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GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 401k Plan overview

Plan NameGREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN
Plan identification number 504

GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

GREAT PLAINS ENERGY INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:GREAT PLAINS ENERGY INCORPORATED
Employer identification number (EIN):431916803
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042017-01-01
5042016-01-01
5042015-01-01
5042014-01-01KELLY MURPHY, DIR HUMAN RESOURCES
5042013-01-01KELLY MURPHY, DIR HUMAN RESOURCES
5042012-01-01KELLY MURPHY, DIR HUMAN RESOURCES KELLY MURPHY, DIR HUMAN RESOURCES2013-10-15
5042011-01-01KELLY MURPHY, DIR HUMAN RESOURCES KELLY MURPHY, DIR HUMAN RESOURCES2012-10-09
5042009-01-01KELLY MURPHY, DIRECTOR COMP BENEFTS KELLY MURPHY, DIRECTOR COMP BENEFTS2011-07-06
5042005-01-01KELLY MURPHY,DIRECTOR COMP AND BENE KELLY MURPHY,DIRECTOR COMP AND BENE2011-07-06
5042004-01-01KELLY MURPHY,DIRECTOR COMP AND BENE KELLY MURPHY,DIRECTOR COMP AND BENE2011-07-06

Plan Statistics for GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN

401k plan membership statisitcs for GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN

Measure Date Value
2017: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,330
Total number of active participants reported on line 7a of the Form 55002017-01-011,043
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,047
2016: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,729
Total number of active participants reported on line 7a of the Form 55002016-01-011,113
Number of retired or separated participants receiving benefits2016-01-012,217
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013,330
2015: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,729
Total number of active participants reported on line 7a of the Form 55002015-01-012,896
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-012,113
Total of all active and inactive participants2015-01-015,025
2014: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,166
Total number of active participants reported on line 7a of the Form 55002014-01-012,931
Number of retired or separated participants receiving benefits2014-01-011,798
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014,729
2013: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,665
Total number of active participants reported on line 7a of the Form 55002013-01-012,958
Number of retired or separated participants receiving benefits2013-01-0136
Number of other retired or separated participants entitled to future benefits2013-01-012,172
Total of all active and inactive participants2013-01-015,166
2012: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,665
Total number of active participants reported on line 7a of the Form 55002012-01-013,119
Number of retired or separated participants receiving benefits2012-01-012,170
Number of other retired or separated participants entitled to future benefits2012-01-01143
Total of all active and inactive participants2012-01-015,432
2011: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,756
Total number of active participants reported on line 7a of the Form 55002011-01-013,190
Number of retired or separated participants receiving benefits2011-01-011,551
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-014,756
2009: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,359
Total number of active participants reported on line 7a of the Form 55002009-01-013,192
Number of retired or separated participants receiving benefits2009-01-012,091
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-015,359
2005: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-011,389
Total number of active participants reported on line 7a of the Form 55002005-01-01801
Number of retired or separated participants receiving benefits2005-01-01558
Number of other retired or separated participants entitled to future benefits2005-01-0130
Total of all active and inactive participants2005-01-011,389
2004: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-011,441
Total number of active participants reported on line 7a of the Form 55002004-01-01844
Number of retired or separated participants receiving benefits2004-01-01568
Number of other retired or separated participants entitled to future benefits2004-01-0129
Total of all active and inactive participants2004-01-011,441

Financial Data on GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN

Measure Date Value
2017 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,468,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,379,792
Total income from all sources (including contributions)2017-12-31$20,693,284
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,016,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,539,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,980,781
Value of total assets at end of year2017-12-31$45,576,459
Value of total assets at beginning of year2017-12-31$44,811,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,477,081
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$71,847
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,259,246
Participant contributions at end of year2017-12-31$113,031
Participant contributions at beginning of year2017-12-31$96,954
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,226,664
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11,567,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,137,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,283,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-37
Administrative expenses (other) incurred2017-12-31$666,762
Liabilities. Value of operating payables at end of year2017-12-31$33,902
Liabilities. Value of operating payables at beginning of year2017-12-31$120,904
Total non interest bearing cash at end of year2017-12-31$211,200
Total non interest bearing cash at beginning of year2017-12-31$359,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$676,810
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,108,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,431,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,641,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$20,106,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$20,106,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,208,990
Asset value of US Government securities at end of year2017-12-31$3,962,563
Asset value of US Government securities at beginning of year2017-12-31$3,620,767
Net investment gain or loss from common/collective trusts2017-12-31$712,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,721,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,330,403
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$5,284,083
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$6,775,414
Contract administrator fees2017-12-31$719,528
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,434,376
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,258,888
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$44,454,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,379,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,982,359
