TAYLOR UNIVERSITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $1,000,610 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $1,400,997 |
| Total income from all sources (including contributions) | 2023-05-31 | $8,179,220 |
| Total loss/gain on sale of assets | 2023-05-31 | $0 |
| Total of all expenses incurred | 2023-05-31 | $7,817,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $7,457,962 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $8,125,519 |
| Value of total assets at end of year | 2023-05-31 | $2,389,054 |
| Value of total assets at beginning of year | 2023-05-31 | $2,428,083 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $359,900 |
| Total interest from all sources | 2023-05-31 | $53,701 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Contributions received from participants | 2023-05-31 | $1,622,129 |
| Assets. Other investments not covered elsewhere at end of year | 2023-05-31 | $200,000 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-05-31 | $418,712 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-05-31 | $158,939 |
| Administrative expenses (other) incurred | 2023-05-31 | $359,900 |
| Liabilities. Value of operating payables at end of year | 2023-05-31 | $243,110 |
| Liabilities. Value of operating payables at beginning of year | 2023-05-31 | $490,997 |
| Total non interest bearing cash at end of year | 2023-05-31 | $16,641 |
| Total non interest bearing cash at beginning of year | 2023-05-31 | $14,413 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $361,358 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $1,388,444 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $1,027,086 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $1,753,701 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $2,254,731 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $2,254,731 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-05-31 | $53,701 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-05-31 | $1,009,644 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $6,503,390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $6,448,318 |
| Liabilities. Value of benefit claims payable at end of year | 2023-05-31 | $757,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-05-31 | $910,000 |
| Did the plan have assets held for investment | 2023-05-31 | 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 | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | CROWE LLP |
| Accountancy firm EIN | 2023-05-31 | 350921680 |
| 2022 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $1,400,997 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $1,076,000 |
| Total income from all sources (including contributions) | 2022-05-31 | $4,814,540 |
| Total loss/gain on sale of assets | 2022-05-31 | $0 |
| Total of all expenses incurred | 2022-05-31 | $8,517,755 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $8,292,626 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $4,813,427 |
| Value of total assets at end of year | 2022-05-31 | $2,428,083 |
| Value of total assets at beginning of year | 2022-05-31 | $5,806,301 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $225,129 |
| Total interest from all sources | 2022-05-31 | $1,113 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Contributions received from participants | 2022-05-31 | $1,558,682 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-05-31 | $158,939 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-05-31 | $186,547 |
| Administrative expenses (other) incurred | 2022-05-31 | $225,129 |
| Liabilities. Value of operating payables at end of year | 2022-05-31 | $490,997 |
| Liabilities. Value of operating payables at beginning of year | 2022-05-31 | $0 |
| Total non interest bearing cash at end of year | 2022-05-31 | $14,413 |
| Total non interest bearing cash at beginning of year | 2022-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-3,703,215 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $1,027,086 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $4,730,301 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $2,254,731 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $1,773,293 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $1,773,293 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $1,113 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-05-31 | $863,252 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $3,254,745 |
| Employer contributions (assets) at end of year | 2022-05-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-05-31 | $3,846,461 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $7,429,374 |
| Liabilities. Value of benefit claims payable at end of year | 2022-05-31 | $910,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-05-31 | $1,076,000 |
| Did the plan have assets held for investment | 2022-05-31 | 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 | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | CROWE LLP |
| Accountancy firm EIN | 2022-05-31 | 350921680 |
| 2021 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $1,076,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $665,700 |
| Total income from all sources (including contributions) | 2021-05-31 | $7,186,542 |
| Total loss/gain on sale of assets | 2021-05-31 | $0 |
| Total of all expenses incurred | 2021-05-31 | $7,705,393 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $7,537,146 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $7,184,791 |
| Value of total assets at end of year | 2021-05-31 | $5,806,301 |
| Value of total assets at beginning of year | 2021-05-31 | $5,914,852 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $168,247 |
| Total interest from all sources | 2021-05-31 | $1,751 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Administrative expenses professional fees incurred | 2021-05-31 | $130,343 |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Contributions received from participants | 2021-05-31 | $1,607,193 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-05-31 | $186,547 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-05-31 | $86,501 |
| Administrative expenses (other) incurred | 2021-05-31 | $37,904 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $-518,851 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $4,730,301 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $5,249,152 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $1,773,293 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $3,183,217 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $3,183,217 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-31 | $1,751 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-05-31 | $996,510 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Contributions received in cash from employer | 2021-05-31 | $5,577,598 |
| Employer contributions (assets) at end of year | 2021-05-31 | $3,846,461 |
