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MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameMINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN
Plan identification number 504

MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

MINNESOTA BANKERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:MINNESOTA BANKERS ASSOCIATION
Employer identification number (EIN):411329720
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042021-07-01
5042020-07-01
5042020-07-01
5042019-07-01
5042018-07-01
5042017-07-012018-12-06
5042016-07-012018-01-26
5042015-07-012017-01-24
5042014-07-012016-01-27
5042013-07-012014-12-12
5042012-07-012013-12-04
5042011-07-012012-11-06
5042010-07-012011-12-21
5042009-07-01JOSEPH J WITT JOSEPH J WITT2010-12-17

Plan Statistics for MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN

401k plan membership statisitcs for MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN

Measure Date Value
2021: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-013,476
Total number of active participants reported on line 7a of the Form 55002021-07-013,387
Number of retired or separated participants receiving benefits2021-07-014
Total of all active and inactive participants2021-07-013,391
2020: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-013,610
Total number of active participants reported on line 7a of the Form 55002020-07-013,472
Number of retired or separated participants receiving benefits2020-07-014
Total of all active and inactive participants2020-07-013,476
2019: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-013,439
Number of retired or separated participants receiving benefits2019-07-013,604
Number of other retired or separated participants entitled to future benefits2019-07-016
Total of all active and inactive participants2019-07-013,610
2018: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-013,437
Total number of active participants reported on line 7a of the Form 55002018-07-013,434
Number of retired or separated participants receiving benefits2018-07-015
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-013,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
2017: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-013,343
Total number of active participants reported on line 7a of the Form 55002017-07-013,426
Number of retired or separated participants receiving benefits2017-07-0111
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-013,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
2016: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-013,445
Total number of active participants reported on line 7a of the Form 55002016-07-013,328
Number of retired or separated participants receiving benefits2016-07-0115
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-013,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
2015: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-013,064
Total number of active participants reported on line 7a of the Form 55002015-07-013,427
Number of retired or separated participants receiving benefits2015-07-0118
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-013,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
2014: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-013,137
Total number of active participants reported on line 7a of the Form 55002014-07-013,052
Number of retired or separated participants receiving benefits2014-07-0112
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-013,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
2013: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-013,159
Total number of active participants reported on line 7a of the Form 55002013-07-013,128
Number of retired or separated participants receiving benefits2013-07-019
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-013,137
2012: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-013,453
Total number of active participants reported on line 7a of the Form 55002012-07-013,148
Number of retired or separated participants receiving benefits2012-07-0111
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-013,159
2011: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-013,786
Total number of active participants reported on line 7a of the Form 55002011-07-013,448
Number of retired or separated participants receiving benefits2011-07-015
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-013,453
2010: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-013,385
Total number of active participants reported on line 7a of the Form 55002010-07-013,763
Number of retired or separated participants receiving benefits2010-07-0123
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-013,786
2009: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-013,665
Total number of active participants reported on line 7a of the Form 55002009-07-013,377
Number of retired or separated participants receiving benefits2009-07-018
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-013,385