Total income from all sources (including contributions)2016-12-31$21,459,729
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,250,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,534,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,477,724
Value of total assets at end of year2016-12-31$44,811,163
Value of total assets at beginning of year2016-12-31$87,658,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,715,980
Total interest from all sources2016-12-31$24,895
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$54,480
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,816,515
Participant contributions at end of year2016-12-31$96,954
Participant contributions at beginning of year2016-12-31$496,610
Assets. Other investments not covered elsewhere at end of year2016-12-31$11,567,776
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$32,919,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,283,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,948,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$174,907
Other income not declared elsewhere2016-12-31$87
Administrative expenses (other) incurred2016-12-31$904,565
Liabilities. Value of operating payables at end of year2016-12-31$120,904
Liabilities. Value of operating payables at beginning of year2016-12-31$298,961
Total non interest bearing cash at end of year2016-12-31$359,500
Total non interest bearing cash at beginning of year2016-12-31$465,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,209,463
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,431,371
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,676,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$39,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$20,106,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$14,976,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$14,976,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$24,895
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,002,679
Asset value of US Government securities at end of year2016-12-31$3,620,767
Asset value of US Government securities at beginning of year2016-12-31$17,262,868
Net investment gain or loss from common/collective trusts2016-12-31$1,957,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,661,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,531,607
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$6,775,414
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$18,588,627
Contract administrator fees2016-12-31$717,564
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,258,888
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,508,491
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,982,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,978,058
Total income from all sources (including contributions)2015-12-31$27,175,579
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,460,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,428,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,159,711
Value of total assets at end of year2015-12-31$87,658,385
Value of total assets at beginning of year2015-12-31$84,938,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,032,405
Total interest from all sources2015-12-31$4,126
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$55,603
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,172,161
Participant contributions at end of year2015-12-31$496,610
Participant contributions at beginning of year2015-12-31$246,083
Assets. Other investments not covered elsewhere at end of year2015-12-31$32,919,312
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$34,825,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,948,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,388,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$174,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$541,184
Other income not declared elsewhere2015-12-31$724
Administrative expenses (other) incurred2015-12-31$956,771
Liabilities. Value of operating payables at end of year2015-12-31$298,961
Liabilities. Value of operating payables at beginning of year2015-12-31$34,395
Total non interest bearing cash at end of year2015-12-31$465,459
Total non interest bearing cash at beginning of year2015-12-31$154,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,715,134
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,676,026
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$82,960,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$79,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$14,976,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,303,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,303,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,126
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,343,266
Asset value of US Government securities at end of year2015-12-31$17,262,868
Asset value of US Government securities at beginning of year2015-12-31$18,386,654
Net investment gain or loss from common/collective trusts2015-12-31$1,011,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$19,987,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,084,774
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$18,588,627
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$19,635,564
Contract administrator fees2015-12-31$940,277
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,508,491
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,402,479
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,978,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,820,353
Total income from all sources (including contributions)2014-12-31$29,259,245
Total loss/gain on sale of assets2014-12-31$-7,421
Total of all expenses incurred2014-12-31$25,252,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,292,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,138,488
Value of total assets at end of year2014-12-31$84,938,950
Value of total assets at beginning of year2014-12-31$80,774,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,960,306
Total interest from all sources2014-12-31$572
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$71,897
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,719,862
Participant contributions at end of year2014-12-31$246,083
Participant contributions at beginning of year2014-12-31$233,739
Assets. Other investments not covered elsewhere at end of year2014-12-31$34,825,304
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$37,001,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,388,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,109,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$541,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,497
Administrative expenses (other) incurred2014-12-31$1,888,529
Liabilities. Value of operating payables at end of year2014-12-31$34,395
Liabilities. Value of operating payables at beginning of year2014-12-31$113,703
Total non interest bearing cash at end of year2014-12-31$154,019
Total non interest bearing cash at beginning of year2014-12-31$278,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,006,780
Value of net assets at end of year (total assets less liabilities)2014-12-31$82,960,892
