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NORTHERN ILLINOIS ANNUITY PLAN 401k Plan overview

Plan NameNORTHERN ILLINOIS ANNUITY PLAN
Plan identification number 001

NORTHERN ILLINOIS ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

NORTHERN ILLINOIS ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:NORTHERN ILLINOIS ANNUITY FUND
Employer identification number (EIN):363449836
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN ILLINOIS ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-01FRANK HOVAR2023-02-15
0012020-06-01FRANK HOVAR2022-03-02
0012019-06-01
0012018-06-01
0012017-06-01FRANK HOVAR
0012016-06-01FRANK HOVAR
0012015-06-01STEPHEN CURRY FRANK HOVAR2017-03-13
0012014-06-01STEPHEN CURRY FRANK HOVAR2016-03-01
0012013-06-01STEPHEN CURRY
0012012-06-01BRUCE HAGSHENAS FRANK HOVAR2013-12-30
0012011-06-01BRUCE HAGSHENAS FRANK HOVAR2013-12-30
0012009-06-01BRUCE HAGSHENAS FRANK HOVAR2011-03-07
0012008-06-01BRUCE HAGSHENAS FRANK HOVAR2011-02-08

Plan Statistics for NORTHERN ILLINOIS ANNUITY PLAN

401k plan membership statisitcs for NORTHERN ILLINOIS ANNUITY PLAN

Measure Date Value
2021: NORTHERN ILLINOIS ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-016,480
Total number of active participants reported on line 7a of the Form 55002021-06-016,603
Total of all active and inactive participants2021-06-016,603
Total participants2021-06-016,603
Number of participants with account balances2021-06-016,603
Number of employers contributing to the scheme2021-06-01369
2020: NORTHERN ILLINOIS ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-016,427
Total number of active participants reported on line 7a of the Form 55002020-06-016,480
Total of all active and inactive participants2020-06-016,480
Total participants2020-06-016,480
Number of participants with account balances2020-06-016,480
Number of employers contributing to the scheme2020-06-01323
2019: NORTHERN ILLINOIS ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-016,315
Total number of active participants reported on line 7a of the Form 55002019-06-016,177
Number of retired or separated participants receiving benefits2019-06-01236
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-016,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-0114
Total participants2019-06-016,427
Number of participants with account balances2019-06-015,974
Number of employers contributing to the scheme2019-06-01621
2018: NORTHERN ILLINOIS ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-016,438
Total number of active participants reported on line 7a of the Form 55002018-06-016,287
Number of retired or separated participants receiving benefits2018-06-0127
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-016,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-011
Total participants2018-06-016,315
Number of participants with account balances2018-06-016,257
Number of employers contributing to the scheme2018-06-01238
2017: NORTHERN ILLINOIS ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-016,101
Total number of active participants reported on line 7a of the Form 55002017-06-016,429
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-016,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-019
Total participants2017-06-016,438
Number of participants with account balances2017-06-016,438
Number of employers contributing to the scheme2017-06-01219
2016: NORTHERN ILLINOIS ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-015,938
Total number of active participants reported on line 7a of the Form 55002016-06-016,044
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0125
Total of all active and inactive participants2016-06-016,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-0132
Total participants2016-06-016,101
Number of participants with account balances2016-06-016,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
Number of employers contributing to the scheme2016-06-01458
2015: NORTHERN ILLINOIS ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-015,438
Total number of active participants reported on line 7a of the Form 55002015-06-015,885
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-0117
Total of all active and inactive participants2015-06-015,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-0136
Total participants2015-06-015,938
Number of participants with account balances2015-06-015,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
Number of employers contributing to the scheme2015-06-01477
2014: NORTHERN ILLINOIS ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-014,696
Total number of active participants reported on line 7a of the Form 55002014-06-015,438
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0116
Total of all active and inactive participants2014-06-015,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-0136
Total participants2014-06-015,490
Number of participants with account balances2014-06-015,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
Number of employers contributing to the scheme2014-06-01468
2013: NORTHERN ILLINOIS ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-014,189
Total number of active participants reported on line 7a of the Form 55002013-06-014,486
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-014,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-0131
Total participants2013-06-014,517
Number of participants with account balances2013-06-014,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
Number of employers contributing to the scheme2013-06-01423
2012: NORTHERN ILLINOIS ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-014,130
Total number of active participants reported on line 7a of the Form 55002012-06-014,161
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-014,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-0128
Total participants2012-06-014,189
Number of participants with account balances2012-06-014,189
Number of employers contributing to the scheme2012-06-01358
2011: NORTHERN ILLINOIS ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-013,694
Total number of active participants reported on line 7a of the Form 55002011-06-014,100
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-010
Total of all active and inactive participants2011-06-014,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-0130
Total participants2011-06-014,130
Number of participants with account balances2011-06-014,070
Number of employers contributing to the scheme2011-06-01182
2009: NORTHERN ILLINOIS ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-014,136
Total number of active participants reported on line 7a of the Form 55002009-06-013,561
Total of all active and inactive participants2009-06-013,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-0137
Total participants2009-06-013,598
Number of participants with account balances2009-06-013,598
Number of employers contributing to the scheme2009-06-01104
