AMERICAN UNITED LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELFARE BENEFIT PLAN FOR AGENTS
Measure | Date | Value |
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2022 : WELFARE BENEFIT PLAN FOR AGENTS 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $177,435 |
Total of all expenses incurred | 2022-12-31 | $296,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $197,997 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $177,435 |
Value of total assets at end of year | 2022-12-31 | $187,184 |
Value of total assets at beginning of year | 2022-12-31 | $305,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $98,043 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $95,261 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $177,435 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $714 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $2,782 |
Total non interest bearing cash at end of year | 2022-12-31 | $186,470 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $305,789 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-118,605 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $187,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $305,789 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $197,997 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : WELFARE BENEFIT PLAN FOR AGENTS 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $201,790 |
Total of all expenses incurred | 2021-12-31 | $328,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $223,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $201,790 |
Value of total assets at end of year | 2021-12-31 | $305,789 |
Value of total assets at beginning of year | 2021-12-31 | $432,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $105,334 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $201,790 |
Administrative expenses (other) incurred | 2021-12-31 | $3,236 |
Total non interest bearing cash at end of year | 2021-12-31 | $305,789 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $432,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-126,839 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $305,789 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $432,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $223,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contract administrator fees | 2021-12-31 | $102,098 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : WELFARE BENEFIT PLAN FOR AGENTS 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $35 |
Total income from all sources (including contributions) | 2020-12-31 | $224,957 |
Total of all expenses incurred | 2020-12-31 | $365,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $241,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $223,587 |
Value of total assets at end of year | 2020-12-31 | $432,628 |
Value of total assets at beginning of year | 2020-12-31 | $573,095 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $124,326 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $213,745 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $562,520 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $35 |
Other income not declared elsewhere | 2020-12-31 | $1,370 |
Administrative expenses (other) incurred | 2020-12-31 | $2,456 |
Total non interest bearing cash at end of year | 2020-12-31 | $432,628 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $10,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-140,432 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $432,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $573,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $240,683 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $9,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $380 |
Contract administrator fees | 2020-12-31 | $121,870 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : WELFARE BENEFIT PLAN FOR AGENTS 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $35 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $453,988 |
Total income from all sources (including contributions) | 2019-12-31 | $1,758,244 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,669,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,570,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,758,244 |
Value of total assets at end of year | 2019-12-31 | $573,095 |
Value of total assets at beginning of year | 2019-12-31 | $938,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $98,982 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $884,406 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $562,520 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $64,976 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $35 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $1,437 |
Total non interest bearing cash at end of year | 2019-12-31 | $10,575 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $873,229 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $88,843 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $573,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $484,217 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $692,824 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $873,838 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $877,595 |
Contract administrator fees | 2019-12-31 | $97,545 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $453,988 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440106260 |
2018 : WELFARE BENEFIT PLAN FOR AGENTS 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $453,988 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $869,794 |
Total income from all sources (including contributions) | 2018-12-31 | $5,102,524 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,609,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,263,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,102,524 |
Value of total assets at end of year | 2018-12-31 | $938,205 |
Value of total assets at beginning of year | 2018-12-31 | $860,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $346,250 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,160,449 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $64,976 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $18,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $455,538 |
Administrative expenses (other) incurred | 2018-12-31 | $782 |
Total non interest bearing cash at end of year | 2018-12-31 | $873,229 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $842,745 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $493,186 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $484,217 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-8,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,685,329 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,942,075 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,577,759 |
Contract administrator fees | 2018-12-31 | $345,468 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $453,988 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $414,256 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440106260 |
2017 : WELFARE BENEFIT PLAN FOR AGENTS 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $869,794 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $469,680 |
Total income from all sources (including contributions) | 2017-12-31 | $4,311,064 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,010,157 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,745,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,311,064 |
Value of total assets at end of year | 2017-12-31 | $860,825 |
Value of total assets at beginning of year | 2017-12-31 | $1,159,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $265,152 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,799,852 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $18,080 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $17,614 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $455,538 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $39,271 |
Administrative expenses (other) incurred | 2017-12-31 | $1,128 |
Total non interest bearing cash at end of year | 2017-12-31 | $842,745 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,142,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-699,093 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-8,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $690,124 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,371,852 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,511,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,373,153 |
Contract administrator fees | 2017-12-31 | $264,024 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $414,256 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $430,409 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440106260 |
2016 : WELFARE BENEFIT PLAN FOR AGENTS 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $469,680 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $241,832 |
Total income from all sources (including contributions) | 2016-12-31 | $3,883,075 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,983,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,769,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,883,075 |
Value of total assets at end of year | 2016-12-31 | $1,159,804 |
Value of total assets at beginning of year | 2016-12-31 | $1,032,186 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $213,460 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,419,342 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $17,614 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $39,271 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $17,327 |
Administrative expenses (other) incurred | 2016-12-31 | $562 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,142,190 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,032,186 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-100,230 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $690,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $790,354 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,243,867 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,463,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,525,978 |
Contract administrator fees | 2016-12-31 | $212,898 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $430,409 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $224,505 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440106260 |
2015 : WELFARE BENEFIT PLAN FOR AGENTS 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $241,832 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $398,339 |
Total income from all sources (including contributions) | 2015-12-31 | $3,110,731 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,506,128 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,292,120 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,110,542 |
Value of total assets at end of year | 2015-12-31 | $1,032,186 |
Value of total assets at beginning of year | 2015-12-31 | $1,584,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $214,008 |
