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VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 401k Plan overview

Plan NameVOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION
Plan identification number 501

VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WHITE MOTOR CORPORATION RETIREE BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:WHITE MOTOR CORPORATION RETIREE BENEFIT TRUST
Employer identification number (EIN):341388262
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JOHN T. GRIGSBY
5012016-01-01JOHN T. GRIGSBY
5012015-01-01JOHN T. GRIGSBY
5012014-01-01JOHN T. GRIGSBY
5012013-01-01JOHN GRIGSBY
5012012-01-01JOHN GRIGSBY
5012011-01-01JOHN GRIGSBY
5012010-01-01JOHN GRIGSBY
5012009-01-01JOHN T GRIGSBY JOHN T GRIGSBY2010-10-08

Plan Statistics for VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION

401k plan membership statisitcs for VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION

Measure Date Value
2022: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2022 401k membership
Total participants, beginning-of-year2022-01-0190
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0166
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0166
2021: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-0190
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0190
2020: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2020 401k membership
Total participants, beginning-of-year2020-01-01148
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01117
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01117
2019: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01148
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01148
2018: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2018 401k membership
Total participants, beginning-of-year2018-01-01219
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01182
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01182
2017: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2017 401k membership
Total participants, beginning-of-year2017-01-01257
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01219
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01219
2016: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-01-01311
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01257
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01257
2015: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-01359
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01311
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01311
2014: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-01412
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01359
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01359
2013: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-01476
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01412
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01412
2012: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-01526
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01476
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01476
2011: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-01567
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01526
Total of all active and inactive participants2011-01-01526
2010: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2010 401k membership
Total participants, beginning-of-year2010-01-01642
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01567
Total of all active and inactive participants2010-01-01567
2009: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-01707
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01642
Total of all active and inactive participants2009-01-01642

Financial Data on VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION

Measure Date Value
2022 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,103
Total unrealized appreciation/depreciation of assets2022-12-31$-11,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,388
Total income from all sources (including contributions)2022-12-31$-1,101,946
Total loss/gain on sale of assets2022-12-31$-1,883
Total of all expenses incurred2022-12-31$1,181,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$886,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,179
Value of total assets at end of year2022-12-31$9,302,533
Value of total assets at beginning of year2022-12-31$11,587,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$295,455
Total interest from all sources2022-12-31$15,922
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$148,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$148,549
Administrative expenses professional fees incurred2022-12-31$70,055
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,807
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$189,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$297,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,430
Other income not declared elsewhere2022-12-31$1,431
Administrative expenses (other) incurred2022-12-31$108,576
Liabilities. Value of operating payables at end of year2022-12-31$4,252
Liabilities. Value of operating payables at beginning of year2022-12-31$4,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,283,626
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,296,926
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,580,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$6,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,035,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,249,450
Income. Interest from US Government securities2022-12-31$8,095
Income. Interest from corporate debt instruments2022-12-31$154
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$200,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$841,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$841,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,673
Asset value of US Government securities at end of year2022-12-31$1,828,108
Asset value of US Government securities at beginning of year2022-12-31$200,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,286,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$886,225
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$49,110
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$110,543
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,686,442
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,688,325
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-985
Total unrealized appreciation/depreciation of assets2021-12-31$-985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,663
Total income from all sources (including contributions)2021-12-31$112,573
Total loss/gain on sale of assets2021-12-31$-8,234
Total of all expenses incurred2021-12-31$993,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$707,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$56,877
Value of total assets at end of year2021-12-31$11,587,940
Value of total assets at beginning of year2021-12-31$12,472,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$285,235
Total interest from all sources2021-12-31$9,309
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$80,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$80,806
Administrative expenses professional fees incurred2021-12-31$69,441
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,576
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$297,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$212,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,670
Other income not declared elsewhere2021-12-31$942
Administrative expenses (other) incurred2021-12-31$171,189
Liabilities. Value of operating payables at end of year2021-12-31$4,958
Liabilities. Value of operating payables at beginning of year2021-12-31$8,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-880,547
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,580,552
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,461,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$14,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,249,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,537,033
Income. Interest from US Government securities2021-12-31$9,074
