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PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 401k Plan overview

Plan NamePAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN
Plan identification number 501

PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

PAIGE ELECTRIC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PAIGE ELECTRIC CORPORATION
Employer identification number (EIN):223148731
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01WILLIAM VRANEK2023-05-25
5012020-09-01WILLIAM VRANEK2022-06-09
5012019-09-01WILLIAM VRANEK2021-06-15
5012018-09-01
5012017-09-01
5012016-09-01
5012015-09-01WILLIAM WATKINS
5012014-09-01WILLIAM WATKINS
5012013-09-01WILLIAM WATKINS
5012012-09-01WILLIAM WATKINS
5012011-09-01WILLIAM WATKINS
5012009-09-01WILLIAM WATKINS
5012008-09-01JAMES DECKER
5012007-09-01JAMES DECKER
5012006-09-01JAMES DECKER

Plan Statistics for PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN

401k plan membership statisitcs for PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN

Measure Date Value
2021: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01104
Total number of active participants reported on line 7a of the Form 55002021-09-01120
Number of retired or separated participants receiving benefits2021-09-012
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-01122
2020: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01111
Total number of active participants reported on line 7a of the Form 55002020-09-01104
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-01104
2019: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01101
Total number of active participants reported on line 7a of the Form 55002019-09-01111
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-01111
2018: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01108
Total number of active participants reported on line 7a of the Form 55002018-09-01101
Total of all active and inactive participants2018-09-01101
Total participants2018-09-01101
2017: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01113
Total number of active participants reported on line 7a of the Form 55002017-09-01108
Total of all active and inactive participants2017-09-01108
Total participants2017-09-01108
2016: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01106
Total number of active participants reported on line 7a of the Form 55002016-09-01113
Total of all active and inactive participants2016-09-01113
Total participants2016-09-01113
2015: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01100
Total number of active participants reported on line 7a of the Form 55002015-09-01106
Total of all active and inactive participants2015-09-01106
Total participants2015-09-01106
2014: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01102
Total number of active participants reported on line 7a of the Form 55002014-09-01100
Total of all active and inactive participants2014-09-01100
Total participants2014-09-01100
2013: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01101
Total number of active participants reported on line 7a of the Form 55002013-09-01102
Total of all active and inactive participants2013-09-01102
Total participants2013-09-01102
2012: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01101
Total number of active participants reported on line 7a of the Form 55002012-09-01101
Total of all active and inactive participants2012-09-01101
Total participants2012-09-01101
2011: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01102
Total number of active participants reported on line 7a of the Form 55002011-09-01101
Total of all active and inactive participants2011-09-01101
Total participants2011-09-01101
2009: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01106
Total number of active participants reported on line 7a of the Form 55002009-09-01105
Total of all active and inactive participants2009-09-01105
Total participants2009-09-01105
2008: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2008 401k membership
Total participants, beginning-of-year2008-09-01128
Total number of active participants reported on line 7a of the Form 55002008-09-01106
Number of retired or separated participants receiving benefits2008-09-010
Number of other retired or separated participants entitled to future benefits2008-09-010
Total of all active and inactive participants2008-09-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-09-010
Total participants2008-09-01106
Number of participants with account balances2008-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-09-010
2007: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2007 401k membership
Total participants, beginning-of-year2007-09-01112
Total number of active participants reported on line 7a of the Form 55002007-09-01128
Number of retired or separated participants receiving benefits2007-09-010
Number of other retired or separated participants entitled to future benefits2007-09-010
Total of all active and inactive participants2007-09-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-09-010
Total participants2007-09-01128
Number of participants with account balances2007-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-09-010
2006: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2006 401k membership
Total number of active participants reported on line 7a of the Form 55002006-09-01112
Number of retired or separated participants receiving benefits2006-09-010
Number of other retired or separated participants entitled to future benefits2006-09-010
Total of all active and inactive participants2006-09-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-09-010
Total participants2006-09-01112
Number of participants with account balances2006-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-09-010

