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AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 401k Plan overview

Plan NameAMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS
Plan identification number 556

AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Other welfare benefit cover

401k Sponsoring company profile

AMERICAN GREETINGS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN GREETINGS CORPORATION
Employer identification number (EIN):340065325
NAIC Classification:323100

Additional information about AMERICAN GREETINGS CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1944-01-29
Company Identification Number: 186778
Legal Registered Office Address: 50 W. BROAD ST
SUITE 1800
COLUMBUS
United States of America (USA)
43215

More information about AMERICAN GREETINGS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5562022-03-01
5562021-03-01
5562020-03-01
5562019-03-01
5562018-03-01
5562017-03-01DEAN WILLMER
5562016-03-01KELLEY KORTE CHRIS HAFFKE2017-09-22
5562015-03-01KELLEY KORTE CHRIS HAFFKE2016-09-13
5562014-03-01KELLEY KORTE BRIAN MCGRATH2015-12-10
5562013-03-01KELLEY KORTE BRIAN MCGRATH2014-12-02
5562012-03-01KELLEY KORTE
5562011-03-01KELLEY KORTE
5562010-03-01KELLEY KORTE
5562009-03-01KELLEY KORTE BRIAN MCGRATH2010-12-14

Plan Statistics for AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS

401k plan membership statisitcs for AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS

Measure Date Value
2022: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2022 401k membership
Total participants, beginning-of-year2022-03-01456
Total number of active participants reported on line 7a of the Form 55002022-03-010
Number of retired or separated participants receiving benefits2022-03-01318
Number of other retired or separated participants entitled to future benefits2022-03-0144
Total of all active and inactive participants2022-03-01362
2021: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2021 401k membership
Total participants, beginning-of-year2021-03-01570
Total number of active participants reported on line 7a of the Form 55002021-03-010
Number of retired or separated participants receiving benefits2021-03-01368
Number of other retired or separated participants entitled to future benefits2021-03-0188
Total of all active and inactive participants2021-03-01456
2020: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2020 401k membership
Total participants, beginning-of-year2020-03-01652
Total number of active participants reported on line 7a of the Form 55002020-03-010
Number of retired or separated participants receiving benefits2020-03-01482
Number of other retired or separated participants entitled to future benefits2020-03-0188
Total of all active and inactive participants2020-03-01570
2019: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2019 401k membership
Total participants, beginning-of-year2019-03-01649
Total number of active participants reported on line 7a of the Form 55002019-03-010
Number of retired or separated participants receiving benefits2019-03-01562
Number of other retired or separated participants entitled to future benefits2019-03-0190
Total of all active and inactive participants2019-03-01652
2018: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2018 401k membership
Total participants, beginning-of-year2018-03-01715
Total number of active participants reported on line 7a of the Form 55002018-03-010
Number of retired or separated participants receiving benefits2018-03-01561
Number of other retired or separated participants entitled to future benefits2018-03-0188
Total of all active and inactive participants2018-03-01649
2017: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2017 401k membership
Total participants, beginning-of-year2017-03-01780
Total number of active participants reported on line 7a of the Form 55002017-03-010
Number of retired or separated participants receiving benefits2017-03-01627
Number of other retired or separated participants entitled to future benefits2017-03-0188
Total of all active and inactive participants2017-03-01715
2016: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2016 401k membership
Total participants, beginning-of-year2016-03-01914
Total number of active participants reported on line 7a of the Form 55002016-03-010
Number of retired or separated participants receiving benefits2016-03-01690
Number of other retired or separated participants entitled to future benefits2016-03-0190
Total of all active and inactive participants2016-03-01780
2015: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2015 401k membership
Total participants, beginning-of-year2015-03-01915
Total number of active participants reported on line 7a of the Form 55002015-03-010
Number of retired or separated participants receiving benefits2015-03-01824
Number of other retired or separated participants entitled to future benefits2015-03-0190
Total of all active and inactive participants2015-03-01914
2014: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2014 401k membership
Total participants, beginning-of-year2014-03-011,069
Total number of active participants reported on line 7a of the Form 55002014-03-010
Number of retired or separated participants receiving benefits2014-03-01915
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01915
2013: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2013 401k membership
Total participants, beginning-of-year2013-03-011,180
Total number of active participants reported on line 7a of the Form 55002013-03-010
Number of retired or separated participants receiving benefits2013-03-011,069
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-011,069
2012: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2012 401k membership
Total participants, beginning-of-year2012-03-011,282
Total number of active participants reported on line 7a of the Form 55002012-03-010
Number of retired or separated participants receiving benefits2012-03-011,180
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-011,180
2011: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2011 401k membership
Total participants, beginning-of-year2011-03-011,418
Total number of active participants reported on line 7a of the Form 55002011-03-010
Number of retired or separated participants receiving benefits2011-03-011,282
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-011,282
2010: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2010 401k membership
Total participants, beginning-of-year2010-03-011,692
Total number of active participants reported on line 7a of the Form 55002010-03-010
Number of retired or separated participants receiving benefits2010-03-011,418
Number of other retired or separated participants entitled to future benefits2010-03-010
Total of all active and inactive participants2010-03-011,418
2009: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2009 401k membership
Total participants, beginning-of-year2009-03-011,701
Total number of active participants reported on line 7a of the Form 55002009-03-010
Number of retired or separated participants receiving benefits2009-03-011,692
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-011,692

