AQUARION COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH
401k plan membership statisitcs for MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH
| Measure | Date | Value |
|---|
| 2022: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 16 |
| Total of all active and inactive participants | 2022-01-01 | 46 |
| Total participants | 2022-01-01 | 46 |
| 2021: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 48 |
| Total of all active and inactive participants | 2021-01-01 | 79 |
| Total participants | 2021-01-01 | 79 |
| 2020: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 48 |
| Total of all active and inactive participants | 2020-01-01 | 79 |
| Total participants | 2020-01-01 | 79 |
| 2019: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 68 |
| Total of all active and inactive participants | 2019-01-01 | 119 |
| Total participants | 2019-01-01 | 119 |
| 2018: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 61 |
| Total of all active and inactive participants | 2018-01-01 | 128 |
| 2017: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 53 |
| Total of all active and inactive participants | 2017-01-01 | 116 |
| 2016: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 50 |
| Total of all active and inactive participants | 2016-01-01 | 98 |
| 2015: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 50 |
| Total of all active and inactive participants | 2015-01-01 | 98 |
| 2014: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 38 |
| Total of all active and inactive participants | 2014-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 89 |
| 2013: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 38 |
| Total of all active and inactive participants | 2013-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 89 |
| 2012: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 46 |
| Total of all active and inactive participants | 2012-01-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 97 |
| 2011: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 38 |
| Total of all active and inactive participants | 2011-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 6 |
| Total participants | 2011-01-01 | 90 |
| 2010: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 39 |
| Total of all active and inactive participants | 2010-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 6 |
| Total participants | 2010-01-01 | 93 |
| 2009: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 38 |
| Total of all active and inactive participants | 2009-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 94 |
| Measure | Date | Value |
|---|
| 2022 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-993,042 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,533,815 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,472,792 |
| Total plan assets at end of year | 2022-12-31 | $13,680,036 |
| Total plan assets at beginning of year | 2022-12-31 | $16,206,893 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $147,404 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $61,023 |
| Other income received | 2022-12-31 | $-2,482,240 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,526,857 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,680,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,206,893 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,341,794 |
| 2021 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $5,117 |
| Total income from all sources | 2021-12-31 | $3,087,642 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,475,677 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,414,979 |
| Total plan assets at end of year | 2021-12-31 | $16,206,893 |
| Total plan assets at beginning of year | 2021-12-31 | $14,600,045 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $164,299 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $60,698 |
| Other income received | 2021-12-31 | $1,665,009 |
| Net income (gross income less expenses) | 2021-12-31 | $1,611,965 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $16,206,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,594,928 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,258,334 |
| 2020 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $5,117 |
| Total plan liabilities at beginning of year | 2020-12-31 | $16,592 |
| Total income from all sources | 2020-12-31 | $3,360,947 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,561,683 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,510,203 |
| Total plan assets at end of year | 2020-12-31 | $14,600,045 |
| Total plan assets at beginning of year | 2020-12-31 | $12,812,256 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $220,073 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $51,480 |
| Other income received | 2020-12-31 | $1,840,865 |
| Net income (gross income less expenses) | 2020-12-31 | $1,799,264 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,594,928 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,795,664 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,300,009 |
| 2019 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $16,592 |
| Total plan liabilities at beginning of year | 2019-12-31 | $391,080 |
| Total income from all sources | 2019-12-31 | $3,940,812 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,814,041 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,765,004 |
| Total plan assets at end of year | 2019-12-31 | $12,812,256 |
| Total plan assets at beginning of year | 2019-12-31 | $11,059,973 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $263,577 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $49,037 |
| Other income received | 2019-12-31 | $2,146,377 |
| Net income (gross income less expenses) | 2019-12-31 | $2,126,771 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,795,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,668,893 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,530,858 |
| 2018 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $391,080 |
| Total plan liabilities at beginning of year | 2018-12-31 | $9,686 |
| Total income from all sources | 2018-12-31 | $782,372 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,922,322 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,872,043 |
| Total plan assets at end of year | 2018-12-31 | $11,059,973 |
| Total plan assets at beginning of year | 2018-12-31 | $11,818,529 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $225,694 |
| Other income received | 2018-12-31 | $-708,771 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,139,950 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,668,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,808,843 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,265,449 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $50,279 |
| 2017 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $9,686 |
| Total plan liabilities at beginning of year | 2017-12-31 | $292,135 |
| Total income from all sources | 2017-12-31 | $2,950,389 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,549,592 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,501,532 |
| Total plan assets at end of year | 2017-12-31 | $11,818,529 |
| Total plan assets at beginning of year | 2017-12-31 | $10,700,181 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $122,404 |
| Other income received | 2017-12-31 | $1,618,607 |
| Net income (gross income less expenses) | 2017-12-31 | $1,400,797 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,808,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,408,046 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,209,378 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $48,060 |
| 2016 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $292,135 |
| Total plan liabilities at beginning of year | 2016-12-31 | $299,178 |
| Total income from all sources | 2016-12-31 | $2,215,593 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,355,310 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,311,161 |