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$9,892,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$841,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$122,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$122,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$235
Asset value of US Government securities at end of year2021-12-31$200,078
Asset value of US Government securities at beginning of year2021-12-31$708,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$48,509
Net investment gain or loss from common/collective trusts2021-12-31$-74,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$707,885
Contract administrator fees2021-12-31$29,668
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$23,846,971
Aggregate carrying amount (costs) on sale of assets2021-12-31$23,855,205
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-2,985
Total unrealized appreciation/depreciation of assets2020-12-31$-2,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,944
Total income from all sources (including contributions)2020-12-31$968,158
Total loss/gain on sale of assets2020-12-31$706
Total of all expenses incurred2020-12-31$1,648,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,316,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$71,766
Value of total assets at end of year2020-12-31$12,472,762
Value of total assets at beginning of year2020-12-31$13,156,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$331,963
Total interest from all sources2020-12-31$9,994
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$18,634
Administrative expenses professional fees incurred2020-12-31$99,219
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,822
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$59,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$212,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$213,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,450
Other income not declared elsewhere2020-12-31$24
Administrative expenses (other) incurred2020-12-31$161,388
Liabilities. Value of operating payables at end of year2020-12-31$8,993
Liabilities. Value of operating payables at beginning of year2020-12-31$11,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-679,951
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,461,099
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,141,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$708,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,510,762
Income. Interest from US Government securities2020-12-31$9,128
Value of interest in common/collective trusts at end of year2020-12-31$9,892,206
Value of interest in common/collective trusts at beginning of year2020-12-31$10,045,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$122,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$37,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$37,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$866
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$6,880
Asset value of US Government securities at end of year2020-12-31$1,537,033
Asset value of US Government securities at beginning of year2020-12-31$1,349,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,636
Net investment gain or loss from common/collective trusts2020-12-31$862,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,309,266
Contract administrator fees2020-12-31$33,593
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,047,915
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,047,209
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,848
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,848
Total unrealized appreciation/depreciation of assets2019-12-31$3,848
Total unrealized appreciation/depreciation of assets2019-12-31$3,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,888
Total income from all sources (including contributions)2019-12-31$1,597,205
Total income from all sources (including contributions)2019-12-31$1,597,205
Total loss/gain on sale of assets2019-12-31$205
Total loss/gain on sale of assets2019-12-31$205
Total of all expenses incurred2019-12-31$1,839,536
Total of all expenses incurred2019-12-31$1,839,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,436,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,436,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$64,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$64,129
Value of total assets at end of year2019-12-31$13,156,994
Value of total assets at end of year2019-12-31$13,156,994
Value of total assets at beginning of year2019-12-31$13,405,269
Value of total assets at beginning of year2019-12-31$13,405,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$403,514
Total interest from all sources2019-12-31$24,973
Total interest from all sources2019-12-31$24,973
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,545
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,545
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,545
Administrative expenses professional fees incurred2019-12-31$105,455
Administrative expenses professional fees incurred2019-12-31$105,455
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,512
Contributions received from participants2019-12-31$12,512
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,617
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$213,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$213,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$213,793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$213,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,790
Other income not declared elsewhere2019-12-31$2,625
Other income not declared elsewhere2019-12-31$2,625
Administrative expenses (other) incurred2019-12-31$225,855
Administrative expenses (other) incurred2019-12-31$225,855
Liabilities. Value of operating payables at end of year2019-12-31$11,494
Liabilities. Value of operating payables at end of year2019-12-31$11,494
Liabilities. Value of operating payables at beginning of year2019-12-31$17,098
Liabilities. Value of operating payables at beginning of year2019-12-31$17,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-242,331
Value of net income/loss2019-12-31$-242,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,141,050
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,141,050
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,383,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,383,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$38,991
Investment advisory and management fees2019-12-31$38,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,510,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,510,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,367,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,367,533
Income. Interest from US Government securities2019-12-31$10,240
Income. Interest from US Government securities2019-12-31$10,240
Value of interest in common/collective trusts at end of year2019-12-31$10,045,906
Value of interest in common/collective trusts at end of year2019-12-31$10,045,906
Value of interest in common/collective trusts at beginning of year2019-12-31$10,667,434
Value of interest in common/collective trusts at beginning of year2019-12-31$10,667,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$37,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$37,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$156,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$156,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$156,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$156,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,733
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,814
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,814
Asset value of US Government securities at end of year2019-12-31$1,349,479
Asset value of US Government securities at end of year2019-12-31$1,349,479
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,097
Net investment gain or loss from common/collective trusts2019-12-31$1,449,783
Net investment gain or loss from common/collective trusts2019-12-31$1,449,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,430,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,430,208
Contract administrator fees2019-12-31$33,213
