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DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 401k Plan overview

Plan NameDEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE
Plan identification number 506

DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

EDISON ELECTRIC INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:EDISON ELECTRIC INSTITUTE
Employer identification number (EIN):130659550
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062015-01-15MARY MILLER MARY MILLER2016-10-11
5062014-01-15MARY MILLER MARY MILLER2015-10-11
5062013-01-15MARY MILLER MARY MILLER2014-08-29
5062012-01-15MARY MILLER MARY MILLER2014-08-29
5062011-01-15MARY MILLER MARY MILLER2014-08-29
5062009-01-15MARY MILLER MARY MILLER2014-08-29
5062008-01-15MARY MILLER MARY MILLER2014-08-29
5062007-01-15MARY MILLER MARY MILLER2014-08-29
5062006-01-15MARY MILLER MARY MILLER2014-08-29

Plan Statistics for DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

401k plan membership statisitcs for DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

Measure Date Value
2015: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2015 401k membership
Total participants, beginning-of-year2015-01-1590
Total number of active participants reported on line 7a of the Form 55002015-01-1560
Number of retired or separated participants receiving benefits2015-01-150
Number of other retired or separated participants entitled to future benefits2015-01-150
Total of all active and inactive participants2015-01-1560
2014: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2014 401k membership
Total participants, beginning-of-year2014-01-1592
Total number of active participants reported on line 7a of the Form 55002014-01-1590
Number of retired or separated participants receiving benefits2014-01-150
Number of other retired or separated participants entitled to future benefits2014-01-150
Total of all active and inactive participants2014-01-1590
2013: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2013 401k membership
Total participants, beginning-of-year2013-01-1590
Total number of active participants reported on line 7a of the Form 55002013-01-1592
Number of retired or separated participants receiving benefits2013-01-150
Number of other retired or separated participants entitled to future benefits2013-01-150
Total of all active and inactive participants2013-01-1592
2012: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2012 401k membership
Total participants, beginning-of-year2012-01-1585
Total number of active participants reported on line 7a of the Form 55002012-01-1590
Number of retired or separated participants receiving benefits2012-01-150
Number of other retired or separated participants entitled to future benefits2012-01-150
Total of all active and inactive participants2012-01-1590
2011: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2011 401k membership
Total participants, beginning-of-year2011-01-1558
Total number of active participants reported on line 7a of the Form 55002011-01-1585
Number of retired or separated participants receiving benefits2011-01-150
Number of other retired or separated participants entitled to future benefits2011-01-150
Total of all active and inactive participants2011-01-1585
2009: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2009 401k membership
Total participants, beginning-of-year2009-01-1551
Total number of active participants reported on line 7a of the Form 55002009-01-1558
Number of retired or separated participants receiving benefits2009-01-150
Number of other retired or separated participants entitled to future benefits2009-01-150
Total of all active and inactive participants2009-01-1558
2008: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2008 401k membership
Total participants, beginning-of-year2008-01-1544
Total number of active participants reported on line 7a of the Form 55002008-01-1551
Number of retired or separated participants receiving benefits2008-01-150
Number of other retired or separated participants entitled to future benefits2008-01-150
Total of all active and inactive participants2008-01-1551
2007: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2007 401k membership
Total participants, beginning-of-year2007-01-1543
Total number of active participants reported on line 7a of the Form 55002007-01-1544
Number of retired or separated participants receiving benefits2007-01-150
Number of other retired or separated participants entitled to future benefits2007-01-150
Total of all active and inactive participants2007-01-1544
2006: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2006 401k membership
Total participants, beginning-of-year2006-01-1544
Total number of active participants reported on line 7a of the Form 55002006-01-1543
Number of retired or separated participants receiving benefits2006-01-150
Number of other retired or separated participants entitled to future benefits2006-01-150
Total of all active and inactive participants2006-01-1543