Financial Data on AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS

Measure Date Value
2023 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-02-28$-784,531
Total unrealized appreciation/depreciation of assets2023-02-28$-784,531
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total income from all sources (including contributions)2023-02-28$-1,091,783
Total loss/gain on sale of assets2023-02-28$-43,349
Total of all expenses incurred2023-02-28$3,394,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$3,194,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$0
Value of total assets at end of year2023-02-28$20,380,798
Value of total assets at beginning of year2023-02-28$24,866,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$199,629
Total interest from all sources2023-02-28$288,865
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$105,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$105,155
Administrative expenses professional fees incurred2023-02-28$47,503
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Other income not declared elsewhere2023-02-28$769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-4,486,001
Value of net assets at end of year (total assets less liabilities)2023-02-28$20,380,798
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$24,866,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$6,438,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$7,097,249
Income. Interest from US Government securities2023-02-28$131,928
Income. Interest from corporate debt instruments2023-02-28$130,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$1,265,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$1,731,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$1,731,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$26,742
Expenses. Payments to insurance carriers foe the provision of benefits2023-02-28$57,822
Asset value of US Government securities at end of year2023-02-28$7,079,782
Asset value of US Government securities at beginning of year2023-02-28$10,148,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-658,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28Yes
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$3,136,767
Asset. Corporate debt instrument preferred debt at end of year2023-02-28$3,879,991
Asset. Corporate debt instrument preferred debt at beginning of year2023-02-28$3,743,726
Asset. Corporate debt instrument debt (other) at end of year2023-02-28$1,716,704
Asset. Corporate debt instrument debt (other) at beginning of year2023-02-28$2,146,378
Contract administrator fees2023-02-28$152,126
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Aggregate proceeds on sale of assets2023-02-28$9,073,459
Aggregate carrying amount (costs) on sale of assets2023-02-28$9,116,808
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28BDO USA, P.C
Accountancy firm EIN2023-02-28135381590
2022 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$-545,097
Total unrealized appreciation/depreciation of assets2022-02-28$-545,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total income from all sources (including contributions)2022-02-28$1,061,137
Total loss/gain on sale of assets2022-02-28$-79,600
Total of all expenses incurred2022-02-28$3,413,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$3,179,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$0
Value of total assets at end of year2022-02-28$24,866,799
Value of total assets at beginning of year2022-02-28$27,219,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$234,597
Total interest from all sources2022-02-28$317,924
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$132,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$132,031
Administrative expenses professional fees incurred2022-02-28$63,030
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Other income not declared elsewhere2022-02-28$4,161
Total non interest bearing cash at end of year2022-02-28$0
Total non interest bearing cash at beginning of year2022-02-28$528,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$-2,352,713
Value of net assets at end of year (total assets less liabilities)2022-02-28$24,866,799
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$27,219,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$7,097,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$8,886,061
Income. Interest from US Government securities2022-02-28$203,738
Income. Interest from corporate debt instruments2022-02-28$113,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$1,731,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$1,473,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$1,473,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$357
Expenses. Payments to insurance carriers foe the provision of benefits2022-02-28$56,509
Asset value of US Government securities at end of year2022-02-28$10,148,064
Asset value of US Government securities at beginning of year2022-02-28$12,516,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$1,231,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$3,122,744
Asset. Corporate debt instrument preferred debt at end of year2022-02-28$3,743,726
Asset. Corporate debt instrument preferred debt at beginning of year2022-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2022-02-28$2,146,378
Asset. Corporate debt instrument debt (other) at beginning of year2022-02-28$3,815,478
Contract administrator fees2022-02-28$171,567
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Aggregate proceeds on sale of assets2022-02-28$16,230,200
Aggregate carrying amount (costs) on sale of assets2022-02-28$16,309,800
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28BDO USA, LLP
Accountancy firm EIN2022-02-28135381590
2021 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-02-28$-33,685
Total unrealized appreciation/depreciation of assets2021-02-28$-33,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total income from all sources (including contributions)2021-02-28$2,454,964
Total loss/gain on sale of assets2021-02-28$-25,619