Total interest from all sources | 2015-12-31 | $189 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,378,967 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $63,088 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $17,327 |
Administrative expenses (other) incurred | 2015-12-31 | $1,150 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,032,186 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $70,971 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-395,397 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $790,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,185,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,450,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,450,031 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $189 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,193,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $731,575 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,098,150 |
Contract administrator fees | 2015-12-31 | $212,858 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $224,505 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $398,339 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440106260 |
2014 : WELFARE BENEFIT PLAN FOR AGENTS 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $398,339 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $251,662 |
Total income from all sources (including contributions) | 2014-12-31 | $3,689,613 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,945,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,749,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,689,247 |
Value of total assets at end of year | 2014-12-31 | $1,584,090 |
Value of total assets at beginning of year | 2014-12-31 | $1,692,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $195,404 |
Total interest from all sources | 2014-12-31 | $366 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,735,925 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $63,088 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $93 |
Administrative expenses (other) incurred | 2014-12-31 | $1,263 |
Total non interest bearing cash at end of year | 2014-12-31 | $70,971 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $465,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-255,399 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,185,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,441,150 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,450,031 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,227,240 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,227,240 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $366 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,207,946 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $953,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,541,662 |
Contract administrator fees | 2014-12-31 | $194,141 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $398,339 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $251,569 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440106260 |
2013 : WELFARE BENEFIT PLAN FOR AGENTS 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $251,662 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $258,715 |
Total income from all sources (including contributions) | 2013-12-31 | $5,009,573 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,351,062 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,125,949 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,009,009 |
Value of total assets at end of year | 2013-12-31 | $1,692,812 |
Value of total assets at beginning of year | 2013-12-31 | $1,041,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $225,113 |
Total interest from all sources | 2013-12-31 | $564 |
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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,357,278 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $41,483 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $93 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,432 |
Administrative expenses (other) incurred | 2013-12-31 | $875 |
Total non interest bearing cash at end of year | 2013-12-31 | $465,572 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $73,869 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $658,511 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,441,150 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $782,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $564 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,338,294 |
Asset value of US Government securities at end of year | 2013-12-31 | $1,227,240 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $926,002 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,651,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,787,655 |
Contract administrator fees | 2013-12-31 | $224,238 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $251,569 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $257,283 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BKD , LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : WELFARE BENEFIT PLAN FOR AGENTS 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $258,715 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $580,086 |
Total income from all sources (including contributions) | 2012-12-31 | $4,925,926 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,893,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,662,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,925,926 |
Value of total assets at end of year | 2012-12-31 | $1,041,354 |
Value of total assets at beginning of year | 2012-12-31 | $1,330,743 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $231,218 |
Total interest from all sources | 2012-12-31 | $0 |
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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,446,828 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $3,479,098 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $41,483 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $140,675 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,432 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,426 |
Administrative expenses (other) incurred | 2012-12-31 | $497 |
Total non interest bearing cash at end of year | 2012-12-31 | $73,869 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,189,066 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $31,982 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $782,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $750,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $926,002 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,002 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,002 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,323,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,339,050 |
Contract administrator fees | 2012-12-31 | $230,721 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $257,283 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $577,660 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : WELFARE BENEFIT PLAN FOR AGENTS 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $580,086 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $684,030 |
Total income from all sources (including contributions) | 2011-12-31 | $5,610,238 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $5,641,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,380,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,610,084 |
Value of total assets at end of year | 2011-12-31 | $1,330,743 |
Value of total assets at beginning of year | 2011-12-31 | $1,466,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $260,929 |
Total interest from all sources | 2011-12-31 | $154 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,798,398 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $1,141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $140,675 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,370 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,426 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $12,359 |
Administrative expenses (other) incurred | 2011-12-31 | $913 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,189,066 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-31,624 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $750,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $782,281 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,002 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,459,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,459,819 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $154 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,513,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,811,686 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,867,188 |
Contract administrator fees | 2011-12-31 | $260,016 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $577,660 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $671,671 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : WELFARE BENEFIT PLAN FOR AGENTS 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $684,030 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $551,158 |
Total income from all sources (including contributions) | 2010-12-31 | $5,366,953 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $5,308,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,033,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,366,757 |
Value of total assets at end of year | 2010-12-31 | $1,466,311 |
Value of total assets at beginning of year | 2010-12-31 | $1,275,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $275,472 |
Total interest from all sources | 2010-12-31 | $196 |
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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,429,903 |
Participant contributions at end of year | 2010-12-31 | $1,141 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,370 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $10,371 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $12,359 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $30,573 |
Administrative expenses (other) incurred | 2010-12-31 | $1,072 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,981 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $2,323 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $58,122 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $782,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $724,159 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,459,819 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,262,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,262,623 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $196 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,384,166 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,936,854 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,649,193 |
Contract administrator fees | 2010-12-31 | $274,400 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $671,671 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $520,585 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |