BAUMANN & SONS BUSES, INC. has sponsored the creation of one or more 401k plans.
Additional information about BAUMANN & SONS BUSES, INC.
Submission information for form 5500 for 401k plan BAUMANN AND SONS BUSES LIFE PLAN
| Measure | Date | Value |
|---|
| 2019: BAUMANN AND SONS BUSES LIFE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 1,167 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 0 |
| Number of employers contributing to the scheme | 2019-08-01 | 0 |
| 2018: BAUMANN AND SONS BUSES LIFE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 1,395 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 1,167 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 1,167 |
| Number of employers contributing to the scheme | 2018-08-01 | 0 |
| 2017: BAUMANN AND SONS BUSES LIFE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 1,395 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 1,395 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 1,395 |
| Number of employers contributing to the scheme | 2017-08-01 | 0 |
| 2016: BAUMANN AND SONS BUSES LIFE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 1,312 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 1,312 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 1,312 |
| 2015: BAUMANN AND SONS BUSES LIFE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 1,360 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 1,312 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 1,312 |
| 2014: BAUMANN AND SONS BUSES LIFE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 111 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
| Total of all active and inactive participants | 2014-08-01 | 111 |
| 2013: BAUMANN AND SONS BUSES LIFE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 111 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 0 |
| Total of all active and inactive participants | 2013-08-01 | 111 |
| 2012: BAUMANN AND SONS BUSES LIFE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 111 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 0 |
| Total of all active and inactive participants | 2012-08-01 | 111 |
| 2011: BAUMANN AND SONS BUSES LIFE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 127 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 0 |
| Total of all active and inactive participants | 2011-08-01 | 127 |
| 2010: BAUMANN AND SONS BUSES LIFE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 127 |
| Number of retired or separated participants receiving benefits | 2010-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 0 |
| Total of all active and inactive participants | 2010-08-01 | 127 |
| 2009: BAUMANN AND SONS BUSES LIFE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 109 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
| Total of all active and inactive participants | 2009-08-01 | 109 |
| 2008: BAUMANN AND SONS BUSES LIFE PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-08-01 | 109 |
| Number of retired or separated participants receiving benefits | 2008-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-08-01 | 0 |
| Total of all active and inactive participants | 2008-08-01 | 109 |
| 2007: BAUMANN AND SONS BUSES LIFE PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2007-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-08-01 | 0 |
| Total of all active and inactive participants | 2007-08-01 | 100 |
| 2006: BAUMANN AND SONS BUSES LIFE PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2006-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-08-01 | 0 |
| Total of all active and inactive participants | 2006-08-01 | 100 |
| Total participants | 2006-08-01 | 100 |
| 2005: BAUMANN AND SONS BUSES LIFE PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2005-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-08-01 | 0 |
| Total of all active and inactive participants | 2005-08-01 | 100 |
| Total participants | 2005-08-01 | 100 |
| 2004: BAUMANN AND SONS BUSES LIFE PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2004-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2004-08-01 | 0 |
| Total of all active and inactive participants | 2004-08-01 | 100 |
| Total participants | 2004-08-01 | 100 |
| 2003: BAUMANN AND SONS BUSES LIFE PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2003-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2003-08-01 | 0 |
| Total of all active and inactive participants | 2003-08-01 | 100 |
| Total participants | 2003-08-01 | 100 |
| 2002: BAUMANN AND SONS BUSES LIFE PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2002-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2002-08-01 | 0 |
| Total of all active and inactive participants | 2002-08-01 | 100 |
| Total participants | 2002-08-01 | 100 |
| 2001: BAUMANN AND SONS BUSES LIFE PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2001-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2001-08-01 | 0 |
| Total of all active and inactive participants | 2001-08-01 | 100 |
| Total participants | 2001-08-01 | 100 |
| 2000: BAUMANN AND SONS BUSES LIFE PLAN 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 2000-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2000-08-01 | 0 |
| Total of all active and inactive participants | 2000-08-01 | 100 |
| Total participants | 2000-08-01 | 100 |
| 1999: BAUMANN AND SONS BUSES LIFE PLAN 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1999-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1999-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1999-08-01 | 0 |
| Total of all active and inactive participants | 1999-08-01 | 100 |
| Total participants | 1999-08-01 | 100 |
| 1998: BAUMANN AND SONS BUSES LIFE PLAN 1998 401k membership |
|---|
