AMICA MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2020 : AMICA HEALTH AND WELFARE PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,420,283 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,761,791 |
Total income from all sources (including contributions) | 2020-12-31 | $75,198,338 |
Total of all expenses incurred | 2020-12-31 | $67,693,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $64,243,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $59,263,465 |
Value of total assets at end of year | 2020-12-31 | $148,592,318 |
Value of total assets at beginning of year | 2020-12-31 | $140,428,573 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,449,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $14,893,618 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $89,449 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $57,234,771 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,505,253 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $144,172,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $136,666,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $148,592,318 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $140,428,573 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $7,008,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $44,280,398 |
Contract administrator fees | 2020-12-31 | $3,449,772 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $4,420,283 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $3,761,791 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : AMICA HEALTH AND WELFARE PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $166,375,716 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,761,791 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,149,658 |
Total income from all sources (including contributions) | 2019-12-31 | $79,929,889 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $64,936,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $61,873,776 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $57,227,687 |
Value of total assets at end of year | 2019-12-31 | $140,428,573 |
Value of total assets at beginning of year | 2019-12-31 | $296,199,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,062,967 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $106,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $13,807,187 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $54,083,619 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $103,000 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $55,370,905 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,154,954 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $2,116,152 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $4,385,142 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $757 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,993,146 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $136,666,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $288,049,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $20,585,310 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,932,832 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $140,428,573 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $55,223,369 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $9,493,018 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $9,493,018 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $6,502,871 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $16,083,548 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $43,317,500 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $8,355,003 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $20,613,678 |
Contract administrator fees | 2019-12-31 | $3,062,967 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $105,450,770 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $3,761,791 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $3,764,516 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : AMICA HEALTH AND WELFARE PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $-22,800,511 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-22,800,511 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,149,658 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,365,475 |
Total income from all sources (including contributions) | 2018-12-31 | $62,649,067 |
Total loss/gain on sale of assets | 2018-12-31 | $14,393,993 |
Total of all expenses incurred | 2018-12-31 | $74,516,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $71,493,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $74,022,512 |
Value of total assets at end of year | 2018-12-31 | $296,199,010 |
Value of total assets at beginning of year | 2018-12-31 | $303,282,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,022,961 |
Total interest from all sources | 2018-12-31 | $3,448,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,883,668 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $67,731 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $106,000 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $13,533,093 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $54,083,619 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $54,130,827 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $123,153 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $63,697,727 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,154,954 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $924,940 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $2,116,152 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $1,620,394 |
Other income not declared elsewhere | 2018-12-31 | $-43,953 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $4,385,142 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $94,936 |
Total non interest bearing cash at end of year | 2018-12-31 | $757 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-11,867,422 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $288,049,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $299,916,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $20,585,310 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $15,990,226 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,932,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $83,338 |
Interest earned on other investments | 2018-12-31 | $1,828,297 |
Income. Interest from US Government securities | 2018-12-31 | $405,043 |
Income. Interest from corporate debt instruments | 2018-12-31 | $1,072,613 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $55,223,369 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $49,805,273 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $9,493,018 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,022,915 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,022,915 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $59,569 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $6,291,176 |
Asset value of US Government securities at end of year | 2018-12-31 | $16,083,548 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $14,289,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-704,629 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-8,550,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $60,366,266 |
Income. Dividends from preferred stock | 2018-12-31 | $2,363 |
Income. Dividends from common stock | 2018-12-31 | $2,813,574 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,504,625 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $8,355,003 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $6,236,108 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $20,613,678 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $20,415,509 |
Contract administrator fees | 2018-12-31 | $3,022,961 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $105,450,770 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $136,845,255 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $3,764,516 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $3,270,539 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $653,905,168 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $639,511,175 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : AMICA HEALTH AND WELFARE PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $15,021,862 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $15,021,862 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,365,475 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,979,415 |
Total income from all sources (including contributions) | 2017-12-31 | $104,430,776 |
Total loss/gain on sale of assets | 2017-12-31 | $6,376,078 |
Total of all expenses incurred | 2017-12-31 | $66,909,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $64,273,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $66,286,607 |