Financial Data on DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

Measure Date Value
2016 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2016 401k financial data
Transfers to/from the plan2016-01-14$0
Total plan liabilities at end of year2016-01-14$0
Total plan liabilities at beginning of year2016-01-14$0
Total income from all sources2016-01-14$3
Expenses. Total of all expenses incurred2016-01-14$5,728
Benefits paid (including direct rollovers)2016-01-14$5,725
Total plan assets at end of year2016-01-14$0
Total plan assets at beginning of year2016-01-14$5,725
Value of fidelity bond covering the plan2016-01-14$10,000,000
Total contributions received or receivable from participants2016-01-14$0
Expenses. Other expenses not covered elsewhere2016-01-14$0
Contributions received from other sources (not participants or employers)2016-01-14$0
Other income received2016-01-14$3
Noncash contributions received2016-01-14$0
Net income (gross income less expenses)2016-01-14$-5,725
Net plan assets at end of year (total assets less liabilities)2016-01-14$0
Net plan assets at beginning of year (total assets less liabilities)2016-01-14$5,725
Total contributions received or receivable from employer(s)2016-01-14$0
Value of certain deemed distributions of participant loans2016-01-14$0
Value of corrective distributions2016-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-14$3
2015 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2015 401k financial data
Transfers to/from the plan2015-01-14$0
Total plan liabilities at end of year2015-01-14$0
Total plan liabilities at beginning of year2015-01-14$0
Total income from all sources2015-01-14$9
Expenses. Total of all expenses incurred2015-01-14$6,899
Benefits paid (including direct rollovers)2015-01-14$6,891
Total plan assets at end of year2015-01-14$5,725
Total plan assets at beginning of year2015-01-14$12,615
Value of fidelity bond covering the plan2015-01-14$10,000,000
Total contributions received or receivable from participants2015-01-14$0
Expenses. Other expenses not covered elsewhere2015-01-14$0
Contributions received from other sources (not participants or employers)2015-01-14$0
Other income received2015-01-14$9
Noncash contributions received2015-01-14$0
Net income (gross income less expenses)2015-01-14$-6,890
Net plan assets at end of year (total assets less liabilities)2015-01-14$5,725
Net plan assets at beginning of year (total assets less liabilities)2015-01-14$12,615
Total contributions received or receivable from employer(s)2015-01-14$0
Value of certain deemed distributions of participant loans2015-01-14$0
Value of corrective distributions2015-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-14$8
2014 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2014 401k financial data
Transfers to/from the plan2014-01-14$0
Total plan liabilities at end of year2014-01-14$0
Total plan liabilities at beginning of year2014-01-14$0
Total income from all sources2014-01-14$17
Expenses. Total of all expenses incurred2014-01-14$6,533
Benefits paid (including direct rollovers)2014-01-14$6,518
Total plan assets at end of year2014-01-14$12,615
Total plan assets at beginning of year2014-01-14$19,131
Value of fidelity bond covering the plan2014-01-14$10,000,000
Total contributions received or receivable from participants2014-01-14$0
Expenses. Other expenses not covered elsewhere2014-01-14$0
Contributions received from other sources (not participants or employers)2014-01-14$0
Other income received2014-01-14$17
Noncash contributions received2014-01-14$0
Net income (gross income less expenses)2014-01-14$-6,516
Net plan assets at end of year (total assets less liabilities)2014-01-14$12,615
Net plan assets at beginning of year (total assets less liabilities)2014-01-14$19,131
Total contributions received or receivable from employer(s)2014-01-14$0
Value of certain deemed distributions of participant loans2014-01-14$0
Value of corrective distributions2014-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-14$15
2013 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2013 401k financial data
Transfers to/from the plan2013-01-14$0
Total plan liabilities at end of year2013-01-14$0
Total plan liabilities at beginning of year2013-01-14$0
Total income from all sources2013-01-14$23
Expenses. Total of all expenses incurred2013-01-14$6,297
Benefits paid (including direct rollovers)2013-01-14$6,276