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$78,954,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$89,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,303,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,758,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,758,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$572
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,996,285
Asset value of US Government securities at end of year2014-12-31$18,386,654
Asset value of US Government securities at beginning of year2014-12-31$20,046,448
Net investment gain or loss from common/collective trusts2014-12-31$4,127,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,418,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,295,874
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$19,635,564
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$15,345,871
Contract administrator fees2014-12-31$910,010
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,402,479
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,695,153
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,657,993
Total unrealized appreciation/depreciation of assets2013-12-31$-1,657,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,820,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,382,583
Total income from all sources (including contributions)2013-12-31$30,229,774
Total loss/gain on sale of assets2013-12-31$-1,444,457
Total of all expenses incurred2013-12-31$21,961,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,910,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,203,937
Value of total assets at end of year2013-12-31$80,774,465
Value of total assets at beginning of year2013-12-31$73,068,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,050,756
Total interest from all sources2013-12-31$2,444,561
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$524,334
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,551,159
Participant contributions at end of year2013-12-31$233,739
Participant contributions at beginning of year2013-12-31$304,996
Assets. Other investments not covered elsewhere at end of year2013-12-31$37,001,773
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$25,941,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,109,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,088,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$903,382
Other income not declared elsewhere2013-12-31$10,058
Administrative expenses (other) incurred2013-12-31$-491,874
Liabilities. Value of operating payables at end of year2013-12-31$113,703
Liabilities. Value of operating payables at beginning of year2013-12-31$191,790
Total non interest bearing cash at end of year2013-12-31$278,633
Total non interest bearing cash at beginning of year2013-12-31$1,787,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,268,413
Value of net assets at end of year (total assets less liabilities)2013-12-31$78,954,112
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,685,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest earned on other investments2013-12-31$73,809
Income. Interest from US Government securities2013-12-31$1,646,715
Income. Interest from corporate debt instruments2013-12-31$721,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,758,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,585,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,585,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,701,333
Asset value of US Government securities at end of year2013-12-31$20,046,448
Asset value of US Government securities at beginning of year2013-12-31$14,050,668
Net investment gain or loss from common/collective trusts2013-12-31$-326,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$24,652,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,209,272
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$15,345,871
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$12,308,244
Contract administrator fees2013-12-31$1,018,296
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,695,153
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,287,411
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$73,338,336
Aggregate carrying amount (costs) on sale of assets2013-12-31$74,782,793
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$328,087
Total unrealized appreciation/depreciation of assets2012-12-31$328,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,382,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,020,579
Total income from all sources (including contributions)2012-12-31$34,015,462
Total loss/gain on sale of assets2012-12-31$-292,061
Total of all expenses incurred2012-12-31$24,065,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,015,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$31,607,103
Value of total assets at end of year2012-12-31$73,068,282
Value of total assets at beginning of year2012-12-31$65,756,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,049,400
Total interest from all sources2012-12-31$2,372,333
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$330,669
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,191,228
Participant contributions at end of year2012-12-31$304,996
Participant contributions at beginning of year2012-12-31$280,939
Assets. Other investments not covered elsewhere at end of year2012-12-31$25,941,920
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$23,083,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,088,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$861,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$903,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,560,969
Administrative expenses (other) incurred2012-12-31$1,318,816
Liabilities. Value of operating payables at end of year2012-12-31$191,790
Liabilities. Value of operating payables at beginning of year2012-12-31$211,563
Total non interest bearing cash at end of year2012-12-31$1,787,917
Total non interest bearing cash at beginning of year2012-12-31$270,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,950,197
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,685,699
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$60,735,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$164,865
Interest earned on other investments2012-12-31$1,285,835
Income. Interest from US Government securities2012-12-31$455,305
Income. Interest from corporate debt instruments2012-12-31$617,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,585,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,697,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,697,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,173,453
Asset value of US Government securities at end of year2012-12-31$14,050,668
Asset value of US Government securities at beginning of year2012-12-31$14,264,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$25,415,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,842,412
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$12,308,244
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$9,298,046
Contract administrator fees2012-12-31$1,235,050
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,287,411