Value of total assets at end of year | 2017-12-31 | $303,282,249 |
Value of total assets at beginning of year | 2017-12-31 | $270,374,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,635,962 |
Total interest from all sources | 2017-12-31 | $2,674,161 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,904,314 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $12,888,364 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $54,130,827 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $44,771,062 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $466,134 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $57,028,885 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $924,940 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,656,045 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $1,620,394 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $643,364 |
Other income not declared elsewhere | 2017-12-31 | $-4,274 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $94,936 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $5,331,361 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,175 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $286,184 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $37,521,684 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $299,916,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $262,395,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $15,990,226 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $12,632,172 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $53,803 |
Interest earned on other investments | 2017-12-31 | $1,483,736 |
Income. Interest from US Government securities | 2017-12-31 | $382,234 |
Income. Interest from corporate debt instruments | 2017-12-31 | $734,704 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $49,805,273 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $38,649,150 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,022,915 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $16,229,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $16,229,704 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $19,684 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $6,114,433 |
Asset value of US Government securities at end of year | 2017-12-31 | $14,289,627 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $11,602,271 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $11,172,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $52,932,109 |
Income. Dividends from common stock | 2017-12-31 | $2,904,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,129,812 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $6,236,108 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $6,622,459 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $20,415,509 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $3,300,938 |
Contract administrator fees | 2017-12-31 | $2,635,962 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $136,845,255 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $129,981,156 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $3,270,539 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $2,648,054 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $524,169,614 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $517,793,536 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : AMICA HEALTH AND WELFARE PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $7,658,729 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $7,658,729 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,979,415 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,040,421 |
Total income from all sources (including contributions) | 2016-12-31 | $89,579,524 |
Total loss/gain on sale of assets | 2016-12-31 | $5,744,527 |
Total of all expenses incurred | 2016-12-31 | $69,088,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $66,625,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $69,000,731 |
Value of total assets at end of year | 2016-12-31 | $270,374,505 |
Value of total assets at beginning of year | 2016-12-31 | $244,944,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,462,927 |
Total interest from all sources | 2016-12-31 | $2,176,944 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,944,181 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $12,661,220 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $44,771,062 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $37,838,885 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $125,607 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $59,933,392 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,656,045 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $649,779 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $643,364 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $177,423 |
Other income not declared elsewhere | 2016-12-31 | $-15,489 |
Administrative expenses (other) incurred | 2016-12-31 | $3,229 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $5,331,361 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $480,191 |
Total non interest bearing cash at end of year | 2016-12-31 | $286,184 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,094 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $20,490,969 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $262,395,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $241,904,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $12,632,172 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $10,448,116 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $17,489 |
Interest earned on other investments | 2016-12-31 | $1,271,723 |
Income. Interest from US Government securities | 2016-12-31 | $367,766 |
Income. Interest from corporate debt instruments | 2016-12-31 | $369,681 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $38,649,150 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $35,549,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $16,229,704 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $13,167,537 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $13,167,537 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $150,285 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $5,835,163 |
Asset value of US Government securities at end of year | 2016-12-31 | $11,602,271 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $14,907,097 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,069,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $56,213,904 |
Income. Dividends from common stock | 2016-12-31 | $2,944,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $857,073 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $6,622,459 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $4,619,432 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $3,300,938 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $5,948,764 |
Contract administrator fees | 2016-12-31 | $2,459,698 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $129,981,156 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $121,637,060 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $2,648,054 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,560,230 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $52,872,850 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $47,128,323 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : AMICA HEALTH AND WELFARE PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-12,083,419 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-12,083,419 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,040,421 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $16,171,592 |
Total income from all sources (including contributions) | 2015-12-31 | $63,274,513 |
Total loss/gain on sale of assets | 2015-12-31 | $6,274,994 |
Total of all expenses incurred | 2015-12-31 | $65,816,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $63,505,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $66,028,299 |
Value of total assets at end of year | 2015-12-31 | $244,944,542 |
Value of total assets at beginning of year | 2015-12-31 | $260,618,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,311,407 |
Total interest from all sources | 2015-12-31 | $2,076,990 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,820,384 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $13,274,236 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $37,838,885 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $19,901,901 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $141,916 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $57,799,163 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $649,779 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $13,498,543 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $177,423 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $-19,158 |