Total of all expenses incurred2021-02-28$3,768,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$3,515,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$0
Value of total assets at end of year2021-02-28$27,219,512
Value of total assets at beginning of year2021-02-28$28,533,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$253,090
Total interest from all sources2021-02-28$389,618
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$138,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$138,218
Administrative expenses professional fees incurred2021-02-28$58,207
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Total non interest bearing cash at end of year2021-02-28$528,088
Total non interest bearing cash at beginning of year2021-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$-1,313,865
Value of net assets at end of year (total assets less liabilities)2021-02-28$27,219,512
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$28,533,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$8,886,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$7,502,919
Interest earned on other investments2021-02-28$91,156
Income. Interest from US Government securities2021-02-28$285,318
Income. Interest from corporate debt instruments2021-02-28$11,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$1,473,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$306,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$306,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$1,977
Expenses. Payments to insurance carriers foe the provision of benefits2021-02-28$52,892
Asset value of US Government securities at end of year2021-02-28$12,516,573
Asset value of US Government securities at beginning of year2021-02-28$16,464,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$1,985,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Income. Dividends from common stock2021-02-28$441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$3,462,847
Asset. Corporate debt instrument debt (other) at end of year2021-02-28$3,815,478
Asset. Corporate debt instrument debt (other) at beginning of year2021-02-28$4,259,776
Contract administrator fees2021-02-28$194,883
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Aggregate proceeds on sale of assets2021-02-28$15,738,469
Aggregate carrying amount (costs) on sale of assets2021-02-28$15,764,088
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28BDO USA, LLP
Accountancy firm EIN2021-02-28135381590
2020 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-02-29$572,766
Unrealized appreciation/depreciation of other (non real estate) assets2020-02-29$572,766
Total unrealized appreciation/depreciation of assets2020-02-29$572,766
Total unrealized appreciation/depreciation of assets2020-02-29$572,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total income from all sources (including contributions)2020-02-29$1,623,441
Total loss/gain on sale of assets2020-02-29$-1,323
Total loss/gain on sale of assets2020-02-29$-1,323
Total of all expenses incurred2020-02-29$3,357,974
Total of all expenses incurred2020-02-29$3,357,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$3,082,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$3,082,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$0
Value of total assets at end of year2020-02-29$28,533,377
Value of total assets at beginning of year2020-02-29$30,267,910
Value of total assets at beginning of year2020-02-29$30,267,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$275,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$275,116
Total interest from all sources2020-02-29$467,782
Total interest from all sources2020-02-29$467,782
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$170,645
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$170,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$170,645
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$170,645
Administrative expenses professional fees incurred2020-02-29$44,089
Administrative expenses professional fees incurred2020-02-29$44,089
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Other income not declared elsewhere2020-02-29$3,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$-1,734,533
Value of net income/loss2020-02-29$-1,734,533
Value of net assets at end of year (total assets less liabilities)2020-02-29$28,533,377
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$30,267,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$7,502,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$8,248,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$8,248,663
Interest earned on other investments2020-02-29$151,306
Interest earned on other investments2020-02-29$151,306
Income. Interest from US Government securities2020-02-29$289,604
Income. Interest from US Government securities2020-02-29$289,604
Income. Interest from corporate debt instruments2020-02-29$12,150
Income. Interest from corporate debt instruments2020-02-29$12,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$306,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$765,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$765,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$765,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$765,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$14,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$14,722
Expenses. Payments to insurance carriers foe the provision of benefits2020-02-29$57,290
Expenses. Payments to insurance carriers foe the provision of benefits2020-02-29$57,290
Asset value of US Government securities at end of year2020-02-29$16,464,014
Asset value of US Government securities at beginning of year2020-02-29$15,699,725
Asset value of US Government securities at beginning of year2020-02-29$15,699,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$410,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$410,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$3,025,568
Asset. Corporate debt instrument debt (other) at end of year2020-02-29$4,259,776
Asset. Corporate debt instrument debt (other) at beginning of year2020-02-29$5,554,101
Asset. Corporate debt instrument debt (other) at beginning of year2020-02-29$5,554,101
