PICKENS-KANE MOVING & STORAGE CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST
401k plan membership statisitcs for PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST
Measure | Date | Value |
---|
2021: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
Total of all active and inactive participants | 2021-01-01 | 50 |
Total participants | 2021-01-01 | 50 |
2020: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 54 |
Total of all active and inactive participants | 2020-01-01 | 54 |
Total participants | 2020-01-01 | 54 |
2019: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 55 |
Total of all active and inactive participants | 2019-01-01 | 55 |
Total participants | 2019-01-01 | 55 |
2018: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 53 |
Total of all active and inactive participants | 2018-01-01 | 53 |
Total participants | 2018-01-01 | 53 |
2017: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 50 |
Total of all active and inactive participants | 2017-01-01 | 50 |
Total participants | 2017-01-01 | 50 |
2016: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 55 |
Total of all active and inactive participants | 2016-01-01 | 55 |
Total participants | 2016-01-01 | 55 |
2015: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 55 |
Total of all active and inactive participants | 2015-01-01 | 55 |
Total participants | 2015-01-01 | 55 |
2014: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 53 |
Total of all active and inactive participants | 2014-01-01 | 53 |
Total participants | 2014-01-01 | 53 |
2013: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 52 |
Total of all active and inactive participants | 2013-01-01 | 52 |
Total participants | 2013-01-01 | 52 |
2012: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 51 |
Total of all active and inactive participants | 2012-01-01 | 51 |
Total participants | 2012-01-01 | 51 |
2011: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 55 |
Total of all active and inactive participants | 2011-01-01 | 55 |
Total participants | 2011-01-01 | 55 |
2010: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 69 |
Total of all active and inactive participants | 2010-01-01 | 69 |
Total participants | 2010-01-01 | 69 |
2009: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 72 |
Total of all active and inactive participants | 2009-01-01 | 72 |
Total participants | 2009-01-01 | 72 |
Measure | Date | Value |
---|
2021 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $1,011,418 |
Expenses. Total of all expenses incurred | 2021-12-31 | $990,202 |
Benefits paid (including direct rollovers) | 2021-12-31 | $990,202 |
Total plan assets at end of year | 2021-12-31 | $447,880 |
Total plan assets at beginning of year | 2021-12-31 | $426,664 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $258,560 |
Other income received | 2021-12-31 | $1,296 |
Net income (gross income less expenses) | 2021-12-31 | $21,216 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $447,880 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $426,664 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $751,562 |
2020 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $1,043,309 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,024,686 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,024,686 |
Total plan assets at end of year | 2020-12-31 | $426,664 |
Total plan assets at beginning of year | 2020-12-31 | $408,041 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $281,833 |
Other income received | 2020-12-31 | $3,513 |
Net income (gross income less expenses) | 2020-12-31 | $18,623 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $426,664 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $408,041 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $757,963 |
2019 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $972,660 |
Expenses. Total of all expenses incurred | 2019-12-31 | $954,855 |
Benefits paid (including direct rollovers) | 2019-12-31 | $954,855 |
Total plan assets at end of year | 2019-12-31 | $408,041 |
Total plan assets at beginning of year | 2019-12-31 | $390,236 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $250,196 |
Other income received | 2019-12-31 | $130 |
Net income (gross income less expenses) | 2019-12-31 | $17,805 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $408,041 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $390,236 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $722,334 |
2018 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $975,211 |
Expenses. Total of all expenses incurred | 2018-12-31 | $958,269 |
Benefits paid (including direct rollovers) | 2018-12-31 | $958,269 |
Total plan assets at end of year | 2018-12-31 | $390,236 |
Total plan assets at beginning of year | 2018-12-31 | $373,294 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $253,569 |
Other income received | 2018-12-31 | $100 |
Net income (gross income less expenses) | 2018-12-31 | $16,942 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $390,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $373,294 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $721,542 |
2017 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $906,852 |
Expenses. Total of all expenses incurred | 2017-12-31 | $885,151 |
Benefits paid (including direct rollovers) | 2017-12-31 | $885,151 |
Total plan assets at end of year | 2017-12-31 | $373,294 |
Total plan assets at beginning of year | 2017-12-31 | $351,593 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $231,203 |
Other income received | 2017-12-31 | $108 |
Net income (gross income less expenses) | 2017-12-31 | $21,701 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $373,294 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $351,593 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $675,541 |
2016 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $905,758 |
Expenses. Total of all expenses incurred | 2016-12-31 | $892,520 |
Benefits paid (including direct rollovers) | 2016-12-31 | $892,520 |
Total plan assets at end of year | 2016-12-31 | $351,593 |
Total plan assets at beginning of year | 2016-12-31 | $338,355 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $217,766 |
Other income received | 2016-12-31 | $79 |
Net income (gross income less expenses) | 2016-12-31 | $13,238 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $351,593 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $338,355 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $687,913 |
2015 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $899,737 |
Expenses. Total of all expenses incurred | 2015-12-31 | $872,665 |
Benefits paid (including direct rollovers) | 2015-12-31 | $872,665 |
Total plan assets at end of year | 2015-12-31 | $338,355 |
Total plan assets at beginning of year | 2015-12-31 | $311,283 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $212,569 |
Other income received | 2015-12-31 | $-263 |
Net income (gross income less expenses) | 2015-12-31 | $27,072 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $338,355 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $311,283 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $687,431 |
2014 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $754,065 |
Expenses. Total of all expenses incurred | 2014-12-31 | $734,689 |
Benefits paid (including direct rollovers) | 2014-12-31 | $734,689 |
Total plan assets at end of year | 2014-12-31 | $311,283 |
Total plan assets at beginning of year | 2014-12-31 | $291,907 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $185,431 |