Financial Data on MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN

Measure Date Value
2022 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$13,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$14,415
Total income from all sources (including contributions)2022-06-30$748,639
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$737,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$388,752
Value of total assets at beginning of year2022-06-30$378,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$737,524
Total interest from all sources2022-06-30$903
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$5,040
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$13,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$14,415
Other income not declared elsewhere2022-06-30$747,736
Administrative expenses (other) incurred2022-06-30$732,484
Total non interest bearing cash at end of year2022-06-30$173,476
Total non interest bearing cash at beginning of year2022-06-30$164,819
Value of net income/loss2022-06-30$11,115
Value of net assets at end of year (total assets less liabilities)2022-06-30$375,657
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$364,542
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$215,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$214,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$214,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BOULAY PLLP
Accountancy firm EIN2022-06-30410887288
2021 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$14,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$6,571
Total income from all sources (including contributions)2021-06-30$732,898
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$712,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$378,957
Value of total assets at beginning of year2021-06-30$350,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$712,063
Total interest from all sources2021-06-30$2,309
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$5,040
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$14,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$6,571
Other income not declared elsewhere2021-06-30$730,589
Administrative expenses (other) incurred2021-06-30$707,023
Total non interest bearing cash at end of year2021-06-30$164,819
Total non interest bearing cash at beginning of year2021-06-30$137,870
Value of net income/loss2021-06-30$20,835
Value of net assets at end of year (total assets less liabilities)2021-06-30$364,542
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$343,707
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$214,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$211,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$211,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$2,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BOULAY PLLP
Accountancy firm EIN2021-06-30410887288
2020 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$6,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$10,073
Total income from all sources (including contributions)2020-06-30$709,043
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$678,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$579,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$706,388
Value of total assets at end of year2020-06-30$350,278
Value of total assets at beginning of year2020-06-30$323,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$98,908
Total interest from all sources2020-06-30$2,655
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$5,040
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$706,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$1,800
Administrative expenses (other) incurred2020-06-30$93,868
Liabilities. Value of operating payables at end of year2020-06-30$6,571
Liabilities. Value of operating payables at beginning of year2020-06-30$10,073
Total non interest bearing cash at end of year2020-06-30$137,870
Total non interest bearing cash at beginning of year2020-06-30$115,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$30,702
Value of net assets at end of year (total assets less liabilities)2020-06-30$343,707
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$313,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$211,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$205,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$205,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$579,433
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BOULAY PLLP
Accountancy firm EIN2020-06-30410887288
2019 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$10,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$12,133
Total income from all sources (including contributions)2019-06-30$673,065
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$651,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$548,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$670,112
Value of total assets at end of year2019-06-30$323,078
Value of total assets at beginning of year2019-06-30$303,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$103,433
Total interest from all sources2019-06-30$2,953
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$5,040
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$670,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$1,800
Administrative expenses (other) incurred2019-06-30$98,393
Liabilities. Value of operating payables at end of year2019-06-30$10,073
Liabilities. Value of operating payables at beginning of year2019-06-30$12,133
Total non interest bearing cash at end of year2019-06-30$115,912
Total non interest bearing cash at beginning of year2019-06-30$101,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$21,181
Value of net assets at end of year (total assets less liabilities)2019-06-30$313,005
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$291,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$205,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$202,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$202,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$2,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$548,451
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BOULAY PLLP
Accountancy firm EIN2019-06-30410887288
2018 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$12,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$11,858
Total income from all sources (including contributions)2018-06-30$651,846
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$662,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$548,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$649,692
Value of total assets at end of year2018-06-30$303,957
Value of total assets at beginning of year2018-06-30$314,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$114,166
Total interest from all sources2018-06-30$2,154
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$5,040
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$8,398
Administrative expenses (other) incurred2018-06-30$109,126
Liabilities. Value of operating payables at end of year2018-06-30$12,133
Liabilities. Value of operating payables at beginning of year2018-06-30$11,858
Total non interest bearing cash at end of year2018-06-30$101,469
Total non interest bearing cash at beginning of year2018-06-30$10,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-10,948
Value of net assets at end of year (total assets less liabilities)2018-06-30$291,824
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$302,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$202,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$295,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$295,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$649,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$548,628
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BOULAY PLLP
Accountancy firm EIN2018-06-30410887288
2017 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$11,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$28,094
Total income from all sources (including contributions)2017-06-30$618,690
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$641,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$539,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$617,082
Value of total assets at end of year2017-06-30$314,630
Value of total assets at beginning of year2017-06-30$353,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$101,515
Total interest from all sources2017-06-30$1,608
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$3,920
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$8,398
Administrative expenses (other) incurred2017-06-30$97,595
Liabilities. Value of operating payables at end of year2017-06-30$11,858
Liabilities. Value of operating payables at beginning of year2017-06-30$28,094
Total non interest bearing cash at end of year2017-06-30$10,524
Total non interest bearing cash at beginning of year2017-06-30$59,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-22,670
Value of net assets at end of year (total assets less liabilities)2017-06-30$302,772
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$325,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$295,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$294,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$294,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,608
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$539,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$617,082
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BOULAY PLLP
Accountancy firm EIN2017-06-30410887288
2016 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$28,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$10,886
Total income from all sources (including contributions)2016-06-30$544,111
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$583,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$471,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$542,816
