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INCOME PROTECTION INSURANCE TRUST 401k Plan overview

Plan NameINCOME PROTECTION INSURANCE TRUST
Plan identification number 501

INCOME PROTECTION INSURANCE TRUST Benefits

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

401k Sponsoring company profile

INCOME PROTECTION INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name:INCOME PROTECTION INSURANCE TRUST
Employer identification number (EIN):416357974

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INCOME PROTECTION INSURANCE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-09-01
5012022-09-01
5012021-09-01
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-012019-01-16
5012016-09-012018-01-08
5012015-09-012017-02-16
5012014-09-012016-03-15
5012013-09-012015-02-18
5012012-09-012013-12-23
5012011-09-012012-12-19
5012009-09-012011-03-15
5012009-09-012012-02-08

Plan Statistics for INCOME PROTECTION INSURANCE TRUST

401k plan membership statisitcs for INCOME PROTECTION INSURANCE TRUST

Measure Date Value
2023: INCOME PROTECTION INSURANCE TRUST 2023 401k membership
Total participants, beginning-of-year2023-09-010
Total number of active participants reported on line 7a of the Form 55002023-09-010
Number of retired or separated participants receiving benefits2023-09-010
Number of other retired or separated participants entitled to future benefits2023-09-010
Total of all active and inactive participants2023-09-010
2022: INCOME PROTECTION INSURANCE TRUST 2022 401k membership
Total participants, beginning-of-year2022-09-0169
Total number of active participants reported on line 7a of the Form 55002022-09-010
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-010
Total of all active and inactive participants2022-09-010
2021: INCOME PROTECTION INSURANCE TRUST 2021 401k membership
Total participants, beginning-of-year2021-09-0180
Total number of active participants reported on line 7a of the Form 55002021-09-0169
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-0169
2020: INCOME PROTECTION INSURANCE TRUST 2020 401k membership
Total participants, beginning-of-year2020-09-0166
Total number of active participants reported on line 7a of the Form 55002020-09-0180
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-0180
2019: INCOME PROTECTION INSURANCE TRUST 2019 401k membership
Total participants, beginning-of-year2019-09-0167
Total number of active participants reported on line 7a of the Form 55002019-09-0166
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-0166
2018: INCOME PROTECTION INSURANCE TRUST 2018 401k membership
Total participants, beginning-of-year2018-09-0176
Total number of active participants reported on line 7a of the Form 55002018-09-0167
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-0167
2017: INCOME PROTECTION INSURANCE TRUST 2017 401k membership
Total participants, beginning-of-year2017-09-0179
Total number of active participants reported on line 7a of the Form 55002017-09-0176
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-0176
2016: INCOME PROTECTION INSURANCE TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-0177
Total number of active participants reported on line 7a of the Form 55002016-09-0179
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-0179
2015: INCOME PROTECTION INSURANCE TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-0180
Total number of active participants reported on line 7a of the Form 55002015-09-0177
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-0177
2014: INCOME PROTECTION INSURANCE TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-0181
Total number of active participants reported on line 7a of the Form 55002014-09-0180
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-0180
2013: INCOME PROTECTION INSURANCE TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-01142
Total number of active participants reported on line 7a of the Form 55002013-09-0181
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-0181
2012: INCOME PROTECTION INSURANCE TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-01157
Total number of active participants reported on line 7a of the Form 55002012-09-01142
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-01142
2011: INCOME PROTECTION INSURANCE TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-01165
Total number of active participants reported on line 7a of the Form 55002011-09-01157
Total of all active and inactive participants2011-09-01157
2009: INCOME PROTECTION INSURANCE TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-01217
Total number of active participants reported on line 7a of the Form 55002009-09-01209
Total of all active and inactive participants2009-09-01209

