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GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 401k Plan overview

Plan NameGRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST
Plan identification number 514

GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

TRUSTEES OF GRINNELL COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF GRINNELL COLLEGE
Employer identification number (EIN):420680387
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5142015-07-012016-10-10
5142014-07-012016-02-22
5142013-07-012015-04-10
5142012-07-012015-04-10
5142011-07-012015-04-10
5142010-07-012015-04-10
5142009-07-012015-04-10
5142008-07-012015-04-10
5142007-07-012015-04-10
5142006-07-012015-04-10
5142005-07-012015-04-10
5142004-07-012015-04-10
5142003-07-012015-04-10
5142002-07-012015-04-10
5142001-07-012015-04-10
5142000-07-012015-04-10
5141999-07-012015-04-10
5141998-07-012015-04-10

Plan Statistics for GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST

401k plan membership statisitcs for GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST

Measure Date Value
2015: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2015 401k membership
Total of all active and inactive participants2015-07-010
2014: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2014 401k membership
Total of all active and inactive participants2014-07-010
2013: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2013 401k membership
Total of all active and inactive participants2013-07-010
2012: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-010
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-010
2011: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-010
Total number of active participants reported on line 7a of the Form 55002011-07-010
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-010
2010: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-010
Total number of active participants reported on line 7a of the Form 55002010-07-010
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-010
2009: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-010
Total number of active participants reported on line 7a of the Form 55002009-07-010
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-010
2008: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2008 401k membership
Total participants, beginning-of-year2008-07-010
Total number of active participants reported on line 7a of the Form 55002008-07-010
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-010
Total of all active and inactive participants2008-07-010
2007: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2007 401k membership
Total participants, beginning-of-year2007-07-010
Total number of active participants reported on line 7a of the Form 55002007-07-010
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-010
Total of all active and inactive participants2007-07-010
2006: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2006 401k membership
Total participants, beginning-of-year2006-07-010
Total number of active participants reported on line 7a of the Form 55002006-07-010
Number of retired or separated participants receiving benefits2006-07-010
Number of other retired or separated participants entitled to future benefits2006-07-010
Total of all active and inactive participants2006-07-010
2005: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2005 401k membership
Total number of active participants reported on line 7a of the Form 55002005-07-010
Number of retired or separated participants receiving benefits2005-07-010
Number of other retired or separated participants entitled to future benefits2005-07-010
Total of all active and inactive participants2005-07-010
2004: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2004 401k membership
Total participants, beginning-of-year2004-07-010
Total number of active participants reported on line 7a of the Form 55002004-07-010
Number of retired or separated participants receiving benefits2004-07-010
Number of other retired or separated participants entitled to future benefits2004-07-010
Total of all active and inactive participants2004-07-010
2003: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2003 401k membership
Total participants, beginning-of-year2003-07-010
Total number of active participants reported on line 7a of the Form 55002003-07-010
Number of retired or separated participants receiving benefits2003-07-010
Number of other retired or separated participants entitled to future benefits2003-07-010
Total of all active and inactive participants2003-07-010
2002: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2002 401k membership
Total participants, beginning-of-year2002-07-010
Total number of active participants reported on line 7a of the Form 55002002-07-010
Number of retired or separated participants receiving benefits2002-07-010
Number of other retired or separated participants entitled to future benefits2002-07-010
Total of all active and inactive participants2002-07-010
2001: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2001 401k membership
Total participants, beginning-of-year2001-07-010
Total number of active participants reported on line 7a of the Form 55002001-07-010
Number of retired or separated participants receiving benefits2001-07-010
Number of other retired or separated participants entitled to future benefits2001-07-010
Total of all active and inactive participants2001-07-010
2000: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2000 401k membership
Total number of active participants reported on line 7a of the Form 55002000-07-010
Number of retired or separated participants receiving benefits2000-07-010
Number of other retired or separated participants entitled to future benefits2000-07-010
Total of all active and inactive participants2000-07-010
1999: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 1999 401k membership
Total participants, beginning-of-year1999-07-010
Total number of active participants reported on line 7a of the Form 55001999-07-010
Number of retired or separated participants receiving benefits1999-07-010
Number of other retired or separated participants entitled to future benefits1999-07-010
Total of all active and inactive participants1999-07-010
1998: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 1998 401k membership
Total of all active and inactive participants1998-07-010

Financial Data on GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST

Measure Date Value
2015 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-34,400
Total unrealized appreciation/depreciation of assets2015-12-31$-34,400
Total transfer of assets to this plan2015-12-31$4,188,311
Total transfer of assets from this plan2015-12-31$9,759,008
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$468,498
Total income from all sources (including contributions)2015-12-31$29,425