| Total participants, beginning-of-year | 1998-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1998-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1998-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1998-08-01 | 0 |
| Total of all active and inactive participants | 1998-08-01 | 100 |
| Total participants | 1998-08-01 | 100 |
| 1997: BAUMANN AND SONS BUSES LIFE PLAN 1997 401k membership |
|---|
| Total participants, beginning-of-year | 1997-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1997-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1997-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1997-08-01 | 0 |
| Total of all active and inactive participants | 1997-08-01 | 100 |
| Total participants | 1997-08-01 | 100 |
| 1996: BAUMANN AND SONS BUSES LIFE PLAN 1996 401k membership |
|---|
| Total participants, beginning-of-year | 1996-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1996-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1996-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1996-08-01 | 0 |
| Total of all active and inactive participants | 1996-08-01 | 100 |
| Total participants | 1996-08-01 | 100 |
| 1995: BAUMANN AND SONS BUSES LIFE PLAN 1995 401k membership |
|---|
| Total participants, beginning-of-year | 1995-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1995-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1995-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1995-08-01 | 0 |
| Total of all active and inactive participants | 1995-08-01 | 100 |
| Total participants | 1995-08-01 | 100 |
| 1994: BAUMANN AND SONS BUSES LIFE PLAN 1994 401k membership |
|---|
| Total participants, beginning-of-year | 1994-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1994-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1994-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1994-08-01 | 0 |
| Total of all active and inactive participants | 1994-08-01 | 100 |
| Total participants | 1994-08-01 | 100 |
| 1993: BAUMANN AND SONS BUSES LIFE PLAN 1993 401k membership |
|---|
| Total participants, beginning-of-year | 1993-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1993-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1993-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1993-08-01 | 0 |
| Total of all active and inactive participants | 1993-08-01 | 100 |
| Total participants | 1993-08-01 | 100 |
| 1992: BAUMANN AND SONS BUSES LIFE PLAN 1992 401k membership |
|---|
| Total participants, beginning-of-year | 1992-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1992-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1992-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1992-08-01 | 0 |
| Total of all active and inactive participants | 1992-08-01 | 100 |
| Total participants | 1992-08-01 | 100 |
| 1991: BAUMANN AND SONS BUSES LIFE PLAN 1991 401k membership |
|---|
| Total participants, beginning-of-year | 1991-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1991-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1991-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1991-08-01 | 0 |
| Total of all active and inactive participants | 1991-08-01 | 100 |
| Total participants | 1991-08-01 | 100 |
| 1990: BAUMANN AND SONS BUSES LIFE PLAN 1990 401k membership |
|---|
| Total participants, beginning-of-year | 1990-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1990-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1990-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1990-08-01 | 0 |
| Total of all active and inactive participants | 1990-08-01 | 100 |
| Total participants | 1990-08-01 | 100 |
| 1989: BAUMANN AND SONS BUSES LIFE PLAN 1989 401k membership |
|---|
| Total participants, beginning-of-year | 1989-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1989-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1989-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1989-08-01 | 0 |
| Total of all active and inactive participants | 1989-08-01 | 100 |
| Total participants | 1989-08-01 | 100 |
| 1988: BAUMANN AND SONS BUSES LIFE PLAN 1988 401k membership |
|---|
| Total participants, beginning-of-year | 1988-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 1988-08-01 | 100 |
| Number of retired or separated participants receiving benefits | 1988-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1988-08-01 | 0 |
| Total of all active and inactive participants | 1988-08-01 | 100 |
| Total participants | 1988-08-01 | 100 |
| 2019: BAUMANN AND SONS BUSES LIFE PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | This submission is the final filing | Yes |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-08-01 | Plan is a collectively bargained plan | Yes |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: BAUMANN AND SONS BUSES LIFE PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan is a collectively bargained plan | Yes |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: BAUMANN AND SONS BUSES LIFE PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan is a collectively bargained plan | Yes |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: BAUMANN AND SONS BUSES LIFE PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan is a collectively bargained plan | Yes |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: BAUMANN AND SONS BUSES LIFE PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | Yes |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: BAUMANN AND SONS BUSES LIFE PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | Yes |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BAUMANN AND SONS BUSES LIFE PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | Yes |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BAUMANN AND SONS BUSES LIFE PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | Yes |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BAUMANN AND SONS BUSES LIFE PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | Yes |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: BAUMANN AND SONS BUSES LIFE PLAN 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Submission has been amended | No |
