AMERICAN GAS ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION
401k plan membership statisitcs for AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION
| Measure | Date | Value |
|---|
| 2008: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 92 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 92 |
| 2007: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 97 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 97 |
| 2006: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 92 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
| Total of all active and inactive participants | 2006-01-01 | 92 |
| 2005: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2005-01-01 | 45 |
| Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
| Total of all active and inactive participants | 2005-01-01 | 45 |
| 2004: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2004-01-01 | 45 |
| Number of other retired or separated participants entitled to future benefits | 2004-01-01 | 0 |
| Total of all active and inactive participants | 2004-01-01 | 45 |
| 2003: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2003-01-01 | 45 |
| Number of other retired or separated participants entitled to future benefits | 2003-01-01 | 0 |
| Total of all active and inactive participants | 2003-01-01 | 45 |
| Measure | Date | Value |
|---|
| 2008 : AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-1,292,425 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $659,508 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $635,011 |
| Total plan assets at end of year | 2008-12-31 | $4,610,537 |
| Total plan assets at beginning of year | 2008-12-31 | $6,562,470 |
| Value of fidelity bond covering the plan | 2008-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $110,645 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
| Other income received | 2008-12-31 | $-1,662,909 |
| Noncash contributions received | 2008-12-31 | $0 |
| Net income (gross income less expenses) | 2008-12-31 | $-1,951,933 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $4,610,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $6,562,470 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $259,839 |
| Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
| Value of corrective distributions | 2008-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $24,497 |
| 2007 : AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2007 401k financial data |
|---|
| Transfers to/from the plan | 2007-12-31 | $84,783 |
| Total income from all sources | 2007-12-31 | $1,149,337 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $592,974 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $568,223 |
| Total plan assets at end of year | 2007-12-31 | $6,562,470 |
| Total plan assets at beginning of year | 2007-12-31 | $5,921,324 |
| Value of fidelity bond covering the plan | 2007-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2007-12-31 | $52,089 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2007-12-31 | $0 |
| Other income received | 2007-12-31 | $321,484 |
| Noncash contributions received | 2007-12-31 | $0 |
| Net income (gross income less expenses) | 2007-12-31 | $556,363 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $6,562,470 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $5,921,324 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $775,764 |
| Value of certain deemed distributions of participant loans | 2007-12-31 | $0 |
| Value of corrective distributions | 2007-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2007-12-31 | $24,751 |
| 2006 : AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $1,099,130 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $550,395 |
| Benefits paid (including direct rollovers) | 2006-12-31 | $507,179 |
| Total plan assets at end of year | 2006-12-31 | $5,921,324 |
| Total plan assets at beginning of year | 2006-12-31 | $5,372,589 |
| Value of fidelity bond covering the plan | 2006-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2006-12-31 | $30,556 |
| Expenses. Other expenses not covered elsewhere | 2006-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2006-12-31 | $0 |
| Other income received | 2006-12-31 | $773,459 |
| Noncash contributions received | 2006-12-31 | $0 |
| Net income (gross income less expenses) | 2006-12-31 | $548,735 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $5,921,324 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $5,372,589 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $295,115 |
| Value of certain deemed distributions of participant loans | 2006-12-31 | $0 |
| Value of corrective distributions | 2006-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2006-12-31 | $43,216 |
| 2005 : AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2005 401k financial data |
|---|
| Total income from all sources | 2005-12-31 | $662,944 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $462,501 |
| Benefits paid (including direct rollovers) | 2005-12-31 | $435,951 |
| Total plan assets at end of year | 2005-12-31 | $5,372,589 |
| Total plan assets at beginning of year | 2005-12-31 | $5,172,146 |
| Value of fidelity bond covering the plan | 2005-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2005-12-31 | $21,243 |
| Expenses. Other expenses not covered elsewhere | 2005-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2005-12-31 | $0 |
| Other income received | 2005-12-31 | $377,043 |
| Noncash contributions received | 2005-12-31 | $0 |
| Net income (gross income less expenses) | 2005-12-31 | $200,443 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $5,372,589 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $5,172,146 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $264,658 |
| Value of certain deemed distributions of participant loans | 2005-12-31 | $0 |
| Value of corrective distributions | 2005-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2005-12-31 | $26,550 |
| 2004 : AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2004 401k financial data |
|---|
| Total income from all sources | 2004-12-31 | $596,961 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $544,521 |
| Benefits paid (including direct rollovers) | 2004-12-31 | $522,046 |
| Total plan assets at end of year | 2004-12-31 | $5,172,146 |
| Total plan assets at beginning of year | 2004-12-31 | $5,119,706 |
| Value of fidelity bond covering the plan | 2004-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2004-12-31 | $25,516 |
| Contributions received from other sources (not participants or employers) | 2004-12-31 | $0 |
| Other income received | 2004-12-31 | $571,445 |
| Noncash contributions received | 2004-12-31 | $0 |
| Net income (gross income less expenses) | 2004-12-31 | $52,440 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $5,172,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $5,119,706 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2004-12-31 | $0 |