Administrative expenses (other) incurred | 2015-12-31 | $40,497 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $480,191 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $13,400,000 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,094 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,542,423 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $241,904,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $244,446,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $10,448,116 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $8,091,613 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $30,433,648 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $4,157 |
Interest earned on other investments | 2015-12-31 | $979,833 |
Income. Interest from US Government securities | 2015-12-31 | $505,161 |
Income. Interest from corporate debt instruments | 2015-12-31 | $486,642 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $35,549,355 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,549,285 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $13,167,537 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $11,352,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $11,352,650 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $101,197 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $5,145,343 |
Asset value of US Government securities at end of year | 2015-12-31 | $14,907,097 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $29,441,720 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,823,577 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $52,612,147 |
Income. Dividends from common stock | 2015-12-31 | $2,820,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $561,023 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $4,619,432 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $8,997,623 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $5,948,764 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $6,348,060 |
Contract administrator fees | 2015-12-31 | $2,270,910 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $121,637,060 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $130,003,093 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,560,230 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $2,771,592 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $58,924,731 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $52,649,737 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : AMICA HEALTH AND WELFARE PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $7,053,399 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $7,053,399 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $16,171,592 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,215,360 |
Total income from all sources (including contributions) | 2014-12-31 | $83,303,726 |
Total loss/gain on sale of assets | 2014-12-31 | $6,455,152 |
Total of all expenses incurred | 2014-12-31 | $65,614,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $63,107,624 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $65,058,256 |
Value of total assets at end of year | 2014-12-31 | $260,618,136 |
Value of total assets at beginning of year | 2014-12-31 | $228,972,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,506,864 |
Total interest from all sources | 2014-12-31 | $2,001,333 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,735,586 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $12,366,524 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $19,901,901 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $15,565,626 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $130,946 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $59,029,989 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $13,498,543 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $584,594 |
Administrative expenses (other) incurred | 2014-12-31 | $41,721 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $13,400,000 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $17,689,238 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $244,446,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $226,757,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $8,091,613 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $6,648,056 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $30,433,648 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $31,119,343 |
Interest earned on other investments | 2014-12-31 | $658,917 |
Income. Interest from US Government securities | 2014-12-31 | $759,912 |
Income. Interest from corporate debt instruments | 2014-12-31 | $519,669 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,549,285 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $11,352,650 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $12,788,233 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $12,788,233 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $62,835 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $4,077,635 |
Asset value of US Government securities at end of year | 2014-12-31 | $29,441,720 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $28,838,926 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $52,560,786 |
Income. Dividends from common stock | 2014-12-31 | $2,735,586 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $8,997,623 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $7,355,547 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $6,348,060 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $6,238,988 |
Contract administrator fees | 2014-12-31 | $2,465,143 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $130,003,093 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $119,833,353 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $2,771,592 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $2,215,360 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $43,198,505 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $36,743,353 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : AMICA HEALTH AND WELFARE PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $22,753,188 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $22,753,188 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,215,360 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,450,636 |
Total income from all sources (including contributions) | 2013-12-31 | $90,333,626 |
Total loss/gain on sale of assets | 2013-12-31 | $2,988,046 |
Total of all expenses incurred | 2013-12-31 | $53,454,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $50,931,149 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $60,389,328 |
Value of total assets at end of year | 2013-12-31 | $228,972,666 |
Value of total assets at beginning of year | 2013-12-31 | $192,328,367 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,522,902 |
Total interest from all sources | 2013-12-31 | $1,738,784 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,464,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $11,874,783 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $15,565,626 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $11,382,637 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $73,561 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $47,045,973 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $584,594 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $486,591 |
Administrative expenses (other) incurred | 2013-12-31 | $39,702 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $36,879,575 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $226,757,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $189,877,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $6,648,056 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $5,520,159 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $31,119,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $22,924,563 |
Interest earned on other investments | 2013-12-31 | $503,943 |
Income. Interest from US Government securities | 2013-12-31 | $725,978 |
Income. Interest from corporate debt instruments | 2013-12-31 | $437,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $12,788,233 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $11,202,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $11,202,208 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $71,403 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $3,885,176 |
Asset value of US Government securities at end of year | 2013-12-31 | $28,838,926 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $27,740,844 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $48,440,984 |
