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SPX CORPORATION LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameSPX CORPORATION LONG TERM DISABILITY PLAN
Plan identification number 513

SPX CORPORATION LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

SPX CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SPX CORPORATION
Employer identification number (EIN):381016240
NAIC Classification:339900

Additional information about SPX CORPORATION

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 629202

More information about SPX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPX CORPORATION LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5132021-01-01
5132020-01-01
5132019-01-01
5132018-01-01
5132017-01-01ELAINE KROM
5132016-01-01ELAINE KROM
5132015-01-01ELAINE KROM
5132015-01-01ELAINE KROM
5132014-01-01ELAINE KROM
5132013-01-01SUSAN DUPUIS
5132012-01-01SUSAN DUPUIS
5132011-01-01SUSAN DUPUIS
5132009-01-01SUSAN DUPUIS SUSAN DUPUIS2010-10-14

Plan Statistics for SPX CORPORATION LONG TERM DISABILITY PLAN

401k plan membership statisitcs for SPX CORPORATION LONG TERM DISABILITY PLAN

Measure Date Value
2021: SPX CORPORATION LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,961
Total number of active participants reported on line 7a of the Form 55002021-01-011,868
Number of retired or separated participants receiving benefits2021-01-01130
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,998
2020: SPX CORPORATION LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,799
Total number of active participants reported on line 7a of the Form 55002020-01-012,813
Number of retired or separated participants receiving benefits2020-01-01148
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,961
2019: SPX CORPORATION LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,320
Total number of active participants reported on line 7a of the Form 55002019-01-012,696
Number of retired or separated participants receiving benefits2019-01-01103
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,799
2018: SPX CORPORATION LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,444
Total number of active participants reported on line 7a of the Form 55002018-01-011,229
Number of retired or separated participants receiving benefits2018-01-0191
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,320
2017: SPX CORPORATION LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,489
Total number of active participants reported on line 7a of the Form 55002017-01-011,346
Number of retired or separated participants receiving benefits2017-01-0198
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,444
2016: SPX CORPORATION LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,745
Total number of active participants reported on line 7a of the Form 55002016-01-011,388
Number of retired or separated participants receiving benefits2016-01-01101
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,489
2015: SPX CORPORATION LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,890
Total number of active participants reported on line 7a of the Form 55002015-01-011,645
Number of retired or separated participants receiving benefits2015-01-01100
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,745
2014: SPX CORPORATION LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,037
Total number of active participants reported on line 7a of the Form 55002014-01-012,890
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,890
2013: SPX CORPORATION LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,017
Total number of active participants reported on line 7a of the Form 55002013-01-013,037
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013,037
2012: SPX CORPORATION LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,077
Total number of active participants reported on line 7a of the Form 55002012-01-014,017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014,017
2011: SPX CORPORATION LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,133
Total number of active participants reported on line 7a of the Form 55002011-01-014,077
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014,077
2009: SPX CORPORATION LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,319
Total number of active participants reported on line 7a of the Form 55002009-01-014,127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014,127