Financial Data on INCOME PROTECTION INSURANCE TRUST

Measure Date Value
2023 : INCOME PROTECTION INSURANCE TRUST 2023 401k financial data
Total income from all sources2023-12-31$0
Expenses. Total of all expenses incurred2023-12-31$11,656
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$11,656
Value of fidelity bond covering the plan2023-12-31$50,000
Expenses. Other expenses not covered elsewhere2023-12-31$4,956
Net income (gross income less expenses)2023-12-31$-11,656
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$11,656
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$6,700
Total plan liabilities at beginning of year2023-08-31$7,439
Total income from all sources2023-08-31$65,678
Expenses. Total of all expenses incurred2023-08-31$79,781
Benefits paid (including direct rollovers)2023-08-31$53,825
Total plan assets at end of year2023-08-31$11,656
Total plan assets at beginning of year2023-08-31$33,198
Value of fidelity bond covering the plan2023-08-31$50,000
Expenses. Other expenses not covered elsewhere2023-08-31$2,523
Other income received2023-08-31$65,678
Net income (gross income less expenses)2023-08-31$-14,103
Net plan assets at end of year (total assets less liabilities)2023-08-31$11,656
Net plan assets at beginning of year (total assets less liabilities)2023-08-31$25,759
Expenses. Administrative service providers (salaries,fees and commissions)2023-08-31$23,433
2022 : INCOME PROTECTION INSURANCE TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$7,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$8,644
Total income from all sources (including contributions)2022-08-31$89,180
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$96,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$73,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$0
Value of total assets at end of year2022-08-31$33,198
Value of total assets at beginning of year2022-08-31$41,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$23,021
Total interest from all sources2022-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Administrative expenses professional fees incurred2022-08-31$22,060
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$5,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$7,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-08-31$6,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-31$7,624
Other income not declared elsewhere2022-08-31$89,180
Administrative expenses (other) incurred2022-08-31$961
Liabilities. Value of operating payables at end of year2022-08-31$1,350
Liabilities. Value of operating payables at beginning of year2022-08-31$1,020
Total non interest bearing cash at end of year2022-08-31$27,291
Total non interest bearing cash at beginning of year2022-08-31$34,172
Value of net income/loss2022-08-31$-7,467
Value of net assets at end of year (total assets less liabilities)2022-08-31$25,759
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$33,226
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$73,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Did the plan have assets held for investment2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-08-31410746749
2021 : INCOME PROTECTION INSURANCE TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$8,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$107,662
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$119,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$98,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$0
Value of total assets at end of year2021-08-31$41,870
Value of total assets at beginning of year2021-08-31$45,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$20,860
Total interest from all sources2021-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Administrative expenses professional fees incurred2021-08-31$20,730
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$7,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$9,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-08-31$7,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-08-31$0
Other income not declared elsewhere2021-08-31$107,662
Administrative expenses (other) incurred2021-08-31$130
Liabilities. Value of operating payables at end of year2021-08-31$1,020
Liabilities. Value of operating payables at beginning of year2021-08-31$0
Total non interest bearing cash at end of year2021-08-31$34,172
Total non interest bearing cash at beginning of year2021-08-31$35,760
Value of net income/loss2021-08-31$-11,918
Value of net assets at end of year (total assets less liabilities)2021-08-31$33,226
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$45,144
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$98,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Did the plan have assets held for investment2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-08-31410746749
2020 : INCOME PROTECTION INSURANCE TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$10,940
Total income from all sources (including contributions)2020-08-31$126,001
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$125,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$105,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$0
Value of total assets at end of year2020-08-31$45,144
Value of total assets at beginning of year2020-08-31$55,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$20,140
Total interest from all sources2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Administrative expenses professional fees incurred2020-08-31$18,577
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$9,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$9,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$10,701
Other income not declared elsewhere2020-08-31$126,001
Administrative expenses (other) incurred2020-08-31$1,563
Liabilities. Value of operating payables at end of year2020-08-31$0
Liabilities. Value of operating payables at beginning of year2020-08-31$239
Total non interest bearing cash at end of year2020-08-31$35,760
Total non interest bearing cash at beginning of year2020-08-31$45,559
Value of net income/loss2020-08-31$858
Value of net assets at end of year (total assets less liabilities)2020-08-31$45,144
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$44,286
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$105,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Did the plan have assets held for investment2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31No
Opinion of an independent qualified public accountant for this plan2020-08-31Unqualified
Accountancy firm name2020-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-08-31410746749
2019 : INCOME PROTECTION INSURANCE TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$10,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$13,131
Total income from all sources (including contributions)2019-08-31$143,784
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$139,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$120,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$0
Value of total assets at end of year2019-08-31$55,226