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,248,047
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$48,540,904
Aggregate carrying amount (costs) on sale of assets2012-12-31$48,832,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,584,236
Total unrealized appreciation/depreciation of assets2011-12-31$1,584,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,020,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,874,613
Total income from all sources (including contributions)2011-12-31$31,152,682
Total loss/gain on sale of assets2011-12-31$-238,693
Total of all expenses incurred2011-12-31$24,677,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,940,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$27,659,350
Value of total assets at end of year2011-12-31$65,756,081
Value of total assets at beginning of year2011-12-31$60,135,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,737,764
Total interest from all sources2011-12-31$2,147,789
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$363,052
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,368,455
Participant contributions at end of year2011-12-31$280,939
Participant contributions at beginning of year2011-12-31$272,747
Assets. Other investments not covered elsewhere at end of year2011-12-31$23,083,300
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$21,767,766
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$155,221
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$632,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$861,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$811,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,560,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,414,413
Administrative expenses (other) incurred2011-12-31$11,245
Liabilities. Value of operating payables at end of year2011-12-31$211,563
Liabilities. Value of operating payables at beginning of year2011-12-31$106,327
Total non interest bearing cash at end of year2011-12-31$270,648
Total non interest bearing cash at beginning of year2011-12-31$115,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,474,877
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,735,502
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$54,260,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$172,135
Interest earned on other investments2011-12-31$1,233,579
Income. Interest from US Government securities2011-12-31$416,176
Income. Interest from corporate debt instruments2011-12-31$487,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,697,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$16,695,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$16,695,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10,128
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,466,435
Asset value of US Government securities at end of year2011-12-31$14,264,737
Asset value of US Government securities at beginning of year2011-12-31$12,630,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$21,135,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,841,385
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$9,298,046
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$7,840,653
Contract administrator fees2011-12-31$1,191,332
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,248,047
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,353,873
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$44,101,318
Aggregate carrying amount (costs) on sale of assets2011-12-31$44,340,011
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-254,330
Total unrealized appreciation/depreciation of assets2010-12-31$-254,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,874,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,517,542
Total income from all sources (including contributions)2010-12-31$29,971,417
Total loss/gain on sale of assets2010-12-31$-87,640
Total of all expenses incurred2010-12-31$21,956,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,023,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$29,480,476
Value of total assets at end of year2010-12-31$60,135,238
Value of total assets at beginning of year2010-12-31$48,762,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,932,525
Total interest from all sources2010-12-31$832,911
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$273,274
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,081,452
Participant contributions at end of year2010-12-31$272,747
Participant contributions at beginning of year2010-12-31$423,833
Assets. Other investments not covered elsewhere at end of year2010-12-31$21,767,766
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$811,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$776,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,414,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$973,679
Administrative expenses (other) incurred2010-12-31$1,533,688
Liabilities. Value of operating payables at end of year2010-12-31$106,327
Liabilities. Value of operating payables at beginning of year2010-12-31$163,226
Total non interest bearing cash at end of year2010-12-31$115,762
Total non interest bearing cash at beginning of year2010-12-31$1,482,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,015,251
Value of net assets at end of year (total assets less liabilities)2010-12-31$54,260,625
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,245,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$30,173
Interest earned on other investments2010-12-31$388,621
Income. Interest from US Government securities2010-12-31$138,746
Income. Interest from corporate debt instruments2010-12-31$251,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$16,695,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$45,232,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$45,232,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$53,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,573,586
Asset value of US Government securities at end of year2010-12-31$12,630,973
Asset value of US Government securities at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$23,399,024
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$848,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,450,055
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$7,840,653
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$95,390
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,353,873
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,380,637
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,717,219
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,804,859
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$2,517,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$2,654,772
Total income from all sources (including contributions)2009-12-31$30,131,353
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$21,520,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$19,647,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$29,902,480
Value of total assets at end of year2009-12-31$48,762,916
Value of total assets at beginning of year2009-12-31$40,289,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$1,872,443
