?>
Logo

GRINNELL COLLEGE WELFARE BENEFITS PLAN 401k Plan overview

Plan NameGRINNELL COLLEGE WELFARE BENEFITS PLAN
Plan identification number 520

GRINNELL COLLEGE WELFARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

TRUSTEES OF GRINNELL COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF GRINNELL COLLEGE
Employer identification number (EIN):420680387
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRINNELL COLLEGE WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5202021-07-01
5202020-07-01
5202019-07-01
5202018-07-01
5202017-07-01KEITH ARCHER MARY GREINER2019-01-28
5202016-07-01NANCY COMBS MARY GREINER2018-03-22
5202015-07-01KATHLEEN WALKER JAMES MULHOLLAND2017-02-17

Plan Statistics for GRINNELL COLLEGE WELFARE BENEFITS PLAN

401k plan membership statisitcs for GRINNELL COLLEGE WELFARE BENEFITS PLAN

Measure Date Value
2021: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01795
Total number of active participants reported on line 7a of the Form 55002021-07-01773
Number of retired or separated participants receiving benefits2021-07-0117
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01790
2020: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01802
Total number of active participants reported on line 7a of the Form 55002020-07-01778
Number of retired or separated participants receiving benefits2020-07-0117
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01795
2019: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01791
Total number of active participants reported on line 7a of the Form 55002019-07-01783
Number of retired or separated participants receiving benefits2019-07-0119
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01802
2018: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01789
Total number of active participants reported on line 7a of the Form 55002018-07-01775
Number of retired or separated participants receiving benefits2018-07-0116
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01791
2017: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01767
Total number of active participants reported on line 7a of the Form 55002017-07-01772
Number of retired or separated participants receiving benefits2017-07-0117
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01789
2016: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01726
Total number of active participants reported on line 7a of the Form 55002016-07-01751
Number of retired or separated participants receiving benefits2016-07-0116
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01767
2015: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01704
Total number of active participants reported on line 7a of the Form 55002015-07-01720
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-016
Total of all active and inactive participants2015-07-01726