| Employer contributions (assets) at beginning of year | 2021-05-31 | $2,645,134 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $6,540,636 |
| Liabilities. Value of benefit claims payable at end of year | 2021-05-31 | $1,076,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-05-31 | $665,700 |
| Did the plan have assets held for investment | 2021-05-31 | 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 | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Unqualified |
| Accountancy firm name | 2021-05-31 | RSM US LLP |
| Accountancy firm EIN | 2021-05-31 | 420714325 |
| 2020 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $665,700 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $1,012,400 |
| Total income from all sources (including contributions) | 2020-05-31 | $7,638,977 |
| Total loss/gain on sale of assets | 2020-05-31 | $0 |
| Total of all expenses incurred | 2020-05-31 | $6,864,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $6,699,066 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $7,600,459 |
| Value of total assets at end of year | 2020-05-31 | $5,914,852 |
| Value of total assets at beginning of year | 2020-05-31 | $5,487,240 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $165,599 |
| Total interest from all sources | 2020-05-31 | $38,518 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Administrative expenses professional fees incurred | 2020-05-31 | $139,132 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Contributions received from participants | 2020-05-31 | $1,750,440 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $86,501 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $62,930 |
| Administrative expenses (other) incurred | 2020-05-31 | $26,467 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Value of net income/loss | 2020-05-31 | $774,312 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $5,249,152 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $4,474,840 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $3,183,217 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $3,363,056 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $3,363,056 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-31 | $38,518 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-05-31 | $967,629 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Contributions received in cash from employer | 2020-05-31 | $5,850,019 |
| Employer contributions (assets) at end of year | 2020-05-31 | $2,645,134 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $2,061,254 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $5,731,437 |
| Liabilities. Value of benefit claims payable at end of year | 2020-05-31 | $665,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-05-31 | $1,012,400 |
| Did the plan have assets held for investment | 2020-05-31 | 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 | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Accountancy firm name | 2020-05-31 | RSM US LLP |
| Accountancy firm EIN | 2020-05-31 | 420714325 |
| 2019 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $1,012,400 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $476,200 |
| Total income from all sources (including contributions) | 2019-05-31 | $7,342,392 |
| Total loss/gain on sale of assets | 2019-05-31 | $0 |
| Total of all expenses incurred | 2019-05-31 | $7,429,691 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $7,244,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $7,285,685 |
| Value of total assets at end of year | 2019-05-31 | $5,487,240 |
| Value of total assets at beginning of year | 2019-05-31 | $5,038,339 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $185,310 |
| Total interest from all sources | 2019-05-31 | $56,707 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Administrative expenses professional fees incurred | 2019-05-31 | $128,184 |
| Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
| Value of fidelity bond cover | 2019-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Contributions received from participants | 2019-05-31 | $1,799,318 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-05-31 | $62,930 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-05-31 | $95,282 |
| Administrative expenses (other) incurred | 2019-05-31 | $57,126 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Value of net income/loss | 2019-05-31 | $-87,299 |
| Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $4,474,840 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $4,562,139 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $3,363,056 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $3,340,121 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $3,340,121 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-05-31 | $56,707 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-05-31 | $966,963 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Contributions received in cash from employer | 2019-05-31 | $5,486,367 |
| Employer contributions (assets) at end of year | 2019-05-31 | $2,061,254 |
| Employer contributions (assets) at beginning of year | 2019-05-31 | $1,602,936 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $6,277,418 |
| Liabilities. Value of benefit claims payable at end of year | 2019-05-31 | $1,012,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-05-31 | $476,200 |
| Did the plan have assets held for investment | 2019-05-31 | 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 | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Unqualified |
| Accountancy firm name | 2019-05-31 | RSM US LLP |
| Accountancy firm EIN | 2019-05-31 | 420714325 |
| 2018 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $476,200 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $728,600 |
| Total income from all sources (including contributions) | 2018-05-31 | $7,740,797 |
| Total loss/gain on sale of assets | 2018-05-31 | $0 |
| Total of all expenses incurred | 2018-05-31 | $6,785,318 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $6,618,886 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $7,702,921 |
| Value of total assets at end of year | 2018-05-31 | $5,038,339 |
| Value of total assets at beginning of year | 2018-05-31 | $4,335,260 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $166,432 |
| Total interest from all sources | 2018-05-31 | $37,876 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Administrative expenses professional fees incurred | 2018-05-31 | $130,468 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Contributions received from participants | 2018-05-31 | $1,807,116 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-05-31 | $95,282 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-05-31 | $942,847 |
