BROWN SCHULTZ SHERIDAN & FRITZ has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN
401k plan membership statisitcs for BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN
| Measure | Date | Value |
|---|
| 2022: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 97 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 1 |
| Total of all active and inactive participants | 2022-06-01 | 98 |
| 2021: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 111 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 111 |
| 2020: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 98 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 99 |
| 2019: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 97 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 101 |
| 2018: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 77 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
| Total of all active and inactive participants | 2018-06-01 | 80 |
| 2017: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 82 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
| Total of all active and inactive participants | 2017-06-01 | 83 |
| 2016: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 73 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
| Total of all active and inactive participants | 2016-06-01 | 74 |
| Total participants, beginning-of-year | 2016-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 75 |
| 2015: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 81 |
| 2014: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 79 |
| 2013: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 77 |
| 2012: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 78 |
| 2011: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 94 |
| Measure | Date | Value |
|---|
| 2023 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-05-31 | $123,584 |
| Total plan liabilities at beginning of year | 2023-05-31 | $182,284 |
| Total income from all sources | 2023-05-31 | $1,845,228 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $1,846,076 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $1,063,697 |
| Total plan assets at end of year | 2023-05-31 | $142,599 |
| Total plan assets at beginning of year | 2023-05-31 | $202,147 |
| Value of fidelity bond covering the plan | 2023-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2023-05-31 | $366,357 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $641,078 |
| Contributions received from other sources (not participants or employers) | 2023-05-31 | $1,266 |
| Other income received | 2023-05-31 | $944 |
| Net income (gross income less expenses) | 2023-05-31 | $-848 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $19,015 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $19,863 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $1,476,661 |
| Value of corrective distributions | 2023-05-31 | $95,830 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $45,471 |
| 2022 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-05-31 | $182,284 |
| Total plan liabilities at beginning of year | 2022-05-31 | $22,679 |
| Total income from all sources | 2022-05-31 | $1,642,150 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $1,747,408 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $1,025,303 |
| Total plan assets at end of year | 2022-05-31 | $202,147 |
| Total plan assets at beginning of year | 2022-05-31 | $147,800 |
| Value of fidelity bond covering the plan | 2022-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-05-31 | $314,625 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $583,998 |
| Contributions received from other sources (not participants or employers) | 2022-05-31 | $27,741 |
| Other income received | 2022-05-31 | $105 |
| Net income (gross income less expenses) | 2022-05-31 | $-105,258 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $19,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $125,121 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $1,299,679 |
| Value of corrective distributions | 2022-05-31 | $96,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $42,107 |
| 2021 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-05-31 | $22,679 |
| Total plan liabilities at beginning of year | 2021-05-31 | $5,144 |
| Total income from all sources | 2021-05-31 | $1,433,194 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $1,564,777 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $970,716 |
| Total plan assets at end of year | 2021-05-31 | $147,800 |
| Total plan assets at beginning of year | 2021-05-31 | $261,848 |
| Value of fidelity bond covering the plan | 2021-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $307,802 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $482,371 |
| Other income received | 2021-05-31 | $114 |
| Net income (gross income less expenses) | 2021-05-31 | $-131,583 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $125,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $256,704 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $1,125,278 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $111,690 |
| 2020 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-05-31 | $5,144 |
| Total plan liabilities at beginning of year | 2020-05-31 | $6,957 |
| Total income from all sources | 2020-05-31 | $809,097 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $1,127,493 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $559,750 |
| Total plan assets at end of year | 2020-05-31 | $261,848 |
| Total plan assets at beginning of year | 2020-05-31 | $582,057 |
| Value of fidelity bond covering the plan | 2020-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-05-31 | $250,690 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $463,673 |
| Other income received | 2020-05-31 | $1,568 |
| Net income (gross income less expenses) | 2020-05-31 | $-318,396 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $256,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $575,100 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $556,839 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $104,070 |
| 2018 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-05-31 | $0 |
| Total plan liabilities at beginning of year | 2018-05-31 | $3,795 |
| Total income from all sources | 2018-05-31 | $787,422 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $869,035 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $543,418 |
| Total plan assets at end of year | 2018-05-31 | $516,983 |
| Total plan assets at beginning of year | 2018-05-31 | $602,391 |
| Value of fidelity bond covering the plan | 2018-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-05-31 | $277,374 |
| Expenses. Other expenses not covered elsewhere | 2018-05-31 | $247,423 |
| Other income received | 2018-05-31 | $1,094 |
| Net income (gross income less expenses) | 2018-05-31 | $-81,613 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $516,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $598,596 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $508,954 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $78,194 |
| 2017 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-05-31 | $3,795 |
| Total plan liabilities at beginning of year | 2017-05-31 | $6,200 |
| Total income from all sources | 2017-05-31 | $1,062,576 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $664,712 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $382,268 |
| Total plan assets at end of year | 2017-05-31 | $602,391 |
| Total plan assets at beginning of year | 2017-05-31 | $206,932 |
| Value of fidelity bond covering the plan | 2017-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-05-31 | $292,917 |
| Expenses. Other expenses not covered elsewhere | 2017-05-31 | $204,475 |
| Other income received | 2017-05-31 | $778 |
| Net income (gross income less expenses) | 2017-05-31 | $397,864 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $598,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $200,732 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $768,881 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $77,969 |
| 2016 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-05-31 | $6,200 |
| Total plan liabilities at beginning of year | 2016-05-31 | $0 |
| Total income from all sources | 2016-05-31 | $391,274 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $312,325 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $210,454 |
| Total plan assets at end of year | 2016-05-31 | $206,932 |
| Total plan assets at beginning of year | 2016-05-31 | $121,783 |
| Value of fidelity bond covering the plan | 2016-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-05-31 | $128,082 |
