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GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 401k Plan overview

Plan NameGROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST
Plan identification number 501

GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST
Employer identification number (EIN):806076929
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01STEPHANIE CARPON
5012023-01-01
5012023-01-01STEPHANIE CARPON
5012022-01-01
5012022-01-01STEPHANIE CARPON
5012021-01-01
5012021-01-01STEPHANIE CARPON
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01SMRITI BHATIA JOHN RYAN2018-10-10
5012016-01-01PATRICIA HARMON YVETTE GARCIA2017-09-27
5012015-01-01PATRICIA HARMON YVETTE GARCIA2016-09-27
5012014-01-01PATRICIA HARMON YVETTE GARCIA2015-10-06
5012013-01-01PATRICIA HARMON YVETTE M. GARCIA2014-10-02
5012012-01-01PATRICIA HARMON YVETTE M. GARCIA2013-10-10
5012011-01-01PATRICIA A. HARMON YVETTE M. GARCIA2012-10-01
5012010-01-01PATRICIA HARMON PAULA J. MUELLER2011-10-06
5012009-01-01PATRICIA HARMON PAULA MUELLER2010-09-29

Plan Statistics for GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST

401k plan membership statisitcs for GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST

Measure Date Value
2023: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-011,036
Total number of active participants reported on line 7a of the Form 55002023-01-012,698
Number of retired or separated participants receiving benefits2023-01-0152
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012,750
2022: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,023
Total number of active participants reported on line 7a of the Form 55002022-01-01931
Number of retired or separated participants receiving benefits2022-01-01105
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,036
2021: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01758
Total number of active participants reported on line 7a of the Form 55002021-01-011,001
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,023
2020: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01802
Total number of active participants reported on line 7a of the Form 55002020-01-01731
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01758
2019: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01663
Total number of active participants reported on line 7a of the Form 55002019-01-01589
Number of retired or separated participants receiving benefits2019-01-01213
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01802
2018: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01633
Total number of active participants reported on line 7a of the Form 55002018-01-01456
Number of retired or separated participants receiving benefits2018-01-01207
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01663
2017: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01690
Total number of active participants reported on line 7a of the Form 55002017-01-01417
Number of retired or separated participants receiving benefits2017-01-01216
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01633
2016: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01792
Total number of active participants reported on line 7a of the Form 55002016-01-01454
Number of retired or separated participants receiving benefits2016-01-01236
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01690
2015: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01763
Total number of active participants reported on line 7a of the Form 55002015-01-01538
Number of retired or separated participants receiving benefits2015-01-01254
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01792
2014: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01741
Total number of active participants reported on line 7a of the Form 55002014-01-01525
Number of retired or separated participants receiving benefits2014-01-01238
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01763
2013: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01734
Total number of active participants reported on line 7a of the Form 55002013-01-01517
Number of retired or separated participants receiving benefits2013-01-01224
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01741
2012: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01715
Total number of active participants reported on line 7a of the Form 55002012-01-01509
Number of retired or separated participants receiving benefits2012-01-01225
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01734
2011: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01753
Total number of active participants reported on line 7a of the Form 55002011-01-01488
Number of retired or separated participants receiving benefits2011-01-01227
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01715
2010: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01831
Total number of active participants reported on line 7a of the Form 55002010-01-01461
Number of retired or separated participants receiving benefits2010-01-01292
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01753
2009: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01801
Total number of active participants reported on line 7a of the Form 55002009-01-01490
Number of retired or separated participants receiving benefits2009-01-01341
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01831