| Administrative expenses (other) incurred | 2018-05-31 | $35,964 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Value of net income/loss | 2018-05-31 | $955,479 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $4,562,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $3,606,660 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $3,340,121 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $3,392,413 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $3,392,413 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $37,876 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-05-31 | $844,427 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Contributions received in cash from employer | 2018-05-31 | $5,895,805 |
| Employer contributions (assets) at end of year | 2018-05-31 | $1,602,936 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $5,774,459 |
| Liabilities. Value of benefit claims payable at end of year | 2018-05-31 | $476,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-05-31 | $728,600 |
| Did the plan have assets held for investment | 2018-05-31 | 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 | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Unqualified |
| Accountancy firm name | 2018-05-31 | RSM US LLP |
| Accountancy firm EIN | 2018-05-31 | 420714325 |
| 2017 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $728,600 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $614,400 |
| Total income from all sources (including contributions) | 2017-05-31 | $7,965,805 |
| Total loss/gain on sale of assets | 2017-05-31 | $0 |
| Total of all expenses incurred | 2017-05-31 | $7,008,264 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $6,830,693 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $7,953,372 |
| Value of total assets at end of year | 2017-05-31 | $4,335,260 |
| Value of total assets at beginning of year | 2017-05-31 | $3,263,519 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $177,571 |
| Total interest from all sources | 2017-05-31 | $12,433 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Administrative expenses professional fees incurred | 2017-05-31 | $133,423 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Contributions received from participants | 2017-05-31 | $1,851,551 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-05-31 | $942,847 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-05-31 | $825,602 |
| Administrative expenses (other) incurred | 2017-05-31 | $44,148 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Value of net income/loss | 2017-05-31 | $957,541 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $3,606,660 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $2,649,119 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $3,392,413 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $2,437,917 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $2,437,917 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-31 | $12,433 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-05-31 | $865,512 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Contributions received in cash from employer | 2017-05-31 | $6,101,821 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $5,965,181 |
| Liabilities. Value of benefit claims payable at end of year | 2017-05-31 | $728,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-05-31 | $614,400 |
| Did the plan have assets held for investment | 2017-05-31 | 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 | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Unqualified |
| Accountancy firm name | 2017-05-31 | RSM US LLP |
| Accountancy firm EIN | 2017-05-31 | 420714325 |
| 2016 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $614,400 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $752,800 |
| Total income from all sources (including contributions) | 2016-05-31 | $8,059,494 |
| Total loss/gain on sale of assets | 2016-05-31 | $0 |
| Total of all expenses incurred | 2016-05-31 | $8,199,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $8,049,995 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $8,054,178 |
| Value of total assets at end of year | 2016-05-31 | $3,263,519 |
| Value of total assets at beginning of year | 2016-05-31 | $3,542,179 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $149,759 |
| Total interest from all sources | 2016-05-31 | $5,316 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Administrative expenses professional fees incurred | 2016-05-31 | $125,739 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Contributions received from participants | 2016-05-31 | $1,983,333 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-05-31 | $825,602 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-05-31 | $790,576 |
| Administrative expenses (other) incurred | 2016-05-31 | $24,020 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Value of net income/loss | 2016-05-31 | $-140,260 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $2,649,119 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $2,789,379 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $2,437,917 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $2,751,603 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $2,751,603 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-31 | $5,316 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-05-31 | $926,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Contributions received in cash from employer | 2016-05-31 | $6,070,845 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $7,123,862 |
| Liabilities. Value of benefit claims payable at end of year | 2016-05-31 | $614,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-05-31 | $752,800 |
| Did the plan have assets held for investment | 2016-05-31 | 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 | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Unqualified |
| Accountancy firm name | 2016-05-31 | RSM US LLP |
| Accountancy firm EIN | 2016-05-31 | 420714325 |
| 2015 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $752,800 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $914,600 |
| Total income from all sources (including contributions) | 2015-05-31 | $7,386,182 |
| Total loss/gain on sale of assets | 2015-05-31 | $0 |
| Total of all expenses incurred | 2015-05-31 | $8,007,208 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $7,840,703 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $7,385,356 |
| Value of total assets at end of year | 2015-05-31 | $3,542,179 |
| Value of total assets at beginning of year | 2015-05-31 | $4,325,005 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $166,505 |
| Total interest from all sources | 2015-05-31 | $826 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Contributions received from participants | 2015-05-31 | $1,762,599 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-05-31 | $790,576 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $145,922 |
