HARTZELL INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Additional information about HARTZELL INDUSTRIES, INC.
Submission information for form 5500 for 401k plan HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN
401k plan membership statisitcs for HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN
Measure | Date | Value |
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2017 : HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $121,035 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $215,017 |
Total income from all sources (including contributions) | 2017-05-31 | $2,269,322 |
Total loss/gain on sale of assets | 2017-05-31 | $0 |
Total of all expenses incurred | 2017-05-31 | $2,541,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $2,309,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $2,234,554 |
Value of total assets at end of year | 2017-05-31 | $0 |
Value of total assets at beginning of year | 2017-05-31 | $366,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $231,808 |
Total interest from all sources | 2017-05-31 | $17,116 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
Administrative expenses professional fees incurred | 2017-05-31 | $231,808 |
Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
Value of fidelity bond cover | 2017-05-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
Contributions received from participants | 2017-05-31 | $735,102 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-05-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-05-31 | $10,109 |
Total non interest bearing cash at end of year | 2017-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-05-31 | $29,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
Value of net income/loss | 2017-05-31 | $-272,164 |
Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $-121,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $151,129 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $284,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $20,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $20,552 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-31 | $17,116 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-05-31 | $232,348 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $17,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
Contributions received in cash from employer | 2017-05-31 | $1,499,452 |
Employer contributions (assets) at end of year | 2017-05-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-05-31 | $32,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $2,077,330 |
Liabilities. Value of benefit claims payable at end of year | 2017-05-31 | $121,035 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-05-31 | $204,908 |
Did the plan have assets held for investment | 2017-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Disclaimer |
Accountancy firm name | 2017-05-31 | RSM US LLP |
Accountancy firm EIN | 2017-05-31 | 420714325 |
2016 : HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $215,017 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $261,572 |
Total income from all sources (including contributions) | 2016-05-31 | $2,693,232 |
Total loss/gain on sale of assets | 2016-05-31 | $0 |
Total of all expenses incurred | 2016-05-31 | $2,660,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $2,452,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $2,698,290 |
Value of total assets at end of year | 2016-05-31 | $366,146 |
Value of total assets at beginning of year | 2016-05-31 | $380,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $208,310 |
Total interest from all sources | 2016-05-31 | $19,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
Administrative expenses professional fees incurred | 2016-05-31 | $208,310 |
Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
Value of fidelity bond cover | 2016-05-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
Contributions received from participants | 2016-05-31 | $734,993 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-05-31 | $10,109 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-05-31 | $0 |
Total non interest bearing cash at end of year | 2016-05-31 | $29,070 |
Total non interest bearing cash at beginning of year | 2016-05-31 | $54,546 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
Value of net income/loss | 2016-05-31 | $32,489 |
Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $151,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $118,640 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $284,524 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $295,666 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $20,552 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-31 | $19,704 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-05-31 | $255,931 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $-24,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
Contributions received in cash from employer | 2016-05-31 | $1,963,297 |
Employer contributions (assets) at end of year | 2016-05-31 | $32,000 |
Employer contributions (assets) at beginning of year | 2016-05-31 | $30,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $2,196,502 |
Liabilities. Value of benefit claims payable at end of year | 2016-05-31 | $204,908 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-05-31 | $261,572 |
Did the plan have assets held for investment | 2016-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Disclaimer |
Accountancy firm name | 2016-05-31 | RSM US LLP |
Accountancy firm EIN | 2016-05-31 | 420714325 |
2015 : HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $261,572 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
Total income from all sources (including contributions) | 2015-05-31 | $2,379,878 |
Total loss/gain on sale of assets | 2015-05-31 | $0 |
Total of all expenses incurred | 2015-05-31 | $2,961,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $2,743,846 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $2,343,761 |
Value of total assets at end of year | 2015-05-31 | $380,212 |
Value of total assets at beginning of year | 2015-05-31 | $700,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $217,785 |
Total interest from all sources | 2015-05-31 | $18,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
Administrative expenses professional fees incurred | 2015-05-31 | $217,070 |
Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
Value of fidelity bond cover | 2015-05-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
Contributions received from participants | 2015-05-31 | $707,096 |
Administrative expenses (other) incurred | 2015-05-31 | $715 |
Total non interest bearing cash at end of year | 2015-05-31 | $54,546 |
Total non interest bearing cash at beginning of year | 2015-05-31 | $273,642 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
Value of net income/loss | 2015-05-31 | $-581,753 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $118,640 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $700,393 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $295,666 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $426,751 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $18,372 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-05-31 | $246,499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $17,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
Contributions received in cash from employer | 2015-05-31 | $1,636,665 |
Employer contributions (assets) at end of year | 2015-05-31 | $30,000 |
Employer contributions (assets) at beginning of year | 2015-05-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $2,497,347 |