Total interest from all sources2009-12-31$228,873
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Administrative expenses professional fees incurred2009-12-31$112,026
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$10,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$5,223,757
Participant contributions at end of year2009-12-31$423,833
Participant contributions at beginning of year2009-12-31$247,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-12-31$776,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-12-31$17,253,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$973,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$745,881
Administrative expenses (other) incurred2009-12-31$1,760,417
Liabilities. Value of operating payables at end of year2009-12-31$163,226
Liabilities. Value of operating payables at beginning of year2009-12-31$269,651
Total non interest bearing cash at end of year2009-12-31$1,482,231
Total non interest bearing cash at beginning of year2009-12-31$1,253,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$8,611,144
Value of net assets at end of year (total assets less liabilities)2009-12-31$46,245,374
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$37,634,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$45,232,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$21,503,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$21,503,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$228,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2009-12-31$1,678,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31Yes
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$24,678,723
Employer contributions (assets) at end of year2009-12-31$848,281
Employer contributions (assets) at beginning of year2009-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$17,969,632
Liabilities. Value of benefit claims payable at end of year2009-12-31$1,380,637
Liabilities. Value of benefit claims payable at beginning of year2009-12-31$1,639,240
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2009-12-31133891517
2008 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total transfer of assets to this plan2008-12-31$16,609,497
Total transfer of assets from this plan2008-12-31$101,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$2,654,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$3,715,181
Total income from all sources (including contributions)2008-12-31$23,623,438
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$21,763,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$20,090,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$23,145,997
Value of total assets at end of year2008-12-31$40,289,002
Value of total assets at beginning of year2008-12-31$22,980,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$1,673,056
Total interest from all sources2008-12-31$477,441
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Administrative expenses professional fees incurred2008-12-31$126,867
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$10,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$4,768,475
Participant contributions at end of year2008-12-31$247,188
Participant contributions at beginning of year2008-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-12-31$17,253,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-12-31$286,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$745,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$2,862,911
Administrative expenses (other) incurred2008-12-31$1,546,189
Liabilities. Value of operating payables at end of year2008-12-31$269,651
Liabilities. Value of operating payables at beginning of year2008-12-31$111,426
Total non interest bearing cash at end of year2008-12-31$1,253,917
Total non interest bearing cash at beginning of year2008-12-31$1,179,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$1,860,281
Value of net assets at end of year (total assets less liabilities)2008-12-31$37,634,230
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$19,265,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$21,503,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$21,494,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$21,494,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$477,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2008-12-31$1,461,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31Yes
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$18,377,522
Employer contributions (assets) at end of year2008-12-31$30,000
Employer contributions (assets) at beginning of year2008-12-31$20,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$18,628,988
Liabilities. Value of benefit claims payable at end of year2008-12-31$1,639,240
Liabilities. Value of benefit claims payable at beginning of year2008-12-31$740,844
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2008-12-31133891517
2007 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total transfer of assets to this plan2007-12-31$4,086,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$3,715,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$58,681
Total income from all sources (including contributions)2007-12-31$18,459,992
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$14,428,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$13,111,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$17,685,824
Value of total assets at end of year2007-12-31$22,980,911
Value of total assets at beginning of year2007-12-31$11,206,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$1,317,636
Total interest from all sources2007-12-31$774,168
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$10,000,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$2,316,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2007-12-31$286,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2007-12-31$147,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-12-31$2,862,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-12-31$0
Administrative expenses (other) incurred2007-12-31$1,317,636
Liabilities. Value of operating payables at end of year2007-12-31$111,426
Liabilities. Value of operating payables at beginning of year2007-12-31$58,681
Total non interest bearing cash at end of year2007-12-31$1,179,310
Total non interest bearing cash at beginning of year2007-12-31$79,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$4,031,108
Value of net assets at end of year (total assets less liabilities)2007-12-31$19,265,730
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$11,147,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-12-31$21,494,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-12-31$10,617,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-12-31$10,617,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$774,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2007-12-31$1,040,016
Asset value of US Government securities at end of year2007-12-31$0
Asset value of US Government securities at beginning of year2007-12-31$361,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31Yes
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$15,369,544