Value of total assets at beginning of year2019-08-31$53,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$19,465
Total interest from all sources2019-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Administrative expenses professional fees incurred2019-08-31$18,227
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$9,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$10,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$10,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$12,256
Other income not declared elsewhere2019-08-31$143,784
Administrative expenses (other) incurred2019-08-31$1,238
Liabilities. Value of operating payables at end of year2019-08-31$239
Liabilities. Value of operating payables at beginning of year2019-08-31$875
Total non interest bearing cash at end of year2019-08-31$45,559
Total non interest bearing cash at beginning of year2019-08-31$42,205
Value of net income/loss2019-08-31$4,249
Value of net assets at end of year (total assets less liabilities)2019-08-31$44,286
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$40,037
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$120,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Did the plan have assets held for investment2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-08-31410746749
2018 : INCOME PROTECTION INSURANCE TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$13,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$13,045
Total income from all sources (including contributions)2018-08-31$148,029
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$144,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$123,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$0
Value of total assets at end of year2018-08-31$53,168
Value of total assets at beginning of year2018-08-31$49,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$20,718
Total interest from all sources2018-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Administrative expenses professional fees incurred2018-08-31$19,430
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$10,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$11,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$12,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$12,470
Other income not declared elsewhere2018-08-31$148,029
Administrative expenses (other) incurred2018-08-31$1,288
Liabilities. Value of operating payables at end of year2018-08-31$875
Liabilities. Value of operating payables at beginning of year2018-08-31$575
Total non interest bearing cash at end of year2018-08-31$42,205
Total non interest bearing cash at beginning of year2018-08-31$37,943
Value of net income/loss2018-08-31$3,998
Value of net assets at end of year (total assets less liabilities)2018-08-31$40,037
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$36,039
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$123,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Did the plan have assets held for investment2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-08-31410746749
2017 : INCOME PROTECTION INSURANCE TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$13,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$15,593
Total income from all sources (including contributions)2017-08-31$157,340
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$151,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$132,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$0
Value of total assets at end of year2017-08-31$49,084
Value of total assets at beginning of year2017-08-31$46,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$19,847
Total interest from all sources2017-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Administrative expenses professional fees incurred2017-08-31$18,196
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$11,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$11,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$12,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$13,468
Other income not declared elsewhere2017-08-31$157,340
Administrative expenses (other) incurred2017-08-31$1,651
Liabilities. Value of operating payables at end of year2017-08-31$575
Liabilities. Value of operating payables at beginning of year2017-08-31$2,125
Total non interest bearing cash at end of year2017-08-31$37,943
Total non interest bearing cash at beginning of year2017-08-31$34,867
Value of net income/loss2017-08-31$5,461
Value of net assets at end of year (total assets less liabilities)2017-08-31$36,039
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$30,578
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$132,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Did the plan have assets held for investment2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-08-31410746749
2016 : INCOME PROTECTION INSURANCE TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$15,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$13,934
Total income from all sources (including contributions)2016-08-31$166,469
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$158,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$138,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$0
Value of total assets at end of year2016-08-31$46,171
Value of total assets at beginning of year2016-08-31$36,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$19,934
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Administrative expenses professional fees incurred2016-08-31$18,744
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$11,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$11,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$13,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$13,934
Other income not declared elsewhere2016-08-31$166,469
Administrative expenses (other) incurred2016-08-31$1,190
Liabilities. Value of operating payables at end of year2016-08-31$2,125
Liabilities. Value of operating payables at beginning of year2016-08-31$0
Total non interest bearing cash at end of year2016-08-31$34,867
Total non interest bearing cash at beginning of year2016-08-31$25,293
Value of net income/loss2016-08-31$7,650
Value of net assets at end of year (total assets less liabilities)2016-08-31$30,578
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$22,928
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$138,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Did the plan have assets held for investment2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-08-31410746749
2015 : INCOME PROTECTION INSURANCE TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$13,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$14,295
Total income from all sources (including contributions)2015-08-31$167,072
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$157,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$138,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$36,862
Value of total assets at beginning of year2015-08-31$27,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$18,683
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Administrative expenses professional fees incurred2015-08-31$17,525
