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CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 401k Plan overview

Plan NameCHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN
Plan identification number 501

CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

CHROMA TECHNOLOGY CORP has sponsored the creation of one or more 401k plans.

Company Name:CHROMA TECHNOLOGY CORP
Employer identification number (EIN):030329705
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CHROMA TECHNOLOGY CORP

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0400388182

More information about CHROMA TECHNOLOGY CORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01CATHY SULLIVAN2023-09-26
5012021-04-01CATHY SULLIVAN2022-11-30
5012020-04-01CATHY SULLIVAN2021-11-04
5012019-04-01
5012018-04-01
5012018-04-01
5012017-04-01ANGELA EARLE GRAY ANGELA EARLE GRAY2018-07-27
5012016-04-01ANGELA EARLE GRAY ANGELA EARLE GRAY2017-05-10
5012015-04-01ANGELA EARLE GRAY ANGELA EARLE GRAY2016-10-06
5012014-04-01CATHY SULLIVAN2021-11-04
5012013-04-01CATHY SULLIVAN2021-11-04
5012012-04-01ANGELA EARLE GRAY ANGELA EARLE GRAY2013-10-11
5012011-04-01CATHY SULLIVAN2021-11-04
5012010-04-01ANGELA EARLE GRAY

Plan Statistics for CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN

401k plan membership statisitcs for CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN

Measure Date Value
2022: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01171
Total number of active participants reported on line 7a of the Form 55002022-04-01178
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01178
Number of employers contributing to the scheme2022-04-010
2021: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01156
Total number of active participants reported on line 7a of the Form 55002021-04-01171
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01171
Number of employers contributing to the scheme2021-04-010
2020: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01143
Total number of active participants reported on line 7a of the Form 55002020-04-01156
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01156
Number of employers contributing to the scheme2020-04-010
2019: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01138
Total number of active participants reported on line 7a of the Form 55002019-04-01139
Total of all active and inactive participants2019-04-01139
2018: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01127
Total number of active participants reported on line 7a of the Form 55002018-04-01139
Total of all active and inactive participants2018-04-01139
2017: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01120
Total number of active participants reported on line 7a of the Form 55002017-04-01125
Total of all active and inactive participants2017-04-01125
2016: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01115
Total number of active participants reported on line 7a of the Form 55002016-04-01121
Total of all active and inactive participants2016-04-01121
2015: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01107
Total number of active participants reported on line 7a of the Form 55002015-04-01111
Total of all active and inactive participants2015-04-01111
2014: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01109
Total number of active participants reported on line 7a of the Form 55002014-04-01107
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01107
Number of employers contributing to the scheme2014-04-010
2013: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01109
Total number of active participants reported on line 7a of the Form 55002013-04-01109
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01109
Number of employers contributing to the scheme2013-04-010
2012: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01110
Total number of active participants reported on line 7a of the Form 55002012-04-01109
Total of all active and inactive participants2012-04-01109
2011: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01103
Total number of active participants reported on line 7a of the Form 55002011-04-01110
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01110
Number of employers contributing to the scheme2011-04-010
2010: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-0194
Total number of active participants reported on line 7a of the Form 55002010-04-01103
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01103

Financial Data on CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN

Measure Date Value
2011 : CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2011 401k financial data
Total income from all sources2011-03-31$0
Expenses. Total of all expenses incurred2011-03-31$0
Total plan assets at end of year2011-03-31$0
Total plan assets at beginning of year2011-03-31$0
Net income (gross income less expenses)2011-03-31$0
Net plan assets at end of year (total assets less liabilities)2011-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$0

Form 5500 Responses for CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN

2022: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – General assets of the sponsorYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – General assets of the sponsorYes
2021: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – General assets of the sponsorYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – General assets of the sponsorYes
2020: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – General assets of the sponsorYes
2020-04-01Plan benefit arrangement – General assets of the sponsorYes
2019: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – General assets of the sponsorYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – General assets of the sponsorYes
2018: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – General assets of the sponsorYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – General assets of the sponsorYes
2017: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – General assets of the sponsorYes
2015: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – General assets of the sponsorYes
2012: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – General assets of the sponsorYes
2011: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – General assets of the sponsorYes
2010: CHROMA TECHNOLOGY CORP. GROUP INSURANCE PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedYes
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – General assets of the sponsorYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM608161
Policy instance 3
Insurance contract or identification numberSGM608161
Number of Individuals Covered135
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $8,620
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $95,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $8,620
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB117004
Policy instance 2
Insurance contract or identification numberETB117004
Number of Individuals Covered135
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $187
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $1,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $187
Amount paid for insurance broker fees0
Insurance broker organization code?3
INVEST EAP (National Association of Insurance Commissioners NAIC id number: 19437 )
Policy contract number00
Policy instance 1
Insurance contract or identification number00
Number of Individuals Covered135
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $9,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM608161
Policy instance 1
Insurance contract or identification numberSGM608161
Number of Individuals Covered171
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $10,919
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $129,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $10,919
Amount paid for insurance broker fees0
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered139
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $117,165
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 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 $485,087
Amount paid for insurance broker fees94565
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered139
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $117,217
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 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 $417,117
Amount paid for insurance broker fees95125
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered125
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $109,175
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 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 $362,749
Amount paid for insurance broker fees88623
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameIPG EMPLOYEE BENEFITS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered111
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $107,304
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $328,506
Amount paid for insurance broker fees87984
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameIPG EMPLOYEE BENEFITS
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered109
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $112,660
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $215,444
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees86777
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameINSURANCE PLANNING GROUP
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered103
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $56,233
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $201,193
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees33229
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameINSURANCE PLANNING GROUP

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