Income. Dividends from common stock | 2013-12-31 | $2,464,280 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $7,355,547 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $6,209,737 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $6,238,988 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $5,137,701 |
Contract administrator fees | 2013-12-31 | $2,483,200 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $119,833,353 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $101,723,927 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $2,215,360 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $2,450,636 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $28,067,649 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $25,079,603 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : AMICA HEALTH AND WELFARE PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $12,073,699 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $12,073,699 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,450,636 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,134,132 |
Total income from all sources (including contributions) | 2012-12-31 | $84,182,667 |
Total loss/gain on sale of assets | 2012-12-31 | $2,981,299 |
Total of all expenses incurred | 2012-12-31 | $58,411,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $56,188,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $65,095,225 |
Value of total assets at end of year | 2012-12-31 | $192,328,367 |
Value of total assets at beginning of year | 2012-12-31 | $166,240,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,223,192 |
Total interest from all sources | 2012-12-31 | $1,735,504 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,296,940 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $11,557,930 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $11,382,637 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $11,599,356 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $98,218 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $52,342,238 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $486,591 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $490,732 |
Administrative expenses (other) incurred | 2012-12-31 | $36,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $25,770,939 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $189,877,731 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $164,106,792 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $5,520,159 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $5,396,437 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $22,924,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $15,180,879 |
Interest earned on other investments | 2012-12-31 | $456,673 |
Income. Interest from US Government securities | 2012-12-31 | $769,370 |
Income. Interest from corporate debt instruments | 2012-12-31 | $448,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $11,202,208 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $5,882,762 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $5,882,762 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $60,590 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $3,846,298 |
Asset value of US Government securities at end of year | 2012-12-31 | $27,740,844 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $23,584,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $53,439,077 |
Income. Dividends from common stock | 2012-12-31 | $2,296,940 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $6,209,737 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $6,055,208 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $5,137,701 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $4,144,378 |
Contract administrator fees | 2012-12-31 | $2,186,434 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $101,723,927 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $93,906,607 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $2,450,636 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $2,134,132 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $36,137,839 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $33,156,540 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : AMICA HEALTH AND WELFARE PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-3,771,776 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-3,771,776 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,134,132 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,264,897 |
Total income from all sources (including contributions) | 2011-12-31 | $62,323,827 |
Total loss/gain on sale of assets | 2011-12-31 | $2,165,428 |
Total of all expenses incurred | 2011-12-31 | $56,129,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $53,884,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $60,090,062 |
Value of total assets at end of year | 2011-12-31 | $166,240,924 |
Value of total assets at beginning of year | 2011-12-31 | $161,177,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,245,001 |
Total interest from all sources | 2011-12-31 | $1,723,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,116,762 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $11,229,134 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $11,599,356 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $9,255,145 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $128,814 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $50,499,032 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $490,732 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $490,856 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,070,000 |
Administrative expenses (other) incurred | 2011-12-31 | $38,529 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $6,194,530 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $164,106,792 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $157,912,262 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $5,396,437 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $4,759,904 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $15,180,879 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,078,872 |
Interest earned on other investments | 2011-12-31 | $433,481 |
Income. Interest from US Government securities | 2011-12-31 | $827,495 |
Income. Interest from corporate debt instruments | 2011-12-31 | $431,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $5,882,762 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $10,381,198 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $10,381,198 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $31,266 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $3,385,264 |
Asset value of US Government securities at end of year | 2011-12-31 | $23,584,565 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $22,892,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $48,732,114 |
Income. Dividends from common stock | 2011-12-31 | $2,116,762 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $6,055,208 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $5,372,876 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $4,144,378 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $3,131,540 |
Contract administrator fees | 2011-12-31 | $2,206,472 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $93,906,607 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $96,814,429 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $2,134,132 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $2,194,897 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $36,772,184 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $34,606,756 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : AMICA HEALTH AND WELFARE PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $10,385,517 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $10,385,517 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,264,897 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,901,807 |
Total income from all sources (including contributions) | 2010-12-31 | $79,207,476 |
Total loss/gain on sale of assets | 2010-12-31 | $438,882 |
Total of all expenses incurred | 2010-12-31 | $54,725,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $52,365,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $63,932,906 |
Value of total assets at end of year | 2010-12-31 | $161,177,159 |
Value of total assets at beginning of year | 2010-12-31 | $136,332,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,360,697 |