Liabilities. Value of benefit claims payable at end of year | 2015-05-31 | $261,572 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $0 |
Did the plan have assets held for investment | 2015-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Disclaimer |
Accountancy firm name | 2015-05-31 | RSM US LLP |
Accountancy firm EIN | 2015-05-31 | 420714325 |
2014 : HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN 2014 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2014-05-31 | $49,371 |
Total unrealized appreciation/depreciation of assets | 2014-05-31 | $49,371 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
Total income from all sources (including contributions) | 2014-05-31 | $2,893,970 |
Total loss/gain on sale of assets | 2014-05-31 | $0 |
Total of all expenses incurred | 2014-05-31 | $2,877,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $2,659,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $2,814,236 |
Value of total assets at end of year | 2014-05-31 | $700,393 |
Value of total assets at beginning of year | 2014-05-31 | $683,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $217,728 |
Total interest from all sources | 2014-05-31 | $30,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
Administrative expenses professional fees incurred | 2014-05-31 | $217,028 |
Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
Value of fidelity bond cover | 2014-05-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
Contributions received from participants | 2014-05-31 | $728,970 |
Administrative expenses (other) incurred | 2014-05-31 | $700 |
Total non interest bearing cash at end of year | 2014-05-31 | $273,642 |
Total non interest bearing cash at beginning of year | 2014-05-31 | $242,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Value of net income/loss | 2014-05-31 | $16,941 |
Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $700,393 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $683,452 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $426,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $440,601 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $30,363 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-05-31 | $234,530 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
Contributions received in cash from employer | 2014-05-31 | $2,085,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $2,424,771 |
Did the plan have assets held for investment | 2014-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Disclaimer |
Accountancy firm name | 2014-05-31 | MCGLADREY LLP |
Accountancy firm EIN | 2014-05-31 | 420714325 |
2013 : HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN 2013 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $96,502 |
Total unrealized appreciation/depreciation of assets | 2013-05-31 | $96,502 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total income from all sources (including contributions) | 2013-05-31 | $2,457,395 |
Total loss/gain on sale of assets | 2013-05-31 | $0 |
Total of all expenses incurred | 2013-05-31 | $2,410,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $2,193,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $2,345,444 |
Value of total assets at end of year | 2013-05-31 | $683,452 |
Value of total assets at beginning of year | 2013-05-31 | $637,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $217,484 |
Total interest from all sources | 2013-05-31 | $14,939 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
Administrative expenses professional fees incurred | 2013-05-31 | $216,793 |
Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
Value of fidelity bond cover | 2013-05-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
Contributions received from participants | 2013-05-31 | $715,664 |
Other income not declared elsewhere | 2013-05-31 | $510 |
Administrative expenses (other) incurred | 2013-05-31 | $691 |
Total non interest bearing cash at end of year | 2013-05-31 | $242,851 |
Total non interest bearing cash at beginning of year | 2013-05-31 | $206,085 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Value of net income/loss | 2013-05-31 | $46,427 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $683,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $637,025 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $440,601 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $430,940 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $14,939 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-31 | $199,170 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
Contributions received in cash from employer | 2013-05-31 | $1,629,780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $1,994,314 |
Did the plan have assets held for investment | 2013-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
Accountancy firm name | 2013-05-31 | BATTELLE RIPPE KINGSTON LLP |
Accountancy firm EIN | 2013-05-31 | 310210560 |
2012 : HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $-60,483 |
Total unrealized appreciation/depreciation of assets | 2012-05-31 | $-60,483 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total income from all sources (including contributions) | 2012-05-31 | $2,280,964 |
Total loss/gain on sale of assets | 2012-05-31 | $0 |
Total of all expenses incurred | 2012-05-31 | $2,364,061 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $2,160,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $2,325,202 |
Value of total assets at end of year | 2012-05-31 | $637,025 |
Value of total assets at beginning of year | 2012-05-31 | $720,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $203,552 |
Total interest from all sources | 2012-05-31 | $13,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
Administrative expenses professional fees incurred | 2012-05-31 | $202,518 |
Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
Value of fidelity bond cover | 2012-05-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
Contributions received from participants | 2012-05-31 | $652,066 |
Other income not declared elsewhere | 2012-05-31 | $2,333 |
Administrative expenses (other) incurred | 2012-05-31 | $1,034 |
Total non interest bearing cash at end of year | 2012-05-31 | $206,085 |
Total non interest bearing cash at beginning of year | 2012-05-31 | $203,154 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Value of net income/loss | 2012-05-31 | $-83,097 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $637,025 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $720,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $430,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $516,968 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $13,912 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-05-31 | $183,167 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
Contributions received in cash from employer | 2012-05-31 | $1,673,136 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $1,977,342 |
Did the plan have assets held for investment | 2012-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
Accountancy firm name | 2012-05-31 | BATELLE & BATELLE |
Accountancy firm EIN | 2012-05-31 | 310210560 |
2011 : HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $60,509 |
Total unrealized appreciation/depreciation of assets | 2011-05-31 | $60,509 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total income from all sources (including contributions) | 2011-05-31 | $2,358,355 |
Total loss/gain on sale of assets | 2011-05-31 | $0 |