Form 5500 Responses for GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST

2023: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF50257001
Policy instance 3
Insurance contract or identification numberAWF50257001
Number of Individuals Covered61
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $12,385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $132,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 1
Insurance contract or identification numberROCK
Number of Individuals Covered800
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 2
Insurance contract or identification numberMZ0925833H0000A
Number of Individuals Covered61
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $12,386
Total amount of fees paid to insurance companyUSD $5,271
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $80,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSA3890LF041401
Policy instance 10
Insurance contract or identification numberSA3890LF041401
Number of Individuals Covered1473
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $93,383
Total amount of fees paid to insurance companyUSD $14,850
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $942,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number919054
Policy instance 4
Insurance contract or identification number919054
Number of Individuals Covered2837
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $419,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $21,188,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 5
Insurance contract or identification number16733
Number of Individuals Covered2716
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $25,857
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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 $1,292,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 6
Insurance contract or identification number12130178
Number of Individuals Covered1033
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3,701
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF3890LF041401
Policy instance 7
Insurance contract or identification numberGF3890LF041401
Number of Individuals Covered1257
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $28,508
Total amount of fees paid to insurance companyUSD $2,912
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $190,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number802693
Policy instance 8
Insurance contract or identification number802693
Number of Individuals Covered558
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $25,774
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS, HOSPITAL INDEMNITY
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 $156,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 9
Insurance contract or identification number76896
Number of Individuals Covered159
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $823
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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 $41,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF3890LF041401
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSA3890LF041401
Policy instance 2
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number919054
Policy instance 5
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF50257001
Policy instance 7
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 8
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number802693
Policy instance 9
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 10
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 6
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number802693
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSA3890LF041401
Policy instance 5
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF50257001
Policy instance 4
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 2
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 6
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 7
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF3890LF041401
Policy instance 11
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 10
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number919054
Policy instance 9
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number678035G
Policy instance 8
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number678035G
Policy instance 1
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 2
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 3
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 4
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF50257001
Policy instance 5
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 7
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number919054
Policy instance 8
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 7
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 6
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number678035G
Policy instance 5
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 4
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 3
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF50257001
Policy instance 2
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 1
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 8
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number678035G
Policy instance 3
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 1
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 8
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 7
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 5
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF50257001
Policy instance 4
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number678035G
Policy instance 8
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract number50260
Policy instance 7
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 6
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 5
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 4
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 3
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 1
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 7
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number678035G
Policy instance 2
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 8
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberENH 01
Policy instance 3
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 5
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 4
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 8
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number678035G
Policy instance 3
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS4802
Policy instance 2
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number16733
Policy instance 5
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number76896
Policy instance 6
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 7
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 2
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number678035G
Policy instance 6
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number2077516,3211528
Policy instance 7
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS4802
Policy instance 3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 5
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number678035G
Policy instance 2
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 4
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS4802
Policy instance 5
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 7
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 6
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number2077516,3211528
Policy instance 1
CIGNA HEALTHCARE OF CONNECTICUT, INC. (National Association of Insurance Commissioners NAIC id number: 95660 )
Policy contract number3211528
Policy instance 1
CIGNA DENTAL HEALTH OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 52021 )
Policy contract number3211528
Policy instance 2
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 48119 )
Policy contract number3211528
Policy instance 3
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925833H0000A
Policy instance 8
CIGNA DENTAL HEALTH OF NEW JERSEY, INC. (National Association of Insurance Commissioners NAIC id number: 11167 )
Policy contract number3211528
Policy instance 4
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number2077516,3211528
Policy instance 5
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 6
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number678035G
Policy instance 7
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberFS00101
Policy instance 9
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS4802
Policy instance 10
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 11
HEALTH NET INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 43893 )
Policy contract number050064
Policy instance 11
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYD074448
Policy instance 1
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberYOK960011
Policy instance 2
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYK960040
Policy instance 6
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYK600068
Policy instance 3
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberFLY960015
Policy instance 4
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYK960042
Policy instance 5
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number2077516,3211528
Policy instance 7
CORPORATE COUNSELING ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberROCK
Policy instance 8
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 )
Policy contract number385888
Policy instance 9
HEALTH NET INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 43893 )
Policy contract number050063
Policy instance 10
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12130178
Policy instance 13
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 95479 )
Policy contract numberFS00101
Policy instance 12

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