| Total plan assets at end of year | 2016-12-31 | $10,700,181 |
| Total plan assets at beginning of year | 2016-12-31 | $9,846,941 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $129,751 |
| Other income received | 2016-12-31 | $815,050 |
| Net income (gross income less expenses) | 2016-12-31 | $860,283 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,408,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,547,763 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,270,792 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $44,149 |
| 2015 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $299,178 |
| Total plan liabilities at beginning of year | 2015-12-31 | $310,536 |
| Total income from all sources | 2015-12-31 | $807,920 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,220,343 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,174,993 |
| Total plan assets at end of year | 2015-12-31 | $9,846,941 |
| Total plan assets at beginning of year | 2015-12-31 | $10,270,722 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $113,641 |
| Other income received | 2015-12-31 | $-70,133 |
| Net income (gross income less expenses) | 2015-12-31 | $-412,423 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $9,547,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,960,186 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $764,412 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $45,350 |
| 2014 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $518,150 |
| Total plan liabilities at beginning of year | 2014-12-31 | $506,445 |
| Total income from all sources | 2014-12-31 | $1,330,276 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,114,717 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,071,801 |
| Total plan assets at end of year | 2014-12-31 | $10,270,722 |
| Total plan assets at beginning of year | 2014-12-31 | $10,043,458 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $91,753 |
| Other income received | 2014-12-31 | $663,685 |
| Net income (gross income less expenses) | 2014-12-31 | $215,559 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,752,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,537,013 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $574,838 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $42,916 |
| 2013 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $506,445 |
| Total plan liabilities at beginning of year | 2013-12-31 | $316,681 |
| Total income from all sources | 2013-12-31 | $2,794,495 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,637,697 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,602,326 |
| Total plan assets at end of year | 2013-12-31 | $10,043,458 |
| Total plan assets at beginning of year | 2013-12-31 | $8,696,896 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $108,096 |
| Other income received | 2013-12-31 | $1,391,471 |
| Net income (gross income less expenses) | 2013-12-31 | $1,156,798 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,537,013 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,380,215 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,294,928 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $35,371 |
| 2012 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $316,681 |
| Total plan liabilities at beginning of year | 2012-12-31 | $284,446 |
| Total income from all sources | 2012-12-31 | $2,139,502 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,102,058 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,071,033 |
| Total plan assets at end of year | 2012-12-31 | $8,696,896 |
| Total plan assets at beginning of year | 2012-12-31 | $7,627,217 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $100,288 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,397 |
| Other income received | 2012-12-31 | $1,027,073 |
| Net income (gross income less expenses) | 2012-12-31 | $1,037,444 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,380,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,342,771 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,012,141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $28,628 |
| 2011 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $284,446 |
| Total plan liabilities at beginning of year | 2011-12-31 | $323,572 |
| Total income from all sources | 2011-12-31 | $1,185,240 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,185,405 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,155,435 |
| Total plan assets at end of year | 2011-12-31 | $7,627,217 |
| Total plan assets at beginning of year | 2011-12-31 | $7,666,508 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $90,500 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,331 |
| Other income received | 2011-12-31 | $100,077 |
| Net income (gross income less expenses) | 2011-12-31 | $-165 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,342,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,342,936 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $994,663 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $27,639 |
| 2010 : MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $323,572 |
| Total plan liabilities at beginning of year | 2010-12-31 | $412,640 |
| Total income from all sources | 2010-12-31 | $2,125,873 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,190,532 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,163,500 |
| Total plan assets at end of year | 2010-12-31 | $7,666,508 |
| Total plan assets at beginning of year | 2010-12-31 | $6,820,235 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $82,621 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,067 |
| Other income received | 2010-12-31 | $951,897 |
| Net income (gross income less expenses) | 2010-12-31 | $935,341 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,342,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,407,595 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,091,355 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $24,965 |
| 2022: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA & NH 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 4 |
| Insurance contract or identification number | S5805, S5820 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of fees paid to insurance company | USD $908 | | Welfare Benefit Premiums Paid to Carrier | USD $6,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 908 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3210452 |
| Policy instance | 3 |
| Insurance contract or identification number | 3210452 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of fees paid to insurance company | USD $23,970 | | Welfare Benefit Premiums Paid to Carrier | USD $653,092 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 23970 | | Additional information about fees paid to insurance broker | BENEFIT ADVISOR PAYMENTS | | Insurance broker organization code? | 3 |
|
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 ) |
| Policy contract number | 97331971001 |
| Policy instance | 2 |
| Insurance contract or identification number | 97331971001 | | Number of Individuals Covered | 46 | | 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 $2,000 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 1 |
| Insurance contract or identification number | S5805, S5820 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of fees paid to insurance company | USD $3,225 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,726 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3225 |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 504981,535470 |
| Policy instance | 1 |
| Insurance contract or identification number | 504981,535470 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 2 |
| Insurance contract or identification number | S5805, S5820 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $134,958 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 ) |
| Policy contract number | 97331971001 |
| Policy instance | 3 |