Total interest from all sources | 2010-12-31 | $1,583,223 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,979,820 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $11,051,333 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $9,255,145 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $6,109,182 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $239,535 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $48,423,781 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $490,856 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $487,684 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,070,000 |
Administrative expenses (other) incurred | 2010-12-31 | $30,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $24,481,480 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $157,912,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $133,430,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $4,759,904 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $4,708,230 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,078,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,840,770 |
Interest earned on other investments | 2010-12-31 | $361,780 |
Income. Interest from US Government securities | 2010-12-31 | $792,005 |
Income. Interest from corporate debt instruments | 2010-12-31 | $402,530 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $10,381,198 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $6,633,393 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $6,633,393 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $26,908 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $3,941,518 |
Asset value of US Government securities at end of year | 2010-12-31 | $22,892,339 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $22,156,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $887,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $52,642,038 |
Income. Dividends from common stock | 2010-12-31 | $1,979,820 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $5,372,876 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $4,487,254 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $3,131,540 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $3,499,662 |
Contract administrator fees | 2010-12-31 | $2,330,268 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $96,814,429 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $81,409,887 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $2,194,897 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $2,901,807 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $25,557,596 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $25,118,714 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 97281301001 |
Policy instance | 8 |
Insurance contract or identification number | 97281301001 | Number of Individuals Covered | 25 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,609 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 3411 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 2 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 2300 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Other welfare benefits provided | LEGAL PLAN | Welfare Benefit Premiums Paid to Carrier | USD $227,851 | 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 number | LK965644 |
Policy instance | 3 |
Insurance contract or identification number | LK965644 | Number of Individuals Covered | 3343 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $21,941 | Total amount of fees paid to insurance company | USD $3,326 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $479,337 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,941 | Amount paid for insurance broker fees | 3326 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
|
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | NYD075570 |
Policy instance | 4 |
Insurance contract or identification number | NYD075570 | Number of Individuals Covered | 115 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $3,157 | Other welfare benefits provided | STATUTORY DISABILITY NY | Welfare Benefit Premiums Paid to Carrier | USD $66,942 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,157 |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 6408-31-18 |
Policy instance | 5 |
Insurance contract or identification number | 6408-31-18 | Number of Individuals Covered | 3343 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Other welfare benefits provided | ACCIDENTAL DEATH&DISMEMBERMENT INS. | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | NKD075570 |
Policy instance | 6 |
Insurance contract or identification number | NKD075570 | Number of Individuals Covered | 115 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $536 | Other welfare benefits provided | STATUTORY DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 536 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 97281221001 |
Policy instance | 7 |
Insurance contract or identification number | 613953 | Number of Individuals Covered | 142 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $291,390 |
|
AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 5228 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 2 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 2100 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Other welfare benefits provided | LEGAL PLAN | Welfare Benefit Premiums Paid to Carrier | USD $2,463,320 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | LK965644 |
Policy instance | 3 |
Insurance contract or identification number | LK965644 | Number of Individuals Covered | 3369 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $26,792 | Total amount of fees paid to insurance company | USD $3,586 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $535,973 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,658 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3586 | Additional information about fees paid to insurance broker | SALES & SERVICE |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | NYD075570 |
Policy instance | 4 |
Insurance contract or identification number | NYD075570 | Number of Individuals Covered | 127 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,504 | Other welfare benefits provided | STATUTORY DISABILITY NY | Welfare Benefit Premiums Paid to Carrier | USD $70,085 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,504 | Insurance broker organization code? | 3 |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 6408-31-18 |
Policy instance | 5 |
Insurance contract or identification number | 6408-31-18 | Number of Individuals Covered | 3369 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of fees paid to insurance company | USD $1,225 | Other welfare benefits provided | ACCIDENTAL DEATH&DISMEMBERMENT INS. | Welfare Benefit Premiums Paid to Carrier | USD $21,076 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1225 | Additional information about fees paid to insurance broker | CONTINGENT COMMISSIONS | Insurance broker organization code? | 3 |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 10305351001 |
Policy instance | 6 |
Insurance contract or identification number | 10305351001 | Number of Individuals Covered | 1039 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $65,070 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE467690-SHORT |
Policy instance | 7 |
Insurance contract or identification number | AE467690-SHORT | Number of Individuals Covered | 845 | Insurance policy start date | 2021-06-01 | Insurance policy end date | 2021-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $333,984 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | NKD075570 |
Policy instance | 8 |
Insurance contract or identification number | NKD075570 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,234 | Total amount of fees paid to insurance company | USD $381 | Other welfare benefits provided | STATUTORY DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $24,687 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,234 | Amount paid for insurance broker fees | 381 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 5444 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281301001 |
Policy instance | 2 |
Insurance contract or identification number | 97281301001 | Number of Individuals Covered | 28 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,281 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281221001 |
Policy instance | 3 |
Insurance contract or identification number | 97281221001 | Number of Individuals Covered | 5769 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $324,035 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 4 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 2102 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Other welfare benefits provided | LEGAL PLAN | Welfare Benefit Premiums Paid to Carrier | USD $219,538 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | LK965644 |