Total plan assets at end of year2013-01-14$19,131
Total plan assets at beginning of year2013-01-14$25,405
Value of fidelity bond covering the plan2013-01-14$10,000,000
Total contributions received or receivable from participants2013-01-14$0
Expenses. Other expenses not covered elsewhere2013-01-14$0
Contributions received from other sources (not participants or employers)2013-01-14$0
Other income received2013-01-14$23
Noncash contributions received2013-01-14$0
Net income (gross income less expenses)2013-01-14$-6,274
Net plan assets at end of year (total assets less liabilities)2013-01-14$19,131
Net plan assets at beginning of year (total assets less liabilities)2013-01-14$25,405
Total contributions received or receivable from employer(s)2013-01-14$0
Value of certain deemed distributions of participant loans2013-01-14$0
Value of corrective distributions2013-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-14$21
2012 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2012 401k financial data
Transfers to/from the plan2012-01-14$0
Total plan liabilities at end of year2012-01-14$0
Total plan liabilities at beginning of year2012-01-14$0
Total income from all sources2012-01-14$44
Expenses. Total of all expenses incurred2012-01-14$4,930
Benefits paid (including direct rollovers)2012-01-14$4,877
Total plan assets at end of year2012-01-14$25,405
Total plan assets at beginning of year2012-01-14$30,291
Value of fidelity bond covering the plan2012-01-14$10,000,000
Total contributions received or receivable from participants2012-01-14$0
Expenses. Other expenses not covered elsewhere2012-01-14$0
Contributions received from other sources (not participants or employers)2012-01-14$0
Other income received2012-01-14$44
Noncash contributions received2012-01-14$0
Net income (gross income less expenses)2012-01-14$-4,886
Net plan assets at end of year (total assets less liabilities)2012-01-14$25,405
Net plan assets at beginning of year (total assets less liabilities)2012-01-14$30,291
Total contributions received or receivable from employer(s)2012-01-14$0
Value of certain deemed distributions of participant loans2012-01-14$0
Value of corrective distributions2012-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-14$53
2011 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2011 401k financial data
Transfers to/from the plan2011-01-14$0
Total plan liabilities at end of year2011-01-14$0
Total plan liabilities at beginning of year2011-01-14$0
Total income from all sources2011-01-14$102
Expenses. Total of all expenses incurred2011-01-14$4,067
Benefits paid (including direct rollovers)2011-01-14$4,002
Total plan assets at end of year2011-01-14$30,291
Total plan assets at beginning of year2011-01-14$34,256
Value of fidelity bond covering the plan2011-01-14$10,000,000
Total contributions received or receivable from participants2011-01-14$0
Expenses. Other expenses not covered elsewhere2011-01-14$0
Contributions received from other sources (not participants or employers)2011-01-14$0
Other income received2011-01-14$102
Noncash contributions received2011-01-14$0
Net income (gross income less expenses)2011-01-14$-3,965
Net plan assets at end of year (total assets less liabilities)2011-01-14$30,291
Net plan assets at beginning of year (total assets less liabilities)2011-01-14$34,256
Total contributions received or receivable from employer(s)2011-01-14$0
Value of certain deemed distributions of participant loans2011-01-14$0
Value of corrective distributions2011-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-14$65
2010 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2010 401k financial data
Transfers to/from the plan2010-01-14$0
Total plan liabilities at end of year2010-01-14$0
Total plan liabilities at beginning of year2010-01-14$0
Total income from all sources2010-01-14$130
Expenses. Total of all expenses incurred2010-01-14$3,446
Benefits paid (including direct rollovers)2010-01-14$3,410
Total plan assets at end of year2010-01-14$34,256
Total plan assets at beginning of year2010-01-14$37,572
Value of fidelity bond covering the plan2010-01-14$10,000,000
Total contributions received or receivable from participants2010-01-14$0
Expenses. Other expenses not covered elsewhere2010-01-14$0
Contributions received from other sources (not participants or employers)2010-01-14$0
Other income received2010-01-14$130
Noncash contributions received2010-01-14$0
