HOMEWOOD CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
401k plan membership statisitcs for HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 131 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 131 |
| 2022: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 110 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| 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 | 110 |
| 2021: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 149 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| 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 | 149 |
| 2020: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 143 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| 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 | 143 |
| 2019: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 145 |
| 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 | 145 |
| 2015: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 0 |
| Total of all active and inactive participants | 2015-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
| 2014: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 40 |
| Total of all active and inactive participants | 2014-05-01 | 40 |
| 2013: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 42 |
| Total of all active and inactive participants | 2013-05-01 | 42 |
| 2012: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 53 |
| Total of all active and inactive participants | 2012-05-01 | 53 |
| 2011: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 51 |
| Total of all active and inactive participants | 2011-05-01 | 51 |
| 2010: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 52 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 0 |
| Total of all active and inactive participants | 2010-05-01 | 52 |
| 2009: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 65 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
| Total of all active and inactive participants | 2009-05-01 | 65 |
| Measure | Date | Value |
|---|
| 2016 : HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $0 |
| Total plan liabilities at beginning of year | 2016-04-30 | $4,902 |
| Total income from all sources | 2016-04-30 | $16,781 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $47,806 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $29,948 |
| Total plan assets at end of year | 2016-04-30 | $4,671 |
| Total plan assets at beginning of year | 2016-04-30 | $40,598 |
| Value of fidelity bond covering the plan | 2016-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2016-04-30 | $5,492 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $388 |
| Other income received | 2016-04-30 | $18 |
| Net income (gross income less expenses) | 2016-04-30 | $-31,025 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $4,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $35,696 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $11,271 |
| Value of corrective distributions | 2016-04-30 | $10,592 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $6,878 |
| 2015 : HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $4,902 |
| Total plan liabilities at beginning of year | 2015-04-30 | $88 |
| Total income from all sources | 2015-04-30 | $576,945 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $578,137 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $536,771 |
| Total plan assets at end of year | 2015-04-30 | $40,598 |
| Total plan assets at beginning of year | 2015-04-30 | $36,976 |
| Value of fidelity bond covering the plan | 2015-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-04-30 | $154,157 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $590 |
| Other income received | 2015-04-30 | $31 |
| Net income (gross income less expenses) | 2015-04-30 | $-1,192 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $35,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $36,888 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $422,757 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $40,776 |
| 2014 : HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $88 |
| Total plan liabilities at beginning of year | 2014-04-30 | $445 |
| Total income from all sources | 2014-04-30 | $538,095 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $569,387 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $527,344 |
| Total plan assets at end of year | 2014-04-30 | $36,976 |
| Total plan assets at beginning of year | 2014-04-30 | $68,625 |
| Value of fidelity bond covering the plan | 2014-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2014-04-30 | $226,975 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $689 |
| Other income received | 2014-04-30 | $24 |
| Net income (gross income less expenses) | 2014-04-30 | $-31,292 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $36,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $68,180 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $311,096 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $41,354 |
| 2013 : HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $445 |
| Total plan liabilities at beginning of year | 2013-04-30 | $6,915 |
| Total income from all sources | 2013-04-30 | $569,835 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $558,343 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $516,009 |
| Total plan assets at end of year | 2013-04-30 | $68,625 |
| Total plan assets at beginning of year | 2013-04-30 | $63,603 |
| Value of fidelity bond covering the plan | 2013-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2013-04-30 | $170,714 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $598 |
| Other income received | 2013-04-30 | $23 |
| Net income (gross income less expenses) | 2013-04-30 | $11,492 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $68,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $56,688 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $399,098 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $41,736 |
| 2012 : HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $6,915 |
| Total plan liabilities at beginning of year | 2012-04-30 | $7,968 |
| Total income from all sources | 2012-04-30 | $399,645 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $411,182 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $372,038 |
| Total plan assets at end of year | 2012-04-30 | $63,603 |
| Total plan assets at beginning of year | 2012-04-30 | $76,193 |
| Value of fidelity bond covering the plan | 2012-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $182,910 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $599 |
| Other income received | 2012-04-30 | $12 |
| Net income (gross income less expenses) | 2012-04-30 | $-11,537 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $56,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $68,225 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $216,723 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $38,545 |
| 2011 : HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $7,968 |
| Total plan liabilities at beginning of year | 2011-04-30 | $4,921 |
| Total income from all sources | 2011-04-30 | $361,510 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $362,923 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $324,440 |
| Total plan assets at end of year | 2011-04-30 | $76,193 |
| Total plan assets at beginning of year | 2011-04-30 | $74,559 |
| Value of fidelity bond covering the plan | 2011-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $179,792 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $555 |
| Net income (gross income less expenses) | 2011-04-30 | $-1,413 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $68,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $69,638 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $181,718 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $37,928 |
| 2023: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE 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 benefit arrangement – Insurance | Yes |
| 2021: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE 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 benefit arrangement – Insurance | Yes |
| 2020: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE 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 benefit arrangement – Insurance | Yes |
| 2019: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE 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 benefit arrangement – Insurance | Yes |
| 2015: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | Yes |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | Yes |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Multi-employer plan |
| 2010-05-01 | Submission has been amended | No |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Insurance | Yes |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HOMEWOOD & ASSOCIATES EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Multi-employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
| Policy contract number | 0124350-02 |
| Policy instance | 3 |
| Insurance contract or identification number | 0124350-02 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $25,205 | | Total amount of fees paid to insurance company | USD $8,165 | | 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 | Yes | | 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 $1,860 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 ) |
| Policy contract number | 449160 |
| Policy instance | 2 |
| Insurance contract or identification number | 449160 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $6,411 | | Total amount of fees paid to insurance company | USD $762 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $38,219 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 44158 |
| Policy instance | 1 |
| Insurance contract or identification number | 44158 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $13,724 | | Total amount of fees paid to insurance company | USD $1,272 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D AND WORKSITE BENEFITS | | 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 $77,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 44158 |
| Policy instance | 1 |
| Insurance contract or identification number | 44158 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $20,352 | | Total amount of fees paid to insurance company | USD $6,189 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | 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 | AD&D AND WORKSITE BENEFITS | | 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 $109,281 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 44158 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0551496 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0551496 |
| Policy instance | 1 |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200028 |
| Policy instance | 1 |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200028 |
| Policy instance | 1 |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200028 |
| Policy instance | 1 |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200028 |
| Policy instance | 1 |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200028 |
| Policy instance | 1 |
