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
401k plan membership statisitcs for FABER, COE & GREGG INC. GROUP INSURANCE PLAN
Measure | Date | Value |
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2022: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 239 |
Total of all active and inactive participants | 2022-01-01 | 239 |
Total participants | 2022-01-01 | 239 |
2021: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 254 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 282 |
Total of all active and inactive participants | 2021-01-01 | 282 |
Total participants | 2021-01-01 | 282 |
2020: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 254 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 254 |
Total of all active and inactive participants | 2020-01-01 | 254 |
Total participants | 2020-01-01 | 254 |
2019: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 407 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 445 |
Total of all active and inactive participants | 2019-01-01 | 445 |
Total participants | 2019-01-01 | 445 |
2018: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 428 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 407 |
Total of all active and inactive participants | 2018-01-01 | 407 |
Total participants | 2018-01-01 | 407 |
2017: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 425 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 428 |
Total of all active and inactive participants | 2017-01-01 | 428 |
Total participants | 2017-01-01 | 428 |
2016: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 454 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 425 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 425 |
Total participants | 2016-01-01 | 425 |
2015: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 441 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 454 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 454 |
2014: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
2013: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 442 |
Total of all active and inactive participants | 2013-01-01 | 0 |
2012: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 324 |
Total of all active and inactive participants | 2012-01-01 | 0 |
2011: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 203 |
Total of all active and inactive participants | 2011-01-01 | 0 |
2009: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 202 |
Total of all active and inactive participants | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2022 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
2022: FABER, COE & GREGG INC. GROUP INSURANCE PLAN 2022 form 5500 responses |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 | 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 | Commission paid to Insurance Broker | USD $86,922 | Insurance broker organization code? | 3 |
|
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 | Commission paid to Insurance Broker | USD $5,097 | Insurance broker organization code? | 3 |
|
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 | 190 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $76,555 | 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 | Commission paid to Insurance Broker | USD $76,555 | Insurance broker organization code? | 3 |
|
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 | 282 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $3,963 | 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 | Commission paid to Insurance Broker | USD $3,963 | Insurance broker organization code? | 3 |
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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 | 160 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $8,064,071 | 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 | Commission paid to Insurance Broker | USD $80,641 | Insurance broker organization code? | 3 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5958126 |
Policy instance | 1 |
Insurance contract or identification number | 5958126 | Number of Individuals Covered | 254 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $4,716 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,716 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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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 | 257 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $107,050 | 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 | Commission paid to Insurance Broker | USD $107,050 | Insurance broker organization code? | 3 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5958126 |
Policy instance | 1 |
Insurance contract or identification number | 5958126 | Number of Individuals Covered | 445 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $4,769 | Total amount of fees paid to insurance company | USD $12 | 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 | Commission paid to Insurance Broker | USD $4,769 | Amount paid for insurance broker fees | 12 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 235212 |
Policy instance | 1 |
Insurance contract or identification number | 235212 | Number of Individuals Covered | 407 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $6,194 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,194 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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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 | 238 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $84,653 | 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 | 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 | Commission paid to Insurance Broker | USD $4,982 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 235212 |
Policy instance | 1 |
Insurance contract or identification number | 235212 | Number of Individuals Covered | 428 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $6,218 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,218 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | ALLEN AND STULTS CO |
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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 | 231 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $78,835 | 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 | 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 | Commission paid to Insurance Broker | USD $75,336 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | MERITAIN HEALTH INC |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 235212 |
Policy instance | 1 |
Insurance contract or identification number | 235212 | Number of Individuals Covered | 454 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $5,354 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,354 | Insurance broker organization code? | 3 | Insurance broker name | ALLEN AND STULTS CO |
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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 | 208 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $75,447 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $67,393 | Insurance broker organization code? | 3 | Insurance broker name | MERITAIN HEALTH INC |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 235212 |
Policy instance | 2 |
Insurance contract or identification number | 235212 | Number of Individuals Covered | 185 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $56,688 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $56,688 | Insurance broker organization code? | 3 | Insurance broker name | ALLEN AND STULTS CO |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 235212 |
Policy instance | 1 |
Insurance contract or identification number | 235212 | Number of Individuals Covered | 441 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,790 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,790 | Insurance broker organization code? | 3 | Insurance broker name | ALLEN AND STULTS CO |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 648159 |
Policy instance | 1 |
Insurance contract or identification number | 648159 | Number of Individuals Covered | 396 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,058 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,058 | Insurance broker organization code? | 3 | Insurance broker name | ALLEN AND STULTS CO |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05732021 |
Policy instance | 1 |
Insurance contract or identification number | TM05732021 | Number of Individuals Covered | 442 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Additional information about fees paid to insurance broker | 3 | Insurance broker name | METROPOLITAN LIFE INSURANCE COMPANY |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05732021 |
Policy instance | 1 |
Insurance contract or identification number | TM05732021 | Number of Individuals Covered | 442 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05732021 |
Policy instance | 1 |
Insurance contract or identification number | TM05732021 | Number of Individuals Covered | 203 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,493 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $13,596 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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