Employer contributions (assets) at end of year2007-12-31$20,000
Employer contributions (assets) at beginning of year2007-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$12,071,232
Liabilities. Value of benefit claims payable at end of year2007-12-31$740,844
Liabilities. Value of benefit claims payable at beginning of year2007-12-31$0
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2007-12-31133891517
2006 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2006 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2006-12-31$-726
Total unrealized appreciation/depreciation of assets2006-12-31$-726
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$58,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$33,723
Total income from all sources (including contributions)2006-12-31$13,127,491
Total loss/gain on sale of assets2006-12-31$0
Total of all expenses incurred2006-12-31$12,131,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$11,554,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$12,726,771
Value of total assets at end of year2006-12-31$11,206,493
Value of total assets at beginning of year2006-12-31$10,185,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$577,163
Total interest from all sources2006-12-31$401,446
Total dividends received (eg from common stock, registered investment company shares)2006-12-31$0
Administrative expenses professional fees incurred2006-12-31$1,886
Was this plan covered by a fidelity bond2006-12-31Yes
Value of fidelity bond cover2006-12-31$10,000,000
If this is an individual account plan, was there a blackout period2006-12-31No
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$2,047,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2006-12-31$147,188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2006-12-31$88,277
Administrative expenses (other) incurred2006-12-31$575,277
Liabilities. Value of operating payables at end of year2006-12-31$58,681
Liabilities. Value of operating payables at beginning of year2006-12-31$33,723
Total non interest bearing cash at end of year2006-12-31$79,808
Total non interest bearing cash at beginning of year2006-12-31$258,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$996,316
Value of net assets at end of year (total assets less liabilities)2006-12-31$11,147,812
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$10,151,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Income. Interest from US Government securities2006-12-31$13,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-12-31$10,617,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-12-31$8,816,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-12-31$8,816,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-12-31$388,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2006-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2006-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2006-12-31$4,432,519
Asset value of US Government securities at end of year2006-12-31$361,999
Asset value of US Government securities at beginning of year2006-12-31$1,022,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Has the plan failed to provide any benefit when due under the plan2006-12-31No
Contributions received in cash from employer2006-12-31$10,679,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-12-31$7,121,493
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
2005 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2005 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2005-12-31$-27,455
Total unrealized appreciation/depreciation of assets2005-12-31$-27,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$33,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$34,047
Total income from all sources (including contributions)2005-12-31$12,945,544
Total loss/gain on sale of assets2005-12-31$0
Total of all expenses incurred2005-12-31$11,300,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$10,856,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$12,735,428
Value of total assets at end of year2005-12-31$10,185,219
Value of total assets at beginning of year2005-12-31$8,540,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$444,174
Total interest from all sources2005-12-31$237,571
Total dividends received (eg from common stock, registered investment company shares)2005-12-31$0
Administrative expenses professional fees incurred2005-12-31$9,301
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$10,000,000
If this is an individual account plan, was there a blackout period2005-12-31No
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$1,712,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2005-12-31$88,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2005-12-31$73,860
Administrative expenses (other) incurred2005-12-31$434,873
Liabilities. Value of operating payables at end of year2005-12-31$33,723
Liabilities. Value of operating payables at beginning of year2005-12-31$34,047
Total non interest bearing cash at end of year2005-12-31$258,706
Total non interest bearing cash at beginning of year2005-12-31$200,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Value of net income/loss2005-12-31$1,645,242
Value of net assets at end of year (total assets less liabilities)2005-12-31$10,151,496
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$8,506,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Income. Interest from US Government securities2005-12-31$24,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-12-31$8,816,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-12-31$6,775,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-12-31$6,775,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-12-31$212,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2005-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2005-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2005-12-31$4,548,651
Asset value of US Government securities at end of year2005-12-31$1,022,077
Asset value of US Government securities at beginning of year2005-12-31$1,490,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Has the plan failed to provide any benefit when due under the plan2005-12-31No
Contributions received in cash from employer2005-12-31$11,023,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-12-31$6,307,477
Did the plan have assets held for investment2005-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
2004 : GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2004 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2004-12-31$-63,785
Total unrealized appreciation/depreciation of assets2004-12-31$-63,785
Total transfer of assets from this plan2004-12-31$4,361,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-12-31$34,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-12-31$901,499
Total income from all sources (including contributions)2004-12-31$13,516,299
Total loss/gain on sale of assets2004-12-31$0
Total of all expenses incurred2004-12-31$10,923,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-12-31$10,465,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-12-31$13,434,827
Value of total assets at end of year2004-12-31$8,540,301