Contract administrator fees2019-12-31$33,213
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$19,353,294
Aggregate proceeds on sale of assets2019-12-31$19,353,294
Aggregate carrying amount (costs) on sale of assets2019-12-31$19,353,089
Aggregate carrying amount (costs) on sale of assets2019-12-31$19,353,089
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$32,169
Total income from all sources (including contributions)2018-12-31$-272,451
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,873,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,471,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$116,233
Value of total assets at end of year2018-12-31$13,405,269
Value of total assets at beginning of year2018-12-31$15,561,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$402,291
Total interest from all sources2018-12-31$5,385
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$52,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$52,884
Administrative expenses professional fees incurred2018-12-31$120,884
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$17,622
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$98,611
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$213,793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$214,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,226
Other income not declared elsewhere2018-12-31$3,464
Administrative expenses (other) incurred2018-12-31$203,236
Liabilities. Value of operating payables at end of year2018-12-31$17,098
Liabilities. Value of operating payables at beginning of year2018-12-31$23,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,146,435
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,383,381
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,529,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$39,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,367,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,324,474
Value of interest in common/collective trusts at end of year2018-12-31$10,667,434
Value of interest in common/collective trusts at beginning of year2018-12-31$12,608,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$156,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$415,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$415,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,385
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$30,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,825
Net investment gain or loss from common/collective trusts2018-12-31$-440,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,441,505
Contract administrator fees2018-12-31$38,843
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,287,860
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,287,860
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$71,373
Total income from all sources (including contributions)2017-12-31$2,042,167
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,683,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,245,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$145,315
Value of total assets at end of year2017-12-31$15,561,985
Value of total assets at beginning of year2017-12-31$16,242,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$437,886
Total interest from all sources2017-12-31$3,193
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$33,846
Administrative expenses professional fees incurred2017-12-31$143,389
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$18,140
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$127,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$214,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$277,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,175
Other income not declared elsewhere2017-12-31$17,206
Administrative expenses (other) incurred2017-12-31$135,088
Liabilities. Value of operating payables at end of year2017-12-31$23,943
Liabilities. Value of operating payables at beginning of year2017-12-31$63,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-641,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,529,816
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,170,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,324,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,287,913
Value of interest in common/collective trusts at end of year2017-12-31$12,608,026
Value of interest in common/collective trusts at beginning of year2017-12-31$8,375,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$415,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,909,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,909,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,193
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$77,925
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$3,392,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,715
Net investment gain or loss from common/collective trusts2017-12-31$1,839,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,167,503
Contract administrator fees2017-12-31$124,515
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$5,812,377
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,812,377
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$71,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$74,837
Total income from all sources (including contributions)2016-12-31$1,529,056
Total loss/gain on sale of assets2016-12-31$-2,008
Total of all expenses incurred2016-12-31$3,176,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,686,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$168,957
Value of total assets at end of year2016-12-31$16,242,336
Value of total assets at beginning of year2016-12-31$17,893,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$490,059
Total interest from all sources2016-12-31$7,281
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$22,377
Administrative expenses professional fees incurred2016-12-31$187,645
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$22,353
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$146,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$277,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$328,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,424
Other income not declared elsewhere2016-12-31$9,752
Administrative expenses (other) incurred2016-12-31$194,757
Liabilities. Value of operating payables at end of year2016-12-31$63,198
Liabilities. Value of operating payables at beginning of year2016-12-31$67,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,647,589
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,170,963
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,818,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$51,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,287,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,760,011
Income. Interest from US Government securities2016-12-31$6,481
Value of interest in common/collective trusts at end of year2016-12-31$8,375,681
Value of interest in common/collective trusts at beginning of year2016-12-31$9,958,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,909,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$522,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$522,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$800
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$364,753
Asset value of US Government securities at end of year2016-12-31$3,392,453
Asset value of US Government securities at beginning of year2016-12-31$4,323,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,525
Net investment gain or loss from common/collective trusts2016-12-31$1,317,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,321,833
Contract administrator fees2016-12-31$56,471
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$8,262,476
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,264,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-9,704
Total unrealized appreciation/depreciation of assets2015-12-31$-9,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$74,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$54,937
Total income from all sources (including contributions)2015-12-31$321,577
Total loss/gain on sale of assets2015-12-31$-910
