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J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 401k Plan overview

Plan NameJ. R. PIPELINE COMPANY, INC INSURANCE PROGRAM
Plan identification number 501

J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

J. R. PIPELINE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:J. R. PIPELINE COMPANY, INC.
Employer identification number (EIN):953791465
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01SUSAN HOTT2023-07-04 SUSAN HOTT2023-07-04
5012021-01-01SUSAN HOTT2022-10-09 SUSAN HOTT2022-10-09
5012020-01-01SUSAN HOTT2021-09-29 SUSAN HOTT2021-09-29
5012019-01-01SUSAN HOTT2020-06-16 SUSAN HOTT2020-06-16
5012018-01-01
5012017-01-01
5012016-01-01SUSAN HOTT
5012015-01-01LIZBETH GARCIA
5012015-01-01LIZBETH GARCIA
5012014-01-01SUSAN HOTT
5012013-01-01SUSAN HOTT
5012012-01-01SUSAN HOTT
5012011-01-01SUSAN HOTT
5012010-01-01SUSAN HOTT
5012009-01-01SUSAN HOTT SUSAN HOTT2010-10-14

Plan Statistics for J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM

401k plan membership statisitcs for J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM

Measure Date Value
2022: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Total of all active and inactive participants2022-01-0111
2021: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Total of all active and inactive participants2021-01-0111
2020: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Total of all active and inactive participants2020-01-0111
2019: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Total of all active and inactive participants2019-01-0111
2018: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Total of all active and inactive participants2018-01-0112
2017: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
2016: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
2015: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Total of all active and inactive participants2015-01-018
2014: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
2013: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
2012: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
2011: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111
2010: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
2009: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111