Value of total assets at beginning of year2004-12-31$11,177,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2004-12-31$458,655
Total interest from all sources2004-12-31$145,257
Total dividends received (eg from common stock, registered investment company shares)2004-12-31$0
Administrative expenses professional fees incurred2004-12-31$5,725
Was this plan covered by a fidelity bond2004-12-31Yes
Value of fidelity bond cover2004-12-31$10,000,000
If this is an individual account plan, was there a blackout period2004-12-31No
Were there any nonexempt tranactions with any party-in-interest2004-12-31No
Contributions received from participants2004-12-31$1,655,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2004-12-31$73,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2004-12-31$221,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2004-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2004-12-31$36,893
Administrative expenses (other) incurred2004-12-31$452,930
Liabilities. Value of operating payables at end of year2004-12-31$34,047
Liabilities. Value of operating payables at beginning of year2004-12-31$54,706
Total non interest bearing cash at end of year2004-12-31$200,695
Total non interest bearing cash at beginning of year2004-12-31$206,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Value of net income/loss2004-12-31$2,592,431
Value of net assets at end of year (total assets less liabilities)2004-12-31$8,506,254
Value of net assets at beginning of year (total assets less liabilities)2004-12-31$10,275,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2004-12-31No
Were any leases to which the plan was party in default or uncollectible2004-12-31No
Income. Interest from US Government securities2004-12-31$26,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2004-12-31$6,775,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2004-12-31$6,799,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2004-12-31$6,799,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2004-12-31$119,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2004-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2004-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2004-12-31$4,205,999
Asset value of US Government securities at end of year2004-12-31$1,490,332
Asset value of US Government securities at beginning of year2004-12-31$2,585,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-12-31No
Was there a failure to transmit to the plan any participant contributions2004-12-31No
Has the plan failed to provide any benefit when due under the plan2004-12-31No
Contributions received in cash from employer2004-12-31$11,779,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2004-12-31$6,259,214
Asset. Corporate debt instrument debt (other) at end of year2004-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2004-12-31$1,363,672
Liabilities. Value of benefit claims payable at end of year2004-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2004-12-31$809,900
Did the plan have assets held for investment2004-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-12-31No

Form 5500 Responses for GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN

2017: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2005: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: GREAT PLAINS ENERGY INCORPORATED NON-UNION EMPLOYEES HEALTH & WELFARE PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18208
Policy instance 3
Insurance contract or identification numberHCL18208
Number of Individuals Covered1114
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,190
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 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 $363,809
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18190
Additional information about fees paid to insurance brokerOTHER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameLOCKTON GA - NORTHWEST
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12004106
Policy instance 2
Insurance contract or identification number12004106
Number of Individuals Covered692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063NU
Policy instance 1
Insurance contract or identification number0139063NU
Number of Individuals Covered3459
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,604
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,722,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees26604
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18208
Policy instance 3
Insurance contract or identification numberHCL18208
Number of Individuals Covered1164
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 $277,549
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: 32395 )
Policy contract number12004106
Policy instance 2
Insurance contract or identification number12004106
Number of Individuals Covered698
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063NU
Policy instance 1
Insurance contract or identification number0139063NU
Number of Individuals Covered3783
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27,474
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,529,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees27474
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18208
Policy instance 3
Insurance contract or identification numberHCL18208
Number of Individuals Covered1171
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 $240,279
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: 32395 )
Policy contract number12004106
Policy instance 2
Insurance contract or identification number12004106
Number of Individuals Covered690
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063NU
Policy instance 1
Insurance contract or identification number0139063NU
Number of Individuals Covered3893
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,944
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,567,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22944
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18208
Policy instance 3
Insurance contract or identification numberHCL18208
Number of Individuals Covered1211
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 $228,282
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: 32395 )
Policy contract number12004106
Policy instance 2
Insurance contract or identification number12004106
Number of Individuals Covered701
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063NU
Policy instance 1
Insurance contract or identification number0139063NU
Number of Individuals Covered3905
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,780
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,279,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14780
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063NU
Policy instance 1
Insurance contract or identification number0139063NU
Number of Individuals Covered4032
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,118
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,436,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees23118
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12004106
Policy instance 2
Insurance contract or identification number12004106
Number of Individuals Covered988
