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HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 401k Plan overview

Plan NameHEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC.
Plan identification number 518

HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. Benefits

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

401k Sponsoring company profile

AGL RESOURCES INC. has sponsored the creation of one or more 401k plans.

Company Name:AGL RESOURCES INC.
Employer identification number (EIN):582210952
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5182015-01-01JERROLD HILL JERROLD HILL2016-10-10
5182014-01-01WENDY HENDERSON WENDY HENDERSON2015-10-12
5182013-01-01WENDY HENDERSON WENDY HENDERSON2014-10-13
5182012-01-01WENDY HENDERSON WENDY HENDERSON2013-10-15
5182011-01-01DAVE SMITH DAVE SMITH2012-10-12
5182010-01-01CHASITY MILLER CHASITY MILLER2011-10-14
5182009-01-01CHASITY MILLER CHASITY MILLER2010-10-15
5182009-01-01CHASITY MILLER CHASITY MILLER2010-10-18
5182009-01-01CHASITY MILLER CHASITY MILLER2010-10-18

Plan Statistics for HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC.

401k plan membership statisitcs for HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC.

Measure Date Value
2015: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-013,953
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-013,849
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013,849
2014: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-013,832
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-013,952
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013,952
2013: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011,681
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-011,640
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,640
2012: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-011,632
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-011,681
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,681
2011: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,605
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-011,632
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,632
2010: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-011,674
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-011,605
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,605
2009: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011,524
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-011,674
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,674

Financial Data on HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC.

Measure Date Value
2015 : HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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$164,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$65,599
Total income from all sources (including contributions)2015-12-31$22,839,652
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,014,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,543,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,823,056
Value of total assets at end of year2015-12-31$92,120,755
Value of total assets at beginning of year2015-12-31$91,197,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,471,151
Total interest from all sources2015-12-31$1,628,095
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$61,005
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$8,000,000
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$2,418,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$100,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$105,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$155,060
Administrative expenses (other) incurred2015-12-31$1,204,761
Liabilities. Value of operating payables at end of year2015-12-31$9,090
Liabilities. Value of operating payables at beginning of year2015-12-31$65,599
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$824,738
Value of net assets at end of year (total assets less liabilities)2015-12-31$91,956,605
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$91,131,867
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$132,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$89,015,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$88,399,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$951,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$751,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$751,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,628,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$388,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$18,404,692
Employer contributions (assets) at end of year2015-12-31$2,053,731
Employer contributions (assets) at beginning of year2015-12-31$1,940,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,543,763
Contract administrator fees2015-12-31$2,072,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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$65,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,837
Total income from all sources (including contributions)2014-12-31$25,739,330
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,522,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,040,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,522,695
Value of total assets at end of year2014-12-31$91,197,466
Value of total assets at beginning of year2014-12-31$85,923,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,482,049
Total interest from all sources2014-12-31$1,308,131
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$60,305
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$8,000,000
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$2,435,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$105,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$139,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$346,663
Liabilities. Value of operating payables at end of year2014-12-31$65,599
Liabilities. Value of operating payables at beginning of year2014-12-31$8,837
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$5,216,912
Value of net assets at end of year (total assets less liabilities)2014-12-31$91,131,867
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$85,914,955
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$82,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$88,399,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$83,289,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$751,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$911,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$911,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,308,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,908,504
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$18,087,499
Employer contributions (assets) at end of year2014-12-31$1,940,524
Employer contributions (assets) at beginning of year2014-12-31$1,583,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,040,369
Contract administrator fees2014-12-31$1,992,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$111,825
Total income from all sources (including contributions)2013-12-31$39,487,401
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,269,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,147,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,284,854
Value of total assets at end of year2013-12-31$85,923,792
Value of total assets at beginning of year2013-12-31$70,809,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,122,618
Total interest from all sources2013-12-31$1,112,848
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$46,288
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,000,000
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$2,178,792
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$139,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$100,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$63,589
Administrative expenses (other) incurred2013-12-31$166,268
Liabilities. Value of operating payables at end of year2013-12-31$8,837
Liabilities. Value of operating payables at beginning of year2013-12-31$48,236
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$15,217,487
Value of net assets at end of year (total assets less liabilities)2013-12-31$85,914,955
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,697,468
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
Investment advisory and management fees2013-12-31$67,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$83,289,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$68,487,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$911,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$845,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$845,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,112,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,089,699
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$22,106,062
Employer contributions (assets) at end of year2013-12-31$1,583,584
Employer contributions (assets) at beginning of year2013-12-31$1,376,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,147,296
Contract administrator fees2013-12-31$2,842,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$58,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$111,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,416
Total income from all sources (including contributions)2012-12-31$16,957,095
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,164,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,732,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,341,284
Value of total assets at end of year2012-12-31$70,809,293
Value of total assets at beginning of year2012-12-31$61,877,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$432,111
Total interest from all sources2012-12-31$1,347,552
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$73,305
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$8,000,000
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$810,814
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$100,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$63,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,806
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$115,745
Liabilities. Value of operating payables at end of year2012-12-31$48,236
Liabilities. Value of operating payables at beginning of year2012-12-31$6,610
Total non interest bearing cash at beginning of year2012-12-31$0
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$8,792,335
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,697,468
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,846,339
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$26,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$68,487,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$59,872,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$845,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$947,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$947,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,347,552
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
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,268,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$7,530,470
Employer contributions (assets) at end of year2012-12-31$1,376,372
Employer contributions (assets) at beginning of year2012-12-31$1,057,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,732,649
Contract administrator fees2012-12-31$216,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$88,858
Total income from all sources (including contributions)2011-12-31$6,443,985
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,011,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,650,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,214,254
Value of total assets at end of year2011-12-31$61,877,755
Value of total assets at beginning of year2011-12-31$64,502,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$360,867
Total interest from all sources2011-12-31$822,414
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$43,364
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
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$1,008,290
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$191,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$82,188
Administrative expenses (other) incurred2011-12-31$45,058
Liabilities. Value of operating payables at end of year2011-12-31$6,610
Liabilities. Value of operating payables at beginning of year2011-12-31$6,670
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,567,023
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,846,339
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$64,413,362
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$26,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$59,872,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,502,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$947,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,024,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,024,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$822,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,592,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$8,205,964
Employer contributions (assets) at end of year2011-12-31$1,057,781
Employer contributions (assets) at beginning of year2011-12-31$783,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,650,141
Contract administrator fees2011-12-31$246,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$88,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,675
Total income from all sources (including contributions)2010-12-31$15,570,122
Total loss/gain on sale of assets2010-12-31$5,265,848
Total of all expenses incurred2010-12-31$7,958,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,475,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,541,019
Value of total assets at end of year2010-12-31$64,502,220
Value of total assets at beginning of year2010-12-31$56,807,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$482,801
Total interest from all sources2010-12-31$1,763,255
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$33,448
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
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$901,470
Assets. Other investments not covered elsewhere at end of year2010-12-31$191,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$97,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$82,188
Administrative expenses (other) incurred2010-12-31$66,266
Liabilities. Value of operating payables at end of year2010-12-31$6,670
Liabilities. Value of operating payables at beginning of year2010-12-31$5,675
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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$7,611,350
Value of net assets at end of year (total assets less liabilities)2010-12-31$64,413,362
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$56,802,012
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$23,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$62,502,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,616,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,024,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$987,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$987,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,763,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$7,639,549
Employer contributions (assets) at end of year2010-12-31$783,395
Employer contributions (assets) at beginning of year2010-12-31$105,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,475,971
Contract administrator fees2010-12-31$359,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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$5,265,848
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC.

