SOUTHEASTERN OHIO BROADCASTING, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
401k plan membership statisitcs for WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| 2021: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 23 |
| Total of all active and inactive participants | 2021-01-01 | 23 |
| 2020: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 21 |
| Total of all active and inactive participants | 2020-01-01 | 21 |
| 2019: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
| Total of all active and inactive participants | 2019-01-01 | 20 |
| 2018: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
| Total of all active and inactive participants | 2018-01-01 | 23 |
| 2017: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
| Total of all active and inactive participants | 2017-01-01 | 20 |
| 2016: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
| Total of all active and inactive participants | 2016-01-01 | 21 |
| 2015: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
| Total of all active and inactive participants | 2015-01-01 | 19 |
| 2014: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
| Total of all active and inactive participants | 2014-01-01 | 25 |
| 2013: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 25 |
| Total of all active and inactive participants | 2013-05-01 | 25 |
| Measure | Date | Value |
|---|
| 2022 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $6,302 |
| Total income from all sources | 2022-12-31 | $242,544 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $250,812 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $133,153 |
| Total plan assets at end of year | 2022-12-31 | $12,878 |
| Total plan assets at beginning of year | 2022-12-31 | $27,448 |
| Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $35,945 |
| Net income (gross income less expenses) | 2022-12-31 | $-8,268 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $12,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,146 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $206,599 |
| Value of corrective distributions | 2022-12-31 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,659 |
| 2021 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $6,302 |
| Total plan liabilities at beginning of year | 2021-12-31 | $25,443 |
| Total income from all sources | 2021-12-31 | $337,381 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $388,198 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $350,759 |
| Total plan assets at end of year | 2021-12-31 | $27,448 |
| Total plan assets at beginning of year | 2021-12-31 | $97,406 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $94,140 |
| Net income (gross income less expenses) | 2021-12-31 | $-50,817 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $71,963 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $243,241 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $37,439 |
| 2020 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $25,443 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $375,231 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $331,221 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $295,574 |
| Total plan assets at end of year | 2020-12-31 | $97,406 |
| Total plan assets at beginning of year | 2020-12-31 | $27,953 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $94,690 |
| Net income (gross income less expenses) | 2020-12-31 | $44,010 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $71,963 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $27,953 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $280,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $35,647 |
| 2019 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $349,582 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $334,483 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $307,795 |
| Total plan assets at end of year | 2019-12-31 | $27,953 |
| Total plan assets at beginning of year | 2019-12-31 | $12,854 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $101,185 |
| Net income (gross income less expenses) | 2019-12-31 | $15,099 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $27,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,854 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $248,397 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $26,688 |
| 2018 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $4,422 |
| Total income from all sources | 2018-12-31 | $271,620 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $289,367 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $271,059 |
| Total plan assets at end of year | 2018-12-31 | $12,854 |
| Total plan assets at beginning of year | 2018-12-31 | $35,023 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $107,450 |
| Net income (gross income less expenses) | 2018-12-31 | $-17,747 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $30,601 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $164,170 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $18,308 |
| 2017 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $4,422 |
| Total plan liabilities at beginning of year | 2017-12-31 | $151 |
| Total income from all sources | 2017-12-31 | $318,448 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $327,473 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $310,044 |
| Total plan assets at end of year | 2017-12-31 | $35,023 |
| Total plan assets at beginning of year | 2017-12-31 | $39,777 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $118,876 |
| Net income (gross income less expenses) | 2017-12-31 | $-9,025 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $30,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $39,626 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $199,572 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,429 |
| 2016 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $151 |
| Total plan liabilities at beginning of year | 2016-12-31 | $5,961 |
| Total income from all sources | 2016-12-31 | $260,338 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $265,345 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $248,140 |
| Total plan assets at end of year | 2016-12-31 | $39,777 |
| Total plan assets at beginning of year | 2016-12-31 | $50,594 |
| Value of fidelity bond covering the plan | 2016-12-31 | $325,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $101,287 |
| Net income (gross income less expenses) | 2016-12-31 | $-5,007 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $39,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $44,633 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $159,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $17,205 |
| 2015 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $5,961 |
| Total plan liabilities at beginning of year | 2015-12-31 | $23,558 |
| Total income from all sources | 2015-12-31 | $306,364 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $270,518 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $249,153 |
| Total plan assets at end of year | 2015-12-31 | $50,594 |
| Total plan assets at beginning of year | 2015-12-31 | $32,345 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $105,867 |