Financial Data on PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN

Measure Date Value
2019 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$13,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$13,000
Total income from all sources (including contributions)2019-08-31$2,410,583
Total of all expenses incurred2019-08-31$2,217,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$2,086,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$2,410,583
Value of total assets at end of year2019-08-31$266,916
Value of total assets at beginning of year2019-08-31$73,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$131,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Administrative expenses professional fees incurred2019-08-31$13,250
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$260,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$253,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$60,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$13,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$13,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$192,815
Value of net assets at end of year (total assets less liabilities)2019-08-31$253,666
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$60,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$628,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$2,150,261
Employer contributions (assets) at end of year2019-08-31$13,250
Employer contributions (assets) at beginning of year2019-08-31$13,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,457,977
Contract administrator fees2019-08-31$118,204
Did the plan have assets held for investment2019-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31WITHUMSMITH+BROWN
Accountancy firm EIN2019-08-31222027092
2018 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$13,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$12,600
Total income from all sources (including contributions)2018-08-31$2,055,192
Total of all expenses incurred2018-08-31$2,019,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$1,848,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$2,055,192
Value of total assets at end of year2018-08-31$73,851
Value of total assets at beginning of year2018-08-31$38,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$171,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Administrative expenses professional fees incurred2018-08-31$13,000
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$297,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$60,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$25,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$13,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$12,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$35,421
Value of net assets at end of year (total assets less liabilities)2018-08-31$60,851
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$25,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$641,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$1,757,228
Employer contributions (assets) at end of year2018-08-31$13,000
Employer contributions (assets) at beginning of year2018-08-31$12,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$1,206,087
Contract administrator fees2018-08-31$158,743
Did the plan have assets held for investment2018-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31WITHUMSMITH+BROWN
Accountancy firm EIN2018-08-31222027092
2017 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$12,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$12,600
Total income from all sources (including contributions)2017-08-31$1,911,193
Total of all expenses incurred2017-08-31$1,909,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$1,787,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,911,193
Value of total assets at end of year2017-08-31$38,030
Value of total assets at beginning of year2017-08-31$36,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$121,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Administrative expenses professional fees incurred2017-08-31$12,600
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$255,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$25,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$23,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$12,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$12,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$1,961
Value of net assets at end of year (total assets less liabilities)2017-08-31$25,430
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$23,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$653,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$1,655,308
Employer contributions (assets) at end of year2017-08-31$12,600
Employer contributions (assets) at beginning of year2017-08-31$12,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$1,133,484
Contract administrator fees2017-08-31$109,170
Did the plan have assets held for investment2017-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31WITHUMSMITHBROWN
Accountancy firm EIN2017-08-31222027092
2016 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$12,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$12,000
Total income from all sources (including contributions)2016-08-31$2,131,172
Total of all expenses incurred2016-08-31$2,118,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,993,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$2,131,172
Value of total assets at end of year2016-08-31$36,069
Value of total assets at beginning of year2016-08-31$23,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$124,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Administrative expenses professional fees incurred2016-08-31$12,600
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$207,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$23,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$11,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$12,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$12,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$12,358
Value of net assets at end of year (total assets less liabilities)2016-08-31$23,469
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$11,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$541,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$1,923,348
Employer contributions (assets) at end of year2016-08-31$12,600
Employer contributions (assets) at beginning of year2016-08-31$12,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,452,217
Contract administrator fees2016-08-31$112,310
Did the plan have assets held for investment2016-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31WITHUMSMITHBROWN
Accountancy firm EIN2016-08-31222027092
2015 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$12,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$11,550
Total income from all sources (including contributions)2015-08-31$1,873,426
Total of all expenses incurred2015-08-31$1,870,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,752,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,873,426
Value of total assets at end of year2015-08-31$23,111
Value of total assets at beginning of year2015-08-31$19,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$117,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Administrative expenses professional fees incurred2015-08-31$12,000