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$298,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$6,308,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$298,296
Total interest from all sources2015-12-31$105
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,315
Administrative expenses professional fees incurred2015-12-31$103,493
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$87,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$468,498
Other income not declared elsewhere2015-12-31$32,391
Value of net income/loss2015-12-31$-268,871
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,839,568
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,847,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,369,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,369,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$105
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$1,002,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$9,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Contract administrator fees2015-12-31$194,803
Did the plan have assets held for investment2015-12-31No
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$8,412,026
Total transfer of assets from this plan2015-06-30$7,171,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$468,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$517,867
Total income from all sources (including contributions)2015-06-30$39,099
Total loss/gain on sale of assets2015-06-30$5,171
Total of all expenses incurred2015-06-30$578,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$6,308,066
Value of total assets at beginning of year2015-06-30$5,656,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$578,444
Total interest from all sources2015-06-30$155
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$41,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$41,461
Administrative expenses professional fees incurred2015-06-30$80,801
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$87,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$221,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$468,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$517,867
Administrative expenses (other) incurred2015-06-30$121,831
Value of net income/loss2015-06-30$-539,345
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,839,568
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,138,645
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,847,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,818,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,369,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,616,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,616,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$155
Asset value of US Government securities at end of year2015-06-30$1,002,617
Asset value of US Government securities at beginning of year2015-06-30$999,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-7,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Contract administrator fees2015-06-30$375,812
Did the plan have assets held for investment2015-06-30Yes
Aggregate proceeds on sale of assets2015-06-30$5,171
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
2014 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$7,821,761
Total transfer of assets from this plan2014-06-30$5,825,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$517,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$662,525
Total income from all sources (including contributions)2014-06-30$74,149
Total loss/gain on sale of assets2014-06-30$1,181
Total of all expenses incurred2014-06-30$370,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$5,656,512
Value of total assets at beginning of year2014-06-30$4,101,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$370,423
Total interest from all sources2014-06-30$269
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$39,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$39,433
Administrative expenses professional fees incurred2014-06-30$15,500
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$221,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$186,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$517,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$662,525
Value of net income/loss2014-06-30$-296,274
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,138,645
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,439,130
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,818,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,889,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,616,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$26,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$26,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$269
Asset value of US Government securities at end of year2014-06-30$999,747
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$33,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Contract administrator fees2014-06-30$354,923
Did the plan have assets held for investment2014-06-30Yes
Aggregate proceeds on sale of assets2014-06-30$1,181
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
2013 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-210,943
Total unrealized appreciation/depreciation of assets2013-06-30$-210,943
Total transfer of assets to this plan2013-06-30$6,992,181
Total transfer of assets from this plan2013-06-30$6,392,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$662,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$550,681
Total income from all sources (including contributions)2013-06-30$1,496
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$347,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$4,101,655
Value of total assets at beginning of year2013-06-30$3,736,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$347,926
Total interest from all sources2013-06-30$405
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$41,725
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$41,725
Administrative expenses professional fees incurred2013-06-30$16,070
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$186,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$123,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$662,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$550,681
Value of net income/loss2013-06-30$-346,430
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,439,130
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,186,299
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,889,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,442,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$26,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$171,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$171,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$170,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Contract administrator fees2013-06-30$331,856
