KCOHO/WNOO BENEFITS FUND C/O PETER DE BOOR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND
401k plan membership statisitcs for KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND
| Measure | Date | Value |
|---|
| 2022: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 52 |
| 2021: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 69 |
| Number of employers contributing to the scheme | 2021-01-01 | 2 |
| 2020: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 61 |
| Number of employers contributing to the scheme | 2020-01-01 | 2 |
| 2019: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 59 |
| Number of employers contributing to the scheme | 2019-01-01 | 2 |
| 2018: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 58 |
| Number of employers contributing to the scheme | 2018-01-01 | 2 |
| 2017: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 58 |
| Number of employers contributing to the scheme | 2017-01-01 | 2 |
| 2016: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 58 |
| Total participants | 2016-01-01 | 58 |
| Number of employers contributing to the scheme | 2016-01-01 | 2 |
| 2015: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 58 |
| Total of all active and inactive participants | 2015-01-01 | 58 |
| Total participants | 2015-01-01 | 58 |
| Number of employers contributing to the scheme | 2015-01-01 | 2 |
| 2014: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 56 |
| Total of all active and inactive participants | 2014-01-01 | 56 |
| Total participants | 2014-01-01 | 56 |
| Number of employers contributing to the scheme | 2014-01-01 | 2 |
| 2013: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 58 |
| Total of all active and inactive participants | 2013-01-01 | 58 |
| Total participants | 2013-01-01 | 58 |
| Number of employers contributing to the scheme | 2013-01-01 | 2 |
| 2012: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 58 |
| Total of all active and inactive participants | 2012-01-01 | 58 |
| Total participants | 2012-01-01 | 58 |
| Number of employers contributing to the scheme | 2012-01-01 | 2 |
| 2011: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 53 |
| Total of all active and inactive participants | 2011-01-01 | 53 |
| Total participants | 2011-01-01 | 53 |
| Number of employers contributing to the scheme | 2011-01-01 | 2 |
| 2009: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 57 |
| Total of all active and inactive participants | 2009-01-01 | 57 |
| Total participants | 2009-01-01 | 57 |
| Measure | Date | Value |
|---|
| 2022 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $601,951 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $746,262 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $731,445 |
| Total plan assets at end of year | 2022-12-31 | $1,107,053 |
| Total plan assets at beginning of year | 2022-12-31 | $1,251,364 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $108,035 |
| Other income received | 2022-12-31 | $30,130 |
| Net income (gross income less expenses) | 2022-12-31 | $-144,311 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,107,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,251,364 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $463,786 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,817 |
| 2021 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $700,915 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $749,999 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $743,649 |
| Total plan assets at end of year | 2021-12-31 | $1,251,364 |
| Total plan assets at beginning of year | 2021-12-31 | $1,300,448 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $116,988 |
| Other income received | 2021-12-31 | $29,934 |
| Net income (gross income less expenses) | 2021-12-31 | $-49,084 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,251,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,300,448 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $553,993 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,350 |
| 2020 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $874,975 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $684,626 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $677,043 |
| Total plan assets at end of year | 2020-12-31 | $1,300,448 |
| Total plan assets at beginning of year | 2020-12-31 | $1,110,099 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $133,754 |
| Other income received | 2020-12-31 | $296,498 |
| Net income (gross income less expenses) | 2020-12-31 | $190,349 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,300,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,110,099 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $444,723 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,583 |
| 2019 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $820,045 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $925,583 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $909,885 |
| Total plan assets at end of year | 2019-12-31 | $1,110,099 |
| Total plan assets at beginning of year | 2019-12-31 | $1,215,637 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $133,336 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $7,925 |
| Other income received | 2019-12-31 | $62,865 |
| Net income (gross income less expenses) | 2019-12-31 | $-105,538 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,110,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,215,637 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $623,844 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,773 |
| 2018 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $754,229 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $845,067 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $838,533 |
| Total plan assets at end of year | 2018-12-31 | $1,215,637 |
| Total plan assets at beginning of year | 2018-12-31 | $1,306,475 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $76,783 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,534 |
| Other income received | 2018-12-31 | $50,543 |
| Net income (gross income less expenses) | 2018-12-31 | $-90,838 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,215,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,306,475 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $626,903 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,000 |
| 2017 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $684,182 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $791,022 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $784,822 |
| Total plan assets at end of year | 2017-12-31 | $1,306,475 |
| Total plan assets at beginning of year | 2017-12-31 | $1,413,315 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $64,462 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,200 |
| Other income received | 2017-12-31 | $44,387 |
