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WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 401k Plan overview

Plan NameWUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN
Plan identification number 502

WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

WUNDERLICH-MALEC ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WUNDERLICH-MALEC ENGINEERING, INC.
Employer identification number (EIN):411412464
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-05-01DENELL HELLER2023-11-28
5022021-05-01JEANNINE EDGREN2022-11-03
5022020-05-01MARK LAM2021-12-07
5022020-05-01MARK LAM2021-12-07
5022019-05-01CYNTHIA FINKE2020-09-29
5022018-05-01CYNTHIA FINKE2019-10-23
5022017-05-01
5022016-05-01
5022015-05-01CYNTHIA FINKE
5022014-05-01CYNTHIA FINKE
5022013-05-01CYNTHIA DAVIES
5022012-05-01TERRI A. FOSS TERRI A. FOSS2013-09-18
5022011-05-01TERRI A. FOSS TERRI A. FOSS2012-10-17
5022009-05-01TERRI A. FOSS

Plan Statistics for WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN

401k plan membership statisitcs for WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN

Measure Date Value
2022: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01470
Total number of active participants reported on line 7a of the Form 55002022-05-01499
Number of retired or separated participants receiving benefits2022-05-017
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-01506
2021: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01445
Total number of active participants reported on line 7a of the Form 55002021-05-01454
Number of retired or separated participants receiving benefits2021-05-019
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01463
2020: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01434
Total number of active participants reported on line 7a of the Form 55002020-05-01431
Number of retired or separated participants receiving benefits2020-05-0114
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01445
2019: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01404
Total number of active participants reported on line 7a of the Form 55002019-05-01424
Number of retired or separated participants receiving benefits2019-05-0110
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01434
2018: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01349
Total number of active participants reported on line 7a of the Form 55002018-05-01398
Number of retired or separated participants receiving benefits2018-05-016
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-01404
2017: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01368
Total number of active participants reported on line 7a of the Form 55002017-05-01343
Number of retired or separated participants receiving benefits2017-05-016
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01349
2016: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01280
Total number of active participants reported on line 7a of the Form 55002016-05-01321
Number of retired or separated participants receiving benefits2016-05-013
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
2015: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01228
Total number of active participants reported on line 7a of the Form 55002015-05-01280
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01280
2014: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01202
Total number of active participants reported on line 7a of the Form 55002014-05-01223
Number of retired or separated participants receiving benefits2014-05-015
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-01228
2013: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01204
Total number of active participants reported on line 7a of the Form 55002013-05-01199
Number of retired or separated participants receiving benefits2013-05-013
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-01202
2012: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01179
Total number of active participants reported on line 7a of the Form 55002012-05-01202
Number of retired or separated participants receiving benefits2012-05-012
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-01204
2011: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01151
Total number of active participants reported on line 7a of the Form 55002011-05-01177
Number of retired or separated participants receiving benefits2011-05-012
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01179
2009: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01108
Total number of active participants reported on line 7a of the Form 55002009-05-01147
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-01147

Form 5500 Responses for WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN

2022: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – General assets of the sponsorYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – General assets of the sponsorYes
2021: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – General assets of the sponsorYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – General assets of the sponsorYes
2020: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – General assets of the sponsorYes
2019: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – General assets of the sponsorYes
2018: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – General assets of the sponsorYes
2016: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – General assets of the sponsorYes
2015: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – General assets of the sponsorYes
2014: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – General assets of the sponsorYes
2013: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – General assets of the sponsorYes
2012: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – General assets of the sponsorYes
2012-05-01Plan benefit arrangement – General assets of the sponsorYes
2011: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – General assets of the sponsorYes
2011-05-01Plan benefit arrangement – General assets of the sponsorYes
2009: WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE MEDICAL AND DENTAL PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – General assets of the sponsorYes
2009-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10003931/102963
Policy instance 1
Insurance contract or identification number10003931/102963
Number of Individuals Covered822
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $5,827
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,827
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number1000393/1029634
Policy instance 1
Insurance contract or identification number1000393/1029634
Number of Individuals Covered812
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $5,311
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,311
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number1000393/1029634
Policy instance 1
Insurance contract or identification number1000393/1029634
Number of Individuals Covered768
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $4,630
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $46,764
Commission paid to Insurance BrokerUSD $4,630
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10003931001
Policy instance 1
Insurance contract or identification number10003931001
Number of Individuals Covered716
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $3,851
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $39,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,851
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10003931001
Policy instance 1
Insurance contract or identification number10003931001
Number of Individuals Covered624
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $3,252
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $36,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,252
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10003931001
Policy instance 1
Insurance contract or identification number10003931001
Number of Individuals Covered406
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $2,506
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $27,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,506
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY, LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number1000393
Policy instance 1
Insurance contract or identification number1000393
Number of Individuals Covered225
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $1,017
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,017
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY, LLC

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