NEW LEAF INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: NEW LEAF INC - INSURANCE 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 95 |
| Total of all active and inactive participants | 2021-05-01 | 95 |
| Total participants | 2021-05-01 | 95 |
| 2020: NEW LEAF INC - INSURANCE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 104 |
| Total of all active and inactive participants | 2020-05-01 | 104 |
| Total participants | 2020-05-01 | 104 |
| 2019: NEW LEAF INC - INSURANCE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 106 |
| Total of all active and inactive participants | 2019-05-01 | 106 |
| Total participants | 2019-05-01 | 106 |
| 2018: NEW LEAF INC - INSURANCE 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 99 |
| Total of all active and inactive participants | 2018-05-01 | 99 |
| Total participants | 2018-05-01 | 99 |
| 2017: NEW LEAF INC - INSURANCE 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 102 |
| Total of all active and inactive participants | 2017-05-01 | 102 |
| Total participants | 2017-05-01 | 102 |
| 2016: NEW LEAF INC - INSURANCE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 90 |
| Total of all active and inactive participants | 2016-05-01 | 90 |
| Total participants | 2016-05-01 | 90 |
| 2015: NEW LEAF INC - INSURANCE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 98 |
| Total of all active and inactive participants | 2015-05-01 | 98 |
| Total participants | 2015-05-01 | 98 |
| 2014: NEW LEAF INC - INSURANCE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 191 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 86 |
| Total of all active and inactive participants | 2014-01-01 | 86 |
| Total participants | 2014-01-01 | 86 |
| 2013: NEW LEAF INC - INSURANCE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 191 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 168 |
| Total of all active and inactive participants | 2013-05-01 | 168 |
| Total participants | 2013-05-01 | 168 |
| 2012: NEW LEAF INC - INSURANCE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 204 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 191 |
| Total of all active and inactive participants | 2012-05-01 | 191 |
| Total participants | 2012-05-01 | 191 |
| 2011: NEW LEAF INC - INSURANCE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 204 |
| Total of all active and inactive participants | 2011-05-01 | 204 |
| Total participants | 2011-05-01 | 204 |
| Measure | Date | Value |
|---|
| 2022 : NEW LEAF INC - INSURANCE 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $15,994 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $15,994 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $15,233 |
| Net income (gross income less expenses) | 2022-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $15,994 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-04-30 | $761 |
| 2021 : NEW LEAF INC - INSURANCE 2021 401k financial data |
|---|
| Total income from all sources | 2021-04-30 | $16,450 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $16,450 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $15,667 |
| Net income (gross income less expenses) | 2021-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $16,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-04-30 | $783 |
| 2020 : NEW LEAF INC - INSURANCE 2020 401k financial data |
|---|
| Total income from all sources | 2020-04-30 | $15,518 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $15,518 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $14,658 |
| Net income (gross income less expenses) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $15,518 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-04-30 | $860 |
| 2019 : NEW LEAF INC - INSURANCE 2019 401k financial data |
|---|
| Total income from all sources | 2019-04-30 | $17,651 |
| Expenses. Total of all expenses incurred | 2019-04-30 | $17,651 |
| Benefits paid (including direct rollovers) | 2019-04-30 | $16,871 |
| Net income (gross income less expenses) | 2019-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-04-30 | $17,651 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-04-30 | $780 |
| 2018 : NEW LEAF INC - INSURANCE 2018 401k financial data |
|---|
| Total income from all sources | 2018-04-30 | $15,369 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $15,369 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $14,637 |
| Net income (gross income less expenses) | 2018-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $15,369 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $732 |
| 2017 : NEW LEAF INC - INSURANCE 2017 401k financial data |
|---|
| Total income from all sources | 2017-04-30 | $14,849 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $14,849 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $14,142 |
| Net income (gross income less expenses) | 2017-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $14,849 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-04-30 | $707 |
| 2016 : NEW LEAF INC - INSURANCE 2016 401k financial data |
|---|
| Total income from all sources | 2016-04-30 | $15,059 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $15,059 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $14,342 |
| Net income (gross income less expenses) | 2016-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $15,059 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $717 |
| 2014 : NEW LEAF INC - INSURANCE 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $13,889 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $13,889 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $13,228 |
| Net income (gross income less expenses) | 2014-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,889 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $661 |
| Total income from all sources | 2014-04-30 | $16,157 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $16,157 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $15,388 |
| Net income (gross income less expenses) | 2014-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $16,157 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $769 |
