BUSINESS ADMINISTRATORS & CONSULTANTS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
401k plan membership statisitcs for BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 20 |
| Total of all active and inactive participants | 2022-06-01 | 20 |
| 2021: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 19 |
| Total of all active and inactive participants | 2021-06-01 | 19 |
| 2020: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 22 |
| Total of all active and inactive participants | 2020-06-01 | 22 |
| 2019: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 27 |
| Total of all active and inactive participants | 2019-06-01 | 27 |
| 2018: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 29 |
| Total of all active and inactive participants | 2018-06-01 | 29 |
| 2017: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 29 |
| Total of all active and inactive participants | 2017-06-01 | 29 |
| 2016: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 31 |
| Total of all active and inactive participants | 2016-06-01 | 31 |
| 2015: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 31 |
| Total of all active and inactive participants | 2015-06-01 | 31 |
| 2014: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 34 |
| Total of all active and inactive participants | 2014-06-01 | 34 |
| 2013: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 32 |
| Total of all active and inactive participants | 2013-06-01 | 32 |
| 2012: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 30 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
| Total of all active and inactive participants | 2012-06-01 | 30 |
| 2011: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 28 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
| Total of all active and inactive participants | 2011-06-01 | 28 |
| 2010: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 34 |
| Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 0 |
| Total of all active and inactive participants | 2010-06-01 | 34 |
| 2009: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 30 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
| Total of all active and inactive participants | 2009-06-01 | 30 |
| Measure | Date | Value |
|---|
| 2023 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-05-31 | $0 |
| Total plan liabilities at beginning of year | 2023-05-31 | $0 |
| Total income from all sources | 2023-05-31 | $425,053 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $457,468 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $445,971 |
| Total plan assets at end of year | 2023-05-31 | $26,111 |
| Total plan assets at beginning of year | 2023-05-31 | $58,526 |
| Value of fidelity bond covering the plan | 2023-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-05-31 | $37,949 |
| Net income (gross income less expenses) | 2023-05-31 | $-32,415 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $26,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $58,526 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $387,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $11,497 |
| 2022 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-05-31 | $0 |
| Total plan liabilities at beginning of year | 2022-05-31 | $1,004 |
| Total income from all sources | 2022-05-31 | $365,832 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $389,903 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $377,778 |
| Total plan assets at end of year | 2022-05-31 | $58,526 |
| Total plan assets at beginning of year | 2022-05-31 | $83,601 |
| Value of fidelity bond covering the plan | 2022-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-05-31 | $57,754 |
| Net income (gross income less expenses) | 2022-05-31 | $-24,071 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $58,526 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $82,597 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $308,078 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $12,125 |
| 2021 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-05-31 | $1,004 |
| Total plan liabilities at beginning of year | 2021-05-31 | $252 |
| Total income from all sources | 2021-05-31 | $440,524 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $391,957 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $378,345 |
| Total plan assets at end of year | 2021-05-31 | $83,601 |
| Total plan assets at beginning of year | 2021-05-31 | $34,282 |
| Value of fidelity bond covering the plan | 2021-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $62,644 |
| Net income (gross income less expenses) | 2021-05-31 | $48,567 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $82,597 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $34,030 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $377,880 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $13,612 |
| 2020 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-05-31 | $252 |
| Total plan liabilities at beginning of year | 2020-05-31 | $0 |
| Total income from all sources | 2020-05-31 | $460,717 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $489,149 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $473,317 |
| Total plan assets at end of year | 2020-05-31 | $34,282 |
| Total plan assets at beginning of year | 2020-05-31 | $62,462 |
| Value of fidelity bond covering the plan | 2020-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-05-31 | $67,432 |
| Net income (gross income less expenses) | 2020-05-31 | $-28,432 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $34,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $62,462 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $393,285 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $15,832 |
| 2019 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-05-31 | $0 |
| Total plan liabilities at beginning of year | 2019-05-31 | $0 |
| Total income from all sources | 2019-05-31 | $385,069 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $343,786 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $328,238 |
| Total plan assets at end of year | 2019-05-31 | $62,462 |
| Total plan assets at beginning of year | 2019-05-31 | $21,179 |
| Value of fidelity bond covering the plan | 2019-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-05-31 | $61,121 |
| Net income (gross income less expenses) | 2019-05-31 | $41,283 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $62,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $21,179 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $323,948 |
| Value of certain deemed distributions of participant loans | 2019-05-31 | $15,548 |
| 2017 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-05-31 | $4,629 |
| Total plan liabilities at beginning of year | 2017-05-31 | $79 |
| Total income from all sources | 2017-05-31 | $348,681 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $326,116 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $310,221 |
| Total plan assets at end of year | 2017-05-31 | $28,516 |
| Total plan assets at beginning of year | 2017-05-31 | $1,401 |
| Value of fidelity bond covering the plan | 2017-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-05-31 | $55,044 |
| Net income (gross income less expenses) | 2017-05-31 | $22,565 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $23,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $1,322 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $293,637 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $15,895 |
| 2016 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-05-31 | $79 |
| Total plan liabilities at beginning of year | 2016-05-31 | $10,140 |
| Total income from all sources | 2016-05-31 | $422,940 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $451,320 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $434,701 |
| Total plan assets at end of year | 2016-05-31 | $1,401 |
| Total plan assets at beginning of year | 2016-05-31 | $39,842 |
| Value of fidelity bond covering the plan | 2016-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-05-31 | $55,857 |
| Net income (gross income less expenses) | 2016-05-31 | $-28,380 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $1,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $29,702 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $367,083 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $16,619 |
| 2015 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-05-31 | $10,140 |