2008: NORTHERN ILLINOIS ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-06-013,905
Total number of active participants reported on line 7a of the Form 55002008-06-014,103
Total of all active and inactive participants2008-06-014,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-06-0133
Total participants2008-06-014,136

Financial Data on NORTHERN ILLINOIS ANNUITY PLAN

Measure Date Value
2022 : NORTHERN ILLINOIS ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$2,907,334
Total unrealized appreciation/depreciation of assets2022-05-31$2,907,334
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$61,671
Total income from all sources (including contributions)2022-05-31$9,136,844
Total of all expenses incurred2022-05-31$8,423,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$7,644,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$13,772,642
Value of total assets at end of year2022-05-31$124,878,215
Value of total assets at beginning of year2022-05-31$124,102,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$778,863
Total interest from all sources2022-05-31$563
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$1,904,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$1,904,155
Administrative expenses professional fees incurred2022-05-31$465,883
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-05-31$49,222
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-05-31$58,689
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$25,685
Administrative expenses (other) incurred2022-05-31$31,056
Liabilities. Value of operating payables at end of year2022-05-31$61,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$713,675
Value of net assets at end of year (total assets less liabilities)2022-05-31$124,816,544
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$124,102,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Assets. partnership/joint venture interests at end of year2022-05-31$17,815,150
Assets. partnership/joint venture interests at beginning of year2022-05-31$12,895,157
Investment advisory and management fees2022-05-31$102,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$97,863,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$107,429,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$8,051,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$1,718,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$1,718,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-9,447,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$13,772,642
Employer contributions (assets) at end of year2022-05-31$1,098,110
Employer contributions (assets) at beginning of year2022-05-31$1,938,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$7,644,306
Contract administrator fees2022-05-31$179,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$36,502
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-05-31470900880
2021 : NORTHERN ILLINOIS ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$250,313
Total unrealized appreciation/depreciation of assets2021-05-31$250,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$-704
Total income from all sources (including contributions)2021-05-31$26,998,257
Total of all expenses incurred2021-05-31$15,649,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$14,900,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$11,681,160
Value of total assets at end of year2021-05-31$124,102,869
Value of total assets at beginning of year2021-05-31$112,753,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$748,986
Total interest from all sources2021-05-31$629
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$2,162,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$2,162,675
Administrative expenses professional fees incurred2021-05-31$435,023
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-05-31$58,689
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-05-31$52,286
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$25,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$-704
Administrative expenses (other) incurred2021-05-31$32,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$11,348,554
Value of net assets at end of year (total assets less liabilities)2021-05-31$124,102,869
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$112,754,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Assets. partnership/joint venture interests at end of year2021-05-31$12,895,157
Investment advisory and management fees2021-05-31$93,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$107,429,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$105,295,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$1,718,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$5,806,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$5,806,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$12,903,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$11,681,160
Employer contributions (assets) at end of year2021-05-31$1,938,573
Employer contributions (assets) at beginning of year2021-05-31$1,588,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$14,900,717
Asset. Corporate debt instrument debt (other) at beginning of year2021-05-31$10,757
Contract administrator fees2021-05-31$187,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$36,502
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-05-31470900880
2020 : NORTHERN ILLINOIS ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$-704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$5,487
Total income from all sources (including contributions)2020-05-31$18,477,221
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$9,854,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$9,005,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$12,549,327
Value of total assets at end of year2020-05-31$112,753,611
Value of total assets at beginning of year2020-05-31$104,136,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$848,602
Total interest from all sources2020-05-31$7,393
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$2,002,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$2,002,237
Administrative expenses professional fees incurred2020-05-31$459,747
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-05-31$52,286
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-05-31$49,637
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$-704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$5,487
Administrative expenses (other) incurred2020-05-31$133,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$8,622,981
Value of net assets at end of year (total assets less liabilities)2020-05-31$112,754,315
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$104,131,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$100,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$105,295,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$99,303,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$5,806,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$3,160,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$3,160,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$7,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$3,918,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$12,549,327