| 2010-08-01 | This submission is the final filing | No |
| 2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-08-01 | Plan is a collectively bargained plan | Yes |
| 2010-08-01 | Plan funding arrangement – Insurance | Yes |
| 2010-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: BAUMANN AND SONS BUSES LIFE PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | Yes |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: BAUMANN AND SONS BUSES LIFE PLAN 2008 form 5500 responses |
|---|
| 2008-08-01 | Type of plan entity | Single employer plan |
| 2008-08-01 | Submission has been amended | No |
| 2008-08-01 | This submission is the final filing | No |
| 2008-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-08-01 | Plan is a collectively bargained plan | Yes |
| 2008-08-01 | Plan funding arrangement – Insurance | Yes |
| 2008-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: BAUMANN AND SONS BUSES LIFE PLAN 2007 form 5500 responses |
|---|
| 2007-08-01 | Type of plan entity | Single employer plan |
| 2007-08-01 | Submission has been amended | No |
| 2007-08-01 | This submission is the final filing | No |
| 2007-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-08-01 | Plan is a collectively bargained plan | Yes |
| 2007-08-01 | Plan funding arrangement – Insurance | Yes |
| 2007-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: BAUMANN AND SONS BUSES LIFE PLAN 2006 form 5500 responses |
|---|
| 2006-08-01 | Type of plan entity | Single employer plan |
| 2006-08-01 | Submission has been amended | No |
| 2006-08-01 | This submission is the final filing | No |
| 2006-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-08-01 | Plan is a collectively bargained plan | Yes |
| 2006-08-01 | Plan funding arrangement – Insurance | Yes |
| 2006-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: BAUMANN AND SONS BUSES LIFE PLAN 2005 form 5500 responses |
|---|
| 2005-08-01 | Type of plan entity | Single employer plan |
| 2005-08-01 | Submission has been amended | No |
| 2005-08-01 | This submission is the final filing | No |
| 2005-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-08-01 | Plan is a collectively bargained plan | Yes |
| 2005-08-01 | Plan funding arrangement – Insurance | Yes |
| 2005-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: BAUMANN AND SONS BUSES LIFE PLAN 2004 form 5500 responses |
|---|
| 2004-08-01 | Type of plan entity | Single employer plan |
| 2004-08-01 | Submission has been amended | No |
| 2004-08-01 | This submission is the final filing | No |
| 2004-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-08-01 | Plan is a collectively bargained plan | Yes |
| 2004-08-01 | Plan funding arrangement – Insurance | Yes |
| 2004-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2003: BAUMANN AND SONS BUSES LIFE PLAN 2003 form 5500 responses |
|---|
| 2003-08-01 | Type of plan entity | Single employer plan |
| 2003-08-01 | Submission has been amended | No |
| 2003-08-01 | This submission is the final filing | No |
| 2003-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-08-01 | Plan is a collectively bargained plan | Yes |
| 2003-08-01 | Plan funding arrangement – Insurance | Yes |
| 2003-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2002: BAUMANN AND SONS BUSES LIFE PLAN 2002 form 5500 responses |
|---|
| 2002-08-01 | Type of plan entity | Single employer plan |
| 2002-08-01 | Submission has been amended | No |
| 2002-08-01 | This submission is the final filing | No |
| 2002-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-08-01 | Plan is a collectively bargained plan | Yes |
| 2002-08-01 | Plan funding arrangement – Insurance | Yes |
| 2002-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2001: BAUMANN AND SONS BUSES LIFE PLAN 2001 form 5500 responses |
|---|
| 2001-08-01 | Type of plan entity | Single employer plan |
| 2001-08-01 | Submission has been amended | No |
| 2001-08-01 | This submission is the final filing | No |
| 2001-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-08-01 | Plan is a collectively bargained plan | Yes |
| 2001-08-01 | Plan funding arrangement – Insurance | Yes |
| 2001-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2000: BAUMANN AND SONS BUSES LIFE PLAN 2000 form 5500 responses |
|---|
| 2000-08-01 | Type of plan entity | Single employer plan |
| 2000-08-01 | Submission has been amended | No |
| 2000-08-01 | This submission is the final filing | No |
| 2000-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-08-01 | Plan is a collectively bargained plan | Yes |
| 2000-08-01 | Plan funding arrangement – Insurance | Yes |
| 2000-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1999: BAUMANN AND SONS BUSES LIFE PLAN 1999 form 5500 responses |
|---|
| 1999-08-01 | Type of plan entity | Single employer plan |
| 1999-08-01 | Submission has been amended | No |
| 1999-08-01 | This submission is the final filing | No |
| 1999-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-08-01 | Plan is a collectively bargained plan | Yes |
| 1999-08-01 | Plan funding arrangement – Insurance | Yes |
| 1999-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1998: BAUMANN AND SONS BUSES LIFE PLAN 1998 form 5500 responses |
|---|
| 1998-08-01 | Type of plan entity | Single employer plan |
| 1998-08-01 | Submission has been amended | No |
