CLYDE N LATTIMER & SON INSURANCE PL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC.
401k plan membership statisitcs for CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC.
Measure | Date | Value |
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2020: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
2019: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 5 |
2018: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 5 |
2017: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 4 |
2016: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
Total of all active and inactive participants | 2016-09-01 | 6 |
Measure | Date | Value |
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2020 : CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $35,864 |
Expenses. Total of all expenses incurred | 2020-12-31 | $41,717 |
Benefits paid (including direct rollovers) | 2020-12-31 | $40,014 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $5,853 |
Net income (gross income less expenses) | 2020-12-31 | $-5,853 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,853 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $35,864 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,703 |
2019 : CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $45,998 |
Expenses. Total of all expenses incurred | 2019-12-31 | $43,314 |
Benefits paid (including direct rollovers) | 2019-12-31 | $48,495 |
Total plan assets at end of year | 2019-12-31 | $5,853 |
Total plan assets at beginning of year | 2019-12-31 | $3,169 |
Net income (gross income less expenses) | 2019-12-31 | $2,684 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,169 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $45,998 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $-5,181 |
2018 : CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $41,609 |
Expenses. Total of all expenses incurred | 2018-12-31 | $42,468 |
Benefits paid (including direct rollovers) | 2018-12-31 | $32,636 |
Total plan assets at end of year | 2018-12-31 | $3,169 |
Total plan assets at beginning of year | 2018-12-31 | $4,028 |
Net income (gross income less expenses) | 2018-12-31 | $-859 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,169 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,028 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $41,609 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,832 |
2017 : CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $41,887 |
Expenses. Total of all expenses incurred | 2017-12-31 | $44,631 |
Benefits paid (including direct rollovers) | 2017-12-31 | $38,470 |
Total plan assets at end of year | 2017-12-31 | $4,028 |
Total plan assets at beginning of year | 2017-12-31 | $6,772 |
Net income (gross income less expenses) | 2017-12-31 | $-2,744 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,028 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,772 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $41,887 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,161 |
2016 : CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $23,594 |
Expenses. Total of all expenses incurred | 2016-12-31 | $16,822 |
Benefits paid (including direct rollovers) | 2016-12-31 | $20,630 |
Total plan assets at end of year | 2016-12-31 | $6,772 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $6,772 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,772 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $23,594 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $-3,808 |
2020: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 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 | Yes |
2020-01-01 | This submission is the final filing | Yes |
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 benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 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 funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 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 funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 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 funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CLYDE N LATTIMER & SON CONSTRUCTION CO. , INC. 2016 form 5500 responses |
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2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan funding arrangement – Trust | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement - Trust | Yes |
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | DQ59 |
Policy instance | 1 |
Insurance contract or identification number | DQ59 | Number of Individuals Covered | 2 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $9 | 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 | 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 $504 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $9 | Insurance broker organization code? | 3 |
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AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 ) |
Policy contract number | 1887290001 |
Policy instance | 2 |
Insurance contract or identification number | 1887290001 | Number of Individuals Covered | 2 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,507 | 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 | 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 $39,510 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $1,507 | Insurance broker organization code? | 3 |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | DQ59 |
Policy instance | 1 |
Insurance contract or identification number | DQ59 | Number of Individuals Covered | 2 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $154 | 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 | 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 $636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $154 | Insurance broker organization code? | 3 |
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AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 ) |
Policy contract number | 1887290001 |
Policy instance | 2 |
Insurance contract or identification number | 1887290001 | Number of Individuals Covered | 5 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,482 | 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 | 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 $47,860 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $2,482 | Insurance broker organization code? | 3 |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | DQ59 |
Policy instance | 1 |
Insurance contract or identification number | DQ59 | Number of Individuals Covered | 5 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $41 | 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 | 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 $523 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $41 | Insurance broker organization code? | 3 |
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AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 ) |
Policy contract number | 1887290001 |
Policy instance | 2 |
Insurance contract or identification number | 1887290001 | Number of Individuals Covered | 5 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,476 | 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 | 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 $32,113 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $1,476 | Insurance broker organization code? | 3 |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | DQ59 |
Policy instance | 1 |
Insurance contract or identification number | DQ59 | Number of Individuals Covered | 34 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $41 | 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 | 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 $797 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $41 | Insurance broker organization code? | 3 | Insurance broker name | BENECO |
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AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 ) |
Policy contract number | 1887290001 |
Policy instance | 2 |
Insurance contract or identification number | 1887290001 | Number of Individuals Covered | 34 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,136 | 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 | 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 $37,673 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $2,136 | Insurance broker organization code? | 3 | Insurance broker name | BENECO |
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