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$181,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$11,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$7,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$11,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$3,215
Value of net assets at end of year (total assets less liabilities)2015-08-31$11,111
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$7,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$474,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$1,692,057
Employer contributions (assets) at end of year2015-08-31$12,000
Employer contributions (assets) at beginning of year2015-08-31$11,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$1,278,413
Contract administrator fees2015-08-31$105,499
Did the plan have assets held for investment2015-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31WITHUMSMITHBROWN
Accountancy firm EIN2015-08-31222027092
2014 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$11,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$11,000
Total income from all sources (including contributions)2014-08-31$1,740,982
Total of all expenses incurred2014-08-31$1,795,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,704,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,740,982
Value of total assets at end of year2014-08-31$19,446
Value of total assets at beginning of year2014-08-31$73,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$90,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Administrative expenses professional fees incurred2014-08-31$11,550
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$159,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$7,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$62,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$11,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$11,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$-54,887
Value of net assets at end of year (total assets less liabilities)2014-08-31$7,896
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$62,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$404,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$1,581,091
Employer contributions (assets) at end of year2014-08-31$11,550
Employer contributions (assets) at beginning of year2014-08-31$11,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,300,606
Contract administrator fees2014-08-31$79,350
Did the plan have assets held for investment2014-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31WITHUMSMITHBROWN
Accountancy firm EIN2014-08-31222027092
2013 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$11,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$10,100
Total income from all sources (including contributions)2013-08-31$1,820,465
Total of all expenses incurred2013-08-31$1,994,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,892,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$1,820,465
Value of total assets at end of year2013-08-31$73,783
Value of total assets at beginning of year2013-08-31$247,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$102,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Administrative expenses professional fees incurred2013-08-31$11,000
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$123,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$62,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$237,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$11,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$10,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-174,286
Value of net assets at end of year (total assets less liabilities)2013-08-31$62,783
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$237,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$409,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$1,697,345
Employer contributions (assets) at end of year2013-08-31$11,000
Employer contributions (assets) at beginning of year2013-08-31$10,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,483,323
Contract administrator fees2013-08-31$91,315
Did the plan have assets held for investment2013-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31WITHUMSMITHBROWN
Accountancy firm EIN2013-08-31222027092
2012 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$10,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$9,500
Total income from all sources (including contributions)2012-08-31$1,751,507
Total of all expenses incurred2012-08-31$1,657,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$1,535,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,751,507
Value of total assets at end of year2012-08-31$247,169
Value of total assets at beginning of year2012-08-31$152,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$122,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$10,100
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$85,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$237,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$143,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$10,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$9,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$93,704
Value of net assets at end of year (total assets less liabilities)2012-08-31$237,069
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$143,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$314,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,665,689
Employer contributions (assets) at end of year2012-08-31$10,100
Employer contributions (assets) at beginning of year2012-08-31$9,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$1,221,103
Contract administrator fees2012-08-31$112,140
Did the plan have assets held for investment2012-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31WITHUMSMITHBROWN
Accountancy firm EIN2012-08-31222027092
2011 : PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-08-31$143,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$9,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$18,000
Total income from all sources (including contributions)2011-08-31$1,556,434
Total of all expenses incurred2011-08-31$1,556,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,445,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,556,434
Value of total assets at end of year2011-08-31$152,865
Value of total assets at beginning of year2011-08-31$18,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$111,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$9,500
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$23,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$143,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$9,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$18,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net assets at end of year (total assets less liabilities)2011-08-31$143,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$282,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$1,532,693
Employer contributions (assets) at end of year2011-08-31$9,500
Employer contributions (assets) at beginning of year2011-08-31$18,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,162,534
Contract administrator fees2011-08-31$101,918
Did the plan have assets held for investment2011-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31WITHUMSMITHBROWN
Accountancy firm EIN2011-08-31222027092