Employer contributions (assets) at end of year2020-05-31$1,588,865
Employer contributions (assets) at beginning of year2020-05-31$1,330,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$9,005,638
Asset. Corporate debt instrument debt (other) at end of year2020-05-31$10,757
Asset. Corporate debt instrument debt (other) at beginning of year2020-05-31$12,598
Contract administrator fees2020-05-31$154,500
Assets. Corporate common stocks other than exployer securities at end of year2020-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$280,469
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31WIPFLI LLP
Accountancy firm EIN2020-05-31390758449
2019 : NORTHERN ILLINOIS ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$5,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$15,426,993
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$6,036,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$5,576,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$11,247,086
Value of total assets at end of year2019-05-31$104,136,821
Value of total assets at beginning of year2019-05-31$94,740,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$459,089
Total interest from all sources2019-05-31$857,203
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$857,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$857,202
Administrative expenses professional fees incurred2019-05-31$168,006
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-05-31$49,637
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-05-31$55,291
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Assets. Other investments not covered elsewhere at end of year2019-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$5,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$0
Administrative expenses (other) incurred2019-05-31$72,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$9,390,991
Value of net assets at end of year (total assets less liabilities)2019-05-31$104,131,334
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$94,740,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$69,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$99,303,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$90,676,375
Income. Interest from US Government securities2019-05-31$857,203
Value of interest in common/collective trusts at end of year2019-05-31$0
Value of interest in common/collective trusts at beginning of year2019-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$3,160,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$2,275,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$2,275,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$0
Asset value of US Government securities at end of year2019-05-31$0
Asset value of US Government securities at beginning of year2019-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$2,465,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$11,247,086
Employer contributions (assets) at end of year2019-05-31$1,330,189
Employer contributions (assets) at beginning of year2019-05-31$1,718,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$5,576,913
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$12,598
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$15,041
Contract administrator fees2019-05-31$148,500
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$280,469
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$0
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31WIPFLI LLP
Accountancy firm EIN2019-05-31390758449
2018 : NORTHERN ILLINOIS ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$13,939,988
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$8,290,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$7,583,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$9,935,537
Value of total assets at end of year2018-05-31$94,740,343
Value of total assets at beginning of year2018-05-31$89,090,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$707,113
Total interest from all sources2018-05-31$4,004,451
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 year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$184,371
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-05-31$55,291
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-05-31$0
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Assets. Other investments not covered elsewhere at end of year2018-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$25,821,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$735,668
Administrative expenses (other) incurred2018-05-31$70,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$5,649,374
Value of net assets at end of year (total assets less liabilities)2018-05-31$94,740,343
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$89,090,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$320,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$90,676,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$10,237,870
Interest earned on other investments2018-05-31$545,310
Income. Interest from US Government securities2018-05-31$1,729,571
Income. Interest from corporate debt instruments2018-05-31$1,729,570
Value of interest in common/collective trusts at end of year2018-05-31$0
Value of interest in common/collective trusts at beginning of year2018-05-31$1,353,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$2,275,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$4,253,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$4,253,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$1,492,390
Asset value of US Government securities at end of year2018-05-31$0
Asset value of US Government securities at beginning of year2018-05-31$5,201,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$9,935,537
Employer contributions (assets) at end of year2018-05-31$1,718,330
Employer contributions (assets) at beginning of year2018-05-31$880,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$7,583,501
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$15,041
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$18,215,830
Contract administrator fees2018-05-31$131,395
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$20,898,945
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31WIPFLI LLP
Accountancy firm EIN2018-05-31390758449
2017 : NORTHERN ILLINOIS ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$14,465,932
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$5,903,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$5,390,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$8,631,661
Value of total assets at end of year2017-05-31$89,090,969
