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GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 401k Plan overview

Plan NameGROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE
Plan identification number 504

GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WHEATON COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:WHEATON COLLEGE
Employer identification number (EIN):362182171
NAIC Classification:611000

Additional information about WHEATON COLLEGE

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100936427

More information about WHEATON COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-08-27
5042021-08-27
5042020-08-27
5042019-08-27
5042018-08-27
5042017-08-27KAREN TUCKER
5042016-09-01KAREN TUCKER
5042015-09-01KAREN TUCKER
5042014-09-01KAREN TUCKER
5042013-09-01KAREN TUCKER
5042012-09-01KAREN TUCKER
5042011-09-01KAREN TUCKER
5042009-09-01CHRISTOPHER WOODARD

Plan Statistics for GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE

401k plan membership statisitcs for GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE

Measure Date Value
2022: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2022 401k membership
Total participants, beginning-of-year2022-08-271,572
Total number of active participants reported on line 7a of the Form 55002022-08-271,328
Number of retired or separated participants receiving benefits2022-08-270
Number of other retired or separated participants entitled to future benefits2022-08-270
Total of all active and inactive participants2022-08-271,328
Total participants2022-08-271,328
2021: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2021 401k membership
Total participants, beginning-of-year2021-08-271,417
Total number of active participants reported on line 7a of the Form 55002021-08-271,572
Number of retired or separated participants receiving benefits2021-08-270
Number of other retired or separated participants entitled to future benefits2021-08-270
Total of all active and inactive participants2021-08-271,572
Total participants2021-08-271,572
2020: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2020 401k membership
Total participants, beginning-of-year2020-08-271,198
Total number of active participants reported on line 7a of the Form 55002020-08-271,417
Number of retired or separated participants receiving benefits2020-08-270
Number of other retired or separated participants entitled to future benefits2020-08-270
Total of all active and inactive participants2020-08-271,417
Total participants2020-08-271,417
2019: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2019 401k membership
Total participants, beginning-of-year2019-08-271,321
Total number of active participants reported on line 7a of the Form 55002019-08-271,198
Number of retired or separated participants receiving benefits2019-08-270
Number of other retired or separated participants entitled to future benefits2019-08-270
Total of all active and inactive participants2019-08-271,198
Total participants2019-08-271,198
2018: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2018 401k membership
Total participants, beginning-of-year2018-08-271,334
Total number of active participants reported on line 7a of the Form 55002018-08-271,321
Number of retired or separated participants receiving benefits2018-08-270
Number of other retired or separated participants entitled to future benefits2018-08-270
Total of all active and inactive participants2018-08-271,321
Total participants2018-08-271,321
2017: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2017 401k membership
Total participants, beginning-of-year2017-08-27727
Total number of active participants reported on line 7a of the Form 55002017-08-27742
Number of retired or separated participants receiving benefits2017-08-270
Number of other retired or separated participants entitled to future benefits2017-08-270
Total of all active and inactive participants2017-08-27742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-270
Total participants2017-08-27742
2016: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2016 401k membership
Total participants, beginning-of-year2016-09-01726
Total number of active participants reported on line 7a of the Form 55002016-09-01727
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01727
2015: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2015 401k membership
Total participants, beginning-of-year2015-09-01704
Total number of active participants reported on line 7a of the Form 55002015-09-01726
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01726
2014: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2014 401k membership
Total participants, beginning-of-year2014-09-01682
Total number of active participants reported on line 7a of the Form 55002014-09-01704
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01704
2013: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2013 401k membership
Total participants, beginning-of-year2013-09-01692
Total number of active participants reported on line 7a of the Form 55002013-09-01682
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-01682
Total participants2013-09-01682
2012: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2012 401k membership
Total participants, beginning-of-year2012-09-01689
Total number of active participants reported on line 7a of the Form 55002012-09-01692
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-01692
Total participants2012-09-01692
2011: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2011 401k membership
Total participants, beginning-of-year2011-09-01694
Total number of active participants reported on line 7a of the Form 55002011-09-01689
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-01689
Total participants2011-09-01689
2009: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2009 401k membership
Total participants, beginning-of-year2009-09-01695
Total number of active participants reported on line 7a of the Form 55002009-09-01682
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01682
Number of participants with account balances2009-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010
Number of employers contributing to the scheme2009-09-01682

