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PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 401k Plan overview

Plan NamePPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN
Plan identification number 501

PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN Benefits

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

401k Sponsoring company profile

PPL SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PPL SERVICES CORPORATION
Employer identification number (EIN):233041441
NAIC Classification:221100

Additional information about PPL SERVICES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3162434

More information about PPL SERVICES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01LYNN SAUERZOPF
5012023-01-01
5012023-01-01EILEEN ZIELINSKI
5012022-01-01
5012022-01-01EILEEN ZIELINSKI
5012021-01-01
5012021-01-01EILEEN ZIELINSKI
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01EILEEN ZIELINSKI
5012016-01-01EILEEN ZIELINSKI
5012015-01-01EILEEN ZIELINSKI
5012014-01-01EILEEN ZIELINSKI
5012014-01-01EILEEN ZIELINSKI
5012013-01-01EILEEN ZIELINSKI
5012012-01-01EILEEN ZIELINSKI
5012011-01-01SUZANNE WEIRBACK
5012010-01-01SUZANNE WEIRBACK
5012009-01-01PETER HOOK

Financial Data on PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN

Measure Date Value
2023 : PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$36,583,323
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$44,054,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$42,728,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$33,887,649
Value of total assets at end of year2023-12-31$17,786,973
Value of total assets at beginning of year2023-12-31$25,257,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,325,557
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$8,497,407
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$36,865,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-7,470,935
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,786,973
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,257,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,048,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$883,969
Value of interest in common/collective trusts at end of year2023-12-31$16,712,020
Value of interest in common/collective trusts at beginning of year2023-12-31$24,321,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$26,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$52,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$52,025
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,041,341
Net investment gain or loss from common/collective trusts2023-12-31$2,695,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$25,390,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$822,077
Contract administrator fees2023-12-31$1,325,557
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$36,583,323
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$44,054,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$42,728,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$33,887,649
Value of total assets at end of year2023-01-01$17,786,973
Value of total assets at beginning of year2023-01-01$25,257,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,325,557
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$8,497,407
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$36,865,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-7,470,935
Value of net assets at end of year (total assets less liabilities)2023-01-01$17,786,973
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$25,257,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,048,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$883,969
Value of interest in common/collective trusts at end of year2023-01-01$16,712,020
Value of interest in common/collective trusts at beginning of year2023-01-01$24,321,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$26,067
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$5,041,341
Net investment gain or loss from common/collective trusts2023-01-01$2,695,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$25,390,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$822,077
Contract administrator fees2023-01-01$1,325,557
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BAKER TILLY US, LLP
Accountancy firm EIN2023-01-01301413443
2022 : PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$18,413,443
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$38,422,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,820,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,501,608
Value of total assets at end of year2022-12-31$25,257,908
Value of total assets at beginning of year2022-12-31$45,266,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,601,969
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,881,528
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$31,553,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,008,904
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,257,908
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,266,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$883,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,384,371
Value of interest in common/collective trusts at end of year2022-12-31$24,321,914
Value of interest in common/collective trusts at beginning of year2022-12-31$42,832,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$52,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$49,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$49,650
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,023,365
Net investment gain or loss from common/collective trusts2022-12-31$-7,088,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,620,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,243,291
Contract administrator fees2022-12-31$1,601,969
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$18,413,443
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$38,422,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$36,820,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$25,501,608
Value of total assets at end of year2022-01-01$25,257,908
Value of total assets at beginning of year2022-01-01$45,266,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,601,969
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$7,881,528
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$31,553,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-20,008,904
Value of net assets at end of year (total assets less liabilities)2022-01-01$25,257,908
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$45,266,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$883,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,384,371
Value of interest in common/collective trusts at end of year2022-01-01$24,321,914
Value of interest in common/collective trusts at beginning of year2022-01-01$42,832,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$52,025
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$4,023,365
Net investment gain or loss from common/collective trusts2022-01-01$-7,088,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$17,620,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,243,291
Contract administrator fees2022-01-01$1,601,969
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US LLP
Accountancy firm EIN2022-01-01390859910
2021 : PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,800,651
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,559,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,960,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,011,939
Value of total assets at end of year2021-12-31$45,266,812
Value of total assets at beginning of year2021-12-31$51,025,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,598,575
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,631,827
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$24,940,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-5,758,850
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,266,812
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,025,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,384,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$336,421
Value of interest in common/collective trusts at end of year2021-12-31$42,832,752
Value of interest in common/collective trusts at beginning of year2021-12-31$50,622,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$49,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$67,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$67,210
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,558,817
Net investment gain or loss from common/collective trusts2021-12-31$5,788,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,380,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$461,972
Contract administrator fees2021-12-31$1,598,575
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$30,831,329
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$35,998,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,252,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,395,103
Value of total assets at end of year2020-12-31$51,025,662
Value of total assets at beginning of year2020-12-31$56,193,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,746,219
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,477
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,294,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-5,167,596
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,025,662
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,193,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$336,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$138,766
Value of interest in common/collective trusts at end of year2020-12-31$50,622,031
Value of interest in common/collective trusts at beginning of year2020-12-31$55,950,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$67,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$104,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$104,260
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,170,841
Net investment gain or loss from common/collective trusts2020-12-31$6,434,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$17,101,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,081,865
Contract administrator fees2020-12-31$1,746,219
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY, US LLP
Accountancy firm EIN2020-12-31390859910
2019 : PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$32,642,671
Total income from all sources (including contributions)2019-12-31$32,642,671
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$35,661,861
Total of all expenses incurred2019-12-31$35,661,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,763,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,763,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,137,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,137,033
Value of total assets at end of year2019-12-31$56,193,258
Value of total assets at end of year2019-12-31$56,193,258
Value of total assets at beginning of year2019-12-31$59,212,448
Value of total assets at beginning of year2019-12-31$59,212,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,898,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,898,810
Total interest from all sources2019-12-31$129,744
Total interest from all sources2019-12-31$129,744
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,835
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,835
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,835
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,701,746
Contributions received from participants2019-12-31$6,701,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,019,190
Value of net income/loss2019-12-31$-3,019,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,193,258
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,193,258
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,212,448
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,212,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$138,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$138,766
Interest earned on other investments2019-12-31$18,633
Interest earned on other investments2019-12-31$18,633
Value of interest in common/collective trusts at end of year2019-12-31$55,950,232
Value of interest in common/collective trusts at end of year2019-12-31$55,950,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$104,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$104,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$59,212,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$59,212,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$59,212,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$59,212,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$111,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$111,111
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,679,287
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,679,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,675
Net investment gain or loss from common/collective trusts2019-12-31$11,355,384
Net investment gain or loss from common/collective trusts2019-12-31$11,355,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,435,287
Contributions received in cash from employer2019-12-31$14,435,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,083,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,083,764
Contract administrator fees2019-12-31$1,898,810
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$65,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$38,334,924
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$44,122,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$42,443,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,742,111
Value of total assets at end of year2018-12-31$59,212,448
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,679,316
Total interest from all sources2018-12-31$592,813
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,842,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,787,552
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,212,448
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$59,212,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$592,813
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,127,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,899,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,315,636
Contract administrator fees2018-12-31$1,679,316
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910

