MAURER & SCOTT INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAURER & SCOTT, INC. HEALTH PROTECTION PLAN
401k plan membership statisitcs for MAURER & SCOTT, INC. HEALTH PROTECTION PLAN
| Measure | Date | Value |
|---|
| 2023: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-08-01 | 225 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-08-01 | 213 |
| Number of retired or separated participants receiving benefits | 2023-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-08-01 | 0 |
| Total of all active and inactive participants | 2023-08-01 | 213 |
| 2022: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 184 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 225 |
| Number of retired or separated participants receiving benefits | 2022-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 0 |
| Total of all active and inactive participants | 2022-08-01 | 225 |
| 2021: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 129 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 184 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 184 |
| 2020: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 129 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 129 |
| 2019: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 113 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 113 |
| 2018: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 90 |
| Total of all active and inactive participants | 2018-08-01 | 90 |
| Total participants | 2018-08-01 | 90 |
| 2017: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 134 |
| Total of all active and inactive participants | 2017-08-01 | 134 |
| Total participants | 2017-08-01 | 134 |
| 2016: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 110 |
| Total of all active and inactive participants | 2016-08-01 | 110 |
| Total participants | 2016-08-01 | 110 |
| 2015: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 111 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 111 |
| 2014: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 102 |
| Total of all active and inactive participants | 2014-08-01 | 102 |
| Total participants | 2014-08-01 | 102 |
| 2013: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 101 |
| Total of all active and inactive participants | 2013-08-01 | 101 |
| Total participants | 2013-08-01 | 101 |
| 2012: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 101 |
| Total of all active and inactive participants | 2012-08-01 | 101 |
| Total participants | 2012-08-01 | 101 |
| 2011: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 101 |
| Total of all active and inactive participants | 2011-08-01 | 101 |
| Total participants | 2011-08-01 | 101 |
| Measure | Date | Value |
|---|
| 2015 : MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-07-31 | $0 |
| Total plan liabilities at beginning of year | 2015-07-31 | $0 |
| Total income from all sources | 2015-07-31 | $1,348,390 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $1,348,390 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $1,091,351 |
| Total plan assets at end of year | 2015-07-31 | $0 |
| Total plan assets at beginning of year | 2015-07-31 | $0 |
| Total contributions received or receivable from participants | 2015-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-07-31 | $207,007 |
| Contributions received from other sources (not participants or employers) | 2015-07-31 | $0 |
| Other income received | 2015-07-31 | $0 |
| Noncash contributions received | 2015-07-31 | $0 |
| Net income (gross income less expenses) | 2015-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $1,348,390 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $50,032 |
| 2014 : MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-07-31 | $0 |
| Total plan liabilities at end of year | 2014-07-31 | $0 |
| Total plan liabilities at beginning of year | 2014-07-31 | $0 |
| Total income from all sources | 2014-07-31 | $1,176,638 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $1,176,638 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $931,010 |
| Total plan assets at end of year | 2014-07-31 | $0 |
| Total plan assets at beginning of year | 2014-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-07-31 | $205,385 |
| Net income (gross income less expenses) | 2014-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $1,176,638 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $40,243 |
| 2013 : MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-07-31 | $0 |
| Total plan liabilities at end of year | 2013-07-31 | $0 |
| Total plan liabilities at beginning of year | 2013-07-31 | $0 |
| Total income from all sources | 2013-07-31 | $1,060,621 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $1,060,621 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $820,552 |
| Total plan assets at end of year | 2013-07-31 | $0 |
| Total plan assets at beginning of year | 2013-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-07-31 | $201,834 |
| Net income (gross income less expenses) | 2013-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $1,060,621 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $38,235 |
| 2012 : MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-07-31 | $0 |
| Total plan liabilities at end of year | 2012-07-31 | $0 |
| Total plan liabilities at beginning of year | 2012-07-31 | $0 |
| Total income from all sources | 2012-07-31 | $695,778 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $695,778 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $509,963 |
| Total plan assets at end of year | 2012-07-31 | $0 |
| Total plan assets at beginning of year | 2012-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-07-31 | $150,987 |
| Net income (gross income less expenses) | 2012-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $695,778 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $34,828 |
| 2011 : MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-07-31 | $0 |
| Total plan liabilities at end of year | 2011-07-31 | $0 |
| Total plan liabilities at beginning of year | 2011-07-31 | $0 |
| Total income from all sources | 2011-07-31 | $783,187 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $783,187 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $630,657 |
| Total plan assets at end of year | 2011-07-31 | $0 |
| Total plan assets at beginning of year | 2011-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-07-31 | $123,523 |
| Net income (gross income less expenses) | 2011-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $783,187 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $29,007 |
| 2023: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2023 form 5500 responses |
|---|
| 2023-08-01 | Type of plan entity | Single employer plan |
| 2023-08-01 | Submission has been amended | No |
| 2023-08-01 | This submission is the final filing | No |
| 2023-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-08-01 | Plan is a collectively bargained plan | No |
| 2023-08-01 | Plan funding arrangement – Insurance | Yes |
| 2023-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Submission has been amended | No |
| 2022-08-01 | This submission is the final filing | No |
| 2022-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-08-01 | Plan is a collectively bargained plan | No |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Submission has been amended | No |
| 2021-08-01 | This submission is the final filing | No |
| 2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-08-01 | Plan is a collectively bargained plan | No |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: MAURER & SCOTT, INC. HEALTH PROTECTION PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 015603 |
| Policy instance | 3 |
| Insurance contract or identification number | 015603 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2023-03-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $3,112 | | Total amount of fees paid to insurance company | USD $1,037 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D, SUPPLEMENTAL AD&D, SUPPLEMENTAL LIFE | | 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 $20,748 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 2 |
| Insurance contract or identification number | 3864 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2023-11-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $50 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 1 |
| Insurance contract or identification number | 3864 | | Number of Individuals Covered | 174 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $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 | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 015603 |
| Policy instance | 3 |
| Insurance contract or identification number | 015603 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2023-03-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $3,112 | | Total amount of fees paid to insurance company | USD $1,037 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D, SUPPLEMENTAL AD&D, SUPPLEMENTAL LIFE | | 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 $20,748 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 2 |
| Insurance contract or identification number | 3864 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2023-11-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $50 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 1 |
| Insurance contract or identification number | 3864 | | Number of Individuals Covered | 174 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $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 | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NIPPON LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81264 ) |
| Policy contract number | LR5800 |
| Policy instance | 2 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 1 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 1 |
| NIPPON LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81264 ) |
| Policy contract number | LR5800 |
| Policy instance | 2 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010135329 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010135329 |
| Policy instance | 2 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 1 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010135329 |
| Policy instance | 3 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | K83 K84 L07 |
| Policy instance | 1 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CL170436 |
| Policy instance | 1 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 3864 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010135329 |
| Policy instance | 3 |