Value of total assets at beginning of year2017-05-31$80,529,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$513,912
Total interest from all sources2017-05-31$5,834,271
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 year2017-05-31No
Administrative expenses professional fees incurred2017-05-31$85,390
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Assets. Other investments not covered elsewhere at end of year2017-05-31$25,821,711
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$25,298,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$735,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$684,805
Administrative expenses (other) incurred2017-05-31$45,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$8,561,942
Value of net assets at end of year (total assets less liabilities)2017-05-31$89,090,969
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$80,529,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$277,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$10,237,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$9,700,306
Interest earned on other investments2017-05-31$59,542
Income. Interest from US Government securities2017-05-31$3,414,512
Income. Interest from corporate debt instruments2017-05-31$2,360,217
Value of interest in common/collective trusts at end of year2017-05-31$1,353,344
Value of interest in common/collective trusts at beginning of year2017-05-31$1,330,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$4,253,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$960,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$960,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$1,492,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$1,454,505
Asset value of US Government securities at end of year2017-05-31$5,201,601
Asset value of US Government securities at beginning of year2017-05-31$4,995,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$8,631,661
Employer contributions (assets) at end of year2017-05-31$880,050
Employer contributions (assets) at beginning of year2017-05-31$1,340,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$5,390,078
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$18,215,830
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$16,323,712
Contract administrator fees2017-05-31$105,422
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$20,898,945
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$18,440,110
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31WIPFLI LLP
Accountancy firm EIN2017-05-31390758449
2016 : NORTHERN ILLINOIS ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-1,494,913
Total unrealized appreciation/depreciation of assets2016-05-31$-1,494,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$8,461,400
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$4,437,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$4,012,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$8,833,582
Value of total assets at end of year2016-05-31$80,529,027
Value of total assets at beginning of year2016-05-31$76,504,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$424,160
Total interest from all sources2016-05-31$1,122,731
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 year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$25,033
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Assets. Other investments not covered elsewhere at end of year2016-05-31$25,298,212
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$26,234,370
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$684,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$610,749
Administrative expenses (other) incurred2016-05-31$44,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$4,024,338
Value of net assets at end of year (total assets less liabilities)2016-05-31$80,529,027
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$76,504,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$78,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$9,700,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$0
Interest earned on other investments2016-05-31$71,866
Income. Interest from US Government securities2016-05-31$242,733
Income. Interest from corporate debt instruments2016-05-31$808,132
Value of interest in common/collective trusts at end of year2016-05-31$1,330,637
Value of interest in common/collective trusts at beginning of year2016-05-31$1,308,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$960,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,055,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,055,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$1,454,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$1,407,850
Asset value of US Government securities at end of year2016-05-31$4,995,818
Asset value of US Government securities at beginning of year2016-05-31$9,577,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$8,833,582
Employer contributions (assets) at end of year2016-05-31$1,340,324
Employer contributions (assets) at beginning of year2016-05-31$846,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$4,012,902
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$16,323,712
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$12,956,911
Contract administrator fees2016-05-31$275,853
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$18,440,110
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$22,506,389
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31WIPFLI LLP
Accountancy firm EIN2016-05-31390758449
2015 : NORTHERN ILLINOIS ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$1,978,559
Total unrealized appreciation/depreciation of assets2015-05-31$1,978,559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$9,857,913
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$3,160,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$2,766,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$6,993,872
Value of total assets at end of year2015-05-31$76,504,689
Value of total assets at beginning of year2015-05-31$69,807,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$393,888
Total interest from all sources2015-05-31$885,482
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 year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$29,885
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Assets. Other investments not covered elsewhere at end of year2015-05-31$26,234,370
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$18,003,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$610,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$457,396
Administrative expenses (other) incurred2015-05-31$44,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$6,697,390
Value of net assets at end of year (total assets less liabilities)2015-05-31$76,504,689
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$69,807,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$80,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$2,853,578