| Net income (gross income less expenses) | 2017-12-31 | $-106,840 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,306,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,413,315 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $575,333 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,000 |
| 2016 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $843,567 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $742,318 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $725,893 |
| Total plan assets at end of year | 2016-12-31 | $1,413,315 |
| Total plan assets at beginning of year | 2016-12-31 | $1,312,066 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $96,497 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $11,425 |
| Other income received | 2016-12-31 | $25,382 |
| Net income (gross income less expenses) | 2016-12-31 | $101,249 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,413,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,312,066 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $721,688 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,000 |
| 2015 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $656,308 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $648,395 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $639,898 |
| Total plan assets at end of year | 2015-12-31 | $1,312,066 |
| Total plan assets at beginning of year | 2015-12-31 | $1,304,153 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $95,169 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $4,347 |
| Other income received | 2015-12-31 | $23,766 |
| Net income (gross income less expenses) | 2015-12-31 | $7,913 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,312,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,304,153 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $537,373 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,150 |
| 2014 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $660,096 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $643,125 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $632,447 |
| Total plan assets at end of year | 2014-12-31 | $1,304,153 |
| Total plan assets at beginning of year | 2014-12-31 | $1,287,182 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $31,675 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $6,528 |
| Other income received | 2014-12-31 | $26,498 |
| Net income (gross income less expenses) | 2014-12-31 | $16,971 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,304,153 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,287,182 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $601,923 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,150 |
| 2013 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $741,490 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $640,163 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $629,271 |
| Total plan assets at end of year | 2013-12-31 | $1,287,182 |
| Total plan assets at beginning of year | 2013-12-31 | $1,185,855 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $76,214 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,842 |
| Other income received | 2013-12-31 | $37,436 |
| Net income (gross income less expenses) | 2013-12-31 | $101,327 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,287,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,185,855 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $627,840 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,050 |
| 2012 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $725,583 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $526,069 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $520,193 |
| Total plan assets at end of year | 2012-12-31 | $1,185,855 |
| Total plan assets at beginning of year | 2012-12-31 | $986,341 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $66,558 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,176 |
| Other income received | 2012-12-31 | $24,293 |
| Net income (gross income less expenses) | 2012-12-31 | $199,514 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,185,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $986,341 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $634,732 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,700 |
| 2011 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $720,014 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $577,272 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $559,633 |
| Total plan assets at end of year | 2011-12-31 | $986,341 |
| Total plan assets at beginning of year | 2011-12-31 | $843,599 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $86,129 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $11,489 |
| Other income received | 2011-12-31 | $52,696 |
| Net income (gross income less expenses) | 2011-12-31 | $142,742 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $986,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $843,599 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $581,189 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,150 |
| 2010 : KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $662,434 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $680,706 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $664,791 |
| Total plan assets at end of year | 2010-12-31 | $843,599 |
| Total plan assets at beginning of year | 2010-12-31 | $861,871 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $124,080 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $12,291 |
| Other income received | 2010-12-31 | $24,481 |
| Net income (gross income less expenses) | 2010-12-31 | $-18,272 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $843,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $861,871 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $513,873 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,624 |
| 2022: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Multi-employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Multi-employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Multi-employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KENNEDY CENTER OPERA HOUSE ORCHESTRA / WASHINGTON NATIONAL OPERA ORCHESTRA BENEFITS FUND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00628330 |
| Policy instance | 3 |
| Insurance contract or identification number | 00628330 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of fees paid to insurance company | USD $1,891 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $699,162 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1891 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 604764 |
| Policy instance | 2 |
| Insurance contract or identification number | 604764 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,787 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00628330 |