Total of all expenses incurred | 2011-05-31 | $2,328,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $2,109,794 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $2,265,344 |
Value of total assets at end of year | 2011-05-31 | $720,122 |
Value of total assets at beginning of year | 2011-05-31 | $689,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $218,430 |
Total interest from all sources | 2011-05-31 | $10,655 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
Administrative expenses professional fees incurred | 2011-05-31 | $218,430 |
Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
Value of fidelity bond cover | 2011-05-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
Contributions received from participants | 2011-05-31 | $591,344 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $112 |
Other income not declared elsewhere | 2011-05-31 | $21,847 |
Total non interest bearing cash at end of year | 2011-05-31 | $203,154 |
Total non interest bearing cash at beginning of year | 2011-05-31 | $689,879 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Value of net income/loss | 2011-05-31 | $30,131 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $720,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $689,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $516,968 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $10,655 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-05-31 | $148,720 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
Contributions received in cash from employer | 2011-05-31 | $1,674,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $1,961,074 |
Did the plan have assets held for investment | 2011-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
Accountancy firm name | 2011-05-31 | BATELLE & BATELLE |
Accountancy firm EIN | 2011-05-31 | 310210560 |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0BPK7 |
Policy instance | 3 |
Insurance contract or identification number | GLUG0BPK7 | Number of Individuals Covered | 244 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $5,183 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $65,575 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 5183 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | GMDC0BPK7 |
Policy instance | 2 |
Insurance contract or identification number | GMDC0BPK7 | Number of Individuals Covered | 108 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $148 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $3,544 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 148 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 99321121001 |
Policy instance | 1 |
Insurance contract or identification number | 99321121001 | Number of Individuals Covered | 351 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,566 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED OF OMAHA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0BPK7 |
Policy instance | 3 |
Insurance contract or identification number | GLUG0BPK7 | Number of Individuals Covered | 201 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,978 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $64,785 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 3978 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | GMDC0BPK7 |
Policy instance | 2 |
Insurance contract or identification number | GMDC0BPK7 | Number of Individuals Covered | 73 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $81 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,849 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 81 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 99321121001 |
Policy instance | 1 |
Insurance contract or identification number | 99321121001 | Number of Individuals Covered | 310 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,209 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | GMDC0BPK7 |
Policy instance | 2 |
Insurance contract or identification number | GMDC0BPK7 | Number of Individuals Covered | 107 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $3,091 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0BPK7 |
Policy instance | 3 |
Insurance contract or identification number | GLUG0BPK7 | Number of Individuals Covered | 227 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $70,717 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 99321121001 |
Policy instance | 1 |
Insurance contract or identification number | 99321121001 | Number of Individuals Covered | 323 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,067 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 99321121001 |
Policy instance | 2 |
Insurance contract or identification number | 99321121001 | Number of Individuals Covered | 329 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,238 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877112 |
Policy instance | 1 |
Insurance contract or identification number | 877112 | Number of Individuals Covered | 205 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $409 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $84,742 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 409 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877112G |
Policy instance | 1 |
Insurance contract or identification number | 877112G | Number of Individuals Covered | 195 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $325 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $81,844 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 325 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 99321121001 |
Policy instance | 2 |
Insurance contract or identification number | 99321121001 | Number of Individuals Covered | 314 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,680 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 99321121001 |
Policy instance | 2 |
Insurance contract or identification number | 99321121001 | Number of Individuals Covered | 296 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,925 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877112G |
Policy instance | 1 |
Insurance contract or identification number | 877112G | Number of Individuals Covered | 214 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $15,429 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $76,657 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | G1728 |
Policy instance | 1 |
Insurance contract or identification number | G1728 | Number of Individuals Covered | 453 | Insurance policy start date | 2015-01-01 | 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 $264,308 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | G1728 |
Policy instance | 1 |
Insurance contract or identification number | G1728 | Number of Individuals Covered | 483 | 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 $266,225 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | G1728 |
Policy instance | 1 |
Insurance contract or identification number | G1728 | Number of Individuals Covered | 574 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 $18,283 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | G1728 |
Policy instance | 1 |
Insurance contract or identification number | G1728 | Number of Individuals Covered | 549 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 $156,845 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | G1728 |
Policy instance | 1 |
Insurance contract or identification number | G1728 | Number of Individuals Covered | 532 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 $174,101 |
|
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | G1728 |
Policy instance | 1 |
Insurance contract or identification number | G1728 | Number of Individuals Covered | 457 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 |
|