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$11,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$11,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$13,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$14,295
Other income not declared elsewhere2015-08-31$167,072
Administrative expenses (other) incurred2015-08-31$1,158
Total non interest bearing cash at end of year2015-08-31$25,293
Total non interest bearing cash at beginning of year2015-08-31$16,684
Value of net income/loss2015-08-31$9,396
Value of net assets at end of year (total assets less liabilities)2015-08-31$22,928
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$13,532
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$138,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Did the plan have assets held for investment2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-08-31410746749
2014 : INCOME PROTECTION INSURANCE TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$14,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$14,905
Total income from all sources (including contributions)2014-08-31$169,669
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$162,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$141,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$0
Value of total assets at end of year2014-08-31$27,827
Value of total assets at beginning of year2014-08-31$21,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$20,793
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Administrative expenses professional fees incurred2014-08-31$19,149
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$11,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$11,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$14,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$14,905
Other income not declared elsewhere2014-08-31$169,669
Administrative expenses (other) incurred2014-08-31$1,644
Total non interest bearing cash at end of year2014-08-31$16,684
Total non interest bearing cash at beginning of year2014-08-31$9,354
Value of net income/loss2014-08-31$7,385
Value of net assets at end of year (total assets less liabilities)2014-08-31$13,532
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$6,147
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$141,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Did the plan have assets held for investment2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-08-31410746749
2013 : INCOME PROTECTION INSURANCE TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$14,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$16,519
Total income from all sources (including contributions)2013-08-31$185,404
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$178,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$154,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$0
Value of total assets at end of year2013-08-31$21,052
Value of total assets at beginning of year2013-08-31$15,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$23,730
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Administrative expenses professional fees incurred2013-08-31$22,680
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$11,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$12,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$14,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$16,519
Other income not declared elsewhere2013-08-31$185,404
Administrative expenses (other) incurred2013-08-31$1,050
Total non interest bearing cash at end of year2013-08-31$9,354
Total non interest bearing cash at beginning of year2013-08-31$2,432
Value of net income/loss2013-08-31$7,403
Value of net assets at end of year (total assets less liabilities)2013-08-31$6,147
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$-1,256
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$154,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Did the plan have assets held for investment2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-08-31410746749
2012 : INCOME PROTECTION INSURANCE TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$16,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$23,313
Total income from all sources (including contributions)2012-08-31$192,550
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$193,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$160,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$0
Value of total assets at end of year2012-08-31$15,263
Value of total assets at beginning of year2012-08-31$22,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$32,566
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Administrative expenses professional fees incurred2012-08-31$31,415
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$12,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$15,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$16,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$23,313
Other income not declared elsewhere2012-08-31$192,550
Administrative expenses (other) incurred2012-08-31$1,151
Total non interest bearing cash at end of year2012-08-31$2,432
Total non interest bearing cash at beginning of year2012-08-31$7,215
Value of net income/loss2012-08-31$-557
Value of net assets at end of year (total assets less liabilities)2012-08-31$-1,256
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$-699
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$160,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Did the plan have assets held for investment2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-08-31410746749
2011 : INCOME PROTECTION INSURANCE TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$23,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$16,663
Total income from all sources (including contributions)2011-08-31$194,241
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$194,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$176,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$0
Value of total assets at end of year2011-08-31$22,614
Value of total assets at beginning of year2011-08-31$16,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$17,751
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Administrative expenses professional fees incurred2011-08-31$15,569
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$15,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$23,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$16,663
Other income not declared elsewhere2011-08-31$194,241
Administrative expenses (other) incurred2011-08-31$1,849
Total non interest bearing cash at end of year2011-08-31$7,215
Total non interest bearing cash at beginning of year2011-08-31$16,349
Value of net income/loss2011-08-31$-385
Value of net assets at end of year (total assets less liabilities)2011-08-31$-699
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$-314
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$176,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contract administrator fees2011-08-31$333
Did the plan have assets held for investment2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-08-31410746749