Contract administrator fees2020-02-29$231,027
Contract administrator fees2020-02-29$231,027
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Aggregate proceeds on sale of assets2020-02-29$9,832,079
Aggregate proceeds on sale of assets2020-02-29$9,832,079
Aggregate carrying amount (costs) on sale of assets2020-02-29$9,833,402
Aggregate carrying amount (costs) on sale of assets2020-02-29$9,833,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29BDO USA, LLP
Accountancy firm name2020-02-29BDO USA, LLP
Accountancy firm EIN2020-02-29135381590
Accountancy firm EIN2020-02-29135381590
2018 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-02-28$-501,195
Total unrealized appreciation/depreciation of assets2018-02-28$-501,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$752,599
Total income from all sources (including contributions)2018-02-28$1,563,193
Total loss/gain on sale of assets2018-02-28$-85,034
Total of all expenses incurred2018-02-28$4,636,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$4,311,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$0
Value of total assets at end of year2018-02-28$34,077,508
Value of total assets at beginning of year2018-02-28$37,903,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$324,702
Total interest from all sources2018-02-28$577,298
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$195,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$195,809
Administrative expenses professional fees incurred2018-02-28$64,331
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$736,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$752,599
Other income not declared elsewhere2018-02-28$11,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$-3,073,330
Value of net assets at end of year (total assets less liabilities)2018-02-28$34,077,508
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$37,150,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$9,836,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$10,181,081
Interest earned on other investments2018-02-28$15,398
Income. Interest from US Government securities2018-02-28$385,253
Income. Interest from corporate debt instruments2018-02-28$168,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$900,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$1,299,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$1,299,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$8,515
Expenses. Payments to insurance carriers foe the provision of benefits2018-02-28$56,460
Asset value of US Government securities at end of year2018-02-28$18,118,971
Asset value of US Government securities at beginning of year2018-02-28$20,405,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$1,364,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$4,255,361
Asset. Corporate debt instrument debt (other) at end of year2018-02-28$5,221,291
Asset. Corporate debt instrument debt (other) at beginning of year2018-02-28$5,281,752
Contract administrator fees2018-02-28$260,371
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Aggregate proceeds on sale of assets2018-02-28$12,165,879
Aggregate carrying amount (costs) on sale of assets2018-02-28$12,250,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28BDO USA, LLP
Accountancy firm EIN2018-02-28135381590
2017 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-02-28$-426,560
Total unrealized appreciation/depreciation of assets2017-02-28$-426,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$752,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$2,450,489
Total loss/gain on sale of assets2017-02-28$-43,792
Total of all expenses incurred2017-02-28$5,358,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$4,928,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$0
Value of total assets at end of year2017-02-28$37,903,437
Value of total assets at beginning of year2017-02-28$40,058,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$429,492
Total interest from all sources2017-02-28$668,138
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$224,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$219,968
Administrative expenses professional fees incurred2017-02-28$68,496
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$736,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$218,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$752,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$-2,907,935
Value of net assets at end of year (total assets less liabilities)2017-02-28$37,150,838
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$40,058,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$10,181,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$10,323,926
Income. Interest from US Government securities2017-02-28$429,180
Income. Interest from corporate debt instruments2017-02-28$234,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$1,299,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$1,487,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$1,487,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$4,064
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$57,821
Asset value of US Government securities at end of year2017-02-28$20,405,282
Asset value of US Government securities at beginning of year2017-02-28$21,889,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$2,028,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Income. Dividends from common stock2017-02-28$4,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$4,871,111
Asset. Corporate debt instrument debt (other) at end of year2017-02-28$5,281,752
Asset. Corporate debt instrument debt (other) at beginning of year2017-02-28$6,139,669
Contract administrator fees2017-02-28$360,996
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Aggregate proceeds on sale of assets2017-02-28$19,320,670
Aggregate carrying amount (costs) on sale of assets2017-02-28$19,364,462
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28BDO USA, LLP
Accountancy firm EIN2017-02-28135381590
2016 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-02-29$-28,623