| Insurance contract or identification number | 97331971001 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3210452 |
| Policy instance | 4 |
| Insurance contract or identification number | 3210452 | | Welfare Benefit Premiums Paid to Carrier | USD $783,351 | | Additional information about fees paid to insurance broker | BENEFIT ADVISOR PAYMENTS & INCENTIV COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 5 |
| Insurance contract or identification number | S5805, S5820 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $41,898 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 504981,535470 |
| Policy instance | 1 |
| Insurance contract or identification number | 504981,535470 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $526,112 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 2 |
| Insurance contract or identification number | S5805, S5820 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $3,198 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $127,211 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3198 |
|
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 ) |
| Policy contract number | 97331971001 |
| Policy instance | 3 |
| Insurance contract or identification number | 97331971001 | | Number of Individuals Covered | 27 | | 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 $1,554 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3210452 |
| Policy instance | 4 |
| Insurance contract or identification number | 3210452 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $13,422 | | Welfare Benefit Premiums Paid to Carrier | USD $240,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 13422 | | Additional information about fees paid to insurance broker | BENEFIT ADVISOR PAYMENTS & INCENTIVE COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 5 |
| Insurance contract or identification number | S5805, S5820 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $814 | | Welfare Benefit Premiums Paid to Carrier | USD $40,169 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $814 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 7 |
| Insurance contract or identification number | S5805, S5820 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,074 | | Welfare Benefit Premiums Paid to Carrier | USD $37,286 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,074 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 200520 |
| Policy instance | 6 |
| Insurance contract or identification number | 200520 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,401 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3210452 |
| Policy instance | 5 |
| Insurance contract or identification number | 3210452 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $15,524 | | Welfare Benefit Premiums Paid to Carrier | USD $160,822 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,308 | | Insurance broker organization code? | 3 |
|
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 ) |
| Policy contract number | 97331971001 |
| Policy instance | 4 |
| Insurance contract or identification number | 97331971001 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,058 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5805, S5820 |
| Policy instance | 2 |
| Insurance contract or identification number | S5805, S5820 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of fees paid to insurance company | USD $8,599 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $114,529 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8599 |
|
| CVS HEALTH/CVS PHARMACY, INC (National Association of Insurance Commissioners NAIC id number: 44611 ) |
| Policy contract number | A3607 |
| Policy instance | 3 |
| Insurance contract or identification number | A3607 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of fees paid to insurance company | USD $1,701 | | Welfare Benefit Premiums Paid to Carrier | USD $167,556 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1701 |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 504981,535470 |
| Policy instance | 1 |
| Insurance contract or identification number | 504981,535470 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $671,237 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 504980-1,535470 |
| Policy instance | 1 |
| Insurance contract or identification number | 504980-1,535470 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $605,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S0522,5805&20,5 |
| Policy instance | 2 |
| Insurance contract or identification number | S0522,5805&20,5 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $9,008 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $120,374 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CVS HEALTH/CVS PHARMACY, INC (National Association of Insurance Commissioners NAIC id number: 44611 ) |
| Policy contract number | A3607 |
| Policy instance | 3 |
| Insurance contract or identification number | A3607 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,606 | | Welfare Benefit Premiums Paid to Carrier | USD $211,594 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 ) |
| Policy contract number | 97331971001 |
| Policy instance | 4 |
| Insurance contract or identification number | 97331971001 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,235 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 200520 |
| Policy instance | 6 |
| Insurance contract or identification number | 200520 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,026 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,324 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3210452 |
| Policy instance | 5 |
| Insurance contract or identification number | 3210452 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,116 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $72,059 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,116 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S0522,5805,20-1 |
| Policy instance | 7 |
| Insurance contract or identification number | S0522,5805,20-1 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,061 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $36,694 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,061 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3210452 |
| Policy instance | 6 |
| Insurance contract or identification number | 3210452 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,785 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $63,318 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,785 | | Insurance broker name | |
|
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 ) |
| Policy contract number | 97331971001 |
| Policy instance | 5 |
| Insurance contract or identification number | 97331971001 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,643 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CVS HEALTH/CVS PHARMACY, INC (National Association of Insurance Commissioners NAIC id number: 44611 ) |
| Policy contract number | A3607 |
| Policy instance | 4 |
| Insurance contract or identification number | A3607 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $477 | | Welfare Benefit Premiums Paid to Carrier | USD $156,507 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S0522,5805&20,5 |
| Policy instance | 3 |
| Insurance contract or identification number | S0522,5805&20,5 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $918 | | Total amount of fees paid to insurance company | USD $7,733 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $124,270 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $918 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 78081 |
| Policy instance | 2 |
| Insurance contract or identification number | 78081 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $509,348 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3210452 |
| Policy instance | 1 |
| Insurance contract or identification number | 3210452 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,430 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