Did the plan have assets held for investment2013-06-30Yes
2012 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$6,326,880
Total transfer of assets from this plan2012-06-30$6,083,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$550,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$460,656
Total income from all sources (including contributions)2012-06-30$116,455
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$328,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$3,736,980
Value of total assets at beginning of year2012-06-30$3,615,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$328,709
Total interest from all sources2012-06-30$690
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$48,544
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$48,544
Administrative expenses professional fees incurred2012-06-30$11,946
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$123,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$550,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$460,656
Value of net income/loss2012-06-30$-212,254
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,186,299
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,155,261
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,442,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,728,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$171,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$887,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$887,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$67,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Contract administrator fees2012-06-30$316,763
Did the plan have assets held for investment2012-06-30Yes
2011 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$5,847,199
Total transfer of assets from this plan2011-06-30$5,460,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$460,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$353,633
Total income from all sources (including contributions)2011-06-30$78,273
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$266,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$3,615,917
Value of total assets at beginning of year2011-06-30$3,310,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$266,419
Total interest from all sources2011-06-30$1,258
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$56,691
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$56,691
Administrative expenses professional fees incurred2011-06-30$15,360
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$115,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$460,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$353,633
Other income not declared elsewhere2011-06-30$110
Administrative expenses (other) incurred2011-06-30$35
Value of net income/loss2011-06-30$-188,146
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,155,261
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,956,504
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,728,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,351,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$887,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$842,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$842,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$20,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Contract administrator fees2011-06-30$251,024
Did the plan have assets held for investment2011-06-30Yes
2010 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total transfer of assets to this plan2010-06-30$5,522,079
Total transfer of assets from this plan2010-06-30$4,963,948
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$353,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$401,523
Total income from all sources (including contributions)2010-06-30$187,239
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$225,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$0
Value of total assets at end of year2010-06-30$3,310,137
Value of total assets at beginning of year2010-06-30$2,837,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$225,265
Total interest from all sources2010-06-30$759
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$74,969
Total dividends received from registered investment company shares (eg mutual funds)2010-06-30$74,969
Administrative expenses professional fees incurred2010-06-30$14,306
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-06-30$115,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-06-30$12,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-06-30$353,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-06-30$401,523
Administrative expenses (other) incurred2010-06-30$44
Value of net income/loss2010-06-30$-38,026
Value of net assets at end of year (total assets less liabilities)2010-06-30$2,956,504
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$2,436,399
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-06-30$2,351,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$2,191,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-06-30$842,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-06-30$634,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-06-30$634,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-06-30$759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-06-30$111,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30Yes
Contract administrator fees2010-06-30$210,915
Did the plan have assets held for investment2010-06-30Yes
2009 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-06-30$0
Total transfer of assets to this plan2009-06-30$5,407,695
Total transfer of assets from this plan2009-06-30$5,250,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$401,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$44,078
Total income from all sources (including contributions)2009-06-30$143,684
Total loss/gain on sale of assets2009-06-30$0
Total of all expenses incurred2009-06-30$257,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-06-30$0
Value of total assets at end of year2009-06-30$2,837,922
Value of total assets at beginning of year2009-06-30$2,437,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-06-30$257,977
Total interest from all sources2009-06-30$3,706
Total dividends received (eg from common stock, registered investment company shares)2009-06-30$73,383
Total dividends received from registered investment company shares (eg mutual funds)2009-06-30$73,383
Administrative expenses professional fees incurred2009-06-30$13,810
Were there any nonexempt tranactions with any party-in-interest2009-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-06-30$12,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-06-30$80,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-06-30$401,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-06-30$44,078