| 1998-08-01 | This submission is the final filing | No |
| 1998-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1998-08-01 | Plan is a collectively bargained plan | Yes |
| 1998-08-01 | Plan funding arrangement – Insurance | Yes |
| 1998-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1997: BAUMANN AND SONS BUSES LIFE PLAN 1997 form 5500 responses |
|---|
| 1997-08-01 | Type of plan entity | Single employer plan |
| 1997-08-01 | Submission has been amended | No |
| 1997-08-01 | This submission is the final filing | No |
| 1997-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1997-08-01 | Plan is a collectively bargained plan | Yes |
| 1997-08-01 | Plan funding arrangement – Insurance | Yes |
| 1997-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1996: BAUMANN AND SONS BUSES LIFE PLAN 1996 form 5500 responses |
|---|
| 1996-08-01 | Type of plan entity | Single employer plan |
| 1996-08-01 | Submission has been amended | No |
| 1996-08-01 | This submission is the final filing | No |
| 1996-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1996-08-01 | Plan is a collectively bargained plan | No |
| 1996-08-01 | Plan funding arrangement – Insurance | Yes |
| 1996-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1995: BAUMANN AND SONS BUSES LIFE PLAN 1995 form 5500 responses |
|---|
| 1995-08-01 | Type of plan entity | Single employer plan |
| 1995-08-01 | Submission has been amended | No |
| 1995-08-01 | This submission is the final filing | No |
| 1995-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1995-08-01 | Plan is a collectively bargained plan | No |
| 1995-08-01 | Plan funding arrangement – Insurance | Yes |
| 1995-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1994: BAUMANN AND SONS BUSES LIFE PLAN 1994 form 5500 responses |
|---|
| 1994-08-01 | Type of plan entity | Single employer plan |
| 1994-08-01 | Submission has been amended | No |
| 1994-08-01 | This submission is the final filing | No |
| 1994-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1994-08-01 | Plan is a collectively bargained plan | No |
| 1994-08-01 | Plan funding arrangement – Insurance | Yes |
| 1994-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1993: BAUMANN AND SONS BUSES LIFE PLAN 1993 form 5500 responses |
|---|
| 1993-08-01 | Type of plan entity | Single employer plan |
| 1993-08-01 | Submission has been amended | No |
| 1993-08-01 | This submission is the final filing | No |
| 1993-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1993-08-01 | Plan is a collectively bargained plan | No |
| 1993-08-01 | Plan funding arrangement – Insurance | Yes |
| 1993-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1992: BAUMANN AND SONS BUSES LIFE PLAN 1992 form 5500 responses |
|---|
| 1992-08-01 | Type of plan entity | Single employer plan |
| 1992-08-01 | Submission has been amended | No |
| 1992-08-01 | This submission is the final filing | No |
| 1992-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1992-08-01 | Plan is a collectively bargained plan | No |
| 1992-08-01 | Plan funding arrangement – Insurance | Yes |
| 1992-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1991: BAUMANN AND SONS BUSES LIFE PLAN 1991 form 5500 responses |
|---|
| 1991-08-01 | Type of plan entity | Single employer plan |
| 1991-08-01 | Submission has been amended | No |
| 1991-08-01 | This submission is the final filing | No |
| 1991-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1991-08-01 | Plan is a collectively bargained plan | No |
| 1991-08-01 | Plan funding arrangement – Insurance | Yes |
| 1991-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1990: BAUMANN AND SONS BUSES LIFE PLAN 1990 form 5500 responses |
|---|
| 1990-08-01 | Type of plan entity | Single employer plan |
| 1990-08-01 | Submission has been amended | No |
| 1990-08-01 | This submission is the final filing | No |
| 1990-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1990-08-01 | Plan is a collectively bargained plan | No |
| 1990-08-01 | Plan funding arrangement – Insurance | Yes |
| 1990-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1989: BAUMANN AND SONS BUSES LIFE PLAN 1989 form 5500 responses |
|---|
| 1989-08-01 | Type of plan entity | Single employer plan |
| 1989-08-01 | Submission has been amended | No |
| 1989-08-01 | This submission is the final filing | No |
| 1989-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1989-08-01 | Plan is a collectively bargained plan | No |
| 1989-08-01 | Plan funding arrangement – Insurance | Yes |
| 1989-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1988: BAUMANN AND SONS BUSES LIFE PLAN 1988 form 5500 responses |
|---|
| 1988-08-01 | Type of plan entity | Single employer plan |
| 1988-08-01 | First time form 5500 has been submitted | Yes |
| 1988-08-01 | Submission has been amended | No |
| 1988-08-01 | This submission is the final filing | No |
| 1988-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1988-08-01 | Plan is a collectively bargained plan | No |
| 1988-08-01 | Plan funding arrangement – Insurance | Yes |
| 1988-08-01 | Plan benefit arrangement – Insurance | Yes |
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 910790 |
| Policy instance | 1 |
| Insurance contract or identification number | 910790 | | Number of Individuals Covered | 1167 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 910790 |
| Policy instance | 1 |