Total unrealized appreciation/depreciation of assets2016-02-29$-28,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$-92,301
Total loss/gain on sale of assets2016-02-29$-82,381
Total of all expenses incurred2016-02-29$5,261,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$4,769,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$0
Value of total assets at end of year2016-02-29$40,058,773
Value of total assets at beginning of year2016-02-29$45,412,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$491,591
Total interest from all sources2016-02-29$703,688
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$233,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$233,461
Administrative expenses professional fees incurred2016-02-29$87,162
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$5,000,000
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$218,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$0
Other income not declared elsewhere2016-02-29$47,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-5,353,348
Value of net assets at end of year (total assets less liabilities)2016-02-29$40,058,773
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$45,412,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$10,323,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$12,132,960
Income. Interest from US Government securities2016-02-29$468,663
Income. Interest from corporate debt instruments2016-02-29$233,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$1,487,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$1,191,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$1,191,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$1,402
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$66,281
Asset value of US Government securities at end of year2016-02-29$21,889,489
Asset value of US Government securities at beginning of year2016-02-29$25,297,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-966,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29Yes
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$4,703,175
Asset. Corporate debt instrument debt (other) at end of year2016-02-29$6,139,669
Asset. Corporate debt instrument debt (other) at beginning of year2016-02-29$6,789,734
Contract administrator fees2016-02-29$404,429
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Aggregate proceeds on sale of assets2016-02-29$36,778,128
Aggregate carrying amount (costs) on sale of assets2016-02-29$36,860,509
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29BDO USA, LLP
Accountancy firm EIN2016-02-29135381590
2015 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$288,869
Total unrealized appreciation/depreciation of assets2015-02-28$288,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$2,276,855
Total loss/gain on sale of assets2015-02-28$-562,741
Total of all expenses incurred2015-02-28$5,470,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$4,927,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$0
Value of total assets at end of year2015-02-28$45,412,121
Value of total assets at beginning of year2015-02-28$48,605,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$542,852
Total interest from all sources2015-02-28$628,616
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$248,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$248,213
Administrative expenses professional fees incurred2015-02-28$122,151
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Other income not declared elsewhere2015-02-28$11,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$-3,193,719
Value of net assets at end of year (total assets less liabilities)2015-02-28$45,412,121
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$48,605,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$12,132,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$12,967,880
Interest earned on other investments2015-02-28$24,624
Income. Interest from US Government securities2015-02-28$400,228
Income. Interest from corporate debt instruments2015-02-28$203,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$1,191,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$1,160,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$1,160,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$341
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$59,534
Asset value of US Government securities at end of year2015-02-28$25,297,551
Asset value of US Government securities at beginning of year2015-02-28$26,910,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$1,662,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$4,868,188
Asset. Corporate debt instrument debt (other) at end of year2015-02-28$6,789,734
Asset. Corporate debt instrument debt (other) at beginning of year2015-02-28$7,566,994
Contract administrator fees2015-02-28$420,701
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$35,754,215
Aggregate carrying amount (costs) on sale of assets2015-02-28$36,316,956
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28BDO USA, LLP
Accountancy firm EIN2015-02-28135381590
2014 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$-328,129
Total unrealized appreciation/depreciation of assets2014-02-28$-328,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$3,261,320
Total loss/gain on sale of assets2014-02-28$-370,242
Total of all expenses incurred2014-02-28$6,292,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$5,796,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$0
Value of total assets at end of year2014-02-28$48,605,840
Value of total assets at beginning of year2014-02-28$51,637,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$496,222
Total interest from all sources2014-02-28$763,589
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$283,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2014-02-28$283,966
Administrative expenses professional fees incurred2014-02-28$101,233
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$0
Other income not declared elsewhere2014-02-28$5,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$-3,031,212
Value of net assets at end of year (total assets less liabilities)2014-02-28$48,605,840