Financial Data on GRINNELL COLLEGE WELFARE BENEFITS PLAN

Measure Date Value
2022 : GRINNELL COLLEGE WELFARE BENEFITS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$729,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,381,082
Total income from all sources (including contributions)2022-06-30$11,904,751
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$11,261,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$10,683,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$11,890,366
Value of total assets at end of year2022-06-30$11,562,932
Value of total assets at beginning of year2022-06-30$11,571,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$577,938
Total interest from all sources2022-06-30$14,385
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$19,746
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,600,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,572,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$632,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$400,206
Administrative expenses (other) incurred2022-06-30$60,073
Total non interest bearing cash at end of year2022-06-30$264,373
Total non interest bearing cash at beginning of year2022-06-30$81,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$642,921
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,833,347
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,190,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,766,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,359,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,462,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,333,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,333,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$14,385
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$1,825,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$9,317,924
Employer contributions (assets) at end of year2022-06-30$437,352
Employer contributions (assets) at beginning of year2022-06-30$396,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,858,139
Contract administrator fees2022-06-30$498,119
Liabilities. Value of benefit claims payable at end of year2022-06-30$729,585
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$1,381,082
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : GRINNELL COLLEGE WELFARE BENEFITS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,381,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$607,525
Total income from all sources (including contributions)2021-06-30$11,489,926
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$12,016,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$11,470,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$11,486,636
Value of total assets at end of year2021-06-30$11,571,508
Value of total assets at beginning of year2021-06-30$11,324,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$546,252
Total interest from all sources2021-06-30$3,290
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$17,300
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,600,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,354,791
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$161,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$400,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$439,490
Administrative expenses (other) incurred2021-06-30$48,001
Liabilities. Value of operating payables at end of year2021-06-30$0
Liabilities. Value of operating payables at beginning of year2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$81,214
Total non interest bearing cash at beginning of year2021-06-30$156,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-526,611
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,190,426
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,717,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,359,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,755,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,333,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$810,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$810,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$3,290
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$1,672,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$9,131,845
Employer contributions (assets) at end of year2021-06-30$396,920
Employer contributions (assets) at beginning of year2021-06-30$1,000,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$9,797,328
Contract administrator fees2021-06-30$480,951
Liabilities. Value of benefit claims payable at end of year2021-06-30$1,381,082
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$607,525
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : GRINNELL COLLEGE WELFARE BENEFITS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$607,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$887,279
Total income from all sources (including contributions)2020-06-30$11,456,328
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$10,411,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$9,888,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$11,300,121
Value of total assets at end of year2020-06-30$11,324,562
Value of total assets at beginning of year2020-06-30$10,559,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$522,964
Total interest from all sources2020-06-30$65,471
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$100,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$100,457
Administrative expenses professional fees incurred2020-06-30$470,414
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,600,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,311,365
Participant contributions at end of year2020-06-30$161,763
Participant contributions at beginning of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$439,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$373,587
Administrative expenses (other) incurred2020-06-30$36,000
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$15,955
Total non interest bearing cash at end of year2020-06-30$156,052
Total non interest bearing cash at beginning of year2020-06-30$182,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,044,618
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,717,037
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,672,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,755,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,246,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$810,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,508,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,508,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$65,471
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$1,529,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-9,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$8,988,756
Employer contributions (assets) at end of year2020-06-30$1,000,866
Employer contributions (assets) at beginning of year2020-06-30$248,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,358,880
Contract administrator fees2020-06-30$16,550
Liabilities. Value of benefit claims payable at end of year2020-06-30$607,525
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$871,324
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-06-30410746749
2019 : GRINNELL COLLEGE WELFARE BENEFITS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$887,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$348,813
Total income from all sources (including contributions)2019-06-30$11,035,952
Total loss/gain on sale of assets2019-06-30$7,225
Total of all expenses incurred2019-06-30$10,098,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$9,625,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$10,563,717
Value of total assets at end of year2019-06-30$10,559,698
Value of total assets at beginning of year2019-06-30$9,084,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$473,367
Total interest from all sources2019-06-30$89,663
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$132,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$132,258
Administrative expenses professional fees incurred2019-06-30$451,012
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,600,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,096,976
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$137,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$373,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$191,241
Administrative expenses (other) incurred2019-06-30$6,555
Liabilities. Value of operating payables at end of year2019-06-30$15,955
Liabilities. Value of operating payables at beginning of year2019-06-30$9,391
Total non interest bearing cash at end of year2019-06-30$182,840
Total non interest bearing cash at beginning of year2019-06-30$110,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$937,058
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,672,419
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,735,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,246,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,812,344
Income. Interest from US Government securities2019-06-30$4,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,508,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$521,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$521,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$85,479
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$1,395,126
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$493,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$243,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$8,466,741
Employer contributions (assets) at end of year2019-06-30$248,574
Employer contributions (assets) at beginning of year2019-06-30$819,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$8,230,401
Contract administrator fees2019-06-30$15,800
Liabilities. Value of benefit claims payable at end of year2019-06-30$871,324
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$339,422
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$500,000
Aggregate carrying amount (costs) on sale of assets2019-06-30$492,775
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : GRINNELL COLLEGE WELFARE BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$743
Total unrealized appreciation/depreciation of assets2018-06-30$743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$348,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$569,874
Total income from all sources (including contributions)2018-06-30$9,849,210
Total loss/gain on sale of assets2018-06-30$293
Total of all expenses incurred2018-06-30$9,229,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,776,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,866,066
Value of total assets at end of year2018-06-30$9,084,174
Value of total assets at beginning of year2018-06-30$8,685,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$452,975
Total interest from all sources2018-06-30$50,551
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$99,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$99,205
Administrative expenses professional fees incurred2018-06-30$16,334
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,600,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,964,420
Participant contributions at end of year2018-06-30$137,360
Participant contributions at beginning of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$191,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$221,176
Administrative expenses (other) incurred2018-06-30$6,521
Liabilities. Value of operating payables at end of year2018-06-30$9,391
Liabilities. Value of operating payables at beginning of year2018-06-30$9,747
Total non interest bearing cash at end of year2018-06-30$110,117
Total non interest bearing cash at beginning of year2018-06-30$271,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$619,760
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,735,361
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,115,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,812,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,896,111
Income. Interest from US Government securities2018-06-30$5,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$521,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,556,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,556,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$45,017
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,161,491
Asset value of US Government securities at end of year2018-06-30$493,008
Asset value of US Government securities at beginning of year2018-06-30$499,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-167,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$7,901,646
Employer contributions (assets) at end of year2018-06-30$819,023
Employer contributions (assets) at beginning of year2018-06-30$240,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$7,614,984
Contract administrator fees2018-06-30$430,120
Liabilities. Value of benefit claims payable at end of year2018-06-30$339,422
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$560,127
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$500,000
Aggregate carrying amount (costs) on sale of assets2018-06-30$499,707
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : GRINNELL COLLEGE WELFARE BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-9,209
Total unrealized appreciation/depreciation of assets2017-06-30$-9,209
Total transfer of assets to this plan2017-06-30$7,695,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$569,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$9,426,467
Total loss/gain on sale of assets2017-06-30$-69,468
Total of all expenses incurred2017-06-30$9,006,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,582,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,347,582
Value of total assets at end of year2017-06-30$8,685,475
Value of total assets at beginning of year2017-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$423,338
Total interest from all sources2017-06-30$14,739
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$83,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$83,297
Administrative expenses professional fees incurred2017-06-30$13,400
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,600,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,866,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$221,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$20,333
Liabilities. Value of operating payables at end of year2017-06-30$9,747
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$271,686
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$420,177
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,115,601
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,896,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$0
Income. Interest from US Government securities2017-06-30$13,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,556,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,128
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$1,012,618
Asset value of US Government securities at end of year2017-06-30$499,199
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$59,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$7,480,831
Employer contributions (assets) at end of year2017-06-30$240,710
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,570,334
Contract administrator fees2017-06-30$389,605
Liabilities. Value of benefit claims payable at end of year2017-06-30$560,127
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$4,424,958
Aggregate carrying amount (costs) on sale of assets2017-06-30$4,494,426
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749

