THE FLINCHBAUGH COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501)
| Measure | Date | Value |
|---|
| 2024 : THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $15,499 |
| Total plan liabilities at beginning of year | 2024-01-01 | $26,338 |
| Total income from all sources | 2024-01-01 | $440,172 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $489,964 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $175,845 |
| Total plan assets at end of year | 2024-01-01 | $75,818 |
| Total plan assets at beginning of year | 2024-01-01 | $136,449 |
| Value of fidelity bond covering the plan | 2024-01-01 | $100,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $63,061 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $190,632 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $3,440 |
| Net income (gross income less expenses) | 2024-01-01 | $-49,792 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $60,319 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $110,111 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $373,671 |
| Value of corrective distributions | 2024-01-01 | $123,649 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $-162 |
| 2023 : THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $26,338 |
| Total plan liabilities at beginning of year | 2023-12-31 | $71,174 |
| Total income from all sources | 2023-12-31 | $384,268 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $242,894 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $78,689 |
| Total plan assets at end of year | 2023-12-31 | $136,449 |
| Total plan assets at beginning of year | 2023-12-31 | $39,911 |
| Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $54,734 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $170,645 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $2,028 |
| Net income (gross income less expenses) | 2023-12-31 | $141,374 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $110,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-31,263 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $327,506 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $-6,440 |
| 2022 : THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $71,174 |
| Total plan liabilities at beginning of year | 2022-12-31 | $13,667 |
| Total income from all sources | 2022-12-31 | $332,111 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $447,144 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $232,319 |
| Total plan assets at end of year | 2022-12-31 | $39,911 |
| Total plan assets at beginning of year | 2022-12-31 | $97,437 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $68,282 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $164,129 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $24 |
| Net income (gross income less expenses) | 2022-12-31 | $-115,033 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-31,263 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $83,770 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $263,805 |
| Value of corrective distributions | 2022-12-31 | $49,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,530 |
| 2021 : THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $13,667 |
| Total plan liabilities at beginning of year | 2021-12-31 | $15,944 |
| Total income from all sources | 2021-12-31 | $313,665 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $230,515 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $80,248 |
| Total plan assets at end of year | 2021-12-31 | $97,437 |
| Total plan assets at beginning of year | 2021-12-31 | $16,564 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $80,782 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $142,542 |
| Other income received | 2021-12-31 | $163 |
| Net income (gross income less expenses) | 2021-12-31 | $83,150 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $83,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $620 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $232,720 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,725 |
| 2020 : THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $15,944 |
| Total plan liabilities at beginning of year | 2020-12-31 | $11,846 |
| Total income from all sources | 2020-12-31 | $344,058 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $408,489 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $173,763 |
| Total plan assets at end of year | 2020-12-31 | $16,564 |
| Total plan assets at beginning of year | 2020-12-31 | $76,897 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $65,572 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $148,322 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $136 |
| Net income (gross income less expenses) | 2020-12-31 | $-64,431 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $65,051 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $278,350 |
| Value of corrective distributions | 2020-12-31 | $78,043 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $8,361 |
| 2019 : THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $11,846 |
| Total plan liabilities at beginning of year | 2019-12-31 | $16,420 |
| Total income from all sources | 2019-12-31 | $383,366 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $337,467 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $116,203 |
| Total plan assets at end of year | 2019-12-31 | $76,897 |
| Total plan assets at beginning of year | 2019-12-31 | $35,572 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $96,412 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $148,216 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $225 |
| Net income (gross income less expenses) | 2019-12-31 | $45,899 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $65,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,152 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $286,729 |
| Value of corrective distributions | 2019-12-31 | $62,495 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,553 |
| 2018 : THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $16,420 |
| Total plan liabilities at beginning of year | 2018-12-31 | $38,282 |
| Total income from all sources | 2018-12-31 | $27,692 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $14,785 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,045 |
| Total plan assets at end of year | 2018-12-31 | $35,572 |
| Total plan assets at beginning of year | 2018-12-31 | $44,527 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $6,766 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $11,854 |
| Other income received | 2018-12-31 | $7 |
| Net income (gross income less expenses) | 2018-12-31 | $12,907 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $19,152 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,245 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $886 |
| 2023: THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan funding arrangement – Trust | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE FLINCHBAUGH COMPANY, INC. EMPLOYEE BENEFIT PLAN (501) 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | First time form 5500 has been submitted | Yes |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan funding arrangement – Trust | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | N/A |
| Policy instance | 3 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 1664 |
| Policy instance | 2 |
| Insurance contract or identification number | 1664 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $222 | | 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 | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-203424 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-203424 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 | No | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $157,409 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | N/A |
| Policy instance | 3 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 1664 |
| Policy instance | 2 |
| Insurance contract or identification number | 1664 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $199 | | 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 | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500307 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500307 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 | No | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $149,749 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500307 |
| Policy instance | 1 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 1664 |
| Policy instance | 2 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | N/A |
| Policy instance | 3 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | N/A |
| Policy instance | 3 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 1664 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500307 |
| Policy instance | 1 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 3233 |
| Policy instance | 2 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 1664 |
| Policy instance | 3 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 3233 |
| Policy instance | 2 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 1664 |
| Policy instance | 3 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0320242 |
| Policy instance | 4 |
| INTER-COUNTY HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 3233 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 1664 |
| Policy instance | 3 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0320242 |
| Policy instance | 4 |