Total of all expenses incurred2015-12-31$3,519,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,968,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$222,562
Value of total assets at end of year2015-12-31$17,893,389
Value of total assets at beginning of year2015-12-31$21,071,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$550,749
Total interest from all sources2015-12-31$12,369
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,628
Administrative expenses professional fees incurred2015-12-31$237,893
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$24,402
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$198,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$328,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$270,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,969
Other income not declared elsewhere2015-12-31$23,498
Administrative expenses (other) incurred2015-12-31$190,653
Liabilities. Value of operating payables at end of year2015-12-31$67,413
Liabilities. Value of operating payables at beginning of year2015-12-31$45,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,197,978
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,818,552
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,016,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$57,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,760,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,752,262
Income. Interest from US Government securities2015-12-31$12,212
Value of interest in common/collective trusts at end of year2015-12-31$9,958,486
Value of interest in common/collective trusts at beginning of year2015-12-31$12,418,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$522,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,115,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,115,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$157
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$495,222
Asset value of US Government securities at end of year2015-12-31$4,323,937
Asset value of US Government securities at beginning of year2015-12-31$4,514,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,528
Net investment gain or loss from common/collective trusts2015-12-31$65,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,473,584
Contract administrator fees2015-12-31$65,129
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,474,075
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,474,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-58
Total unrealized appreciation/depreciation of assets2014-12-31$-58
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$54,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$83,234
Total income from all sources (including contributions)2014-12-31$1,924,473
Total loss/gain on sale of assets2014-12-31$-2,063
Total of all expenses incurred2014-12-31$3,770,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,210,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$337,816
Value of total assets at end of year2014-12-31$21,071,467
Value of total assets at beginning of year2014-12-31$22,945,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$559,193
Total interest from all sources2014-12-31$8,009
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,609
Administrative expenses professional fees incurred2014-12-31$272,351
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$27,448
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$310,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$270,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$339,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,288
Other income not declared elsewhere2014-12-31$681
Administrative expenses (other) incurred2014-12-31$165,829
Liabilities. Value of operating payables at end of year2014-12-31$45,968
Liabilities. Value of operating payables at beginning of year2014-12-31$69,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,845,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,016,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,862,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$66,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,752,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Income. Interest from US Government securities2014-12-31$7,826
Income. Interest from corporate debt instruments2014-12-31$19
Value of interest in common/collective trusts at end of year2014-12-31$12,418,290
Value of interest in common/collective trusts at beginning of year2014-12-31$14,176,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,115,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,514,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,514,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$164
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$576,702
Asset value of US Government securities at end of year2014-12-31$4,514,194
Asset value of US Government securities at beginning of year2014-12-31$5,855,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,347
Net investment gain or loss from common/collective trusts2014-12-31$1,577,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,634,200
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$60,034
Contract administrator fees2014-12-31$54,221
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,984,094
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,986,157
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-216
Total unrealized appreciation/depreciation of assets2013-12-31$-216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$83,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,029
Total income from all sources (including contributions)2013-12-31$4,334,078
Total loss/gain on sale of assets2013-12-31$-2,038
Total of all expenses incurred2013-12-31$3,839,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,330,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$171,847
Value of total assets at end of year2013-12-31$22,945,386
Value of total assets at beginning of year2013-12-31$22,423,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$509,656
Total interest from all sources2013-12-31$8,162
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$225,088
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$31,158
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$140,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$339,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$330,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,109
Other income not declared elsewhere2013-12-31$56
Administrative expenses (other) incurred2013-12-31$167,027
Liabilities. Value of operating payables at end of year2013-12-31$69,946
Liabilities. Value of operating payables at beginning of year2013-12-31$43,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$494,352
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,862,152
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,367,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$69,896
Income. Interest from US Government securities2013-12-31$6,692
Income. Interest from corporate debt instruments2013-12-31$1,298
Value of interest in common/collective trusts at end of year2013-12-31$14,176,103
Value of interest in common/collective trusts at beginning of year2013-12-31$14,128,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,514,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$683,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$683,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$172
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$652,695
Asset value of US Government securities at end of year2013-12-31$5,855,743
Asset value of US Government securities at beginning of year2013-12-31$6,924,729
Net investment gain or loss from common/collective trusts2013-12-31$4,156,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,677,375
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$60,034
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$356,698
Contract administrator fees2013-12-31$47,645
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$11,093,475
Aggregate carrying amount (costs) on sale of assets2013-12-31$11,095,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SS&G, INC.