| Administrative expenses (other) incurred | 2015-05-31 | $32,766 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $-621,026 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $2,789,379 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $3,410,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $2,751,603 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $4,179,083 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $4,179,083 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $826 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-05-31 | $935,940 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $5,622,757 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $6,904,763 |
| Contract administrator fees | 2015-05-31 | $133,739 |
| Liabilities. Value of benefit claims payable at end of year | 2015-05-31 | $752,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $914,600 |
| Did the plan have assets held for investment | 2015-05-31 | 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 | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | RSM US LLP |
| Accountancy firm EIN | 2015-05-31 | 420714325 |
| 2014 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $914,600 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $601,662 |
| Total income from all sources (including contributions) | 2014-05-31 | $7,396,111 |
| Total loss/gain on sale of assets | 2014-05-31 | $0 |
| Total of all expenses incurred | 2014-05-31 | $7,664,478 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $7,498,498 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $7,395,272 |
| Value of total assets at end of year | 2014-05-31 | $4,325,005 |
| Value of total assets at beginning of year | 2014-05-31 | $4,280,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $165,980 |
| Total interest from all sources | 2014-05-31 | $839 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Contributions received from participants | 2014-05-31 | $1,729,956 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $145,922 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $336,842 |
| Administrative expenses (other) incurred | 2014-05-31 | $26,959 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $-268,367 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $3,410,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $3,678,772 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $4,179,083 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $3,943,592 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $3,943,592 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $839 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-05-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-05-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-05-31 | $895,519 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $5,665,316 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $6,602,979 |
| Contract administrator fees | 2014-05-31 | $139,021 |
| Liabilities. Value of benefit claims payable at end of year | 2014-05-31 | $914,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-05-31 | $601,662 |
| Did the plan have assets held for investment | 2014-05-31 | 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 | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
| Accountancy firm name | 2014-05-31 | MCGLADREY LLP |
| Accountancy firm EIN | 2014-05-31 | 420714325 |
| 2013 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $601,662 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $743,528 |
| Total income from all sources (including contributions) | 2013-05-31 | $6,540,230 |
| Total loss/gain on sale of assets | 2013-05-31 | $0 |
| Total of all expenses incurred | 2013-05-31 | $6,455,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $6,294,664 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $6,536,177 |
| Value of total assets at end of year | 2013-05-31 | $4,280,434 |
| Value of total assets at beginning of year | 2013-05-31 | $4,337,227 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $160,493 |
| Total interest from all sources | 2013-05-31 | $4,053 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Contributions received from participants | 2013-05-31 | $1,602,584 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $336,842 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $691,073 |
| Administrative expenses (other) incurred | 2013-05-31 | $27,855 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $85,073 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $3,678,772 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $3,593,699 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $3,943,592 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $3,646,154 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $3,646,154 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $4,053 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-05-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-05-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-31 | $861,625 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $4,933,593 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $5,433,039 |
| Contract administrator fees | 2013-05-31 | $132,638 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-05-31 | $601,662 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $743,528 |
| Did the plan have assets held for investment | 2013-05-31 | 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 | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
| Accountancy firm name | 2013-05-31 | MCGLADREY LLP |
| Accountancy firm EIN | 2013-05-31 | 420714325 |
| 2012 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $707,448 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $647,782 |
| Total income from all sources (including contributions) | 2012-05-31 | $6,743,655 |
| Total of all expenses incurred | 2012-05-31 | $6,391,527 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $6,258,798 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $6,644,091 |
| Value of total assets at end of year | 2012-05-31 | $4,207,984 |
| Value of total assets at beginning of year | 2012-05-31 | $3,796,190 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $132,729 |
| Total interest from all sources | 2012-05-31 | $694 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Was this plan covered by a fidelity bond | 2012-05-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Contributions received from participants | 2012-05-31 | $1,585,985 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-05-31 | $94,170 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $561,830 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $619,682 |