Policy instance | 5 |
Insurance contract or identification number | LK965644 | Number of Individuals Covered | 3710 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $22,742 | Total amount of fees paid to insurance company | USD $3,354 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $461,204 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,742 | Amount paid for insurance broker fees | 3354 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | NYD075570 |
Policy instance | 6 |
Insurance contract or identification number | NYD075570 | Number of Individuals Covered | 157 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,834 | Total amount of fees paid to insurance company | USD $307 | Other welfare benefits provided | STATUTORY DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $36,689 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,834 | Amount paid for insurance broker fees | 307 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 6408-31-18 |
Policy instance | 7 |
Insurance contract or identification number | 6408-31-18 | Number of Individuals Covered | 3712 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Other welfare benefits provided | ACCIDENTAL DEATH&DISMEMBERMENT INS. | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 5580 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 2 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3988 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | 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 $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281221001 |
Policy instance | 3 |
Insurance contract or identification number | 97281221001 | Number of Individuals Covered | 5797 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $387,075 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 4 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 2086 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | LEGAL PLAN | 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 $214,472 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281301001 |
Policy instance | 5 |
Insurance contract or identification number | 97281301001 | Number of Individuals Covered | 14 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $1,027 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | LK965644 |
Policy instance | 6 |
Insurance contract or identification number | LK965644 | Number of Individuals Covered | 3937 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $22,094 | Total amount of fees paid to insurance company | USD $2,567 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $482,050 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,094 | Amount paid for insurance broker fees | 2567 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | NYD075570 |
Policy instance | 7 |
Insurance contract or identification number | NYD075570 | Number of Individuals Covered | 181 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,187 | Total amount of fees paid to insurance company | USD $234 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | NY DISABILITY AND PAID FAMILY LEAVE | 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 $43,737 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,187 | Amount paid for insurance broker fees | 234 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 5290 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 3569 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-04-01 | Total amount of commissions paid to insurance broker | USD $9,144 | 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 | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | 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 $146,299 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,144 | Insurance broker organization code? | 3 |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3799 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | 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 $21,076 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281221001 |
Policy instance | 4 |
Insurance contract or identification number | 97281221001 | Number of Individuals Covered | 5341 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $330,892 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 5 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 1904 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | LEGAL PLAN | 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 $210,205 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281301001 |
Policy instance | 6 |
Insurance contract or identification number | 97281301001 | Number of Individuals Covered | 21 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $1,111 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 904262 |
Policy instance | 7 |
Insurance contract or identification number | 904262 | Number of Individuals Covered | 547 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-04-01 | Total amount of commissions paid to insurance broker | USD $470 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | NY DISABILITY AND PAID FAMILY LEAVE | 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 $11,225 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $470 | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | LK965644 |
Policy instance | 8 |
Insurance contract or identification number | LK965644 | Number of Individuals Covered | 3626 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $16,411 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $335,220 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,411 | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | NYD075570 |
Policy instance | 9 |
Insurance contract or identification number | NYD075570 | Number of Individuals Covered | 180 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,424 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | NY DISABILITY AND PAID FAMILY LEAVE | 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 $28,408 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,424 | Insurance broker organization code? | 3 |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281301001 |
Policy instance | 6 |
Insurance contract or identification number | 97281301001 | Number of Individuals Covered | 15 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $1,033 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GUIDEONE SPECIALTY MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14559 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 5 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 1702 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | LEGAL PLAN | 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 $164,509 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 97281221001 |
Policy instance | 4 |
Insurance contract or identification number | 97281221001 | Number of Individuals Covered | 4702 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $308,506 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3695 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 3570 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $28,937 | 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 | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | 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 $462,998 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,937 | Insurance broker organization code? | 3 | Insurance broker name | AON CONSULTING-BOSTON |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 5159 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GUIDEONE SPECIALTY MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14559 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 5 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 1500 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | LEGAL PLAN | 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 $157,337 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9728122 |
Policy instance | 4 |
Insurance contract or identification number | 9728122 | Number of Individuals Covered | 4115 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $238,185 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3555 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $211 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | 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 $21,076 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 211 | Additional information about fees paid to insurance broker | GUARANTEED SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | GENCORP INSURANCE GROUP, INC. |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 3311 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $28,079 | 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 | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | 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 $442,156 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,079 | Insurance broker organization code? | 3 | Insurance broker name | AON CONSULTING-BOSTON |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 4608 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9728130 |