Financial Data on SPX CORPORATION LONG TERM DISABILITY PLAN

Measure Date Value
2018 : SPX CORPORATION LONG TERM DISABILITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,014,302
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,340,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,335,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,013,405
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$326,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,687
Total interest from all sources2018-12-31$897
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,687
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$419,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-326,164
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$326,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$325,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$325,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$897
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$419,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$593,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$915,884
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : SPX CORPORATION LONG TERM DISABILITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$588,575
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,474,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,468,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$583,125
Value of total assets at end of year2017-12-31$326,164
Value of total assets at beginning of year2017-12-31$1,212,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,250
Total interest from all sources2017-12-31$5,450
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$478,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-885,906
Value of net assets at end of year (total assets less liabilities)2017-12-31$326,164
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,212,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$325,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,211,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,211,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,450
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$478,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$104,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$989,324
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : SPX CORPORATION LONG TERM DISABILITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$606,878
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,844,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,837,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$600,602
Value of total assets at end of year2016-12-31$1,212,070
Value of total assets at beginning of year2016-12-31$2,449,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,250
Total interest from all sources2016-12-31$6,276
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$504,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,237,353
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,212,070
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,449,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,211,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,448,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,448,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,276
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$506,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$96,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,331,432
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2016-12-31381357951
2015 : SPX CORPORATION LONG TERM DISABILITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,086,434
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,741,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,718,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,083,779
Value of total assets at end of year2015-12-31$2,449,423
Value of total assets at beginning of year2015-12-31$3,104,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,990
Total interest from all sources2015-12-31$2,655
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$22,990
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$965,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-655,420
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,449,423
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,104,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,448,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,104,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,104,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,655
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$391,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$117,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,327,782
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : SPX CORPORATION LONG TERM DISABILITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,101,039
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,362,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,335,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,099,465
Value of total assets at end of year2014-12-31$3,104,843
Value of total assets at beginning of year2014-12-31$3,366,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,005
Total interest from all sources2014-12-31$1,574
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$27,005
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$969,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-261,880
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,104,843
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,366,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,104,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,366,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,366,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$130,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,335,914
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : SPX CORPORATION LONG TERM DISABILITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,146,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,325,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,301,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,144,815
Value of total assets at end of year2013-12-31$3,366,723
Value of total assets at beginning of year2013-12-31$3,545,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,280
Total interest from all sources2013-12-31$1,890
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$24,280
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$985,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-179,105
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,366,723
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,545,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,366,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,545,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,545,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$159,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,301,530
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : SPX CORPORATION LONG TERM DISABILITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,217,718
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,364,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,343,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,212,453
Value of total assets at end of year2012-12-31$3,545,828
Value of total assets at beginning of year2012-12-31$3,692,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,342
Total interest from all sources2012-12-31$5,265
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$21,342
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,070,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-146,987
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,545,828
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,692,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,545,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,692,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,692,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,343,363
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : SPX CORPORATION LONG TERM DISABILITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,285,838
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,476,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,451,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,282,126
Value of total assets at end of year2011-12-31$3,692,815
Value of total assets at beginning of year2011-12-31$3,883,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,045
Total interest from all sources2011-12-31$3,712
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$25,045
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,068,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-190,996
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,692,815
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,883,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,692,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,883,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,883,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$213,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,451,789
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : SPX CORPORATION LONG TERM DISABILITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$86,128
Total income from all sources (including contributions)2010-12-31$1,306,758
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,298,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,291,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,301,681
Value of total assets at end of year2010-12-31$3,883,811
Value of total assets at beginning of year2010-12-31$3,961,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,219
Total interest from all sources2010-12-31$5,077
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,219
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,033,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$86,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,669
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,883,811
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,875,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,883,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,960,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,960,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$267,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,291,870
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for SPX CORPORATION LONG TERM DISABILITY PLAN

2021: SPX CORPORATION LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: SPX CORPORATION LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: SPX CORPORATION LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: SPX CORPORATION LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: SPX CORPORATION LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: SPX CORPORATION LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: SPX CORPORATION LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPX CORPORATION LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPX CORPORATION LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPX CORPORATION LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPX CORPORATION LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SPX CORPORATION LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF384044502601
Policy instance 1
Insurance contract or identification numberGF384044502601
Number of Individuals Covered1935
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $629,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF384044502601
Policy instance 1
Insurance contract or identification numberGF384044502601
Number of Individuals Covered2894
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $599,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF384044502601
Policy instance 1
Insurance contract or identification numberGF384044502601
Number of Individuals Covered2656
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,137
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $544,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees12000
Additional information about fees paid to insurance brokerOTHER
Insurance broker organization code?3
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF384044502601
Policy instance 1
Insurance contract or identification numberGF384044502601
Number of Individuals Covered1259
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,857
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $419,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17000
Additional information about fees paid to insurance brokerOTHER
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number239926
Policy instance 1
Insurance contract or identification number239926
Number of Individuals Covered1338
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,320
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $478,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14320
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INSURANCE INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number239926
Policy instance 1
Insurance contract or identification number239926
Number of Individuals Covered3227
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $172,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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