Accountancy firm EIN2013-12-31341945695
2012 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$436
Total unrealized appreciation/depreciation of assets2012-12-31$436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$56,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$65,202
Total income from all sources (including contributions)2012-12-31$2,962,653
Total loss/gain on sale of assets2012-12-31$-1,963
Total of all expenses incurred2012-12-31$3,570,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,084,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$344,199
Value of total assets at end of year2012-12-31$22,423,829
Value of total assets at beginning of year2012-12-31$23,040,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$486,070
Total interest from all sources2012-12-31$13,892
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$201,679
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$34,520
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$309,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$330,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$115,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,595
Administrative expenses (other) incurred2012-12-31$161,144
Liabilities. Value of operating payables at end of year2012-12-31$43,920
Liabilities. Value of operating payables at beginning of year2012-12-31$48,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-607,899
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,367,800
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,975,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$69,111
Income. Interest from US Government securities2012-12-31$8,412
Income. Interest from corporate debt instruments2012-12-31$5,313
Value of interest in common/collective trusts at end of year2012-12-31$14,128,784
Value of interest in common/collective trusts at beginning of year2012-12-31$14,627,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$683,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$766,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$766,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$167
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$692,462
Asset value of US Government securities at end of year2012-12-31$6,924,729
Asset value of US Government securities at beginning of year2012-12-31$7,167,199
Net investment gain or loss from common/collective trusts2012-12-31$2,606,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,392,020
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$356,698
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$364,244
Contract administrator fees2012-12-31$54,136
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$9,040,263
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,042,226
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SS&G, INC.
Accountancy firm EIN2012-12-31341945695
2011 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,869
Total unrealized appreciation/depreciation of assets2011-12-31$-2,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$65,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,661
Total income from all sources (including contributions)2011-12-31$828,704
Total loss/gain on sale of assets2011-12-31$-18,143
Total of all expenses incurred2011-12-31$3,401,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,894,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$386,422
Value of total assets at end of year2011-12-31$23,040,901
Value of total assets at beginning of year2011-12-31$25,607,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$506,907
Total interest from all sources2011-12-31$34,132
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$204,844
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$35,728
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$350,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$115,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$177,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,389
Other income not declared elsewhere2011-12-31$123
Administrative expenses (other) incurred2011-12-31$170,594
Liabilities. Value of operating payables at end of year2011-12-31$48,607
Liabilities. Value of operating payables at beginning of year2011-12-31$43,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,572,300
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,975,699
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,547,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$71,768
Income. Interest from US Government securities2011-12-31$15,781
Income. Interest from corporate debt instruments2011-12-31$17,052
Value of interest in common/collective trusts at end of year2011-12-31$14,627,423
Value of interest in common/collective trusts at beginning of year2011-12-31$17,199,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$766,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,269,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,269,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,299
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$747,116
Asset value of US Government securities at end of year2011-12-31$7,167,199
Asset value of US Government securities at beginning of year2011-12-31$5,168,678
Net investment gain or loss from common/collective trusts2011-12-31$429,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,146,981
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$364,244
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$792,331
Contract administrator fees2011-12-31$59,701
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$13,818,008
Aggregate carrying amount (costs) on sale of assets2011-12-31$13,836,151
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SS&G, INC.