Financial Data on J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM

Measure Date Value
2022 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2022 401k financial data
Total income from all sources2022-12-31$4,554
Expenses. Total of all expenses incurred2022-12-31$4,174
Benefits paid (including direct rollovers)2022-12-31$3,630
Total plan assets at end of year2022-12-31$2,784
Total plan assets at beginning of year2022-12-31$2,404
Net income (gross income less expenses)2022-12-31$380
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,784
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,404
Total contributions received or receivable from employer(s)2022-12-31$4,554
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$544
2021 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2021 401k financial data
Total income from all sources2021-12-31$4,312
Expenses. Total of all expenses incurred2021-12-31$4,834
Benefits paid (including direct rollovers)2021-12-31$4,290
Total plan assets at end of year2021-12-31$2,404
Total plan assets at beginning of year2021-12-31$2,926
Net income (gross income less expenses)2021-12-31$-522
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,404
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,926
Total contributions received or receivable from employer(s)2021-12-31$4,312
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$544
2020 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2020 401k financial data
Total income from all sources2020-12-31$6,070
Expenses. Total of all expenses incurred2020-12-31$4,554
Benefits paid (including direct rollovers)2020-12-31$3,630
Total plan assets at end of year2020-12-31$2,926
Total plan assets at beginning of year2020-12-31$1,410
Net income (gross income less expenses)2020-12-31$1,516
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,926
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,410
Total contributions received or receivable from employer(s)2020-12-31$6,070
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$924
2019 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2019 401k financial data
Total income from all sources2019-12-31$4,818
Expenses. Total of all expenses incurred2019-12-31$4,751
Benefits paid (including direct rollovers)2019-12-31$3,540
Total plan assets at end of year2019-12-31$1,410
Total plan assets at beginning of year2019-12-31$1,343
Net income (gross income less expenses)2019-12-31$67
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,410
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,343
Total contributions received or receivable from employer(s)2019-12-31$4,818
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,211
2018 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2018 401k financial data
Total income from all sources2018-12-31$5,256
Expenses. Total of all expenses incurred2018-12-31$4,380
Benefits paid (including direct rollovers)2018-12-31$1,800
Total plan assets at end of year2018-12-31$1,343
Total plan assets at beginning of year2018-12-31$467
Net income (gross income less expenses)2018-12-31$876
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,343
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$467
Total contributions received or receivable from employer(s)2018-12-31$5,256
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,580
2017 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2017 401k financial data
Total income from all sources2017-12-31$240
Expenses. Total of all expenses incurred2017-12-31$-52
Benefits paid (including direct rollovers)2017-12-31$1,200
Total plan assets at end of year2017-12-31$467
Total plan assets at beginning of year2017-12-31$175
Net income (gross income less expenses)2017-12-31$292
Net plan assets at end of year (total assets less liabilities)2017-12-31$467
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$175
Total contributions received or receivable from employer(s)2017-12-31$240
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$-1,252
2016 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2016 401k financial data
Total income from all sources2016-12-31$1,453
Expenses. Total of all expenses incurred2016-12-31$1,997
Benefits paid (including direct rollovers)2016-12-31$1,680
Total plan assets at end of year2016-12-31$175
Total plan assets at beginning of year2016-12-31$719
Net income (gross income less expenses)2016-12-31$-544
Net plan assets at end of year (total assets less liabilities)2016-12-31$175
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$719
Total contributions received or receivable from employer(s)2016-12-31$1,453
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$317
2015 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2015 401k financial data
Total income from all sources2015-12-31$3,066
Expenses. Total of all expenses incurred2015-12-31$7,019
Benefits paid (including direct rollovers)2015-12-31$2,040
Total plan assets at end of year2015-12-31$719
Total plan assets at beginning of year2015-12-31$4,672
Net income (gross income less expenses)2015-12-31$-3,953
Net plan assets at end of year (total assets less liabilities)2015-12-31$719
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,672
Total contributions received or receivable from employer(s)2015-12-31$3,066
Value of certain deemed distributions of participant loans2015-12-31$4,979
2014 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2014 401k financial data
Total income from all sources2014-12-31$7,182
Expenses. Total of all expenses incurred2014-12-31$3,024
Benefits paid (including direct rollovers)2014-12-31$1,950
Total plan assets at end of year2014-12-31$4,672
Total plan assets at beginning of year2014-12-31$514
Value of fidelity bond covering the plan2014-12-31$1,000
Net income (gross income less expenses)2014-12-31$4,158
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,672
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$514
Total contributions received or receivable from employer(s)2014-12-31$7,182
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,074
2013 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2013 401k financial data
Total income from all sources2013-12-31$3,054
Expenses. Total of all expenses incurred2013-12-31$2,709
Benefits paid (including direct rollovers)2013-12-31$2,150
Total plan assets at end of year2013-12-31$514
Total plan assets at beginning of year2013-12-31$169
Value of fidelity bond covering the plan2013-12-31$65,000
Net income (gross income less expenses)2013-12-31$345
Net plan assets at end of year (total assets less liabilities)2013-12-31$514
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$169
Total contributions received or receivable from employer(s)2013-12-31$3,054
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$559
2012 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2012 401k financial data
Total income from all sources2012-12-31$951
Expenses. Total of all expenses incurred2012-12-31$1,461
Benefits paid (including direct rollovers)2012-12-31$1,190
Total plan assets at end of year2012-12-31$169
Total plan assets at beginning of year2012-12-31$679
Value of fidelity bond covering the plan2012-12-31$65,000
Net income (gross income less expenses)2012-12-31$-510
Net plan assets at end of year (total assets less liabilities)2012-12-31$169
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$679
Total contributions received or receivable from employer(s)2012-12-31$951
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$271
2011 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2011 401k financial data
Total income from all sources2011-12-31$3,709
Expenses. Total of all expenses incurred2011-12-31$3,709
Benefits paid (including direct rollovers)2011-12-31$2,851
Total plan assets at end of year2011-12-31$679
Total plan assets at beginning of year2011-12-31$679
Value of fidelity bond covering the plan2011-12-31$65,000
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$679
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$679
Total contributions received or receivable from employer(s)2011-12-31$3,709
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$858
2010 : J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2010 401k financial data
Total income from all sources2010-12-31$0
Expenses. Total of all expenses incurred2010-12-31$3,709
Benefits paid (including direct rollovers)2010-12-31$2,851
Total plan assets at end of year2010-12-31$679
Total plan assets at beginning of year2010-12-31$4,388
Net income (gross income less expenses)2010-12-31$-3,709
Net plan assets at end of year (total assets less liabilities)2010-12-31$679
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,388
Total contributions received or receivable from employer(s)2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$858

Form 5500 Responses for J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM

2022: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J. R. PIPELINE COMPANY, INC INSURANCE PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
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 $3,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
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 $4,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
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 $3,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
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 $3,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $167
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 BenefitYes
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 $1,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $167
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
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 $1,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameBENECO
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $71
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $2,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $71
Insurance broker organization code?3
Insurance broker nameBENECO
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $353
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $1,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $353
Insurance broker organization code?3
Insurance broker nameBENECO
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0216623-013
Policy instance 1
Insurance contract or identification number0216623-013
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $203
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $2,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $203
Insurance broker organization code?3
Insurance broker nameBENECO
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202747
Policy instance 1
Insurance contract or identification number202747
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $217
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $1,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $217
Insurance broker organization code?3
Insurance broker nameBENECO
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202747
Policy instance 1
Insurance contract or identification number202747
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $2,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202747
Policy instance 1
Insurance contract or identification number202747
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $2,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $485
Insurance broker organization code?3
Insurance broker nameBENECO

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