COLGATE-PALMOLIVE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES
401k plan membership statisitcs for COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES
| Measure | Date | Value |
|---|
| 2022: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 6,946 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4,892 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2,356 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 7,248 |
| 2021: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7,056 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,714 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2,232 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 6,946 |
| 2020: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 7,617 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4,890 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2,166 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 7,056 |
| 2019: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 7,638 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4,741 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2,876 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 7,617 |
| 2018: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6,819 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4,860 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2,778 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 7,638 |
| 2017: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6,954 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,918 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1,901 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 6,819 |
| 2016: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6,823 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5,209 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1,745 |
| 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 | 6,954 |
| 2015: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6,836 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5,210 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1,613 |
| 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 | 6,823 |
| 2014: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6,945 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5,258 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1,578 |
| 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 | 6,836 |
| 2013: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6,912 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5,375 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1,570 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 6,945 |
| 2012: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6,737 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5,373 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1,539 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 6,912 |
| 2011: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7,079 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,451 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1,286 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 6,737 |
| 2009: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6,984 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5,772 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1,421 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 7,193 |
| 2022: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 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 | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 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 | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 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 | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 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 | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 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 | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 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 | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 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 | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON VEBA-FUNDED RETIREES 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 804019G |
| Policy instance | 1 |
| Insurance contract or identification number | 804019G | | Number of Individuals Covered | 12918 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $186,864 | | Total amount of fees paid to insurance company | USD $156,180 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,353,877 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $186,864 | | Amount paid for insurance broker fees | 156180 | | Additional information about fees paid to insurance broker | BONUS PAID | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 804019G |
| Policy instance | 1 |
| Insurance contract or identification number | 804019G | | Number of Individuals Covered | 12655 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $207,335 | | Total amount of fees paid to insurance company | USD $96,842 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,096,293 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $207,335 | | Amount paid for insurance broker fees | 96842 | | Additional information about fees paid to insurance broker | BONUS PAID | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 804019G |
| Policy instance | 1 |
| Insurance contract or identification number | 804019G | | Number of Individuals Covered | 7056 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $195,906 | | Total amount of fees paid to insurance company | USD $134,975 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,582,011 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $195,906 | | Amount paid for insurance broker fees | 134975 | | Additional information about fees paid to insurance broker | BONUS PAID | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 654092 |
| Policy instance | 1 |
| Insurance contract or identification number | 654092 | | Number of Individuals Covered | 7617 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $148,733 | | Total amount of fees paid to insurance company | USD $31,261 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,586,069 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $148,733 | | Amount paid for insurance broker fees | 31261 | | Additional information about fees paid to insurance broker | GI Q4 2018 BONUS | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 654092 |
| Policy instance | 1 |
| Insurance contract or identification number | 654092 | | Number of Individuals Covered | 5855 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $184,853 | | Total amount of fees paid to insurance company | USD $140,430 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,671,754 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $184,853 | | Amount paid for insurance broker fees | 35028 | | Additional information about fees paid to insurance broker | GI Q2 2018 BONUS | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 654092 |
| Policy instance | 1 |
| Insurance contract or identification number | 654092 | | Number of Individuals Covered | 9719 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $214,089 | | Total amount of fees paid to insurance company | USD $143,903 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,212,060 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $214,089 | | Amount paid for insurance broker fees | 108528 | | Additional information about fees paid to insurance broker | GI 2017 BONUS - NEW BUSINESS | | Insurance broker organization code? | 3 | | Insurance broker name | PACIFIC RESOURCES BENEFITS ADVISORS |
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