| Other income not declared elsewhere | 2012-05-31 | $98,870 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $352,128 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $3,500,536 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $3,148,408 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Investment advisory and management fees | 2012-05-31 | $12,074 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $3,646,154 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $3,176,508 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $3,176,508 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $694 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-05-31 | $736,260 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $5,058,106 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $5,428,368 |
| Contract administrator fees | 2012-05-31 | $120,655 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-05-31 | $707,448 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-05-31 | $647,782 |
| Did the plan have assets held for investment | 2012-05-31 | 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 | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
| Accountancy firm name | 2012-05-31 | CAPIN CROUSE LLP |
| Accountancy firm EIN | 2012-05-31 | 363990892 |
| 2011 : TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $647,782 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $1,034,826 |
| Total income from all sources (including contributions) | 2011-05-31 | $6,436,272 |
| Total of all expenses incurred | 2011-05-31 | $5,449,690 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $5,318,534 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $6,391,165 |
| Value of total assets at end of year | 2011-05-31 | $3,796,190 |
| Value of total assets at beginning of year | 2011-05-31 | $3,196,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $131,156 |
| Total interest from all sources | 2011-05-31 | $3,967 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Was this plan covered by a fidelity bond | 2011-05-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Contributions received from participants | 2011-05-31 | $1,514,686 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-05-31 | $45,600 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $619,682 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $702,709 |
| Other income not declared elsewhere | 2011-05-31 | $41,140 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $986,582 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $3,148,408 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $2,161,826 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Investment advisory and management fees | 2011-05-31 | $51,877 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $3,176,508 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $2,493,943 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $2,493,943 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $3,967 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-05-31 | $686,703 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $4,876,479 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $4,586,231 |
| Contract administrator fees | 2011-05-31 | $79,279 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-05-31 | $647,782 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-05-31 | $1,034,826 |
| Did the plan have assets held for investment | 2011-05-31 | 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 | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
| Accountancy firm name | 2011-05-31 | CAPIN CROUSE LLP |
| Accountancy firm EIN | 2011-05-31 | 363990892 |
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-012622-000 |
| Policy instance | 3 |
| Insurance contract or identification number | 16-012622-000 | | Number of Individuals Covered | 365 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $5,838 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $834,569 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,838 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 01-016371-01 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $23 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 346 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $23,119 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $189,946 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,482 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-012622-000 |
| Policy instance | 3 |
| Insurance contract or identification number | 16-012622-000 | | Number of Individuals Covered | 361 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $74,933 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $749,331 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $68,680 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 01-016371-01 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $41 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $267 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 397 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $14,732 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $126,169 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,732 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 386 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $12,492 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $106,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,492 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101637101 |
| Policy instance | 2 |
| Insurance contract or identification number | 0101637101 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $18 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $91 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012622000 |
| Policy instance | 3 |
| Insurance contract or identification number | 16012622000 | | Number of Individuals Covered | 370 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $86,797 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $742,869 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $86,797 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012622000 |
| Policy instance | 3 |
| Insurance contract or identification number | 16012622000 | | Number of Individuals Covered | 382 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $78,846 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $788,457 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $78,846 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101637101 |
| Policy instance | 2 |
| Insurance contract or identification number | 0101637101 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $14 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $68 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 409 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $13,460 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $105,088 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,460 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012622000 |
| Policy instance | 3 |
| Insurance contract or identification number | 16012622000 | | Number of Individuals Covered | 395 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $79,479 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $794,791 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $79,479 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101637101 |