Form 5500 Responses for PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN

2021: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – General assets of the sponsorYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – General assets of the sponsorYes
2020: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – General assets of the sponsorYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – General assets of the sponsorYes
2019: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – General assets of the sponsorYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – General assets of the sponsorYes
2018: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – General assets of the sponsorYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – General assets of the sponsorYes
2017: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – General assets of the sponsorYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – General assets of the sponsorYes
2016: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – General assets of the sponsorYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – General assets of the sponsorYes
2015: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – General assets of the sponsorYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – General assets of the sponsorYes
2014: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – General assets of the sponsorYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – General assets of the sponsorYes
2013: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – General assets of the sponsorYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – General assets of the sponsorYes
2012: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – General assets of the sponsorYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – General assets of the sponsorYes
2011: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – General assets of the sponsorYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – General assets of the sponsorYes
2009: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – General assets of the sponsorYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – General assets of the sponsorYes
2008: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01Submission has been amendedNo
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo
2008-09-01Plan funding arrangement – InsuranceYes
2008-09-01Plan funding arrangement – General assets of the sponsorYes
2008-09-01Plan benefit arrangement – InsuranceYes
2008-09-01Plan benefit arrangement – General assets of the sponsorYes
2007: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2007 form 5500 responses
2007-09-01Type of plan entitySingle employer plan
2007-09-01Submission has been amendedNo
2007-09-01This submission is the final filingNo
2007-09-01This return/report is a short plan year return/report (less than 12 months)No
2007-09-01Plan is a collectively bargained planNo
2007-09-01Plan funding arrangement – InsuranceYes
2007-09-01Plan funding arrangement – General assets of the sponsorYes
2007-09-01Plan benefit arrangement – InsuranceYes
2007-09-01Plan benefit arrangement – General assets of the sponsorYes
2006: PAIGE ELECTRIC CORP HEALTH CARE BENEFITS PLAN 2006 form 5500 responses
2006-09-01Type of plan entitySingle employer plan
2006-09-01First time form 5500 has been submittedYes
2006-09-01Submission has been amendedNo
2006-09-01This submission is the final filingNo
2006-09-01This return/report is a short plan year return/report (less than 12 months)No
2006-09-01Plan is a collectively bargained planNo
2006-09-01Plan funding arrangement – InsuranceYes
2006-09-01Plan funding arrangement – General assets of the sponsorYes
2006-09-01Plan benefit arrangement – InsuranceYes
2006-09-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1086728
Policy instance 4
Insurance contract or identification number1086728
Number of Individuals Covered168
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,462
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $72,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,462
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUNJ0BV8L
Policy instance 3
Insurance contract or identification numberGUNJ0BV8L
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $995
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $9,952
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $995
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0BV8L
Policy instance 2
Insurance contract or identification numberGUG0BV8L
Number of Individuals Covered78
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,639
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $26,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,639
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BV8L
Policy instance 1
Insurance contract or identification numberGLUG0BV8L
Number of Individuals Covered113
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,463
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL 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 CarrierUSD $14,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,463
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153916
Policy instance 3
Insurance contract or identification number153916
Number of Individuals Covered65
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,896
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,334
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153916
Policy instance 2
Insurance contract or identification number153916
Number of Individuals Covered109
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,874
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,520
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1086728
Policy instance 1
Insurance contract or identification number1086728
Number of Individuals Covered157
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,194
Total amount of fees paid to insurance companyUSD $305
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $60,371
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,194
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153916
Policy instance 3
Insurance contract or identification number153916
Number of Individuals Covered65
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,111
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $982
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153916
Policy instance 2
Insurance contract or identification number153916
Number of Individuals Covered107
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,763
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,443
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1086728
Policy instance 1
Insurance contract or identification number1086728
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,405
Total amount of fees paid to insurance companyUSD $2,047
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $63,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,405
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number537008530027
Policy instance 2
Insurance contract or identification number537008530027
Insurance policy start date2018-09-01
Insurance policy end date2019-09-01
Other welfare benefits providedTRANSPLANT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number537005530027
Policy instance 1
Insurance contract or identification number537005530027
Number of Individuals Covered101
Insurance policy start date2018-09-01
Insurance policy end date2019-09-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number537007530027
Policy instance 1
Insurance contract or identification number537007530027
Number of Individuals Covered108
Insurance policy start date2017-09-01
Insurance policy end date2018-09-01
Total amount of commissions paid to insurance brokerUSD $58,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number537008530027
Policy instance 2
Insurance contract or identification number537008530027
Insurance policy start date2017-09-01
Insurance policy end date2018-09-01
Other welfare benefits providedTRANSPLANT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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