| Total plan liabilities at beginning of year | 2015-05-31 | $0 |
| Total income from all sources | 2015-05-31 | $353,537 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $347,275 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $330,774 |
| Total plan assets at end of year | 2015-05-31 | $39,842 |
| Total plan assets at beginning of year | 2015-05-31 | $23,440 |
| Value of fidelity bond covering the plan | 2015-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-05-31 | $52,325 |
| Net income (gross income less expenses) | 2015-05-31 | $6,262 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $29,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $23,440 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $301,212 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $16,501 |
| 2014 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-05-31 | $0 |
| Total plan liabilities at beginning of year | 2014-05-31 | $9,199 |
| Total income from all sources | 2014-05-31 | $366,790 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $379,608 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $364,067 |
| Total plan assets at end of year | 2014-05-31 | $23,440 |
| Total plan assets at beginning of year | 2014-05-31 | $45,457 |
| Value of fidelity bond covering the plan | 2014-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-05-31 | $51,628 |
| Net income (gross income less expenses) | 2014-05-31 | $-12,818 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $23,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $36,258 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $315,162 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $15,541 |
| 2013 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-05-31 | $9,199 |
| Total plan liabilities at beginning of year | 2013-05-31 | $0 |
| Total income from all sources | 2013-05-31 | $356,520 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $349,662 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $334,473 |
| Total plan assets at end of year | 2013-05-31 | $45,457 |
| Total plan assets at beginning of year | 2013-05-31 | $29,400 |
| Value of fidelity bond covering the plan | 2013-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-05-31 | $50,782 |
| Net income (gross income less expenses) | 2013-05-31 | $6,858 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $36,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $29,400 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $305,738 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $15,189 |
| 2012 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-05-31 | $0 |
| Total plan liabilities at beginning of year | 2012-05-31 | $0 |
| Total income from all sources | 2012-05-31 | $274,428 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $262,730 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $247,115 |
| Total plan assets at end of year | 2012-05-31 | $29,400 |
| Total plan assets at beginning of year | 2012-05-31 | $17,702 |
| Value of fidelity bond covering the plan | 2012-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $53,515 |
| Net income (gross income less expenses) | 2012-05-31 | $11,698 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $29,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $17,702 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $220,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $15,615 |
| 2011 : BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-05-31 | $0 |
| Total plan liabilities at beginning of year | 2011-05-31 | $12,238 |
| Total income from all sources | 2011-05-31 | $329,744 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $329,863 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $314,006 |
| Total plan assets at end of year | 2011-05-31 | $17,702 |
| Total plan assets at beginning of year | 2011-05-31 | $30,059 |
| Value of fidelity bond covering the plan | 2011-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-05-31 | $48,240 |
| Net income (gross income less expenses) | 2011-05-31 | $-119 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $17,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $17,821 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $281,504 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $15,857 |
| 2022: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Submission has been amended | No |
| 2017-06-01 | This submission is the final filing | No |
| 2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-06-01 | Plan is a collectively bargained plan | No |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Submission has been amended | No |
| 2016-06-01 | This submission is the final filing | No |
| 2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-06-01 | Plan is a collectively bargained plan | No |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Submission has been amended | No |
| 2015-06-01 | This submission is the final filing | No |
| 2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-01 | Plan is a collectively bargained plan | No |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Submission has been amended | No |
| 2010-06-01 | This submission is the final filing | No |
| 2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-06-01 | Plan is a collectively bargained plan | No |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BUSINESS ADMINISTRATORS & CONSULTANTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CLI110419 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110419 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | 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? | 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 | 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 $119,598 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CLI110419 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110419 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | 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? | 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 | 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 $107,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CLI110419 |
| Policy instance | 2 |
| Insurance contract or identification number | CLI110419 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-05-31 | | 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? | 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 | 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 $58,320 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2020-11-30 | | 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? | 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 | 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 $62,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | 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? | 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 $132,811 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | 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? | 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 $123,010 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | 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? | 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 $114,024 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | 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 | 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 $112,391 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | 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 | 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 $86,107 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 31 | | 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 | 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 $93,139 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 30 | | 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 | 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 $73,312 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 28 | | 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 | 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 $75,614 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-200065 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-200065 | | Number of Individuals Covered | 30 | | 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 | 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 $66,841 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