Form 5500 Responses for PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN

2023: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 6
Insurance contract or identification number30035180
Number of Individuals Covered2510
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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 $519,251
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 1
Insurance contract or identification number0025796
Number of Individuals Covered2686
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $60,975
Total amount of fees paid to insurance companyUSD $34
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 providedADD
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 $6,098,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0237202
Policy instance 2
Insurance contract or identification number0237202
Number of Individuals Covered279
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,754
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 BenefitYes
Dental Insurance Welfare BenefitNo
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 $48,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF3890LF002501
Policy instance 3
Insurance contract or identification numberGF3890LF002501
Number of Individuals Covered2653
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,297
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $1,045,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0237198
Policy instance 4
Insurance contract or identification number0237198
Number of Individuals Covered406
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,717
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 BenefitYes
Dental Insurance Welfare BenefitNo
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 $71,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0237200
Policy instance 5
Insurance contract or identification number0237200
Number of Individuals Covered376
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,624
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 BenefitYes
Dental Insurance Welfare BenefitNo
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 $42,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0237198
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0237199
Policy instance 2
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9260055
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF3-890-LF0025-
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0237200
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0237202
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 7
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 8
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF3-890-LF0025-
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223394
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223392
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223393
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 2
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberPPLIO-001
Policy instance 4
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF3-890-LF0025-
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 2
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberPPLIO-001
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 030562
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 030562
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 3
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberPPLI0-001
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 030562
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 3
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberPPLI0-001
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 030562
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 030562
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035180
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0025796
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25796
Policy instance 1

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