-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-15 | Plan is a collectively bargained plan | No |
| 2009-04-15 | Plan funding arrangement – Insurance | Yes |
| 2009-04-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-04-15 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 4 |
| Insurance contract or identification number | 161529 | | Number of Individuals Covered | 310 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $26,463 | | Total amount of fees paid to insurance company | USD $6,638 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HOSPITAL INDEMNITY, ACCIDENT, CRITICAL ILLNESS | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $155,301 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 3 |
| Insurance contract or identification number | 12235613 | | Number of Individuals Covered | 809 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $2,289 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $87,160 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 2 |
| Insurance contract or identification number | 161529 | | Number of Individuals Covered | 927 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $13,863 | | Total amount of fees paid to insurance company | USD $5,710 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 1 |
| Insurance contract or identification number | 161529 | | Number of Individuals Covered | 1138 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $39,164 | | Total amount of fees paid to insurance company | USD $11,102 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 1 |
| Insurance contract or identification number | 161529 | | Number of Individuals Covered | 956 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $43,550 | | Total amount of fees paid to insurance company | USD $7,407 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 3 |
| Insurance contract or identification number | 12235613 | | Number of Individuals Covered | 662 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $2,304 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $74,177 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 2 |
| Insurance contract or identification number | 161529 | | Number of Individuals Covered | 769 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $15,032 | | Total amount of fees paid to insurance company | USD $3,711 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 4 |
| Insurance contract or identification number | 161529 | | Number of Individuals Covered | 315 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $21,748 | | Total amount of fees paid to insurance company | USD $4,397 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HOSPITAL INDEMNITY, ACCIDENT, CRITICAL ILLNESS | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $134,601 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 4 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 2 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 3 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 2 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 161529 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400001000 14980 |
| Policy instance | 5 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 403001685 |
| Policy instance | 4 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157709 |
| Policy instance | 3 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157708 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157709 |
| Policy instance | 3 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 403001685 |
| Policy instance | 4 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400001000 14980 |
| Policy instance | 5 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157708 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157708 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157709 |
| Policy instance | 3 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40000100014980 |
| Policy instance | 4 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 403001685 |
| Policy instance | 5 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 403001685 |
| Policy instance | 5 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157709 |
| Policy instance | 4 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10157708 |
| Policy instance | 3 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400001000 14980 |
| Policy instance | 6 |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P87692, P91594 |
| Policy instance | 2 |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P87692 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 5 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 964469 |
| Policy instance | 4 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962812 |
| Policy instance | 2 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | LK 962062 |
| Policy instance | 3 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962812 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 12235613 |
| Policy instance | 5 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 964469 |
| Policy instance | 4 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | LK 962062 |
| Policy instance | 3 |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P87692 |
| Policy instance | 1 |