| Policy instance | 3 |
| Insurance contract or identification number | 00628330 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of fees paid to insurance company | USD $2,044 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $721,101 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2044 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 604764 |
| Policy instance | 2 |
| Insurance contract or identification number | 604764 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $3,461 | | Total amount of fees paid to insurance company | USD $202 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,339 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,461 | | Amount paid for insurance broker fees | 202 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 604764 |
| Policy instance | 2 |
| Insurance contract or identification number | 604764 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $3,653 | | Total amount of fees paid to insurance company | USD $238 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,918 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,653 | | Amount paid for insurance broker fees | 238 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00628330 |
| Policy instance | 3 |
| Insurance contract or identification number | 00628330 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $756,818 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 604764 |
| Policy instance | 3 |
| Insurance contract or identification number | 604764 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2020-01-01 | | Total amount of commissions paid to insurance broker | USD $3,812 | | Total amount of fees paid to insurance company | USD $227 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,637 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,812 | | Amount paid for insurance broker fees | 227 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | 16D50001 |
| Policy instance | 2 |
| Insurance contract or identification number | 16D50001 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $842,864 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 604764 |
| Policy instance | 3 |
| Insurance contract or identification number | 604764 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2019-01-01 | | Total amount of commissions paid to insurance broker | USD $3,481 | | Total amount of fees paid to insurance company | USD $204 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,636 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,481 | | Amount paid for insurance broker fees | 204 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | 16D50001 |
| Policy instance | 2 |
| Insurance contract or identification number | 16D50001 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $768,020 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 604764 |
| Policy instance | 3 |
| Insurance contract or identification number | 604764 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,271 | | Total amount of fees paid to insurance company | USD $188 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,040 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,271 | | Amount paid for insurance broker fees | 188 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | 16D50001 |
| Policy instance | 2 |
| Insurance contract or identification number | 16D50001 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $765,141 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0604764-001-6 |
| Policy instance | 2 |
| Insurance contract or identification number | 0604764-001-6 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,200 | | Total amount of fees paid to insurance company | USD $305 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $26,461 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,200 | | Amount paid for insurance broker fees | 305 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0604812-001-0 |
| Policy instance | 1 |
| Insurance contract or identification number | 0604812-001-0 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $193 | | Total amount of fees paid to insurance company | USD $20 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $1,315 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $193 | | Amount paid for insurance broker fees | 20 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0604764-001-6 |
| Policy instance | 3 |
| Insurance contract or identification number | 0604764-001-6 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,186 | | Total amount of fees paid to insurance company | USD $541 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $24,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,186 | | Amount paid for insurance broker fees | 541 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0604812-001-0 |
| Policy instance | 4 |
| Insurance contract or identification number | 0604812-001-0 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $821 | | Total amount of fees paid to insurance company | USD $87 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $3,761 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $821 | | Amount paid for insurance broker fees | 87 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000604764 |
| Policy instance | 4 |
| Insurance contract or identification number | 000000604764 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-01-01 | | Total amount of commissions paid to insurance broker | USD $1,278 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $6,118 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,278 | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 885986 |
| Policy instance | 2 |
| Insurance contract or identification number | 885986 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $2,648 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $17,685 | | Commission paid to Insurance Broker | USD $2,648 | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 885986 |
| Policy instance | 2 |
| Insurance contract or identification number | 885986 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,281 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $22,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,281 | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 885986 |
| Policy instance | 2 |
| Insurance contract or identification number | 885986 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,581 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $21,929 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 885986 |
| Policy instance | 2 |
| Insurance contract or identification number | 885986 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $3,405 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $22,643 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,405 | | Insurance broker name | EARLY CASSIDY & SCHILLING INC |
|
