CHANT ENGINEERING CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $19,085 |
| Total plan liabilities at beginning of year | 2024-01-01 | $18,880 |
| Total income from all sources | 2024-01-01 | $475,188 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $524,681 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $209,063 |
| Total plan assets at end of year | 2024-01-01 | $74,881 |
| Total plan assets at beginning of year | 2024-01-01 | $124,169 |
| Value of fidelity bond covering the plan | 2024-01-01 | $1,000,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $197,615 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $4,247 |
| Net income (gross income less expenses) | 2024-01-01 | $-49,493 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $55,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $105,289 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $470,941 |
| Value of corrective distributions | 2024-01-01 | $110,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $8,003 |
| 2023 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $18,880 |
| Total plan liabilities at beginning of year | 2023-12-31 | $35,155 |
| Total income from all sources | 2023-12-31 | $415,336 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $303,400 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $120,187 |
| Total plan assets at end of year | 2023-12-31 | $124,169 |
| Total plan assets at beginning of year | 2023-12-31 | $28,508 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $85,780 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $164,391 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,429 |
| Net income (gross income less expenses) | 2023-12-31 | $111,936 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $105,289 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-6,647 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $328,127 |
| Value of corrective distributions | 2023-12-31 | $12,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $6,822 |
| 2022 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $35,155 |
| Total plan liabilities at beginning of year | 2022-12-31 | $15,817 |
| Total income from all sources | 2022-12-31 | $374,326 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $418,673 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $227,826 |
| Total plan assets at end of year | 2022-12-31 | $28,508 |
| Total plan assets at beginning of year | 2022-12-31 | $53,517 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $139,845 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,190 |
| Other income received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-44,347 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-6,647 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,700 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $293,136 |
| Value of corrective distributions | 2022-12-31 | $45,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $6,002 |
| 2021 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $15,817 |
| Total plan liabilities at beginning of year | 2021-12-31 | $18,823 |
| Total income from all sources | 2021-12-31 | $340,417 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $319,752 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $174,306 |
| Total plan assets at end of year | 2021-12-31 | $53,517 |
| Total plan assets at beginning of year | 2021-12-31 | $35,858 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $99,678 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $128,611 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $7,713 |
| Net income (gross income less expenses) | 2021-12-31 | $20,665 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $37,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,035 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $233,026 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,835 |
| 2020 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $18,823 |
| Total plan liabilities at beginning of year | 2020-12-31 | $18,011 |
| Total income from all sources | 2020-12-31 | $367,655 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $358,142 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $181,554 |
| Total plan assets at end of year | 2020-12-31 | $35,858 |
| Total plan assets at beginning of year | 2020-12-31 | $25,533 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $110,129 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $139,249 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $2,587 |
| Other income received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $9,513 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $17,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,522 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $254,939 |
| Value of corrective distributions | 2020-12-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $17,339 |
| 2019 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $18,011 |
| Total plan liabilities at beginning of year | 2019-12-31 | $15,118 |
| Total income from all sources | 2019-12-31 | $372,340 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $432,501 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $203,651 |
| Total plan assets at end of year | 2019-12-31 | $25,533 |
| Total plan assets at beginning of year | 2019-12-31 | $82,801 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $103,846 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $139,862 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $941 |
| Other income received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-60,161 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $67,683 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $267,553 |
| Value of corrective distributions | 2019-12-31 | $71,763 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $17,225 |
| 2018 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $15,118 |
| Total plan liabilities at beginning of year | 2018-12-31 | $15,987 |
| Total income from all sources | 2018-12-31 | $358,643 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $328,071 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $132,467 |
| Total plan assets at end of year | 2018-12-31 | $82,801 |
| Total plan assets at beginning of year | 2018-12-31 | $53,098 |
| Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $70,637 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $135,958 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $3,441 |
| Net income (gross income less expenses) | 2018-12-31 | $30,572 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $67,683 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $37,111 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $284,565 |
| Value of corrective distributions | 2018-12-31 | $41,468 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $18,178 |
| 2017 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $15,987 |
| Total plan liabilities at beginning of year | 2017-12-31 | $20,346 |
| Total income from all sources | 2017-12-31 | $329,534 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $337,961 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $163,246 |
| Total plan assets at end of year | 2017-12-31 | $53,098 |
| Total plan assets at beginning of year | 2017-12-31 | $65,884 |
| Value of fidelity bond covering the plan | 2017-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $65,424 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $122,220 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $3,531 |
| Net income (gross income less expenses) | 2017-12-31 | $-8,427 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $37,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $45,538 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $260,579 |