Form 5500 Responses for GRINNELL COLLEGE WELFARE BENEFITS PLAN

2021: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: GRINNELL COLLEGE WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 3
Insurance contract or identification number373
Number of Individuals Covered716
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12253031
Policy instance 2
Insurance contract or identification number12253031
Number of Individuals Covered580
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,112
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 $136,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,112
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675999G
Policy instance 1
Insurance contract or identification number675999G
Number of Individuals Covered774
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $21,180
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $868,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,180
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 3
Insurance contract or identification number373
Number of Individuals Covered714
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12253031
Policy instance 2
Insurance contract or identification number12253031
Number of Individuals Covered591
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,167
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 $140,160
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,167
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675999G
Policy instance 1
Insurance contract or identification number675999G
Number of Individuals Covered780
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $21,008
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $861,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,008
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675999G
Policy instance 1
Insurance contract or identification number675999G
Number of Individuals Covered794
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $22,290
Total amount of fees paid to insurance companyUSD $6,284
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $914,099
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,290
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12253031
Policy instance 2
Insurance contract or identification number12253031
Number of Individuals Covered583
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,137
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 $138,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,137
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 3
Insurance contract or identification number373
Number of Individuals Covered721
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 3
Insurance contract or identification number373
Number of Individuals Covered712
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12253031
Policy instance 2
Insurance contract or identification number12253031
Number of Individuals Covered567
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,040
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 $131,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,040
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675999G
Policy instance 1
Insurance contract or identification number675999G
Number of Individuals Covered787
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $17,650
Total amount of fees paid to insurance companyUSD $9,461
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $724,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,650
Insurance broker organization code?3
Amount paid for insurance broker fees8004
Additional information about fees paid to insurance brokerBONUS PAID
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number373
Policy instance 3
Insurance contract or identification number373
Number of Individuals Covered705
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675999G
Policy instance 1
Insurance contract or identification number675999G
Number of Individuals Covered784
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $12,915
Total amount of fees paid to insurance companyUSD $10,731
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $569,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12253031
Policy instance 2
Insurance contract or identification number12253031
Number of Individuals Covered565
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,974
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 $126,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3