Net income (gross income less expenses)2010-01-14$-3,316
Net plan assets at end of year (total assets less liabilities)2010-01-14$34,256
Net plan assets at beginning of year (total assets less liabilities)2010-01-14$37,572
Total contributions received or receivable from employer(s)2010-01-14$0
Value of certain deemed distributions of participant loans2010-01-14$0
Value of corrective distributions2010-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-01-14$36
2009 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2009 401k financial data
Transfers to/from the plan2009-01-14$0
Total plan liabilities at end of year2009-01-14$0
Total plan liabilities at beginning of year2009-01-14$0
Total income from all sources2009-01-14$987
Expenses. Total of all expenses incurred2009-01-14$2,980
Benefits paid (including direct rollovers)2009-01-14$2,941
Total plan assets at end of year2009-01-14$37,572
Total plan assets at beginning of year2009-01-14$39,565
Value of fidelity bond covering the plan2009-01-14$10,000,000
Total contributions received or receivable from participants2009-01-14$0
Expenses. Other expenses not covered elsewhere2009-01-14$0
Contributions received from other sources (not participants or employers)2009-01-14$0
Other income received2009-01-14$987
Noncash contributions received2009-01-14$0
Net income (gross income less expenses)2009-01-14$-1,993
Net plan assets at end of year (total assets less liabilities)2009-01-14$37,572
Net plan assets at beginning of year (total assets less liabilities)2009-01-14$39,565
Total contributions received or receivable from employer(s)2009-01-14$0
Value of certain deemed distributions of participant loans2009-01-14$0
Value of corrective distributions2009-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-01-14$39
2008 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2008 401k financial data
Transfers to/from the plan2008-01-14$0
Total plan liabilities at end of year2008-01-14$0
Total plan liabilities at beginning of year2008-01-14$0
Total income from all sources2008-01-14$1,891
Expenses. Total of all expenses incurred2008-01-14$2,235
Benefits paid (including direct rollovers)2008-01-14$2,195
Total plan assets at end of year2008-01-14$39,565
Total plan assets at beginning of year2008-01-14$39,909
Value of fidelity bond covering the plan2008-01-14$1,000,000
Total contributions received or receivable from participants2008-01-14$0
Expenses. Other expenses not covered elsewhere2008-01-14$0
Contributions received from other sources (not participants or employers)2008-01-14$0
Other income received2008-01-14$1,891
Noncash contributions received2008-01-14$0
Net income (gross income less expenses)2008-01-14$-344
Net plan assets at end of year (total assets less liabilities)2008-01-14$39,565
Net plan assets at beginning of year (total assets less liabilities)2008-01-14$39,909
Total contributions received or receivable from employer(s)2008-01-14$0
Value of certain deemed distributions of participant loans2008-01-14$0
Value of corrective distributions2008-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-01-14$40
2007 : DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2007 401k financial data
Total plan liabilities at end of year2007-01-14$0
Total plan liabilities at beginning of year2007-01-14$0
Total income from all sources2007-01-14$1,822
Expenses. Total of all expenses incurred2007-01-14$2,754
Benefits paid (including direct rollovers)2007-01-14$2,714
Total plan assets at end of year2007-01-14$39,909
Total plan assets at beginning of year2007-01-14$40,841
Value of fidelity bond covering the plan2007-01-14$1,000,000
Total contributions received or receivable from participants2007-01-14$0
Expenses. Other expenses not covered elsewhere2007-01-14$0
Contributions received from other sources (not participants or employers)2007-01-14$0
Other income received2007-01-14$1,822
Noncash contributions received2007-01-14$0
Net income (gross income less expenses)2007-01-14$-932
Net plan assets at end of year (total assets less liabilities)2007-01-14$39,909
Net plan assets at beginning of year (total assets less liabilities)2007-01-14$40,841
Total contributions received or receivable from employer(s)2007-01-14$0
Value of certain deemed distributions of participant loans2007-01-14$0
Value of corrective distributions2007-01-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-01-14$40