Interest earned on other investments2015-05-31$80,879
Income. Interest from US Government securities2015-05-31$141,537
Income. Interest from corporate debt instruments2015-05-31$663,066
Value of interest in common/collective trusts at end of year2015-05-31$1,308,762
Value of interest in common/collective trusts at beginning of year2015-05-31$1,284,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$1,055,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$1,284,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$1,284,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$1,407,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$1,828,245
Asset value of US Government securities at end of year2015-05-31$9,577,161
Asset value of US Government securities at beginning of year2015-05-31$6,598,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$6,993,872
Employer contributions (assets) at end of year2015-05-31$846,879
Employer contributions (assets) at beginning of year2015-05-31$667,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$2,766,635
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$12,956,911
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$18,583,844
Contract administrator fees2015-05-31$238,952
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$22,506,389
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$18,244,969
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31WIPFLI LLP
Accountancy firm EIN2015-05-31390758449
2014 : NORTHERN ILLINOIS ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$4,010,862
Total unrealized appreciation/depreciation of assets2014-05-31$4,010,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$9,504,900
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$4,084,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$3,750,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$4,940,942
Value of total assets at end of year2014-05-31$69,807,299
Value of total assets at beginning of year2014-05-31$64,386,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$333,841
Total interest from all sources2014-05-31$553,096
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 year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$18,275
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Assets. Other investments not covered elsewhere at end of year2014-05-31$18,003,810
Assets. Other investments not covered elsewhere at beginning of year2014-05-31$8,424,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$457,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$191,202
Administrative expenses (other) incurred2014-05-31$28,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$5,420,336
Value of net assets at end of year (total assets less liabilities)2014-05-31$69,807,299
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$64,386,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$71,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$2,853,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$1,107,247
Interest earned on other investments2014-05-31$188,072
Income. Interest from US Government securities2014-05-31$-78,713
Income. Interest from corporate debt instruments2014-05-31$443,737
Value of interest in common/collective trusts at end of year2014-05-31$1,284,541
Value of interest in common/collective trusts at beginning of year2014-05-31$3,677,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$1,284,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$1,679,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$1,679,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$1,828,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$4,126,859
Asset value of US Government securities at end of year2014-05-31$6,598,524
Asset value of US Government securities at beginning of year2014-05-31$14,391,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$4,940,942
Employer contributions (assets) at end of year2014-05-31$667,766
Employer contributions (assets) at beginning of year2014-05-31$603,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$3,750,723
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$18,583,844
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$13,045,587
Contract administrator fees2014-05-31$215,386
Assets. Corporate common stocks other than exployer securities at end of year2014-05-31$18,244,969
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$17,140,083
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31WIPFLI LLP
Accountancy firm EIN2014-05-31390758449
2013 : NORTHERN ILLINOIS ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$3,627,063
Total unrealized appreciation/depreciation of assets2013-05-31$3,627,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$9,502,979
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$5,258,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$4,975,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$4,703,143
Value of total assets at end of year2013-05-31$64,386,963
Value of total assets at beginning of year2013-05-31$60,142,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$283,001
Total interest from all sources2013-05-31$1,172,773
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 year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$21,205
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Assets. Other investments not covered elsewhere at end of year2013-05-31$8,424,406
Assets. Other investments not covered elsewhere at beginning of year2013-05-31$10,254,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$191,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$244,331
Administrative expenses (other) incurred2013-05-31$51,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$4,244,666
Value of net assets at end of year (total assets less liabilities)2013-05-31$64,386,963
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$60,142,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$1,107,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$2,752,238
Interest earned on other investments2013-05-31$314,138
Income. Interest from US Government securities2013-05-31$376,890
Income. Interest from corporate debt instruments2013-05-31$481,745
Value of interest in common/collective trusts at end of year2013-05-31$3,677,227
Value of interest in common/collective trusts at beginning of year2013-05-31$3,586,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$1,679,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$992,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$992,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$4,126,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$4,871,435
Asset value of US Government securities at end of year2013-05-31$14,391,476
Asset value of US Government securities at beginning of year2013-05-31$17,768,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$4,703,143