| Insurance contract or identification number | 910790 | | Number of Individuals Covered | 1167 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $3,555 | | Total amount of fees paid to insurance company | USD $242 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $66,484 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,555 | | Amount paid for insurance broker fees | 242 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE AND DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0055 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0055 | | Number of Individuals Covered | 1221 | | Insurance policy start date | 2016-09-01 | | Insurance policy end date | 2017-08-31 | | Total amount of commissions paid to insurance broker | USD $3,371 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $103,332 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0055 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0055 | | Number of Individuals Covered | 1312 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $9,697 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $102,387 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $5,690 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMIE S. SHAPIRO |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0055 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0055 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $11,511 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $96,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $11,511 | | Insurance broker organization code? | 3 | | Insurance broker name | GREATER METRO AGENCY, INC. |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0055 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0055 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $11,958 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $148,711 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $11,958 | | Insurance broker organization code? | 3 | | Insurance broker name | GREATER METRO AGENCY, INC. |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0055 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0055 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $12,418 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $156,978 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $7,880 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMIE SHAPIRO |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0055 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0055 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $7,633 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $135,449 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 2 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $1,187 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $8,645 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,187 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMIE SHAPIRO |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2009-11-01 | | Insurance policy end date | 2010-10-31 | | Total amount of commissions paid to insurance broker | USD $2,647 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $24,243 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,647 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMIE SHAPIRO |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2008-11-01 | | Insurance policy end date | 2009-10-31 | | Total amount of commissions paid to insurance broker | USD $2,550 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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 $22,047 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,493 | | Insurance broker organization code? | 3 | | Insurance broker name | S AND W AGENCY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2007-11-01 | | Insurance policy end date | 2008-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2006-11-01 | | Insurance policy end date | 2007-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2005-11-01 | | Insurance policy end date | 2006-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2004-11-01 | | Insurance policy end date | 2005-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2003-11-01 | | Insurance policy end date | 2004-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2002-11-01 | | Insurance policy end date | 2003-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2001-11-01 | | Insurance policy end date | 2002-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2000-11-01 | | Insurance policy end date | 2001-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1999-11-01 | | Insurance policy end date | 2000-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1998-11-01 | | Insurance policy end date | 1999-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1997-11-01 | | Insurance policy end date | 1998-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1996-11-01 | | Insurance policy end date | 1997-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1996-08-01 | | Insurance policy end date | 1996-10-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1995-08-01 | | Insurance policy end date | 1996-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1994-08-01 | | Insurance policy end date | 1995-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1993-08-01 | | Insurance policy end date | 1994-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1992-08-01 | | Insurance policy end date | 1993-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1991-08-01 | | Insurance policy end date | 1992-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1990-08-01 | | Insurance policy end date | 1991-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1989-08-01 | | Insurance policy end date | 1990-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 317920 |
| Policy instance | 1 |
| Insurance contract or identification number | 317920 | | Number of Individuals Covered | 100 | | Insurance policy start date | 1988-08-01 | | Insurance policy end date | 1989-07-31 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | 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? | Yes |
|