2015: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF AGL RESOURCES, INC. 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90557 )
Policy contract numberCLPEX00879
Policy instance 4
Insurance contract or identification numberCLPEX00879
Number of Individuals Covered2836
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 $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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,803,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU5465520
Policy instance 3
Insurance contract or identification numberGTU5465520
Number of Individuals Covered116
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 $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 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 $135,941
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 number30011094
Policy instance 2
Insurance contract or identification number30011094
Number of Individuals Covered359
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 $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
Welfare Benefit Premiums Paid to CarrierUSD $30,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number10068
Policy instance 1
Insurance contract or identification number10068
Number of Individuals Covered3
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 $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 $27,892
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 number30011094
Policy instance 4
Insurance contract or identification number30011094
Number of Individuals Covered315
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 $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
Welfare Benefit Premiums Paid to CarrierUSD $28,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU5465520
Policy instance 2
Insurance contract or identification numberGTU5465520
Number of Individuals Covered113
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 $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 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 $528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number10068
Policy instance 3
Insurance contract or identification number10068
Number of Individuals Covered5
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 $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 $36,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90557 )
Policy contract numberCLPEX00879
Policy instance 1
Insurance contract or identification numberCLPEX00879
Number of Individuals Covered1531
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 $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 $3,352,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU5465520
Policy instance 2
Insurance contract or identification numberGTU5465520
Number of Individuals Covered116
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 $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 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 $6,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90557 )
Policy contract numberCLPEX00879
Policy instance 1
Insurance contract or identification numberCLPEX00879
Number of Individuals Covered1519
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 $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 $3,453,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675601G
Policy instance 1
Insurance contract or identification number675601G
Number of Individuals Covered1555
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 $1,760
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 $2,461,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1760
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameMOLTON ALLEN & WILLIAMS, LLC

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