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$51,637,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$12,967,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$14,195,500
Income. Interest from US Government securities2014-02-28$491,468
Income. Interest from corporate debt instruments2014-02-28$271,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$1,160,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$1,548,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$1,548,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$790
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$60,659
Asset value of US Government securities at end of year2014-02-28$26,910,046
Asset value of US Government securities at beginning of year2014-02-28$27,710,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-02-28$2,906,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$5,735,651
Asset. Corporate debt instrument debt (other) at end of year2014-02-28$7,566,994
Asset. Corporate debt instrument debt (other) at beginning of year2014-02-28$8,183,022
Contract administrator fees2014-02-28$394,989
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$31,190,777
Aggregate carrying amount (costs) on sale of assets2014-02-28$31,561,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28SS & G, INC.
Accountancy firm EIN2014-02-28341945695
2013 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$-184,094
Total unrealized appreciation/depreciation of assets2013-02-28$-184,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$7,344,595
Total income from all sources (including contributions)2013-02-28$1,402,347
Total loss/gain on sale of assets2013-02-28$-990,947
Total of all expenses incurred2013-02-28$7,085,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$6,822,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$0
Value of total assets at end of year2013-02-28$51,637,052
Value of total assets at beginning of year2013-02-28$64,664,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$263,421
Total interest from all sources2013-02-28$830,586
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$349,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$247,889
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$7,774,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$7,344,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$-5,683,140
Value of net assets at end of year (total assets less liabilities)2013-02-28$51,637,052
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$57,320,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$14,195,500
Interest earned on other investments2013-02-28$546
Income. Interest from US Government securities2013-02-28$545,944
Income. Interest from corporate debt instruments2013-02-28$282,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$1,548,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$419,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$419,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$1,681
Asset value of US Government securities at end of year2013-02-28$27,710,435
Asset value of US Government securities at beginning of year2013-02-28$31,011,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$1,397,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Income. Dividends from common stock2013-02-28$101,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$6,822,066
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$8,183,022
Asset. Corporate debt instrument debt (other) at beginning of year2013-02-28$8,270,771
Contract administrator fees2013-02-28$263,421
Assets. Corporate common stocks other than exployer securities at end of year2013-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-02-28$17,188,850
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$55,988,620
Aggregate carrying amount (costs) on sale of assets2013-02-28$56,979,567
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28SS&G, INC.
Accountancy firm EIN2013-02-28341945695
2012 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$478,506
Total unrealized appreciation/depreciation of assets2012-02-29$478,506
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$7,344,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$7,080,471
Total income from all sources (including contributions)2012-02-29$-1,139,570
Total loss/gain on sale of assets2012-02-29$-3,119,566
Total of all expenses incurred2012-02-29$8,054,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$7,756,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$0
Value of total assets at end of year2012-02-29$64,664,787
Value of total assets at beginning of year2012-02-29$73,594,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$298,240
Total interest from all sources2012-02-29$1,062,013
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$439,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$7,774,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$6,059,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$7,344,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$7,080,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$-9,193,932
Value of net assets at end of year (total assets less liabilities)2012-02-29$57,320,192
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$66,514,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Interest earned on other investments2012-02-29$715
Income. Interest from US Government securities2012-02-29$758,413
Income. Interest from corporate debt instruments2012-02-29$302,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$419,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$1,776,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$1,776,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$563
Asset value of US Government securities at end of year2012-02-29$31,011,752
Asset value of US Government securities at beginning of year2012-02-29$31,831,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Income. Dividends from common stock2012-02-29$439,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$7,756,122
Asset. Corporate debt instrument debt (other) at end of year2012-02-29$8,270,771