| 2013 : NEW LEAF INC - INSURANCE 2013 401k financial data |
|---|
| Total income from all sources | 2013-04-30 | $13,920 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $13,920 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $13,257 |
| Net income (gross income less expenses) | 2013-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $13,920 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $663 |
| 2012 : NEW LEAF INC - INSURANCE 2012 401k financial data |
|---|
| Total income from all sources | 2012-04-30 | $16,503 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $16,503 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $15,717 |
| Net income (gross income less expenses) | 2012-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $16,503 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $786 |
| 2011 : NEW LEAF INC - INSURANCE 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $18,292 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $18,292 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $17,421 |
| Net income (gross income less expenses) | 2011-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $18,292 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $871 |
| 2021: NEW LEAF INC - INSURANCE 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: NEW LEAF INC - INSURANCE 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: NEW LEAF INC - INSURANCE 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: NEW LEAF INC - INSURANCE 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: NEW LEAF INC - INSURANCE 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: NEW LEAF INC - INSURANCE 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: NEW LEAF INC - INSURANCE 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: NEW LEAF INC - INSURANCE 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: NEW LEAF INC - INSURANCE 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: NEW LEAF INC - INSURANCE 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: NEW LEAF INC - INSURANCE 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1092860 |
| Policy instance | 1 |
| Insurance contract or identification number | 1092860 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $761 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $15,233 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $761 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1092860 |
| Policy instance | 1 |
| Insurance contract or identification number | 1092860 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $783 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $15,667 | | Commission paid to Insurance Broker | USD $783 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1092860 |
| Policy instance | 1 |
| Insurance contract or identification number | 1092860 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $860 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $14,658 | | Commission paid to Insurance Broker | USD $860 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1092860 |
| Policy instance | 1 |
| Insurance contract or identification number | 1092860 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $780 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $16,871 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $780 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H21909 |
| Policy instance | 1 |
| Insurance contract or identification number | H21909 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $732 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $14,637 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $732 | | Insurance broker organization code? | 3 | | Insurance broker name | DOROTHY A. RODES |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H21909 |
| Policy instance | 1 |
| Insurance contract or identification number | H21909 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $717 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $14,342 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $717 | | Insurance broker organization code? | 3 | | Insurance broker name | DOROTHY A RODES |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H21909 |
| Policy instance | 1 |
| Insurance contract or identification number | H21909 | | Number of Individuals Covered | 86 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $661 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $13,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $661 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | DOROTHY A RODES |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H21909 |
| Policy instance | 1 |
| Insurance contract or identification number | H21909 | | Number of Individuals Covered | 168 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $769 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $15,388 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $769 | | Insurance broker organization code? | 3 | | Insurance broker name | DOROTHY A. RHODES |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H21909 |
| Policy instance | 1 |
| Insurance contract or identification number | H21909 | | Number of Individuals Covered | 191 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $663 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,257 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $663 | | Insurance broker organization code? | 3 | | Insurance broker name | DOROTHY A. RHODES |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H21909 |
| Policy instance | 1 |
| Insurance contract or identification number | H21909 | | Number of Individuals Covered | 204 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $786 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,717 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H21909 |
| Policy instance | 1 |
| Insurance contract or identification number | H21909 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $871 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,421 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $871 | | Insurance broker organization code? | 3 | | Insurance broker name | D&D FINANCIAL SERVICES |
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