Employer contributions (assets) at end of year2013-05-31$603,721
Employer contributions (assets) at beginning of year2013-05-31$502,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$4,975,312
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$13,045,587
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$7,571,658
Contract administrator fees2013-05-31$210,511
Assets. Corporate common stocks other than exployer securities at end of year2013-05-31$17,140,083
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$11,597,125
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31WIPFLI LLP
Accountancy firm EIN2013-05-31390758449
2012 : NORTHERN ILLINOIS ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-1,160,487
Total unrealized appreciation/depreciation of assets2012-05-31$-1,160,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$4,963,137
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$4,542,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$4,292,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$3,802,550
Value of total assets at end of year2012-05-31$60,142,297
Value of total assets at beginning of year2012-05-31$59,721,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$250,129
Total interest from all sources2012-05-31$2,321,074
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$16,890
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Assets. Other investments not covered elsewhere at end of year2012-05-31$10,254,662
Assets. Other investments not covered elsewhere at beginning of year2012-05-31$6,856,448
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$244,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$245,836
Administrative expenses (other) incurred2012-05-31$233,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$420,339
Value of net assets at end of year (total assets less liabilities)2012-05-31$60,142,297
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$59,721,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$2,752,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$2,029,439
Interest earned on other investments2012-05-31$2,321,074
Value of interest in common/collective trusts at end of year2012-05-31$3,586,903
Value of interest in common/collective trusts at beginning of year2012-05-31$3,487,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$992,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$1,441,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$1,441,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$4,871,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$4,623,402
Asset value of US Government securities at end of year2012-05-31$17,768,595
Asset value of US Government securities at beginning of year2012-05-31$16,315,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$3,802,550
Employer contributions (assets) at end of year2012-05-31$502,471
Employer contributions (assets) at beginning of year2012-05-31$656,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$4,292,669
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$7,571,658
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$10,290,167
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$11,597,125
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$13,775,719
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31WIPFLI LLP
Accountancy firm EIN2012-05-31390758449
2011 : NORTHERN ILLINOIS ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$3,500,485
Total unrealized appreciation/depreciation of assets2011-05-31$3,500,485
Total income from all sources (including contributions)2011-05-31$9,162,546
Total of all expenses incurred2011-05-31$4,530,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$4,274,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$4,173,063
Value of total assets at end of year2011-05-31$59,721,958
Value of total assets at beginning of year2011-05-31$55,089,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$255,474
Total interest from all sources2011-05-31$1,488,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$19,647
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Assets. Other investments not covered elsewhere at end of year2011-05-31$6,856,448
Assets. Other investments not covered elsewhere at beginning of year2011-05-31$5,720,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$245,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$313,859
Administrative expenses (other) incurred2011-05-31$235,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$4,632,078
Value of net assets at end of year (total assets less liabilities)2011-05-31$59,721,958
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$55,089,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$1,007,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$0
Interest earned on other investments2011-05-31$1,488,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$1,441,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$1,492,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$1,492,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$8,111,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$7,777,074
Asset value of US Government securities at end of year2011-05-31$16,315,019
Asset value of US Government securities at beginning of year2011-05-31$17,789,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$4,173,063
Employer contributions (assets) at end of year2011-05-31$656,832
Employer contributions (assets) at beginning of year2011-05-31$707,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$4,274,994
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$10,290,167
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$11,274,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$14,797,207
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$10,013,921
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31WIPFLI LLP
Accountancy firm EIN2011-05-31390758449

Form 5500 Responses for NORTHERN ILLINOIS ANNUITY PLAN

2021: NORTHERN ILLINOIS ANNUITY PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: NORTHERN ILLINOIS ANNUITY PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: NORTHERN ILLINOIS ANNUITY PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: NORTHERN ILLINOIS ANNUITY PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: NORTHERN ILLINOIS ANNUITY PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: NORTHERN ILLINOIS ANNUITY PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: NORTHERN ILLINOIS ANNUITY PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: NORTHERN ILLINOIS ANNUITY PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: NORTHERN ILLINOIS ANNUITY PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: NORTHERN ILLINOIS ANNUITY PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: NORTHERN ILLINOIS ANNUITY PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedYes