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
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: 32395 )
Policy contract number120041060001/4
Policy instance 3
Insurance contract or identification number120041060001/4
Number of Individuals Covered677
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063NU
Policy instance 2
Insurance contract or identification number0139063NU
Number of Individuals Covered3775
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,981
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,193,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18208
Policy instance 1
Insurance contract or identification numberHCL18208
Number of Individuals Covered1278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare 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 $203,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number299-6584
Policy instance 1
Insurance contract or identification number299-6584
Number of Individuals Covered1402
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare 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 $276,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063
Policy instance 2
Insurance contract or identification number0139063
Number of Individuals Covered5464
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,603
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,109,933
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: 32395 )
Policy contract number12004106
Policy instance 3
Insurance contract or identification number12004106
Number of Individuals Covered730
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
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: 32395 )
Policy contract number12004106-0001
Policy instance 4
Insurance contract or identification number12004106-0001
Number of Individuals Covered683
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137635
Policy instance 3
Insurance contract or identification number0137635
Number of Individuals Covered2870
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $470,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KANAWHA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65110 )
Policy contract numberK100129001
Policy instance 1
Insurance contract or identification numberK100129001
Number of Individuals Covered1070
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXCESS RISK
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139063
Policy instance 2
Insurance contract or identification number0139063
Number of Individuals Covered3475
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $21,906
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $1,129,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,906
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12247530
Policy instance 5
Insurance contract or identification number12247530
Number of Individuals Covered839
Insurance policy start date2008-08-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
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: 32395 )
Policy contract number12004106001
Policy instance 4
Insurance contract or identification number12004106001
Number of Individuals Covered412
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93991
Policy instance 2
Insurance contract or identification number93991
Number of Individuals Covered3728
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $25,341
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 BenefitYes
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 $772,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,341
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
KANAWHA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65110 )
Policy contract numberK100129001
Policy instance 1
Insurance contract or identification numberK100129001
Number of Individuals Covered1467
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXCESS RISK
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 $234,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93991
Policy instance 3
Insurance contract or identification number93991
Number of Individuals Covered1978
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $743
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $22,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $743
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12004106-0001
Policy instance 4
Insurance contract or identification number12004106-0001
Number of Individuals Covered367
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KANAWHA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65110 )
Policy contract numberK100129001
Policy instance 3
Insurance contract or identification numberK100129001
Number of Individuals Covered1442
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXCESS RISK
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 $204,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93991
Policy instance 2
Insurance contract or identification number93991
Number of Individuals Covered3405
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $19,934
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 BenefitYes
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 $757,058
Commission paid to Insurance BrokerUSD $19,934
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, INC
COVENTRY HEALTH CARE OF KANSAS, INC. (National Association of Insurance Commissioners NAIC id number: 95489 )
Policy contract number5010420000
Policy instance 1
Insurance contract or identification number5010420000
Number of Individuals Covered1
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $5,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COVENTRY HEALTH CARE OF KANSAS, INC. (National Association of Insurance Commissioners NAIC id number: 95489 )
Policy contract number5010420000
Policy instance 1
Insurance contract or identification number5010420000
Number of Individuals Covered1153
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $3,622,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COVENTRY HEALTH CARE OF KANSAS, INC. (National Association of Insurance Commissioners NAIC id number: 95489 )
Policy contract number5010420000
Policy instance 1
Insurance contract or identification number5010420000
Number of Individuals Covered1204
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $3,783,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL11901
Policy instance 2
Insurance contract or identification numberHCL11901
Number of Individuals Covered1002
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $17,648
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 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 $176,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,648
Insurance broker organization code?3
Insurance broker nameTHE EPOCH GROUP, LC
COVENTRY HEALTH CARE OF KANSAS, INC. (National Association of Insurance Commissioners NAIC id number: 95489 )
Policy contract number5010420000
Policy instance 1
Insurance contract or identification number5010420000
Number of Individuals Covered1126
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $3,438,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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