Other income received | 2014-12-31 | $4,065 |
Net income (gross income less expenses) | 2014-12-31 | $19,376 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $311,283 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $291,907 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $564,569 |
2013 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $806,261 |
Expenses. Total of all expenses incurred | 2013-12-31 | $781,366 |
Benefits paid (including direct rollovers) | 2013-12-31 | $781,366 |
Total plan assets at end of year | 2013-12-31 | $291,907 |
Total plan assets at beginning of year | 2013-12-31 | $267,012 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $165,974 |
Other income received | 2013-12-31 | $6,261 |
Net income (gross income less expenses) | 2013-12-31 | $24,895 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $291,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $267,012 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $634,026 |
2012 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $804,586 |
Expenses. Total of all expenses incurred | 2012-12-31 | $763,832 |
Benefits paid (including direct rollovers) | 2012-12-31 | $763,832 |
Total plan assets at end of year | 2012-12-31 | $267,012 |
Total plan assets at beginning of year | 2012-12-31 | $226,258 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $159,378 |
Other income received | 2012-12-31 | $44 |
Net income (gross income less expenses) | 2012-12-31 | $40,754 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $267,012 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $226,258 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $645,164 |
2011 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $915,639 |
Expenses. Total of all expenses incurred | 2011-12-31 | $816,933 |
Benefits paid (including direct rollovers) | 2011-12-31 | $816,933 |
Total plan assets at end of year | 2011-12-31 | $226,258 |
Total plan assets at beginning of year | 2011-12-31 | $127,552 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $179,887 |
Other income received | 2011-12-31 | $1,898 |
Net income (gross income less expenses) | 2011-12-31 | $98,706 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $226,258 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $127,552 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $733,854 |
2010 : PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $732,111 |
Expenses. Total of all expenses incurred | 2010-12-31 | $841,324 |
Benefits paid (including direct rollovers) | 2010-12-31 | $841,324 |
Total plan assets at end of year | 2010-12-31 | $127,552 |
Total plan assets at beginning of year | 2010-12-31 | $236,765 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $168,137 |
Net income (gross income less expenses) | 2010-12-31 | $-109,213 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $127,552 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $236,765 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $563,974 |
2021: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PICKENS-KANE MOVING & STORAGE CO. EMPLOYEE BENEFIT TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 654718 |
Policy instance | 3 |
Insurance contract or identification number | 654718 | Number of Individuals Covered | 90 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $17,152 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,152 |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | A709190000 |
Policy instance | 2 |
Insurance contract or identification number | A709190000 | Number of Individuals Covered | 35 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,752 | 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 | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,752 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00367288 |
Policy instance | 1 |
Insurance contract or identification number | 00367288 | Number of Individuals Covered | 90 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,184 | 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 | Yes | 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 | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,184 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00367288 |
Policy instance | 1 |
Insurance contract or identification number | 00367288 | Number of Individuals Covered | 105 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,142 | Total amount of fees paid to insurance company | USD $472 | 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 | Yes | 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 | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,142 | Amount paid for insurance broker fees | 472 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 654718 |
Policy instance | 2 |
Insurance contract or identification number | 654718 | Number of Individuals Covered | 105 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $17,864 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,864 |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | A709190000 |
Policy instance | 3 |
Insurance contract or identification number | A709190000 | Number of Individuals Covered | 37 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $3,679 | 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 | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,679 |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | A7091900000 |
Policy instance | 1 |
Insurance contract or identification number | A7091900000 | Number of Individuals Covered | 36 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,572 | 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 | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,572 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 654718 |
Policy instance | 2 |
Insurance contract or identification number | 654718 | Number of Individuals Covered | 104 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $17,344 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,344 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00367288 |
Policy instance | 3 |
Insurance contract or identification number | 00367288 | Number of Individuals Covered | 104 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,080 | Total amount of fees paid to insurance company | USD $459 | 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 | Yes | 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 | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,080 | Amount paid for insurance broker fees | 459 |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | A709190000 |
Policy instance | 2 |
Insurance contract or identification number | A709190000 | Number of Individuals Covered | 34 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,816 | 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 | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,816 | Insurance broker name | WILLIS OF ILLINOIS INC |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 654718 |
Policy instance | 3 |
Insurance contract or identification number | 654718 | Number of Individuals Covered | 100 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $15,402 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,402 | Insurance broker name | RFKC UNITED FINANCIAL INC. |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00367288 |
Policy instance | 1 |