Form 5500 Responses for DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

2015: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2015 form 5500 responses
2015-01-15Type of plan entitySingle employer plan
2015-01-15Submission has been amendedNo
2015-01-15This submission is the final filingNo
2015-01-15This return/report is a short plan year return/report (less than 12 months)No
2015-01-15Plan is a collectively bargained planNo
2015-01-15Plan funding arrangement – InsuranceYes
2015-01-15Plan funding arrangement – TrustYes
2015-01-15Plan benefit arrangement – InsuranceYes
2014: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2014 form 5500 responses
2014-01-15Type of plan entitySingle employer plan
2014-01-15Submission has been amendedNo
2014-01-15This submission is the final filingNo
2014-01-15This return/report is a short plan year return/report (less than 12 months)No
2014-01-15Plan is a collectively bargained planNo
2014-01-15Plan funding arrangement – InsuranceYes
2014-01-15Plan funding arrangement – TrustYes
2014-01-15Plan benefit arrangement – InsuranceYes
2013: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2013 form 5500 responses
2013-01-15Type of plan entitySingle employer plan
2013-01-15Submission has been amendedNo
2013-01-15This submission is the final filingNo
2013-01-15This return/report is a short plan year return/report (less than 12 months)No
2013-01-15Plan is a collectively bargained planNo
2013-01-15Plan funding arrangement – InsuranceYes
2013-01-15Plan funding arrangement – TrustYes
2013-01-15Plan benefit arrangement – InsuranceYes
2012: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2012 form 5500 responses
2012-01-15Type of plan entitySingle employer plan
2012-01-15Submission has been amendedNo
2012-01-15This submission is the final filingNo
2012-01-15This return/report is a short plan year return/report (less than 12 months)No
2012-01-15Plan is a collectively bargained planNo
2012-01-15Plan funding arrangement – InsuranceYes
2012-01-15Plan funding arrangement – TrustYes
2012-01-15Plan benefit arrangement – InsuranceYes
2011: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2011 form 5500 responses
2011-01-15Type of plan entitySingle employer plan
2011-01-15Submission has been amendedNo
2011-01-15This submission is the final filingNo
2011-01-15This return/report is a short plan year return/report (less than 12 months)No
2011-01-15Plan is a collectively bargained planNo
2011-01-15Plan funding arrangement – InsuranceYes
2011-01-15Plan funding arrangement – TrustYes
2011-01-15Plan benefit arrangement – InsuranceYes
2009: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2009 form 5500 responses
2009-01-15Type of plan entitySingle employer plan
2009-01-15Submission has been amendedNo
2009-01-15This submission is the final filingNo
2009-01-15This return/report is a short plan year return/report (less than 12 months)No
2009-01-15Plan is a collectively bargained planNo
2009-01-15Plan funding arrangement – InsuranceYes
2009-01-15Plan funding arrangement – TrustYes
2009-01-15Plan benefit arrangement – InsuranceYes
2008: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2008 form 5500 responses
2008-01-15Type of plan entitySingle employer plan
2008-01-15Submission has been amendedNo
2008-01-15This submission is the final filingNo
2008-01-15This return/report is a short plan year return/report (less than 12 months)No
2008-01-15Plan is a collectively bargained planNo
2008-01-15Plan funding arrangement – InsuranceYes
2008-01-15Plan funding arrangement – TrustYes
2008-01-15Plan benefit arrangement – InsuranceYes
2007: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2007 form 5500 responses
2007-01-15Type of plan entitySingle employer plan
2007-01-15Submission has been amendedNo
2007-01-15This submission is the final filingNo
2007-01-15This return/report is a short plan year return/report (less than 12 months)No
2007-01-15Plan is a collectively bargained planNo
2007-01-15Plan funding arrangement – InsuranceYes
2007-01-15Plan funding arrangement – TrustYes
2007-01-15Plan benefit arrangement – InsuranceYes
2006: DEPENDENT LIFE INSURANCE PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2006 form 5500 responses
2006-01-15Type of plan entitySingle employer plan
2006-01-15Submission has been amendedNo
2006-01-15This submission is the final filingNo
2006-01-15This return/report is a short plan year return/report (less than 12 months)No
2006-01-15Plan is a collectively bargained planNo
2006-01-15Plan funding arrangement – InsuranceYes
2006-01-15Plan funding arrangement – TrustYes
2006-01-15Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 2
Insurance contract or identification number293932
Number of Individuals Covered85
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $132
Total amount of fees paid to insurance companyUSD $33
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132
Amount paid for insurance broker fees33
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameC. T. HELLMUTH & ASSOCIATES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 1
Insurance contract or identification number293932
Number of Individuals Covered88
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $308
Total amount of fees paid to insurance companyUSD $77
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $308
Amount paid for insurance broker fees77
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameC. T. HELLMUTH & ASSOCIATES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 1
Insurance contract or identification number293932
Number of Individuals Covered95
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $336
Total amount of fees paid to insurance companyUSD $84
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $336
Amount paid for insurance broker fees84
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameC. T. HELLMUTH & ASSOCIATES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 1
Insurance contract or identification number293932
Number of Individuals Covered85
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $321
Total amount of fees paid to insurance companyUSD $80
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $321
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameC. T. HELLMUTH & ASSOCIATES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 1
Insurance contract or identification number293932
Number of Individuals Covered83
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $311
Total amount of fees paid to insurance companyUSD $125
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0002445
Policy instance 1
Insurance contract or identification number0002445
Number of Individuals Covered55
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $89
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0002445
Policy instance 1
Insurance contract or identification number0002445
Number of Individuals Covered60
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0002445
Policy instance 1
Insurance contract or identification number0002445
Number of Individuals Covered56
Insurance policy start date2008-09-01
Insurance policy end date2009-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0002445
Policy instance 1
Insurance contract or identification number0002445
Number of Individuals Covered50
Insurance policy start date2007-09-01
Insurance policy end date2008-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2445-G
Policy instance 1
Insurance contract or identification number2445-G
Number of Individuals Covered44
Insurance policy start date2006-09-01
Insurance policy end date2007-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2445-G
Policy instance 1
Insurance contract or identification number2445-G
Number of Individuals Covered44
Insurance policy start date2005-09-01
Insurance policy end date2006-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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