Value of net income/loss2009-06-30$-114,293
Value of net assets at end of year (total assets less liabilities)2009-06-30$2,436,399
Value of net assets at beginning of year (total assets less liabilities)2009-06-30$2,393,211
Were any loans by the plan or fixed income obligations due to the plan in default2009-06-30No
Were any leases to which the plan was party in default or uncollectible2009-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-06-30$2,191,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-06-30$1,900,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-06-30$634,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-06-30$457,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-06-30$457,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-06-30$3,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-06-30$66,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-06-30Yes
Contract administrator fees2009-06-30$244,167
Did the plan have assets held for investment2009-06-30Yes
2008 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-06-30$0
Total transfer of assets to this plan2008-06-30$5,799,579
Total transfer of assets from this plan2008-06-30$5,061,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-06-30$44,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-06-30$784
Total income from all sources (including contributions)2008-06-30$52,296
Total loss/gain on sale of assets2008-06-30$0
Total of all expenses incurred2008-06-30$220,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-06-30$0
Value of total assets at end of year2008-06-30$2,437,289
Value of total assets at beginning of year2008-06-30$1,824,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-06-30$220,598
Total interest from all sources2008-06-30$52,296
Total dividends received (eg from common stock, registered investment company shares)2008-06-30$0
Administrative expenses professional fees incurred2008-06-30$8,790
Were there any nonexempt tranactions with any party-in-interest2008-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-06-30$80,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-06-30$422,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-06-30$44,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-06-30$784
Value of net income/loss2008-06-30$-168,302
Value of net assets at end of year (total assets less liabilities)2008-06-30$2,393,211
Value of net assets at beginning of year (total assets less liabilities)2008-06-30$1,823,815
Were any loans by the plan or fixed income obligations due to the plan in default2008-06-30No
Were any leases to which the plan was party in default or uncollectible2008-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-06-30$1,900,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-06-30$457,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-06-30$1,401,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-06-30$1,401,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-06-30$52,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-06-30Yes
Contract administrator fees2008-06-30$211,808
Did the plan have assets held for investment2008-06-30Yes
2007 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-06-30$0
Total transfer of assets to this plan2007-06-30$8,419,411
Total transfer of assets from this plan2007-06-30$7,720,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-06-30$784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-06-30$0
Total income from all sources (including contributions)2007-06-30$59,558
Total loss/gain on sale of assets2007-06-30$0
Total of all expenses incurred2007-06-30$238,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-06-30$0
Value of total assets at end of year2007-06-30$1,824,599
Value of total assets at beginning of year2007-06-30$1,303,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-06-30$238,506
Total interest from all sources2007-06-30$59,558
Total dividends received (eg from common stock, registered investment company shares)2007-06-30$0
Administrative expenses professional fees incurred2007-06-30$7,705
Were there any nonexempt tranactions with any party-in-interest2007-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2007-06-30$422,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2007-06-30$465,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-06-30$784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-06-30$0
Value of net income/loss2007-06-30$-178,948
Value of net assets at end of year (total assets less liabilities)2007-06-30$1,823,815
Value of net assets at beginning of year (total assets less liabilities)2007-06-30$1,303,591
Were any loans by the plan or fixed income obligations due to the plan in default2007-06-30No
Were any leases to which the plan was party in default or uncollectible2007-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-06-30$1,401,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-06-30$838,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-06-30$838,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-06-30$59,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-06-30No
Contract administrator fees2007-06-30$230,801
Did the plan have assets held for investment2007-06-30Yes
2006 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2006 401k financial data
Total unrealized appreciation/depreciation of assets2006-06-30$0
Total transfer of assets to this plan2006-06-30$4,614,282
Total transfer of assets from this plan2006-06-30$4,251,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-06-30$23,481
Total income from all sources (including contributions)2006-06-30$33,157
Total loss/gain on sale of assets2006-06-30$0
Total of all expenses incurred2006-06-30$264,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-06-30$0
Value of total assets at end of year2006-06-30$1,303,591
Value of total assets at beginning of year2006-06-30$1,195,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-06-30$264,072
Total interest from all sources2006-06-30$33,157
Total dividends received (eg from common stock, registered investment company shares)2006-06-30$0
Administrative expenses professional fees incurred2006-06-30$6,600
Were there any nonexempt tranactions with any party-in-interest2006-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2006-06-30$465,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2006-06-30$354,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2006-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2006-06-30$23,481
Administrative expenses (other) incurred2006-06-30$170
Value of net income/loss2006-06-30$-230,915
Value of net assets at end of year (total assets less liabilities)2006-06-30$1,303,591
Value of net assets at beginning of year (total assets less liabilities)2006-06-30$1,171,527