| Expenses. Other expenses not covered elsewhere | 2016-05-31 | $70,598 |
| Other income received | 2016-05-31 | $123 |
| Net income (gross income less expenses) | 2016-05-31 | $78,949 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $200,732 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $121,783 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $263,069 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $31,273 |
| 2015 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $24,554 |
| Total income from all sources | 2015-12-31 | $914,395 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $792,612 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $543,897 |
| Total plan assets at end of year | 2015-12-31 | $121,783 |
| Total plan assets at beginning of year | 2015-12-31 | $24,554 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $297,146 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $173,879 |
| Other income received | 2015-12-31 | $146 |
| Net income (gross income less expenses) | 2015-12-31 | $121,783 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $121,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $617,103 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $74,836 |
| 2014 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $24,554 |
| Total plan liabilities at beginning of year | 2014-12-31 | $10,226 |
| Total income from all sources | 2014-12-31 | $1,176,786 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,243,508 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,015,685 |
| Total plan assets at end of year | 2014-12-31 | $24,554 |
| Total plan assets at beginning of year | 2014-12-31 | $76,948 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $242,074 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $152,263 |
| Other income received | 2014-12-31 | $398,539 |
| Net income (gross income less expenses) | 2014-12-31 | $-66,722 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $66,722 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $536,173 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $75,560 |
| 2013 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $10,226 |
| Total plan liabilities at beginning of year | 2013-12-31 | $6,462 |
| Total income from all sources | 2013-12-31 | $875,415 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $839,142 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $613,775 |
| Total plan assets at end of year | 2013-12-31 | $76,948 |
| Total plan assets at beginning of year | 2013-12-31 | $36,911 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $210,569 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $150,352 |
| Other income received | 2013-12-31 | $225,057 |
| Net income (gross income less expenses) | 2013-12-31 | $36,273 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $66,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,449 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $439,789 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $75,015 |
| 2012 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $6,462 |
| Total plan liabilities at beginning of year | 2012-12-31 | $26,199 |
| Total income from all sources | 2012-12-31 | $625,518 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $630,247 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $406,454 |
| Total plan assets at end of year | 2012-12-31 | $36,911 |
| Total plan assets at beginning of year | 2012-12-31 | $61,377 |
| Total contributions received or receivable from participants | 2012-12-31 | $227,905 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $152,816 |
| Other income received | 2012-12-31 | $38,846 |
| Net income (gross income less expenses) | 2012-12-31 | $-4,729 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $30,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,178 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $358,767 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $70,977 |
| 2011 : BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $26,199 |
| Total income from all sources | 2011-12-31 | $652,894 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $617,716 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $405,895 |
| Total plan assets at end of year | 2011-12-31 | $61,377 |
| Total contributions received or receivable from participants | 2011-12-31 | $217,804 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $143,494 |
| Other income received | 2011-12-31 | $93,699 |
| Net income (gross income less expenses) | 2011-12-31 | $35,178 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $35,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $341,391 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $68,327 |
| 2022: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Submission has been amended | No |
| 2017-06-01 | This submission is the final filing | No |
| 2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-06-01 | Plan is a collectively bargained plan | No |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Submission has been amended | No |
| 2016-06-01 | This submission is the final filing | No |
| 2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-06-01 | Plan is a collectively bargained plan | No |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 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) | Yes |
| 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: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH 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: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2013: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BROWN SCHULTZ SHERIDAN & FRITZ GROUP HEALTH PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | SL 30800002 |
| Policy instance | 1 |
| Insurance contract or identification number | SL 30800002 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | 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 $578,474 | | 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: 69019 ) |
| Policy contract number | SL 30800002 |
| Policy instance | 1 |
| Insurance contract or identification number | SL 30800002 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | 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 $520,488 | | 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: 69019 ) |
| Policy contract number | SL 30800002 |
| Policy instance | 1 |
| Insurance contract or identification number | SL 30800002 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | 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 $482,371 | | 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: 69019 ) |
| Policy contract number | SL 30800002 |
| Policy instance | 1 |
| Insurance contract or identification number | SL 30800002 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | 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 $451,034 | | 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: 69019 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 77 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | 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 $313,280 | | 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: 69019 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 83 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | 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 $247,424 | | 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: 69019 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 75 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-05-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $70,598 | | 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: 69019 ) |
| Policy contract number | GENESIS |
| Policy instance | 2 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 78 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $103,979 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 0 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-05-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $65,921 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 79 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $152,264 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 77 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $150,352 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 78 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $152,816 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
| Insurance contract or identification number | GENESIS | | Number of Individuals Covered | 94 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $212,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
