IVYSTONE GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IVYSTONE GROUP, LLC GROUP BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 71 |
| 2021: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 64 |
| 2020: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 47 |
| 2019: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 65 |
| 2018: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 64 |
| 2017: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 71 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 72 |
| 2016: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 71 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
| Total of all active and inactive participants | 2016-11-01 | 72 |
| Measure | Date | Value |
|---|
| 2022 : IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $46,909 |
| Total plan liabilities at beginning of year | 2022-12-31 | $34,883 |
| Total income from all sources | 2022-12-31 | $796,577 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $798,617 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $475,284 |
| Total plan assets at end of year | 2022-12-31 | $49,822 |
| Total plan assets at beginning of year | 2022-12-31 | $39,836 |
| Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $246,867 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $283,863 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $231 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,040 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,953 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $549,479 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $39,470 |
| 2021 : IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $34,883 |
| Total plan liabilities at beginning of year | 2021-12-31 | $29,019 |
| Total income from all sources | 2021-12-31 | $685,918 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $775,849 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $474,731 |
| Total plan assets at end of year | 2021-12-31 | $39,836 |
| Total plan assets at beginning of year | 2021-12-31 | $123,903 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $219,574 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $264,311 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $8,586 |
| Other income received | 2021-12-31 | $325 |
| Net income (gross income less expenses) | 2021-12-31 | $-89,931 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $94,884 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $457,433 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $36,807 |
| 2020 : IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $29,019 |
| Total plan liabilities at beginning of year | 2020-12-31 | $29,902 |
| Total income from all sources | 2020-12-31 | $653,985 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $632,324 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $247,824 |
| Total plan assets at end of year | 2020-12-31 | $123,903 |
| Total plan assets at beginning of year | 2020-12-31 | $103,125 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $225,064 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $242,817 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $2,629 |
| Other income received | 2020-12-31 | $419 |
| Net income (gross income less expenses) | 2020-12-31 | $21,661 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $94,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $73,223 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $425,873 |
| Value of corrective distributions | 2020-12-31 | $107,404 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $34,279 |
| 2019 : IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $29,902 |
| Total plan liabilities at beginning of year | 2019-12-31 | $65,603 |
| Total income from all sources | 2019-12-31 | $654,905 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $521,110 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $238,502 |
| Total plan assets at end of year | 2019-12-31 | $103,125 |
| Total plan assets at beginning of year | 2019-12-31 | $5,031 |
| Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $265,334 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $246,320 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $227 |
| Net income (gross income less expenses) | 2019-12-31 | $133,795 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $73,223 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-60,572 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $389,344 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $36,288 |
| 2018 : IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $65,603 |
| Total plan liabilities at beginning of year | 2018-12-31 | $87,535 |
| Total income from all sources | 2018-12-31 | $642,967 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $625,860 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $337,898 |
| Total plan assets at end of year | 2018-12-31 | $5,031 |
| Total plan assets at beginning of year | 2018-12-31 | $9,856 |
| Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $267,993 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $248,993 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $10,180 |
| Other income received | 2018-12-31 | $75 |
| Net income (gross income less expenses) | 2018-12-31 | $17,107 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-60,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-77,679 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $364,719 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $38,969 |
| 2017 : IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $87,535 |
| Total plan liabilities at beginning of year | 2017-12-31 | $106,291 |
| Total income from all sources | 2017-12-31 | $49,091 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $66,766 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $44,544 |
| Total plan assets at end of year | 2017-12-31 | $9,856 |
| Total plan assets at beginning of year | 2017-12-31 | $46,287 |
| Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $21,340 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $15,690 |
| Other income received | 2017-12-31 | $1 |
| Net income (gross income less expenses) | 2017-12-31 | $-17,675 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-77,679 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-60,004 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $27,750 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,532 |
| Total plan liabilities at end of year | 2017-10-31 | $106,291 |
| Total plan liabilities at beginning of year | 2017-10-31 | $0 |
| Total income from all sources | 2017-10-31 | $685,341 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $745,345 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $459,815 |
| Total plan assets at end of year | 2017-10-31 | $46,287 |
| Total plan assets at beginning of year | 2017-10-31 | $0 |
| Value of fidelity bond covering the plan | 2017-10-31 | $350,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $240,773 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $251,697 |
| Contributions received from other sources (not participants or employers) | 2017-10-31 | $5,687 |
| Other income received | 2017-10-31 | $13 |
| Net income (gross income less expenses) | 2017-10-31 | $-60,004 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $-60,004 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $438,868 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $33,833 |
| 2022: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: IVYSTONE GROUP, LLC GROUP BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | First time form 5500 has been submitted | Yes |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500228 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500228 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $237,036 | | 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 | 30500228 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500228 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $224,828 | | 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 | 30500228 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500228 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $203,318 | | 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 | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 65 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $203,258 | | 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 | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 71 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $30,166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