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: NORTHERN ILLINOIS ANNUITY PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes
2008: NORTHERN ILLINOIS ANNUITY PLAN 2008 form 5500 responses
2008-06-01Type of plan entityMulti-employer plan
2008-06-01Submission has been amendedYes
2008-06-01This submission is the final filingNo
2008-06-01This return/report is a short plan year return/report (less than 12 months)No
2008-06-01Plan is a collectively bargained planYes
2008-06-01Plan funding arrangement – InsuranceYes
2008-06-01Plan funding arrangement – TrustYes
2008-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761930
Policy instance 3
Insurance contract or identification number00A8761930
Number of Individuals Covered0
Insurance policy start date2016-11-10
Insurance policy end date2017-11-09
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078066F
Policy instance 2
Insurance contract or identification numberEQ0001078066F
Number of Individuals Covered0
Insurance policy start date2016-09-21
Insurance policy end date2017-09-20
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078071F
Policy instance 1
Insurance contract or identification numberEQ0001078071F
Number of Individuals Covered0
Insurance policy start date2016-09-21
Insurance policy end date2017-09-20
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761910
Policy instance 4
Insurance contract or identification number00A8761910
Number of Individuals Covered0
Insurance policy start date2016-11-10
Insurance policy end date2017-11-09
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761930
Policy instance 3
Insurance contract or identification number00A8761930
Number of Individuals Covered1
Insurance policy start date2014-11-10
Insurance policy end date2015-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078071F
Policy instance 1
Insurance contract or identification numberEQ0001078071F
Number of Individuals Covered1
Insurance policy start date2014-09-21
Insurance policy end date2015-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078066F
Policy instance 2
Insurance contract or identification numberEQ0001078066F
Number of Individuals Covered1
Insurance policy start date2014-09-21
Insurance policy end date2015-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761910
Policy instance 4
Insurance contract or identification number00A8761910
Number of Individuals Covered1
Insurance policy start date2014-11-10
Insurance policy end date2015-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract number872815
Policy instance 2
Insurance contract or identification number872815
Number of Individuals Covered1
Insurance policy start date2013-06-12
Insurance policy end date2014-06-11
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761910
Policy instance 5
Insurance contract or identification number00A8761910
Number of Individuals Covered1
Insurance policy start date2013-11-10
Insurance policy end date2014-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761930
Policy instance 4
Insurance contract or identification number00A8761930
Number of Individuals Covered1
Insurance policy start date2013-11-10
Insurance policy end date2014-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078066F
Policy instance 3
Insurance contract or identification numberEQ0001078066F
Number of Individuals Covered1
Insurance policy start date2012-09-21
Insurance policy end date2013-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078071F
Policy instance 1
Insurance contract or identification numberEQ0001078071F
Number of Individuals Covered1
Insurance policy start date2013-09-21
Insurance policy end date2014-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761940
Policy instance 7
Insurance contract or identification number00A8761940
Number of Individuals Covered0
Insurance policy start date2012-11-10
Insurance policy end date2013-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761900
Policy instance 4
Insurance contract or identification number00A8761900
Number of Individuals Covered0
Insurance policy start date2012-11-10
Insurance policy end date2013-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47001155
Policy instance 3
Insurance contract or identification number47001155
Number of Individuals Covered0
Insurance policy start date2012-06-25
Insurance policy end date2013-06-24
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47000815
Policy instance 2
Insurance contract or identification number47000815
Number of Individuals Covered0
Insurance policy start date2012-05-21
Insurance policy end date2013-05-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078071F
Policy instance 1
Insurance contract or identification numberEQ0001078071F
Number of Individuals Covered1
Insurance policy start date2012-09-21
Insurance policy end date2013-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract number872815
Policy instance 5
Insurance contract or identification number872815
Number of Individuals Covered1
Insurance policy start date2012-06-12
Insurance policy end date2013-06-11
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078066F
Policy instance 6
Insurance contract or identification numberEQ0001078066F
Number of Individuals Covered1
Insurance policy start date2011-09-21
Insurance policy end date2012-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761930
Policy instance 8
Insurance contract or identification number00A8761930
Number of Individuals Covered1
Insurance policy start date2012-11-10
Insurance policy end date2013-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761910
Policy instance 9
Insurance contract or identification number00A8761910
Number of Individuals Covered1
Insurance policy start date2012-11-10
Insurance policy end date2013-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract number58623
Policy instance 3
Insurance contract or identification number58623
Number of Individuals Covered1
Insurance policy start date2011-12-08
Insurance policy end date2012-12-07
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract number58402
Policy instance 7
Insurance contract or identification number58402
Number of Individuals Covered1
Insurance policy start date2011-12-05
Insurance policy end date2012-12-04
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract number872815
Policy instance 8
Insurance contract or identification number872815
Number of Individuals Covered1
Insurance policy start date2011-06-12
Insurance policy end date2012-06-11
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078066F
Policy instance 9
Insurance contract or identification numberEQ0001078066F
Number of Individuals Covered1
Insurance policy start date2010-09-21
Insurance policy end date2011-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761940
Policy instance 10
Insurance contract or identification number00A8761940
Number of Individuals Covered1
Insurance policy start date2011-11-10
Insurance policy end date2012-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761930