Were any loans by the plan or fixed income obligations due to the plan in default2006-06-30No
Were any leases to which the plan was party in default or uncollectible2006-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-06-30$838,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-06-30$840,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-06-30$840,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-06-30$33,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-06-30Yes
Contract administrator fees2006-06-30$257,302
Did the plan have assets held for investment2006-06-30Yes
2005 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2005 401k financial data
Total unrealized appreciation/depreciation of assets2005-06-30$0
Total transfer of assets to this plan2005-06-30$4,054,578
Total transfer of assets from this plan2005-06-30$3,881,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-06-30$23,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-06-30$5,900
Total income from all sources (including contributions)2005-06-30$19,769
Total loss/gain on sale of assets2005-06-30$0
Total of all expenses incurred2005-06-30$243,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-06-30$0
Value of total assets at end of year2005-06-30$1,195,008
Value of total assets at beginning of year2005-06-30$1,228,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-06-30$243,820
Total interest from all sources2005-06-30$19,769
Total dividends received (eg from common stock, registered investment company shares)2005-06-30$0
Administrative expenses professional fees incurred2005-06-30$6,150
Were there any nonexempt tranactions with any party-in-interest2005-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2005-06-30$354,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2005-06-30$8,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2005-06-30$23,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2005-06-30$5,900
Administrative expenses (other) incurred2005-06-30$774
Value of net income/loss2005-06-30$-224,051
Value of net assets at end of year (total assets less liabilities)2005-06-30$1,171,527
Value of net assets at beginning of year (total assets less liabilities)2005-06-30$1,222,965
Were any loans by the plan or fixed income obligations due to the plan in default2005-06-30No
Were any leases to which the plan was party in default or uncollectible2005-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-06-30$840,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-06-30$1,220,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-06-30$1,220,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-06-30$19,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-06-30Yes
Contract administrator fees2005-06-30$236,896
Did the plan have assets held for investment2005-06-30Yes
2004 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2004 401k financial data
Total unrealized appreciation/depreciation of assets2004-06-30$0
Total transfer of assets to this plan2004-06-30$3,667,196
Total transfer of assets from this plan2004-06-30$3,432,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-06-30$5,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-06-30$0
Total income from all sources (including contributions)2004-06-30$16,119
Total loss/gain on sale of assets2004-06-30$0
Total of all expenses incurred2004-06-30$236,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-06-30$0
Value of total assets at end of year2004-06-30$1,228,865
Value of total assets at beginning of year2004-06-30$1,208,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2004-06-30$236,085
Total interest from all sources2004-06-30$16,119
Total dividends received (eg from common stock, registered investment company shares)2004-06-30$0
Administrative expenses professional fees incurred2004-06-30$5,900
Were there any nonexempt tranactions with any party-in-interest2004-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2004-06-30$8,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2004-06-30$44,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2004-06-30$5,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2004-06-30$0
Value of net income/loss2004-06-30$-219,966
Value of net assets at end of year (total assets less liabilities)2004-06-30$1,222,965
Value of net assets at beginning of year (total assets less liabilities)2004-06-30$1,208,478
Were any loans by the plan or fixed income obligations due to the plan in default2004-06-30No
Were any leases to which the plan was party in default or uncollectible2004-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2004-06-30$1,220,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2004-06-30$1,164,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2004-06-30$1,164,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2004-06-30$16,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-06-30Yes
Contract administrator fees2004-06-30$230,185
Did the plan have assets held for investment2004-06-30Yes
2003 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2003 401k financial data
Total unrealized appreciation/depreciation of assets2003-06-30$0
Total transfer of assets to this plan2003-06-30$3,311,153
Total transfer of assets from this plan2003-06-30$2,836,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2003-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2003-06-30$63,086
Total income from all sources (including contributions)2003-06-30$18,541
Total loss/gain on sale of assets2003-06-30$0
Total of all expenses incurred2003-06-30$222,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2003-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2003-06-30$0
Value of total assets at end of year2003-06-30$1,208,478
Value of total assets at beginning of year2003-06-30$1,000,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2003-06-30$222,138
Total interest from all sources2003-06-30$18,541
Total dividends received (eg from common stock, registered investment company shares)2003-06-30$0
Administrative expenses professional fees incurred2003-06-30$6,476
Were there any nonexempt tranactions with any party-in-interest2003-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2003-06-30$44,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2003-06-30$251,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2003-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2003-06-30$63,086
Value of net income/loss2003-06-30$-203,597
Value of net assets at end of year (total assets less liabilities)2003-06-30$1,208,478
Value of net assets at beginning of year (total assets less liabilities)2003-06-30$937,243
Were any loans by the plan or fixed income obligations due to the plan in default2003-06-30No