| Net income (gross income less expenses) | 2015-12-31 | $35,846 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $44,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,787 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $200,497 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $21,365 |
| 2014 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $23,558 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $252,000 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $256,623 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $236,590 |
| Total plan assets at end of year | 2014-12-31 | $32,345 |
| Total plan assets at beginning of year | 2014-12-31 | $13,410 |
| Value of fidelity bond covering the plan | 2014-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $104,927 |
| Net income (gross income less expenses) | 2014-12-31 | $-4,623 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,410 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $147,073 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $20,033 |
| 2013 : WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $152,853 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $139,443 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $124,076 |
| Total plan assets at end of year | 2013-12-31 | $13,410 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $62,581 |
| Net income (gross income less expenses) | 2013-12-31 | $13,410 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $90,272 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $15,367 |
| 2022: WHIZ MEDIA GROUP 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 funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WHIZ MEDIA GROUP 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 funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WHIZ MEDIA GROUP 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 funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WHIZ MEDIA GROUP 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 funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WHIZ MEDIA GROUP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | First time form 5500 has been submitted | Yes |
| 2013-05-01 | Submission has been amended | No |
| 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) | Yes |
| 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 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CLI110224 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110224 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-04-30 | | 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 | 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 $75,899 | | 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 | CLI110224 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110224 | | Number of Individuals Covered | 23 | | 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 | | 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 $231,398 | | 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 | CLI110224 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110224 | | Number of Individuals Covered | 21 | | 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 | | 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 $170,616 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CLI110224 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110224 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,659 | | 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 $160,061 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,659 | | Insurance broker organization code? | 3 |
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| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CLI110224 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110224 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $17,678 | | 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 $176,778 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,678 | | Insurance broker organization code? | 3 |
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| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | 9847979 |
| Policy instance | 2 |
| Insurance contract or identification number | 9847979 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-04-30 | | Total amount of commissions paid to insurance broker | USD $4,815 | | 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 $48,155 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,815 | | Insurance broker organization code? | 3 | | Insurance broker name | RANKIN & RANKIN INSURANCE SERVICES |
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| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | CLI110224 |
| Policy instance | 1 |
| Insurance contract or identification number | CLI110224 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $10,292 | | 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 $102,919 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,292 | | Insurance broker organization code? | 3 | | Insurance broker name | RANKIN & RANKIN INSURANCE SERVICES |
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| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | 9847979 |
| Policy instance | 1 |
| Insurance contract or identification number | 9847979 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $13,169 | | 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 $131,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,169 | | Insurance broker organization code? | 3 | | Insurance broker name | RANKIN & RANKIN INSURANCE SERVICES |
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| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | 9847979 |
| Policy instance | 2 |
| Insurance contract or identification number | 9847979 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,621 | | 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 $76,213 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,621 | | Insurance broker organization code? | 3 | | Insurance broker name | RANKIN & RANKIN INSURANCE SERVICES |
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| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-201716 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-201716 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $3,836 | | 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 $38,363 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,836 | | Insurance broker organization code? | 3 | | Insurance broker name | RANKIN & RANKIN INSURANCE SERVICES |
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| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-201716 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-201716 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $11,057 | | 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 $110,567 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,057 | | Insurance broker organization code? | 3 | | Insurance broker name | RANKIN & RANKIN INSURANCE SERVICES |
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| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-201716 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-201716 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,046 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,046 | | Insurance broker organization code? | 3 | | Insurance broker name | RANKIN & RANKIN INSURANCE SERVICES |
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