Form 5500 Responses for GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE

2022: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2022 form 5500 responses
2022-08-27Type of plan entitySingle employer plan
2022-08-27Submission has been amendedNo
2022-08-27This submission is the final filingNo
2022-08-27This return/report is a short plan year return/report (less than 12 months)No
2022-08-27Plan is a collectively bargained planNo
2022-08-27Plan funding arrangement – InsuranceYes
2022-08-27Plan benefit arrangement – InsuranceYes
2021: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2021 form 5500 responses
2021-08-27Type of plan entitySingle employer plan
2021-08-27Submission has been amendedNo
2021-08-27This submission is the final filingNo
2021-08-27This return/report is a short plan year return/report (less than 12 months)No
2021-08-27Plan is a collectively bargained planNo
2021-08-27Plan funding arrangement – InsuranceYes
2021-08-27Plan benefit arrangement – InsuranceYes
2020: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2020 form 5500 responses
2020-08-27Type of plan entitySingle employer plan
2020-08-27Submission has been amendedNo
2020-08-27This submission is the final filingNo
2020-08-27This return/report is a short plan year return/report (less than 12 months)No
2020-08-27Plan is a collectively bargained planNo
2020-08-27Plan funding arrangement – InsuranceYes
2020-08-27Plan benefit arrangement – InsuranceYes
2019: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2019 form 5500 responses
2019-08-27Type of plan entitySingle employer plan
2019-08-27Submission has been amendedNo
2019-08-27This submission is the final filingNo
2019-08-27This return/report is a short plan year return/report (less than 12 months)No
2019-08-27Plan is a collectively bargained planNo
2019-08-27Plan funding arrangement – InsuranceYes
2019-08-27Plan benefit arrangement – InsuranceYes
2018: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2018 form 5500 responses
2018-08-27Type of plan entitySingle employer plan
2018-08-27First time form 5500 has been submittedYes
2018-08-27Submission has been amendedNo
2018-08-27This submission is the final filingNo
2018-08-27This return/report is a short plan year return/report (less than 12 months)No
2018-08-27Plan is a collectively bargained planNo
2018-08-27Plan funding arrangement – InsuranceYes
2018-08-27Plan benefit arrangement – InsuranceYes
2017: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2017 form 5500 responses
2017-08-27Type of plan entitySingle employer plan
2017-08-27First time form 5500 has been submittedYes
2017-08-27Submission has been amendedNo
2017-08-27This submission is the final filingNo
2017-08-27This return/report is a short plan year return/report (less than 12 months)No
2017-08-27Plan is a collectively bargained planNo
2017-08-27Plan funding arrangement – InsuranceYes
2017-08-27Plan benefit arrangement – InsuranceYes
2016: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01First time form 5500 has been submittedYes
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01First time form 5500 has been submittedYes
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01First time form 5500 has been submittedYes
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01First time form 5500 has been submittedYes
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01First time form 5500 has been submittedYes
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: GROUP TRAVEL ACCIDENT PLAN OF WHEATON COLLEGE 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered1328
Insurance policy start date2022-08-27
Insurance policy end date2023-08-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
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 $750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered1572
Insurance policy start date2021-08-27
Insurance policy end date2022-08-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
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 $750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered1417
Insurance policy start date2020-08-27
Insurance policy end date2021-08-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
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 $750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered1198
Insurance policy start date2019-08-27
Insurance policy end date2020-08-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
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 $750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered1321
Insurance policy start date2018-08-27
Insurance policy end date2019-08-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
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 $750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered742
Insurance policy start date2017-08-27
Insurance policy end date2018-08-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered726
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB016923
Policy instance 1
Insurance contract or identification numberETB016923
Number of Individuals Covered704
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE ROCKWOOD COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB16923
Policy instance 1
Insurance contract or identification numberETB16923
Number of Individuals Covered682
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE ROCKWOOD COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB16923
Policy instance 1
Insurance contract or identification numberETB16923
Number of Individuals Covered692
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE ROCKWOOD COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB16923
Policy instance 1
Insurance contract or identification numberETB16923
Number of Individuals Covered689
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB16923
Policy instance 1
Insurance contract or identification numberETB16923
Number of Individuals Covered694
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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