Were any leases to which the plan was party in default or uncollectible2003-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2003-06-30$1,164,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2003-06-30$748,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2003-06-30$748,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2003-06-30$18,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2003-06-30Yes
Contract administrator fees2003-06-30$215,662
Did the plan have assets held for investment2003-06-30Yes
2002 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2002 401k financial data
Total unrealized appreciation/depreciation of assets2002-06-30$0
Total transfer of assets to this plan2002-06-30$2,992,156
Total transfer of assets from this plan2002-06-30$2,816,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2002-06-30$63,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2002-06-30$51,498
Total income from all sources (including contributions)2002-06-30$19,684
Total loss/gain on sale of assets2002-06-30$0
Total of all expenses incurred2002-06-30$263,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2002-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2002-06-30$0
Value of total assets at end of year2002-06-30$1,000,329
Value of total assets at beginning of year2002-06-30$1,057,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2002-06-30$263,990
Total interest from all sources2002-06-30$19,684
Total dividends received (eg from common stock, registered investment company shares)2002-06-30$0
Administrative expenses professional fees incurred2002-06-30$6,150
Were there any nonexempt tranactions with any party-in-interest2002-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2002-06-30$251,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2002-06-30$236,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2002-06-30$63,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2002-06-30$51,498
Administrative expenses (other) incurred2002-06-30$18
Value of net income/loss2002-06-30$-244,306
Value of net assets at end of year (total assets less liabilities)2002-06-30$937,243
Value of net assets at beginning of year (total assets less liabilities)2002-06-30$1,005,920
Were any loans by the plan or fixed income obligations due to the plan in default2002-06-30No
Were any leases to which the plan was party in default or uncollectible2002-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2002-06-30$748,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2002-06-30$820,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2002-06-30$820,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2002-06-30$19,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2002-06-30No
Contract administrator fees2002-06-30$257,822
Did the plan have assets held for investment2002-06-30Yes
2001 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2001 401k financial data
Total unrealized appreciation/depreciation of assets2001-06-30$0
Total transfer of assets to this plan2001-06-30$2,730,352
Total transfer of assets from this plan2001-06-30$2,384,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2001-06-30$51,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2001-06-30$97,390
Total income from all sources (including contributions)2001-06-30$39,866
Total loss/gain on sale of assets2001-06-30$0
Total of all expenses incurred2001-06-30$241,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2001-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2001-06-30$0
Value of total assets at end of year2001-06-30$1,057,418
Value of total assets at beginning of year2001-06-30$958,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2001-06-30$241,568
Total interest from all sources2001-06-30$39,866
Total dividends received (eg from common stock, registered investment company shares)2001-06-30$0
Administrative expenses professional fees incurred2001-06-30$6,565
Were there any nonexempt tranactions with any party-in-interest2001-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2001-06-30$236,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2001-06-30$18,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2001-06-30$51,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2001-06-30$97,390
Value of net income/loss2001-06-30$-201,702
Value of net assets at end of year (total assets less liabilities)2001-06-30$1,005,920
Value of net assets at beginning of year (total assets less liabilities)2001-06-30$861,500
Were any loans by the plan or fixed income obligations due to the plan in default2001-06-30No
Were any leases to which the plan was party in default or uncollectible2001-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2001-06-30$820,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2001-06-30$940,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2001-06-30$940,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2001-06-30$39,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2001-06-30No
Contract administrator fees2001-06-30$235,003
Did the plan have assets held for investment2001-06-30Yes
2000 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2000 401k financial data
Total unrealized appreciation/depreciation of assets2000-06-30$0
Total transfer of assets to this plan2000-06-30$2,321,761
Total transfer of assets from this plan2000-06-30$2,099,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2000-06-30$97,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2000-06-30$0
Total income from all sources (including contributions)2000-06-30$39,955
Total loss/gain on sale of assets2000-06-30$0
Total of all expenses incurred2000-06-30$206,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2000-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2000-06-30$0
Value of total assets at end of year2000-06-30$958,890
Value of total assets at beginning of year2000-06-30$806,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2000-06-30$206,880
Total interest from all sources2000-06-30$39,955
Total dividends received (eg from common stock, registered investment company shares)2000-06-30$0
Administrative expenses professional fees incurred2000-06-30$5,926
Were there any nonexempt tranactions with any party-in-interest2000-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2000-06-30$18,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2000-06-30$231,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2000-06-30$97,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2000-06-30$0
Value of net income/loss2000-06-30$-166,925
Value of net assets at end of year (total assets less liabilities)2000-06-30$861,500
Value of net assets at beginning of year (total assets less liabilities)2000-06-30$806,349
Were any loans by the plan or fixed income obligations due to the plan in default2000-06-30No
Were any leases to which the plan was party in default or uncollectible2000-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2000-06-30$940,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2000-06-30$574,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2000-06-30$574,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2000-06-30$39,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2000-06-30No
