CLINE RESOURCE & DEVELOPMENT CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN
401k plan membership statisitcs for CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 8 |
| Total of all active and inactive participants | 2021-08-01 | 8 |
| Total participants | 2021-08-01 | 8 |
| 2019: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
| Total of all active and inactive participants | 2019-01-01 | 18 |
| Total participants | 2019-01-01 | 18 |
| 2018: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 29 |
| Total of all active and inactive participants | 2018-08-01 | 29 |
| Total participants | 2018-08-01 | 29 |
| 2017: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 29 |
| Total of all active and inactive participants | 2017-08-01 | 29 |
| Total participants | 2017-08-01 | 29 |
| 2016: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 32 |
| Total of all active and inactive participants | 2016-08-01 | 32 |
| Total participants | 2016-08-01 | 32 |
| 2015: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 354 |
| Total of all active and inactive participants | 2015-01-01 | 354 |
| Total participants | 2015-01-01 | 354 |
| 2014: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
| Total of all active and inactive participants | 2014-01-01 | 25 |
| Total participants | 2014-01-01 | 25 |
| 2013: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Total participants | 2013-01-01 | 18 |
| 2011: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Total participants | 2011-01-01 | 13 |
| 2009: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
| Total of all active and inactive participants | 2009-01-01 | 11 |
| Total participants | 2009-01-01 | 11 |
| Measure | Date | Value |
|---|
| 2022 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $143,980 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $143,980 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $98,038 |
| Expenses. Other expenses not covered elsewhere | 2022-07-31 | $45,942 |
| Net income (gross income less expenses) | 2022-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $143,980 |
| 2019 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $534,072 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $534,072 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $456,247 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $77,825 |
| Net income (gross income less expenses) | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $534,072 |
| Total income from all sources | 2019-07-31 | $540,269 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $540,269 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $431,811 |
| Expenses. Other expenses not covered elsewhere | 2019-07-31 | $108,458 |
| Net income (gross income less expenses) | 2019-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $540,269 |
| 2018 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $600,497 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $600,497 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $503,415 |
| Expenses. Other expenses not covered elsewhere | 2018-07-31 | $97,082 |
| Net income (gross income less expenses) | 2018-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $600,497 |
| 2017 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $601,765 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $601,765 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $506,480 |
| Expenses. Other expenses not covered elsewhere | 2017-07-31 | $95,285 |
| Net income (gross income less expenses) | 2017-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $601,765 |
| 2015 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $402,160 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $402,160 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $339,859 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $62,301 |
| Net income (gross income less expenses) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $402,160 |
| 2014 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $576,235 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $576,235 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $554,834 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $21,401 |
| Net income (gross income less expenses) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $576,235 |
| 2013 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $225,309 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $225,309 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $209,390 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $15,919 |
| Net income (gross income less expenses) | 2013-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $225,309 |
| 2011 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $98,691 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $98,691 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $82,460 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16,231 |
| Net income (gross income less expenses) | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $98,691 |
| 2010 : CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $303,860 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $303,860 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $287,416 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $16,444 |
| Net income (gross income less expenses) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $303,860 |
| 2021: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Submission has been amended | No |
| 2021-08-01 | This submission is the final filing | No |
| 2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-08-01 | Plan is a collectively bargained plan | No |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Submission has been amended | No |
| 2018-08-01 | This submission is the final filing | No |
| 2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-08-01 | Plan is a collectively bargained plan | No |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Submission has been amended | No |
| 2017-08-01 | This submission is the final filing | No |
| 2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-08-01 | Plan is a collectively bargained plan | No |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: CLINE RESOURCE & DEVELOPMENT HEALTH BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS (National Association of Insurance Commissioners NAIC id number: 71773 ) |
| Policy contract number | |
| Policy instance | 1 |
| Total amount of commissions paid to insurance broker | USD $4,946 | | 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 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $32,974 | | Commission paid to Insurance Broker | USD $1,319 |
|
| AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS (National Association of Insurance Commissioners NAIC id number: 71773 ) |
| Policy contract number | |
| Policy instance | 1 |
| Total amount of commissions paid to insurance broker | USD $7,768 | | 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 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $51,787 | | Commission paid to Insurance Broker | USD $2,071 |
|
| GREAT MIDWEST INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | |
| Policy instance | 1 |
| Total amount of commissions paid to insurance broker | USD $11,272 | | 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 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $7,515 | | Commission paid to Insurance Broker | USD $3,006 |
|
| GREAT MIDWEST INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | |
| Policy instance | 1 |
| Total amount of commissions paid to insurance broker | USD $9,874 | | 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 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $65,830 |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35408 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 354 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $6,700 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $44,670 | | Commission paid to Insurance Broker | USD $4,467 | | Insurance broker name | MCA ADMINISTRATORS |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35408 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 25 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $1,266 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $8,438 | | Commission paid to Insurance Broker | USD $253 | | Insurance broker name | DEWESE INSURANCE SERVICES |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35408 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 18 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $1,035 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $6,897 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $207 | | Amount paid for insurance broker fees | 828 | | Insurance broker name | DEWESE INSURANCE SERVICES |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35408 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 13 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $1,339 | | Welfare Benefit Premiums Paid to Carrier | USD $8,924 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35408 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 17 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $1,340 | | Welfare Benefit Premiums Paid to Carrier | USD $8,930 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