Asset. Corporate debt instrument debt (other) at beginning of year2012-02-29$4,698,871
Contract administrator fees2012-02-29$298,240
Assets. Corporate common stocks other than exployer securities at end of year2012-02-29$17,188,850
Assets. Corporate common stocks other than exployer securities at beginning of year2012-02-29$29,228,651
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$142,736,591
Aggregate carrying amount (costs) on sale of assets2012-02-29$145,856,157
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29SS&G, INC.
Accountancy firm EIN2012-02-29341945695
2011 : AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$2,781,396
Total unrealized appreciation/depreciation of assets2011-02-28$2,781,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$7,080,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$1,851,732
Total income from all sources (including contributions)2011-02-28$8,157,568
Total loss/gain on sale of assets2011-02-28$2,352,360
Total of all expenses incurred2011-02-28$8,123,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$7,573,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$1,007,953
Value of total assets at end of year2011-02-28$73,594,595
Value of total assets at beginning of year2011-02-28$68,331,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$549,820
Total interest from all sources2011-02-28$1,484,009
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$531,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$1,007,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$6,059,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$2,016,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-02-28$7,080,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-02-28$1,851,732
Administrative expenses (other) incurred2011-02-28$56,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$34,546
Value of net assets at end of year (total assets less liabilities)2011-02-28$66,514,124
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$66,479,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Interest earned on other investments2011-02-28$2,344
Income. Interest from US Government securities2011-02-28$974,684
Income. Interest from corporate debt instruments2011-02-28$503,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$1,776,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$2,399,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$2,399,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$3,082
Asset value of US Government securities at end of year2011-02-28$31,831,683
Asset value of US Government securities at beginning of year2011-02-28$29,220,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Income. Dividends from common stock2011-02-28$531,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$7,573,202
Asset. Corporate debt instrument debt (other) at end of year2011-02-28$4,698,871
Asset. Corporate debt instrument debt (other) at beginning of year2011-02-28$9,720,834
Contract administrator fees2011-02-28$493,597
Assets. Corporate common stocks other than exployer securities at end of year2011-02-28$29,228,651
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$24,973,660
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$139,375,338
Aggregate carrying amount (costs) on sale of assets2011-02-28$137,022,978
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28SS&G FINANCIAL SERVICES, INC.
Accountancy firm EIN2011-02-28341945695

Form 5500 Responses for AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS

2022: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedYes
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedYes
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: AMERICAN GREETINGS CORP. WELFARE BENEFITS PLAN FOR POST RETIREMENT MEDICAL BENEFITS 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $58,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered17
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $55,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $57,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered17
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $53,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $55,913
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered19
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $56,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $68,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract numberH2001/H3659
Policy instance 1
Insurance contract or identification numberH2001/H3659
Number of Individuals Covered27
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $57,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number20066
Policy instance 2
Insurance contract or identification number20066
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEE ASSISTANCE
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 CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract numberH3659
Policy instance 1
Insurance contract or identification numberH3659
Number of Individuals Covered29
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $63,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract numberH3659
Policy instance 1
Insurance contract or identification numberH3659
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $57,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number20066
Policy instance 2
Insurance contract or identification number20066
Number of Individuals Covered1193
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEE ASSISTANCE
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 CarrierUSD $14,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract numberH3659
Policy instance 1
Insurance contract or identification numberH3659
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $55,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract number10333,10185,109
Policy instance 1
Insurance contract or identification number10333,10185,109
Number of Individuals Covered45
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $68,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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