Value of total assets at end of year2016-06-30$353,536
Value of total assets at beginning of year2016-06-30$375,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$112,069
Total interest from all sources2016-06-30$1,295
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$4,200
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$107,869
Liabilities. Value of operating payables at end of year2016-06-30$28,094
Liabilities. Value of operating payables at beginning of year2016-06-30$10,886
Total non interest bearing cash at end of year2016-06-30$59,436
Total non interest bearing cash at beginning of year2016-06-30$31,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-39,066
Value of net assets at end of year (total assets less liabilities)2016-06-30$325,442
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$364,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$294,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$344,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$344,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$1,295
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$471,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$542,816
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BOULAY PLLP
Accountancy firm EIN2016-06-30410887288
2015 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$10,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$13,303
Total income from all sources (including contributions)2015-06-30$511,380
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$558,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$441,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$509,996
Value of total assets at end of year2015-06-30$375,394
Value of total assets at beginning of year2015-06-30$424,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$117,171
Total interest from all sources2015-06-30$1,384
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$4,340
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Administrative expenses (other) incurred2015-06-30$112,831
Liabilities. Value of operating payables at end of year2015-06-30$10,886
Liabilities. Value of operating payables at beginning of year2015-06-30$13,303
Total non interest bearing cash at end of year2015-06-30$31,172
Total non interest bearing cash at beginning of year2015-06-30$21,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-46,961
Value of net assets at end of year (total assets less liabilities)2015-06-30$364,508
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$411,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$344,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$402,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$402,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$1,384
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$441,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$509,996
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BOULAY PLLP
Accountancy firm EIN2015-06-30410887288
2014 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$13,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$13,704
Total income from all sources (including contributions)2014-06-30$525,219
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$567,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$437,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$523,713
Value of total assets at end of year2014-06-30$424,772
Value of total assets at beginning of year2014-06-30$467,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$129,425
Total interest from all sources2014-06-30$1,506
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$5,933
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$780
Administrative expenses (other) incurred2014-06-30$123,492
Liabilities. Value of operating payables at end of year2014-06-30$13,303
Liabilities. Value of operating payables at beginning of year2014-06-30$13,704
Total non interest bearing cash at end of year2014-06-30$21,934
Total non interest bearing cash at beginning of year2014-06-30$3,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-41,858
Value of net assets at end of year (total assets less liabilities)2014-06-30$411,469
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$453,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$402,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$462,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$462,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,506
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$437,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$523,713
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BOULAY PLLP
Accountancy firm EIN2014-06-30410887288
2013 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$13,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,708
Total income from all sources (including contributions)2013-06-30$554,095
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$615,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$486,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$552,395
Value of total assets at end of year2013-06-30$467,031
Value of total assets at beginning of year2013-06-30$527,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$128,595
Total interest from all sources2013-06-30$1,700
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$780
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$2,726
Administrative expenses (other) incurred2013-06-30$128,595
Liabilities. Value of operating payables at end of year2013-06-30$13,704
Liabilities. Value of operating payables at beginning of year2013-06-30$12,708
Total non interest bearing cash at end of year2013-06-30$3,334
Total non interest bearing cash at beginning of year2013-06-30$15,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-61,038
Value of net assets at end of year (total assets less liabilities)2013-06-30$453,327
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$514,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$462,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$509,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$509,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$1,700
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$486,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$552,395
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BOULAY PLLP
Accountancy firm EIN2013-06-30410887288
2012 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$12,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$15,172
Total income from all sources (including contributions)2012-06-30$539,182
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$600,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$475,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$536,052
Value of total assets at end of year2012-06-30$527,073
Value of total assets at beginning of year2012-06-30$590,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$124,086
Total interest from all sources2012-06-30$3,130
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$2,726
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$4,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,851
Administrative expenses (other) incurred2012-06-30$124,086
Liabilities. Value of operating payables at end of year2012-06-30$12,708
Liabilities. Value of operating payables at beginning of year2012-06-30$15,172
Total non interest bearing cash at end of year2012-06-30$15,250
Total non interest bearing cash at beginning of year2012-06-30$7,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-60,867
Value of net assets at end of year (total assets less liabilities)2012-06-30$514,365
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$575,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$509,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$576,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$576,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$3,130
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$475,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$536,052
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BOULAY HEUTMAKER ZIBELL AND CO PLLP
Accountancy firm EIN2012-06-30410887288
2011 : MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$15,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$278,831
Total income from all sources (including contributions)2011-06-30$514,468
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$570,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$444,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$506,483
Value of total assets at end of year2011-06-30$590,404
Value of total assets at beginning of year2011-06-30$909,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$126,015
Total interest from all sources2011-06-30$7,985
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$4,671
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$1,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$253,474
Administrative expenses (other) incurred2011-06-30$126,015
Liabilities. Value of operating payables at end of year2011-06-30$15,172
Liabilities. Value of operating payables at beginning of year2011-06-30$25,357
Total non interest bearing cash at end of year2011-06-30$7,300
Total non interest bearing cash at beginning of year2011-06-30$10,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-55,902
Value of net assets at end of year (total assets less liabilities)2011-06-30$575,232
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$631,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$576,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$897,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$897,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$7,985
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$444,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$506,483
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BOULAY HEUTMAKER ZIBELL AND CO PLLP
Accountancy firm EIN2011-06-30410887288