| Policy instance | 2 |
| Insurance contract or identification number | 0101637101 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $22 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $111 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101637100 |
| Policy instance | 1 |
| Insurance contract or identification number | 0101637100 | | Number of Individuals Covered | 422 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $13,163 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $101,343 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,163 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012622000 |
| Policy instance | 3 |
| Insurance contract or identification number | 16012622000 | | Number of Individuals Covered | 396 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $74,063 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $742,845 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101637101 |
| Policy instance | 2 |
| Insurance contract or identification number | 0101637101 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $13 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $57 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101637100 |
| Policy instance | 1 |
| Insurance contract or identification number | 0101637100 | | Number of Individuals Covered | 421 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $11,977 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $100,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-012622-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-012622-00 | | Number of Individuals Covered | 404 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $77,543 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $775,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $77,543 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES INC |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 429 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $12,871 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $99,167 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,871 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 427 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $12,087 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $100,290 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,087 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-012622-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 16-012622-00 | | Number of Individuals Covered | 719 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $77,505 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $775,047 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $77,505 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES INC |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 439 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $14,202 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD & D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $102,632 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,202 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202395 |
| Policy instance | 2 |
| Insurance contract or identification number | 202395 | | Number of Individuals Covered | 438 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $36,864 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $678,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,864 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES INC. |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213388 |
| Policy instance | 2 |
| Insurance contract or identification number | 213388 | | Number of Individuals Covered | 440 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $5,084 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $45,092 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,084 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213388 |
| Policy instance | 3 |
| Insurance contract or identification number | 213388 | | Number of Individuals Covered | 439 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $4,803 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $28,099 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,803 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVIERSIFIED SERVICES INC |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016371-00 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-016371-00 | | Number of Individuals Covered | 451 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD & D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $41,246 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202395 |
| Policy instance | 1 |
| Insurance contract or identification number | 202395 | | Number of Individuals Covered | 443 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $34,209 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $683,917 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,209 | | Insurance broker organization code? | 3 | | Insurance broker name | MARKETING DIVERSIFIED SERVICES INC. |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213388 |
| Policy instance | 3 |
| Insurance contract or identification number | 213388 | | Number of Individuals Covered | 402 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $8,884 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $40,805 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213388 |
| Policy instance | 2 |
| Insurance contract or identification number | 213388 | | Number of Individuals Covered | 403 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $10,929 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $64,599 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202395 |
| Policy instance | 1 |
| Insurance contract or identification number | 202395 | | Number of Individuals Covered | 439 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $42,536 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $577,256 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202395 |
| Policy instance | 1 |
| Insurance contract or identification number | 202395 | | Number of Individuals Covered | 442 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $57,314 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $546,272 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213388 |
| Policy instance | 2 |
| Insurance contract or identification number | 213388 | | Number of Individuals Covered | 432 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $7,754 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $71,073 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213388 |
| Policy instance | 3 |
| Insurance contract or identification number | 213388 | | Number of Individuals Covered | 432 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $6,786 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,893 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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