Accountancy firm EIN2011-12-31341945695
2010 : VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-12,146
Total unrealized appreciation/depreciation of assets2010-12-31$-12,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$59,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$87,680
Total income from all sources (including contributions)2010-12-31$3,891,548
Total loss/gain on sale of assets2010-12-31$-16,389
Total of all expenses incurred2010-12-31$3,559,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,073,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$509,988
Value of total assets at end of year2010-12-31$25,607,660
Value of total assets at beginning of year2010-12-31$25,303,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$486,663
Total interest from all sources2010-12-31$65,645
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$202,817
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$193,861
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$316,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$177,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$187,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$31,993
Other income not declared elsewhere2010-12-31$12,165
Administrative expenses (other) incurred2010-12-31$143,694
Liabilities. Value of operating payables at end of year2010-12-31$43,272
Liabilities. Value of operating payables at beginning of year2010-12-31$55,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$331,879
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,547,999
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,216,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$74,246
Income. Interest from US Government securities2010-12-31$29,574
Income. Interest from corporate debt instruments2010-12-31$35,219
Value of interest in common/collective trusts at end of year2010-12-31$17,199,068
Value of interest in common/collective trusts at beginning of year2010-12-31$15,607,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,269,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,615,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,615,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$807,392
Asset value of US Government securities at end of year2010-12-31$5,168,678
Asset value of US Government securities at beginning of year2010-12-31$6,019,116
Net investment gain or loss from common/collective trusts2010-12-31$3,332,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,265,614
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$792,331
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$873,193
Contract administrator fees2010-12-31$65,906
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$9,124,060
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,140,449
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SS&G FINANCIAL SERVICES, INC.
Accountancy firm EIN2010-12-31341945695

Form 5500 Responses for VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION

2022: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30049852
Policy instance 1
Insurance contract or identification number30049852
Number of Individuals Covered67
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30049852
Policy instance 1
Insurance contract or identification number30049852
Number of Individuals Covered95
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30049852
Policy instance 2
Insurance contract or identification number30049852
Number of Individuals Covered116
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberUS00841P
Policy instance 1
Insurance contract or identification numberUS00841P
Number of Individuals Covered0
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 $6,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS00841P
Policy instance 1
Insurance contract or identification numberUS00841P
Number of Individuals Covered1
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 $5,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30049852
Policy instance 2
Insurance contract or identification number30049852
Number of Individuals Covered140
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3530
Policy instance 2
Insurance contract or identification number3530
Number of Individuals Covered4
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 $18,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number1162
Policy instance 3
Insurance contract or identification number1162
Number of Individuals Covered220
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 BenefitNo
Dental Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30049852
Policy instance 4
Insurance contract or identification number30049852
Number of Individuals Covered205
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS00841P
Policy instance 1
Insurance contract or identification numberUS00841P
Number of Individuals Covered4
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 $23,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number00841P-0001
Policy instance 2
Insurance contract or identification number00841P-0001
Number of Individuals Covered20
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 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
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 $39,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3530
Policy instance 3
Insurance contract or identification number3530
Number of Individuals Covered5
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 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
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 $19,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number718
Policy instance 1
Insurance contract or identification number718
Number of Individuals Covered58
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 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
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 $382,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3530
Policy instance 3
Insurance contract or identification number3530
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
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 $19,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number00841P-0001
Policy instance 2
Insurance contract or identification number00841P-0001
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
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 $46,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number718
Policy instance 1
Insurance contract or identification number718
Number of Individuals Covered78
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
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 $510,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3530
Policy instance 3
Insurance contract or identification number3530
Number of Individuals Covered7
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
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 $22,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number00841P-0001
Policy instance 2
Insurance contract or identification number00841P-0001
Number of Individuals Covered22
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
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 $57,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number718
Policy instance 1
Insurance contract or identification number718
Number of Individuals Covered87
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
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 $572,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number718
Policy instance 1
Insurance contract or identification number718
Number of Individuals Covered95
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
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 $600,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3530
Policy instance 3
Insurance contract or identification number3530
Number of Individuals Covered7
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
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 $25,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number00841P-0001
Policy instance 2
Insurance contract or identification number00841P-0001
Number of Individuals Covered12
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
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 $66,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number718
Policy instance 3
Insurance contract or identification number718
Number of Individuals Covered106
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 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
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 $645,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )
Policy contract number3530
Policy instance 2
Insurance contract or identification number3530
Number of Individuals Covered8
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 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
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 $27,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number00841P-0001
Policy instance 1
Insurance contract or identification number00841P-0001
Number of Individuals Covered12
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 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
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 $73,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )
Policy contract number3530
Policy instance 2
Insurance contract or identification number3530
Number of Individuals Covered9
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 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
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 $37,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00841P-0001
Policy instance 1
Insurance contract or identification number00841P-0001
Number of Individuals Covered13
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 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
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 $71,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number718
Policy instance 3
Insurance contract or identification number718
Number of Individuals Covered125
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 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
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 $698,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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