Form 5500 Responses for MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN

2021: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entityDFE (Diect Filing Entity)
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entityDFE (Diect Filing Entity)
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entityDFE (Diect Filing Entity)
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entityDFE (Diect Filing Entity)
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entityDFE (Diect Filing Entity)
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entityDFE (Diect Filing Entity)
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entityDFE (Diect Filing Entity)
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entityDFE (Diect Filing Entity)
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entityDFE (Diect Filing Entity)
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entityDFE (Diect Filing Entity)
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entityDFE (Diect Filing Entity)
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2010 form 5500 responses
2010-07-01Type of plan entityDFE (Diect Filing Entity)
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: MINNESOTA BANKERS ASSOCIATION GROUP LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entityDFE (Diect Filing Entity)
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70293-5
Policy instance 1
Insurance contract or identification number70293-5
Number of Individuals Covered4230
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $593,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70293-5
Policy instance 1
Insurance contract or identification number70293-5
Number of Individuals Covered4323
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $408,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70293-5
Policy instance 1
Insurance contract or identification number70293-5
Number of Individuals Covered3366
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $558,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70293-5
Policy instance 1
Insurance contract or identification number70293-5
Number of Individuals Covered3391
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $540,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5464767
Policy instance 1
Insurance contract or identification number5464767
Number of Individuals Covered3365
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $553,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5464767
Policy instance 1
Insurance contract or identification number5464767
Number of Individuals Covered3074
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $434,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5464767
Policy instance 1
Insurance contract or identification number5464767
Number of Individuals Covered3095
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $444,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5464767
Policy instance 1
Insurance contract or identification number5464767
Number of Individuals Covered3182
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,906
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 BenefitYes
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 $466,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16906
Additional information about fees paid to insurance brokerPRODUCER BONUS PROGRAM PAYMENT
Insurance broker organization code?3
Insurance broker nameMBA INSURANCE SERVICES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number42089
Policy instance 1
Insurance contract or identification number42089
Number of Individuals Covered3436
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $495,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number42089
Policy instance 1
Insurance contract or identification number42089
Number of Individuals Covered3400
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $445,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number42089
Policy instance 1
Insurance contract or identification number42089
Number of Individuals Covered3574
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
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 $461,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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