Contract administrator fees2000-06-30$200,954
Did the plan have assets held for investment2000-06-30Yes
1999 : GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 1999 401k financial data
Total unrealized appreciation/depreciation of assets1999-06-30$0
Total transfer of assets to this plan1999-06-30$2,987,472
Total transfer of assets from this plan1999-06-30$2,080,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)1999-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)1999-06-30$0
Total income from all sources (including contributions)1999-06-30$72,091
Total loss/gain on sale of assets1999-06-30$0
Total of all expenses incurred1999-06-30$172,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others1999-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)1999-06-30$0
Value of total assets at end of year1999-06-30$806,349
Value of total assets at beginning of year1999-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees1999-06-30$172,894
Total interest from all sources1999-06-30$30,315
Total dividends received (eg from common stock, registered investment company shares)1999-06-30$0
Administrative expenses professional fees incurred1999-06-30$4,426
Were there any nonexempt tranactions with any party-in-interest1999-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year1999-06-30$231,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year1999-06-30$0
Other income not declared elsewhere1999-06-30$41,776
Value of net income/loss1999-06-30$-100,803
Value of net assets at end of year (total assets less liabilities)1999-06-30$806,349
Value of net assets at beginning of year (total assets less liabilities)1999-06-30$0
Were any loans by the plan or fixed income obligations due to the plan in default1999-06-30No
Were any leases to which the plan was party in default or uncollectible1999-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year1999-06-30$574,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year1999-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year1999-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)1999-06-30$30,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets1999-06-30No
Contract administrator fees1999-06-30$168,468
Did the plan have assets held for investment1999-06-30Yes

Form 5500 Responses for GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST

2015: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2015 form 5500 responses
2015-07-01Type of plan entityDFE (Diect Filing Entity)
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2014: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2014 form 5500 responses
2014-07-01Type of plan entityDFE (Diect Filing Entity)
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2013: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2013 form 5500 responses
2013-07-01Type of plan entityDFE (Diect Filing Entity)
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2012: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2012 form 5500 responses
2012-07-01Type of plan entityDFE (Diect Filing Entity)
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2011: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2011 form 5500 responses
2011-07-01Type of plan entityDFE (Diect Filing Entity)
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2010: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2010 form 5500 responses
2010-07-01Type of plan entityDFE (Diect Filing Entity)
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2009: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2009 form 5500 responses
2009-07-01Type of plan entityDFE (Diect Filing Entity)
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2008: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2008 form 5500 responses
2008-07-01Type of plan entityDFE (Diect Filing Entity)
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2007: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2007 form 5500 responses
2007-07-01Type of plan entityDFE (Diect Filing Entity)
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2006: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2006 form 5500 responses
2006-07-01Type of plan entityDFE (Diect Filing Entity)
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2005: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2005 form 5500 responses
2005-07-01Type of plan entityDFE (Diect Filing Entity)
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2004: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2004 form 5500 responses
2004-07-01Type of plan entityDFE (Diect Filing Entity)
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2003: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2003 form 5500 responses
2003-07-01Type of plan entityDFE (Diect Filing Entity)
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo
2002: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2002 form 5500 responses
2002-07-01Type of plan entityDFE (Diect Filing Entity)
2002-07-01Submission has been amendedNo
2002-07-01This submission is the final filingNo
2002-07-01This return/report is a short plan year return/report (less than 12 months)No
2002-07-01Plan is a collectively bargained planNo
2001: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2001 form 5500 responses
2001-07-01Type of plan entityDFE (Diect Filing Entity)
2001-07-01Submission has been amendedNo
2001-07-01This submission is the final filingNo
2001-07-01This return/report is a short plan year return/report (less than 12 months)No
2001-07-01Plan is a collectively bargained planNo
2000: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 2000 form 5500 responses
2000-07-01Type of plan entityDFE (Diect Filing Entity)
2000-07-01Submission has been amendedNo
2000-07-01This submission is the final filingNo
2000-07-01This return/report is a short plan year return/report (less than 12 months)No
2000-07-01Plan is a collectively bargained planNo
1999: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 1999 form 5500 responses
1999-07-01Type of plan entityDFE (Diect Filing Entity)
1999-07-01Submission has been amendedNo
1999-07-01This submission is the final filingNo
1999-07-01This return/report is a short plan year return/report (less than 12 months)No
1999-07-01Plan is a collectively bargained planNo
1998: GRINNELL COLLEGE MEDICAL BENEFIT PLANS TRUST 1998 form 5500 responses
1998-07-01Type of plan entityDFE (Diect Filing Entity)
1998-07-01First time form 5500 has been submittedYes
1998-07-01Submission has been amendedNo
1998-07-01This submission is the final filingNo
1998-07-01This return/report is a short plan year return/report (less than 12 months)No
1998-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 1
