FABER COE AND GREGG INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FABER, COE & GREGG INC. GROUP INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2023 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $3,113,685 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,136,768 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $3,136,768 |
| Total plan assets at end of year | 2023-12-31 | $334,828 |
| Total plan assets at beginning of year | 2023-12-31 | $357,911 |
| Total contributions received or receivable from participants | 2023-12-31 | $446,179 |
| Net income (gross income less expenses) | 2023-12-31 | $-23,083 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $334,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $357,911 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $2,667,506 |
| 2022 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $3,923,919 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,821,007 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,821,007 |
| Total plan assets at end of year | 2022-12-31 | $357,911 |
| Total plan assets at beginning of year | 2022-12-31 | $254,999 |
| Total contributions received or receivable from participants | 2022-12-31 | $546,004 |
| Net income (gross income less expenses) | 2022-12-31 | $102,912 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $357,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $254,999 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $3,377,915 |
| 2021 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $3,680,896 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,710,896 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,710,896 |
| Total plan assets at end of year | 2021-12-31 | $255,000 |
| Total plan assets at beginning of year | 2021-12-31 | $285,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $610,645 |
| Net income (gross income less expenses) | 2021-12-31 | $-30,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $255,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $285,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $3,070,251 |
| 2020 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $4,250,632 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,350,631 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,350,631 |
| Total plan assets at end of year | 2020-12-31 | $285,000 |
| Total plan assets at beginning of year | 2020-12-31 | $384,999 |
| Total contributions received or receivable from participants | 2020-12-31 | $720,401 |
| Net income (gross income less expenses) | 2020-12-31 | $-99,999 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $285,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $384,999 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $3,530,231 |
| 2019 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $4,533,175 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,443,175 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,443,175 |
| Total plan assets at end of year | 2019-12-31 | $385,000 |
| Total plan assets at beginning of year | 2019-12-31 | $295,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $653,064 |
| Net income (gross income less expenses) | 2019-12-31 | $90,000 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $385,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $295,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $3,880,111 |
| 2018 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $4,011,416 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,012,815 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $4,012,815 |
| Total plan assets at end of year | 2018-12-31 | $295,000 |
| Total plan assets at beginning of year | 2018-12-31 | $296,399 |
| Total contributions received or receivable from participants | 2018-12-31 | $662,095 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,399 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $295,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $296,399 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $3,349,321 |
| 2017 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,045,755 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,979,621 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,979,621 |
| Total plan assets at end of year | 2017-12-31 | $296,399 |
| Total plan assets at beginning of year | 2017-12-31 | $230,265 |
| Total contributions received or receivable from participants | 2017-12-31 | $411,755 |
| Net income (gross income less expenses) | 2017-12-31 | $66,134 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $296,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $230,265 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $2,634,000 |
| 2016 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,420,491 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,449,270 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,449,270 |
| Total plan assets at end of year | 2016-12-31 | $230,265 |
| Total plan assets at beginning of year | 2016-12-31 | $259,044 |
| Total contributions received or receivable from participants | 2016-12-31 | $384,491 |
| Net income (gross income less expenses) | 2016-12-31 | $-28,779 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $230,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $259,044 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $2,036,000 |
| 2015 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $2,511,385 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,527,341 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,527,341 |
| Total plan assets at end of year | 2015-12-31 | $259,044 |
| Total plan assets at beginning of year | 2015-12-31 | $275,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $615,100 |
| Net income (gross income less expenses) | 2015-12-31 | $-15,956 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $259,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $275,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,896,285 |
| 2014 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $2,166,541 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,234,268 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,234,268 |
| Total plan assets at end of year | 2014-12-31 | $275,000 |
| Total plan assets at beginning of year | 2014-12-31 | $342,727 |
| Total contributions received or receivable from participants | 2014-12-31 | $349,740 |
| Net income (gross income less expenses) | 2014-12-31 | $-67,727 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $275,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $342,727 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,816,801 |
| 2013 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,986,596 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,943,869 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,943,869 |
| Total plan assets at end of year | 2013-12-31 | $342,727 |
| Total plan assets at beginning of year | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $352,996 |
| Net income (gross income less expenses) | 2013-12-31 | $42,727 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $342,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $300,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,633,600 |
| 2012 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,828,012 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,978,012 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,978,012 |
| Total plan assets at end of year | 2012-12-31 | $300,000 |
| Total plan assets at beginning of year | 2012-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $354,418 |
| Net income (gross income less expenses) | 2012-12-31 | $-150,000 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $300,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $450,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,473,594 |
| 2011 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $2,221,442 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,158,933 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,158,933 |
| Total plan assets at end of year | 2011-12-31 | $450,000 |
| Total plan assets at beginning of year | 2011-12-31 | $387,491 |
| Total contributions received or receivable from participants | 2011-12-31 | $316,315 |
| Net income (gross income less expenses) | 2011-12-31 | $62,509 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $450,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $387,491 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $1,905,127 |
| 2010 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $2,579,615 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,457,809 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,457,809 |
| Total plan assets at end of year | 2010-12-31 | $387,491 |
| Total plan assets at beginning of year | 2010-12-31 | $265,685 |
| Total contributions received or receivable from participants | 2010-12-31 | $282,616 |
| Net income (gross income less expenses) | 2010-12-31 | $121,806 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $387,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $265,685 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $2,296,999 |
| 2023: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| Insurance contract or identification number | 235030 | | Number of Individuals Covered | 233 | | Insurance policy start date | 2023-03-01 | | Insurance policy end date | 2024-02-28 | | Total amount of commissions paid to insurance broker | USD $61,027 | | 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 | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | 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 number | TM05958126 |
| Policy instance | 1 |
| Insurance contract or identification number | TM05958126 | | Number of Individuals Covered | 286 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $1,485 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| Insurance contract or identification number | 235030 | | Number of Individuals Covered | 239 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Total amount of commissions paid to insurance broker | USD $86,922 | | 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 | | 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 number | TM05958126 |
| Policy instance | 1 |
| Insurance contract or identification number | TM05958126 | | Number of Individuals Covered | 441 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $5,097 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05958126 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5958126 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5958126 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235212 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235212 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235212 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235030 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235212 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235212 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 648159 |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05732021 |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05732021 |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05732021 |
| Policy instance | 1 |