Form 5500 Responses for INCOME PROTECTION INSURANCE TRUST

2023: INCOME PROTECTION INSURANCE TRUST 2023 form 5500 responses
2023-09-01Type of plan entityMulitple employer plan
2023-09-01Submission has been amendedNo
2023-09-01This submission is the final filingYes
2023-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-09-01Plan is a collectively bargained planNo
2023-09-01Plan funding arrangement – InsuranceYes
2023-09-01Plan funding arrangement – TrustYes
2023-09-01Plan benefit arrangement – InsuranceYes
2023-09-01Plan benefit arrangement - TrustYes
2022: INCOME PROTECTION INSURANCE TRUST 2022 form 5500 responses
2022-09-01Type of plan entityMulitple employer plan
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)No
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: INCOME PROTECTION INSURANCE TRUST 2021 form 5500 responses
2021-09-01Type of plan entityDFE (Diect Filing Entity)
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: INCOME PROTECTION INSURANCE TRUST 2020 form 5500 responses
2020-09-01Type of plan entityDFE (Diect Filing Entity)
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: INCOME PROTECTION INSURANCE TRUST 2019 form 5500 responses
2019-09-01Type of plan entityDFE (Diect Filing Entity)
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: INCOME PROTECTION INSURANCE TRUST 2018 form 5500 responses
2018-09-01Type of plan entityDFE (Diect Filing Entity)
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: INCOME PROTECTION INSURANCE TRUST 2017 form 5500 responses
2017-09-01Type of plan entityDFE (Diect Filing Entity)
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: INCOME PROTECTION INSURANCE TRUST 2016 form 5500 responses
2016-09-01Type of plan entityDFE (Diect Filing Entity)
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: INCOME PROTECTION INSURANCE TRUST 2015 form 5500 responses
2015-09-01Type of plan entityDFE (Diect Filing Entity)
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: INCOME PROTECTION INSURANCE TRUST 2014 form 5500 responses
2014-09-01Type of plan entityDFE (Diect Filing Entity)
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: INCOME PROTECTION INSURANCE TRUST 2013 form 5500 responses
2013-09-01Type of plan entityDFE (Diect Filing Entity)
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: INCOME PROTECTION INSURANCE TRUST 2012 form 5500 responses
2012-09-01Type of plan entityDFE (Diect Filing Entity)
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: INCOME PROTECTION INSURANCE TRUST 2011 form 5500 responses
2011-09-01Type of plan entityDFE (Diect Filing Entity)
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: INCOME PROTECTION INSURANCE TRUST 2009 form 5500 responses
2009-09-01Type of plan entityDFE (Diect Filing Entity)
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered0
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
Total amount of commissions paid to insurance brokerUSD $14,575
Total amount of fees paid to insurance companyUSD $1,791
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,575
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered69
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $18,407
Total amount of fees paid to insurance companyUSD $1,369
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $73,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,407
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered80
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $25,084
Total amount of fees paid to insurance companyUSD $2,312
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $98,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,084
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered66
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $26,251
Total amount of fees paid to insurance companyUSD $3,062
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $105,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,251
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered67
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $27,465
Total amount of fees paid to insurance companyUSD $2,544
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $109,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,465
Insurance broker organization code?3
Amount paid for insurance broker fees2544
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered76
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $30,801
Total amount of fees paid to insurance companyUSD $3,094
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $113,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,801
Insurance broker organization code?3
Amount paid for insurance broker fees3094
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
Insurance broker nameARTHUR J GALLAGHER & CO
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered77
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $34,722
Total amount of fees paid to insurance companyUSD $3,811
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $127,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,722
Insurance broker organization code?3
Amount paid for insurance broker fees3811
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
Insurance broker nameARTHUR J GALLAGHER & CO
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered80
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $31,656
Total amount of fees paid to insurance companyUSD $5,347
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $150,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,656
Insurance broker organization code?3
Amount paid for insurance broker fees5347
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
Insurance broker nameARTHUR J GALLAGHER & CO
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered81
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $35,373
Total amount of fees paid to insurance companyUSD $3,499
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $141,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,373
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameARTHUR J GALLAGHER & CO
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-012509-00
Policy instance 1
Insurance contract or identification number01-012509-00
Number of Individuals Covered3
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $993
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $993
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-011823-00
Policy instance 3
Insurance contract or identification number01-011823-00
Number of Individuals Covered4
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $1,022
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,022
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 2
Insurance contract or identification number01-009870-00
Number of Individuals Covered135
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $36,552
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $146,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,552
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerGROUP SUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-012509-00
Policy instance 2
Insurance contract or identification number01-012509-00
Number of Individuals Covered3
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $993
Total amount of fees paid to insurance companyUSD $41
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-011823-00
Policy instance 3
Insurance contract or identification number01-011823-00
Number of Individuals Covered2
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered152
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $38,534
Total amount of fees paid to insurance companyUSD $1,597
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $154,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-011823-00
Policy instance 3
Insurance contract or identification number01-011823-00
Number of Individuals Covered2
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $608
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-012509-00
Policy instance 2
Insurance contract or identification number01-012509-00
Number of Individuals Covered3
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $1,272
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-009870-00
Policy instance 1
Insurance contract or identification number01-009870-00
Number of Individuals Covered160
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $42,339
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $169,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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