Insurance contract or identification number373
Number of Individuals Covered162
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 1
Insurance contract or identification number373
Number of Individuals Covered775
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 1
Insurance contract or identification number373
Number of Individuals Covered761
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 BenefitYes
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
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered151
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered582
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered142
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered569
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered569
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered140
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered134
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered572
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered597
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered161
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered573
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered159
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered551
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered158
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered535
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered158
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered152
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered536
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered522
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered158
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
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 BenefitYes
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 3
Insurance contract or identification number80071-0021
Number of Individuals Covered157
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
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 BenefitYes
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
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0016
Policy instance 2
Insurance contract or identification number80071-0016
Number of Individuals Covered150
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
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 BenefitYes
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
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
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered750
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
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 BenefitYes
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
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
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 6
Insurance contract or identification number80071-0021
Number of Individuals Covered160
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $23,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 5
Insurance contract or identification number80071-0021
Number of Individuals Covered160
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $23,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0016
Policy instance 3
Insurance contract or identification number80071-0016
Number of Individuals Covered150
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $11,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 2
Insurance contract or identification number80071-0014
Number of Individuals Covered750
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $67,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0016
Policy instance 4
Insurance contract or identification number80071-0016
Number of Individuals Covered150
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $11,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered750
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $67,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 6
Insurance contract or identification number80071-0021
Number of Individuals Covered160
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $21,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 5
Insurance contract or identification number80071-0021
Number of Individuals Covered160
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $21,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0016
Policy instance 4
Insurance contract or identification number80071-0016
Number of Individuals Covered150
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0016
Policy instance 3
Insurance contract or identification number80071-0016
Number of Individuals Covered150
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 2
Insurance contract or identification number80071-0014
Number of Individuals Covered750
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $62,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered750
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $62,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 2
Insurance contract or identification number80071-0014
Number of Individuals Covered750
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $60,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 6
Insurance contract or identification number80071-0021
Number of Individuals Covered166
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $21,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 5
Insurance contract or identification number80071-0021
Number of Individuals Covered166
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $21,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0016
Policy instance 4
Insurance contract or identification number80071-0016
Number of Individuals Covered150
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0016
Policy instance 3
Insurance contract or identification number80071-0016
Number of Individuals Covered150
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014
Policy instance 1
Insurance contract or identification number80071-0014
Number of Individuals Covered750
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $60,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0014/0016
Policy instance 1
Insurance contract or identification number80071-0014/0016
Number of Individuals Covered925
Insurance policy start date1998-01-01
Insurance policy end date1998-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $136,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number80071-0021
Policy instance 2
Insurance contract or identification number80071-0021
Number of Individuals Covered170
Insurance policy start date1998-01-01
Insurance policy end date1998-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $42,107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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