| Value of corrective distributions | 2004-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2004-12-31 | $22,475 |
| 2003 : AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2003 401k financial data |
|---|
| Transfers to/from the plan | 2003-12-31 | $205,752 |
| Total income from all sources | 2003-12-31 | $5,473,869 |
| Expenses. Total of all expenses incurred | 2003-12-31 | $559,915 |
| Benefits paid (including direct rollovers) | 2003-12-31 | $523,490 |
| Total plan assets at end of year | 2003-12-31 | $5,119,706 |
| Total plan assets at beginning of year | 2003-12-31 | $0 |
| Value of fidelity bond covering the plan | 2003-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2003-12-31 | $21,168 |
| Expenses. Other expenses not covered elsewhere | 2003-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2003-12-31 | $0 |
| Other income received | 2003-12-31 | $4,952,292 |
| Noncash contributions received | 2003-12-31 | $0 |
| Net income (gross income less expenses) | 2003-12-31 | $4,913,954 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $5,119,706 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $500,409 |
| Value of certain deemed distributions of participant loans | 2003-12-31 | $0 |
| Value of corrective distributions | 2003-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2003-12-31 | $36,425 |
| 2008: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| 2003: AMERICAN GAS ASSOCIATION RETIREE BENEFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | First time form 5500 has been submitted | Yes |
| 2003-01-01 | Submission has been amended | No |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Insurance | Yes |
| 2003-01-01 | Plan funding arrangement – Trust | Yes |
| 2003-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2003-01-01 | Plan benefit arrangement - Trust | Yes |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3212700 |
| Policy instance | 1 |
| Insurance contract or identification number | 3212700 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $454,206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 41153 |
| Policy instance | 2 |
| Insurance contract or identification number | 41153 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $5,806 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 $66,349 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $5,806 | | Insurance broker organization code? | 3 | | Insurance broker name | THE MELTZER GROUP |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | AE368968-0001 |
| Policy instance | 3 |
| Insurance contract or identification number | AE368968-0001 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $13,463 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3212700 |
| Policy instance | 1 |
| Insurance contract or identification number | 3212700 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $398,937 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 345908G |
| Policy instance | 2 |
| Insurance contract or identification number | 345908G | | Number of Individuals Covered | 97 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $5,551 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 $63,435 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $5,551 | | Insurance broker organization code? | 3 | | Insurance broker name | THE MELTZER GROUP |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | AE368968-0001 |
| Policy instance | 3 |
| Insurance contract or identification number | AE368968-0001 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $9,923 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 74268 ) |
| Policy contract number | 0GL-00041153 |
| Policy instance | 2 |
| Insurance contract or identification number | 0GL-00041153 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2006-01-01 | | Insurance policy end date | 2006-12-31 | | Total amount of commissions paid to insurance broker | USD $5,735 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 $65,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $5,735 | | Insurance broker organization code? | 3 | | Insurance broker name | THE MELTZER GROUP |
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| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3212700 |
| Policy instance | 1 |
| Insurance contract or identification number | 3212700 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2006-01-01 | | Insurance policy end date | 2006-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $417,885 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3212700 |
| Policy instance | 1 |
| Insurance contract or identification number | 3212700 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2005-01-01 | | Insurance policy end date | 2005-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $355,763 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 74268 ) |
| Policy contract number | 41153 |
| Policy instance | 2 |
| Insurance contract or identification number | 41153 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2005-01-01 | | Insurance policy end date | 2005-12-31 | | Total amount of commissions paid to insurance broker | USD $6,055 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | 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 $69,195 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $6,055 | | Insurance broker organization code? | 3 | | Insurance broker name | THE MELTZER GROUP |
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| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3212700 |
| Policy instance | 1 |
| Insurance contract or identification number | 3212700 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $448,757 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 74268 ) |
| Policy contract number | 41153 |
| Policy instance | 2 |
| Insurance contract or identification number | 41153 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $70,307 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3212700 |
| Policy instance | 1 |
| Insurance contract or identification number | 3212700 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2003-01-01 | | Insurance policy end date | 2003-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $423,583 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 ) |
| Policy contract number | 41153 |
| Policy instance | 2 |
| Insurance contract or identification number | 41153 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2003-01-01 | | Insurance policy end date | 2003-12-31 | | Total amount of commissions paid to insurance broker | USD $6,428 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $73,464 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $4,831 | | Insurance broker organization code? | 3 | | Insurance broker name | JEMM GROUP INSURANCE INC |
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