Policy instance | 6 |
Insurance contract or identification number | 9728130 | Number of Individuals Covered | 11 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $1,370 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 3193 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $31,627 | 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 | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | 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 $428,252 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,627 | Insurance broker organization code? | 3 | Insurance broker name | AON CONSULTING-BOSTON |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9728122 |
Policy instance | 4 |
Insurance contract or identification number | 9728122 | Number of Individuals Covered | 3920 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | Life Insurance Welfare Benefit | No | 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 $207,251 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3406 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | 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 $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | GENCORP INSURANCE GROUP, INC. |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 4420 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GUIDEONE SPECIALTY MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14559 ) |
Policy contract number | 17889-0001-001 |
Policy instance | 5 |
Insurance contract or identification number | 17889-0001-001 | Number of Individuals Covered | 1392 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | LEGAL PLAN | 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 $145,072 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 3108 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $29,595 | 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 | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | 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 $473,523 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,595 | Insurance broker organization code? | 3 | Insurance broker name | AON CONSULTING-BOSTON |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3273 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 4265 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GUIDEONE SPECIALTY MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14559 ) |
Policy contract number | 1788900010001 |
Policy instance | 5 |
Insurance contract or identification number | 1788900010001 | Number of Individuals Covered | 1396 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | 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 $147,128 |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9728122 |
Policy instance | 4 |
Insurance contract or identification number | 9728122 | Number of Individuals Covered | 3687 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Yes | Life Insurance Welfare Benefit | No | 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 $229,571 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9728122 |
Policy instance | 4 |
Insurance contract or identification number | 9728122 | Number of Individuals Covered | 3515 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Yes | Life Insurance Welfare Benefit | No | 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 $198,888 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 4177 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3166 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 3026 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $29,485 | 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 | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | 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 $556,986 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,485 | Insurance broker organization code? | 3 | Insurance broker name | AON CONSULTING-BOSTON |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9728122 |
Policy instance | 4 |
Insurance contract or identification number | 9728122 | Number of Individuals Covered | 3228 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Yes | Life Insurance Welfare Benefit | No | 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 $184,517 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3127 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 3110 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $62,971 | Total amount of fees paid to insurance company | USD $15,743 | 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 | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | 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 $510,237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 4173 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 22233 |
Policy instance | 8 |
Insurance contract or identification number | 22233 | Number of Individuals Covered | 30 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | 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 $145,612 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 30445A |
Policy instance | 7 |
Insurance contract or identification number | 30445A | Number of Individuals Covered | 2 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-03-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | 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 $8,233 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 ) |
Policy contract number | 4441294 |
Policy instance | 6 |
Insurance contract or identification number | 4441294 | Number of Individuals Covered | 43 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | 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 $165,662 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 ) |
Policy contract number | 778185 |
Policy instance | 5 |
Insurance contract or identification number | 778185 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $273 | 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 | No | 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 $5,012 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $273 | Insurance broker organization code? | 3 | Insurance broker name | HYLANT GROUP BENEFIT OPTIONS, LLC |
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CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10000627 |
Policy instance | 4 |
Insurance contract or identification number | 10000627 | Number of Individuals Covered | 13 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | 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 $67,104 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000064083118 |
Policy instance | 3 |
Insurance contract or identification number | 000064083118 | Number of Individuals Covered | 3195 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE | 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 $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker name | |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 127676 |
Policy instance | 2 |
Insurance contract or identification number | 127676 | Number of Individuals Covered | 2963 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $735,653 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 72222 ) |
Policy contract number | 2-10001 |
Policy instance | 1 |
Insurance contract or identification number | 2-10001 | Number of Individuals Covered | 4199 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 181 ) |
Policy contract number | A009190212 |
Policy instance | 11 |
Insurance contract or identification number | A009190212 | Number of Individuals Covered | 10 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | 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 $92,666 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9728122 |
Policy instance | 10 |
Insurance contract or identification number | 9728122 | Number of Individuals Covered | 2833 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Yes | Life Insurance Welfare Benefit | No | 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 $161,218 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | A0091900501 |
Policy instance | 9 |
Insurance contract or identification number | A0091900501 | Number of Individuals Covered | 0 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 | No | 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 $7,572 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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