| Value of corrective distributions | 2017-12-31 | $35,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,495 |
| 2016 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $20,346 |
| Total plan liabilities at beginning of year | 2016-12-31 | $32,141 |
| Total income from all sources | 2016-12-31 | $348,430 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $273,243 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $135,130 |
| Total plan assets at end of year | 2016-12-31 | $65,884 |
| Total plan assets at beginning of year | 2016-12-31 | $2,492 |
| Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $67,152 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $117,967 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,137 |
| Other income received | 2016-12-31 | $2 |
| Net income (gross income less expenses) | 2016-12-31 | $75,187 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $45,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-29,649 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $278,139 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $20,146 |
| 2015 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $32,141 |
| Total plan liabilities at beginning of year | 2015-12-31 | $17,308 |
| Total income from all sources | 2015-12-31 | $335,973 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $354,155 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $228,360 |
| Total plan assets at end of year | 2015-12-31 | $2,492 |
| Total plan assets at beginning of year | 2015-12-31 | $5,841 |
| Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $73,757 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $109,158 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $6,436 |
| Other income received | 2015-12-31 | $19 |
| Net income (gross income less expenses) | 2015-12-31 | $-18,182 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $-29,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-11,467 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $255,761 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,637 |
| 2014 : CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $173,878 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $289,590 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $283,739 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $173,888 |
| Total plan assets at end of year | 2014-12-31 | $179,729 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $82,391 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $69,923 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $32 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $5,851 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,851 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $207,167 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $39,928 |
| 2023: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CHANT ENGINEERING CO., INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 327341 |
| Policy instance | 6 |
| Insurance contract or identification number | 327341 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $906 | | Total amount of fees paid to insurance company | USD $141 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | 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 $6,041 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 302385 |
| Policy instance | 5 |
| Insurance contract or identification number | 302385 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,436 | | Total amount of fees paid to insurance company | USD $201 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 $9,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 186222 |
| Policy instance | 4 |
| Insurance contract or identification number | 186222 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $930 | | Total amount of fees paid to insurance company | USD $175 | | 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 | BASIC AD&D, DEPENDENT LIFE, SUPPLEMENTAL AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $9,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500052 |
| Policy instance | 3 |
| Insurance contract or identification number | 30500052 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $138,378 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 98992201001 |
| Policy instance | 2 |
| Insurance contract or identification number | 98992201001 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $299 | | 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 $3,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 52757 |
| Policy instance | 1 |
| Insurance contract or identification number | 52757 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,973 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $22,790 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 52757 |
| Policy instance | 1 |
| Insurance contract or identification number | 52757 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,050 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 98992201001 |
| Policy instance | 2 |
| Insurance contract or identification number | 98992201001 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $329 | | 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 $3,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500052 |
| Policy instance | 3 |
| Insurance contract or identification number | 30500052 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $114,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 186222 |
| Policy instance | 4 |
| Insurance contract or identification number | 186222 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $583 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BASIC AD&D, DEPENDENT LIFE, SUPPLEMENTAL AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $5,828 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 302385 |
| Policy instance | 5 |
| Insurance contract or identification number | 302385 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,005 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 $6,699 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 327341 |
| Policy instance | 6 |
| Insurance contract or identification number | 327341 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $706 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | 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 $4,706 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500052 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 98992201001 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 52757 |
| Policy instance | 1 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500052 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 98992201001 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 527575 |
| Policy instance | 1 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 98992201001 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 527575 |
| Policy instance | 1 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 9899220 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 527575 |
| Policy instance | 1 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 527575 |
| Policy instance | 1 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 9899220 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 3 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 4 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 9899220 |
| Policy instance | 3 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 527575 |
| Policy instance | 2 |
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 00 |
| Policy instance | 3 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GP-798445 |
| Policy instance | 2 |
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
