CA, INC. has sponsored the creation of one or more 401k plans.
Additional information about CA, INC.
Submission information for form 5500 for 401k plan CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN
401k plan membership statisitcs for CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN
Measure | Date | Value |
---|
2018: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
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 | 0 |
2017: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 24 |
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 | 24 |
2016: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 23 |
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 | 23 |
2015: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 26 |
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 | 26 |
2014: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 40 |
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 | 33 |
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 | 33 |
2013: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 40 |
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 | 40 |
2012: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 32 |
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 | 32 |
2011: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 38 |
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 | 38 |
Measure | Date | Value |
---|
2017 : CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $55,238 |
Expenses. Total of all expenses incurred | 2017-12-31 | $76,635 |
Benefits paid (including direct rollovers) | 2017-12-31 | $69,584 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $21,397 |
Total contributions received or receivable from participants | 2017-12-31 | $55,238 |
Net income (gross income less expenses) | 2017-12-31 | $-21,397 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $21,397 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,051 |
2016 : CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $66,452 |
Expenses. Total of all expenses incurred | 2016-12-31 | $414,398 |
Benefits paid (including direct rollovers) | 2016-12-31 | $300,432 |
Total plan assets at end of year | 2016-12-31 | $21,397 |
Total plan assets at beginning of year | 2016-12-31 | $369,343 |
Total contributions received or receivable from participants | 2016-12-31 | $51,135 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $113,966 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $10,045 |
Other income received | 2016-12-31 | $5,272 |
Net income (gross income less expenses) | 2016-12-31 | $-347,946 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $21,397 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $369,343 |
2015 : CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $122,027 |
Expenses. Total of all expenses incurred | 2015-12-31 | $458,663 |
Benefits paid (including direct rollovers) | 2015-12-31 | $342,172 |
Total plan assets at end of year | 2015-12-31 | $369,343 |
Total plan assets at beginning of year | 2015-12-31 | $705,979 |
Total contributions received or receivable from participants | 2015-12-31 | $67,985 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $116,491 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $49,514 |
Other income received | 2015-12-31 | $4,528 |
Net income (gross income less expenses) | 2015-12-31 | $-336,636 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $369,343 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $705,979 |
2014 : CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $170,467 |
Expenses. Total of all expenses incurred | 2014-12-31 | $464,138 |
Benefits paid (including direct rollovers) | 2014-12-31 | $464,138 |
Total plan assets at end of year | 2014-12-31 | $705,979 |
Total plan assets at beginning of year | 2014-12-31 | $999,650 |
Total contributions received or receivable from participants | 2014-12-31 | $96,942 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $24,830 |
Other income received | 2014-12-31 | $16,110 |
Net income (gross income less expenses) | 2014-12-31 | $-293,671 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $705,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $999,650 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $32,585 |
2013 : CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $596,152 |
Expenses. Total of all expenses incurred | 2013-12-31 | $280,339 |
Benefits paid (including direct rollovers) | 2013-12-31 | $280,339 |
Total plan assets at end of year | 2013-12-31 | $999,650 |
Total plan assets at beginning of year | 2013-12-31 | $683,837 |
Total contributions received or receivable from participants | 2013-12-31 | $232,336 |
Other income received | 2013-12-31 | $12,498 |
Net income (gross income less expenses) | 2013-12-31 | $315,813 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $999,650 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $683,837 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $351,318 |
2012 : CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $254,071 |
Expenses. Total of all expenses incurred | 2012-12-31 | $591,558 |
Benefits paid (including direct rollovers) | 2012-12-31 | $591,558 |
Total plan assets at end of year | 2012-12-31 | $683,837 |
Total plan assets at beginning of year | 2012-12-31 | $1,021,324 |
Total contributions received or receivable from participants | 2012-12-31 | $151,931 |
Other income received | 2012-12-31 | $39,590 |
Net income (gross income less expenses) | 2012-12-31 | $-337,487 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $683,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,021,324 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $62,550 |
2011 : CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $1,692,476 |
Expenses. Total of all expenses incurred | 2011-12-31 | $671,151 |
Benefits paid (including direct rollovers) | 2011-12-31 | $671,151 |
Total plan assets at end of year | 2011-12-31 | $1,021,324 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $116,501 |
Other income received | 2011-12-31 | $12,691 |
Net income (gross income less expenses) | 2011-12-31 | $1,021,325 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,021,324 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $1,563,284 |
2018: CA, INC. POST-TERMINATION/RETIREE HEALTH 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 | Yes |
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: CA, INC. POST-TERMINATION/RETIREE HEALTH 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 funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CA, INC. POST-TERMINATION/RETIREE HEALTH 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 funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 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 | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 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 | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 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 | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 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 | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CA, INC. POST-TERMINATION/RETIREE HEALTH PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
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 | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 2498836,3206288 |
Policy instance | 1 |
Insurance contract or identification number | 2498836,3206288 | Number of Individuals Covered | 24 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | 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? | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $129,120 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 2498836,3206288 |
Policy instance | 1 |
Insurance contract or identification number | 2498836,3206288 | Number of Individuals Covered | 24 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $115,260 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 2498836,3206288 |
Policy instance | 1 |
Insurance contract or identification number | 2498836,3206288 | Number of Individuals Covered | 26 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $109,983 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 2498836,3206288 |
Policy instance | 1 |
Insurance contract or identification number | 2498836,3206288 | Number of Individuals Covered | 33 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $116,294 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 2498836,3026288 |
Policy instance | 1 |
Insurance contract or identification number | 2498836,3026288 | Number of Individuals Covered | 44 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $6,208 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $83,524 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 6208 | Additional information about fees paid to insurance broker | GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 2498836,3026288 |
Policy instance | 1 |
Insurance contract or identification number | 2498836,3026288 | Number of Individuals Covered | 52 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,045 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $48,176 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8045 | Additional information about fees paid to insurance broker | GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 2498836,3026288 |
Policy instance | 1 |
Insurance contract or identification number | 2498836,3026288 | Number of Individuals Covered | 57 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $9,581 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $77,910 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|