Insurance contract or identification number | 00367288 | Number of Individuals Covered | 100 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,924 | Total amount of fees paid to insurance company | USD $433 | 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 | Yes | 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 | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,924 | Amount paid for insurance broker fees | 433 | Insurance broker name | RFKC UNITED FINANCIAL INC |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | A709190000 |
Policy instance | 1 |
Insurance contract or identification number | A709190000 | Number of Individuals Covered | 29 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,765 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27 | Insurance broker name | CETERA ADVISOR NETWORKS LLC |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00367288 |
Policy instance | 2 |
Insurance contract or identification number | 00367288 | Number of Individuals Covered | 56 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,797 | Total amount of fees paid to insurance company | USD $401 | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9 | Amount paid for insurance broker fees | 402 | Insurance broker name | THE HORTON GROUP INC |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 654718 |
Policy instance | 3 |
Insurance contract or identification number | 654718 | Number of Individuals Covered | 135 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $15,836 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,836 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | RFKC UNITED FINANCIAL, INC. |
|
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 000 ) |
Policy contract number | 83155352 |
Policy instance | 1 |
Insurance contract or identification number | 83155352 | Number of Individuals Covered | 54 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $620 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $620 | Insurance broker name | THE HARTFORD |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | A709190000 |
Policy instance | 2 |
Insurance contract or identification number | A709190000 | Number of Individuals Covered | 29 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,392 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,218 | Insurance broker name | F N INSURANCE SERVICES INC |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 367288E |
Policy instance | 3 |
Insurance contract or identification number | 367288E | Number of Individuals Covered | 113 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $2,221 | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,221 | Insurance broker name | GUARDIAN LIFE INSURANCE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 654718 |
Policy instance | 4 |
Insurance contract or identification number | 654718 | Number of Individuals Covered | 133 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $15,680 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,680 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | RFKC UNITED FINANCIAL INC |
|
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 000 ) |
Policy contract number | 83155352 |
Policy instance | 4 |
Insurance contract or identification number | 83155352 | Number of Individuals Covered | 53 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $615 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $615 | Insurance broker name | THE HARTFORD |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 31 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,056 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,056 | Insurance broker name | FINANCIAL NETWORK INVESTMENT |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 367288E |
Policy instance | 2 |
Insurance contract or identification number | 367288E | Number of Individuals Covered | 111 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $2,156 | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,156 | Insurance broker name | GUARDIAN LIFE INSURANCE |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 591829 |
Policy instance | 1 |
Insurance contract or identification number | 591829 | Number of Individuals Covered | 132 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $33,030 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,993 | Insurance broker name | JAMES M MORRISSEY |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 367288E |
Policy instance | 2 |
Insurance contract or identification number | 367288E | Number of Individuals Covered | 110 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $2,093 | Total amount of fees paid to insurance company | USD $444 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,093 | Insurance broker name | GUARDIAN LIFE INSURANCE |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 591829 |
Policy instance | 1 |
Insurance contract or identification number | 591829 | Number of Individuals Covered | 131 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $32,068 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,149 | Insurance broker name | JAMES M MORRISSEY |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 31 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,006 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 819 | Insurance broker name | FINANCIAL NETWORK INVESTMENT |
|
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 000 ) |
Policy contract number | 83155352 |
Policy instance | 4 |
Insurance contract or identification number | 83155352 | Number of Individuals Covered | 51 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $586 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $586 | Insurance broker name | THE HARTFORD |
|
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 000 ) |
Policy contract number | 83155352 |
Policy instance | 4 |
Insurance contract or identification number | 83155352 | Number of Individuals Covered | 55 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $575 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 28 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $731 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 367288E |
Policy instance | 2 |
Insurance contract or identification number | 367288E | Number of Individuals Covered | 55 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-28 | Total amount of commissions paid to insurance broker | USD $2,052 | Total amount of fees paid to insurance company | USD $435 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 591829 |
Policy instance | 1 |
Insurance contract or identification number | 591829 | Number of Individuals Covered | 125 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-28 | Total amount of commissions paid to insurance broker | USD $34,653 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 591829 |
Policy instance | 1 |
Insurance contract or identification number | 591829 | Number of Individuals Covered | 150 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $31,043 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 367288E |
Policy instance | 2 |
Insurance contract or identification number | 367288E | Number of Individuals Covered | 69 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $2,425 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 000 ) |
Policy contract number | 83155352 |
Policy instance | 4 |
Insurance contract or identification number | 83155352 | Number of Individuals Covered | 69 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $650 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 32 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $754 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|