Policy instance 11
Insurance contract or identification number00A8761930
Number of Individuals Covered1
Insurance policy start date2011-11-10
Insurance policy end date2012-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47001155
Policy instance 5
Insurance contract or identification number47001155
Number of Individuals Covered1
Insurance policy start date2011-06-25
Insurance policy end date2012-06-24
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761900
Policy instance 6
Insurance contract or identification number00A8761900
Number of Individuals Covered1
Insurance policy start date2011-11-10
Insurance policy end date2012-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761910
Policy instance 2
Insurance contract or identification number00A8761910
Number of Individuals Covered1
Insurance policy start date2011-11-10
Insurance policy end date2012-11-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078071F
Policy instance 1
Insurance contract or identification numberEQ0001078071F
Number of Individuals Covered1
Insurance policy start date2011-09-21
Insurance policy end date2012-09-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47000815
Policy instance 4
Insurance contract or identification number47000815
Number of Individuals Covered1
Insurance policy start date2011-05-21
Insurance policy end date2012-05-20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761930
Policy instance 11
Insurance contract or identification number00A8761930
Number of Individuals Covered4070
Insurance policy start date2008-11-10
Insurance policy end date2014-11-10
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract number58623
Policy instance 3
Insurance contract or identification number58623
Number of Individuals Covered4070
Insurance policy start date2008-12-08
Insurance policy end date2012-12-08
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract number872815
Policy instance 8
Insurance contract or identification number872815
Number of Individuals Covered4070
Insurance policy start date2008-06-12
Insurance policy end date2014-06-15
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract number58402
Policy instance 7
Insurance contract or identification number58402
Number of Individuals Covered4070
Insurance policy start date2008-12-05
Insurance policy end date2012-12-05
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761900
Policy instance 6
Insurance contract or identification number00A8761900
Number of Individuals Covered4070
Insurance policy start date2008-11-10
Insurance policy end date2013-11-10
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47001155
Policy instance 5
Insurance contract or identification number47001155
Number of Individuals Covered4070
Insurance policy start date2008-06-25
Insurance policy end date2013-06-25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47000815
Policy instance 4
Insurance contract or identification number47000815
Number of Individuals Covered4070
Insurance policy start date2008-05-21
Insurance policy end date2013-05-21
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078066F
Policy instance 9
Insurance contract or identification numberEQ0001078066F
Number of Individuals Covered4070
Insurance policy start date2007-09-21
Insurance policy end date2012-09-21
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761910
Policy instance 2
Insurance contract or identification number00A8761910
Number of Individuals Covered4070
Insurance policy start date2008-11-10
Insurance policy end date2014-11-10
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078071F
Policy instance 1
Insurance contract or identification numberEQ0001078071F
Number of Individuals Covered4070
Insurance policy start date2007-09-21
Insurance policy end date2013-09-21
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761940
Policy instance 10
Insurance contract or identification number00A8761940
Number of Individuals Covered4070
Insurance policy start date2008-11-10
Insurance policy end date2013-11-10
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761910
Policy instance 10
Insurance contract or identification number00A8761910
Number of Individuals Covered3694
Insurance policy start date2009-11-10
Insurance policy end date2014-11-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47000815
Policy instance 2
Insurance contract or identification number47000815
Number of Individuals Covered3694
Insurance policy start date2009-05-21
Insurance policy end date2014-05-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LOYAL AMERICAN (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number47001155
Policy instance 3
Insurance contract or identification number47001155
Number of Individuals Covered3964
Insurance policy start date2009-06-25
Insurance policy end date2014-06-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761900
Policy instance 4
Insurance contract or identification number00A8761900
Number of Individuals Covered3694
Insurance policy start date2009-11-10
Insurance policy end date2013-11-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract number58402
Policy instance 5
Insurance contract or identification number58402
Number of Individuals Covered3694
Insurance policy start date2009-12-05
Insurance policy end date2013-12-05
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract number872815
Policy instance 6
Insurance contract or identification number872815
Number of Individuals Covered3694
Insurance policy start date2009-06-12
Insurance policy end date2015-06-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract number58623
Policy instance 11
Insurance contract or identification number58623
Number of Individuals Covered3694
Insurance policy start date2008-12-08
Insurance policy end date2013-12-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078066F
Policy instance 7
Insurance contract or identification numberEQ0001078066F
Number of Individuals Covered3694
Insurance policy start date2008-09-21
Insurance policy end date2012-09-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761940
Policy instance 8
Insurance contract or identification number00A8761940
Number of Individuals Covered3694
Insurance policy start date2009-11-10
Insurance policy end date2013-11-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A8761930
Policy instance 9
Insurance contract or identification number00A8761930
Number of Individuals Covered3694
Insurance policy start date2009-11-10
Insurance policy end date2014-11-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EQUITRUST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62510 )
Policy contract numberEQ0001078071F
Policy instance 1
Insurance contract or identification numberEQ0001078071F
Number of Individuals Covered3694
Insurance policy start date2008-09-21
Insurance policy end date2012-09-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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