ZOELLER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZOELLER COMPANY LIFE, AD&D AND LTD PLAN
| Measure | Date | Value |
|---|
| 2022: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 410 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 427 |
| Total of all active and inactive participants | 2022-01-01 | 427 |
| Total participants | 2022-01-01 | 427 |
| 2021: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 402 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 410 |
| Total of all active and inactive participants | 2021-01-01 | 410 |
| Total participants | 2021-01-01 | 410 |
| 2020: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 874 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 785 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 786 |
| Total participants | 2020-01-01 | 786 |
| 2019: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 880 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 873 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 874 |
| Total participants | 2019-01-01 | 874 |
| 2018: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 543 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 721 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 722 |
| Total participants | 2018-01-01 | 722 |
| 2017: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 487 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 542 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| 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 | 543 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 543 |
| 2016: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 420 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 484 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 487 |
| Total participants | 2016-01-01 | 487 |
| 2015: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 347 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 418 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 420 |
| Total participants | 2015-01-01 | 420 |
| 2014: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 319 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 347 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 349 |
| Total participants | 2014-01-01 | 349 |
| 2013: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 517 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 552 |
| Total of all active and inactive participants | 2013-01-01 | 552 |
| Total participants | 2013-01-01 | 552 |
| 2012: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 536 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 517 |
| Total of all active and inactive participants | 2012-01-01 | 517 |
| Total participants | 2012-01-01 | 517 |
| 2011: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 522 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 536 |
| Total of all active and inactive participants | 2011-01-01 | 536 |
| Total participants | 2011-01-01 | 536 |
| 2009: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 497 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 492 |
| Total of all active and inactive participants | 2009-01-01 | 492 |
| Total participants | 2009-01-01 | 492 |
| 2008: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 507 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 497 |
| Total of all active and inactive participants | 2008-01-01 | 497 |
| Total participants | 2008-01-01 | 497 |
| 2007: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 507 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 507 |
| Total of all active and inactive participants | 2007-01-01 | 507 |
| Total participants | 2007-01-01 | 507 |
| 2006: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 506 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 507 |
| Total of all active and inactive participants | 2006-01-01 | 507 |
| Total participants | 2006-01-01 | 507 |
| 2005: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 473 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 506 |
| Total of all active and inactive participants | 2005-01-01 | 506 |
| Total participants | 2005-01-01 | 506 |
| 2004: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 482 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 473 |
| Total of all active and inactive participants | 2004-01-01 | 473 |
| Total participants | 2004-01-01 | 473 |
| 2003: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 478 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 482 |
| Total of all active and inactive participants | 2003-01-01 | 482 |
| Total participants | 2003-01-01 | 482 |
| 2002: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-01-01 | 455 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-01-01 | 478 |
| Total of all active and inactive participants | 2002-01-01 | 478 |
| Total participants | 2002-01-01 | 478 |
| 2001: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-01-01 | 453 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-01-01 | 455 |
| Total of all active and inactive participants | 2001-01-01 | 455 |
| Total participants | 2001-01-01 | 455 |
| 2000: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-01-01 | 275 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-01-01 | 453 |
| Total of all active and inactive participants | 2000-01-01 | 453 |
| Total participants | 2000-01-01 | 453 |
| 1999: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-01-01 | 265 |
| Total number of active participants reported on line 7a of the Form 5500 | 1999-01-01 | 275 |
| Total of all active and inactive participants | 1999-01-01 | 275 |
| Total participants | 1999-01-01 | 275 |
| 1998: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1998 401k membership |
|---|
| Total participants, beginning-of-year | 1998-01-01 | 253 |
| Total number of active participants reported on line 7a of the Form 5500 | 1998-01-01 | 265 |
| Total of all active and inactive participants | 1998-01-01 | 265 |
| Total participants | 1998-01-01 | 265 |
| 1997: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1997 401k membership |
|---|
| Total participants, beginning-of-year | 1997-01-01 | 231 |
| Total number of active participants reported on line 7a of the Form 5500 | 1997-01-01 | 253 |
| Total of all active and inactive participants | 1997-01-01 | 253 |
| Total participants | 1997-01-01 | 253 |
| 1996: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1996 401k membership |
|---|
| Total participants, beginning-of-year | 1996-01-01 | 217 |
| Total number of active participants reported on line 7a of the Form 5500 | 1996-01-01 | 231 |
| Total of all active and inactive participants | 1996-01-01 | 231 |
| Total participants | 1996-01-01 | 231 |
| 1995: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1995 401k membership |
|---|
| Total participants, beginning-of-year | 1995-01-01 | 187 |
| Total number of active participants reported on line 7a of the Form 5500 | 1995-01-01 | 217 |
| Total of all active and inactive participants | 1995-01-01 | 217 |
| Total participants | 1995-01-01 | 217 |
| 1994: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1994 401k membership |
|---|
| Total participants, beginning-of-year | 1994-01-01 | 184 |
| Total number of active participants reported on line 7a of the Form 5500 | 1994-01-01 | 187 |
| Total of all active and inactive participants | 1994-01-01 | 187 |
| Total participants | 1994-01-01 | 187 |
| 1993: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1993 401k membership |
|---|
| Total participants, beginning-of-year | 1993-01-01 | 182 |
| Total number of active participants reported on line 7a of the Form 5500 | 1993-01-01 | 184 |
| Total of all active and inactive participants | 1993-01-01 | 184 |
| Total participants | 1993-01-01 | 184 |
| 1992: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1992 401k membership |
|---|
| Total participants, beginning-of-year | 1992-01-01 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 1992-01-01 | 182 |
| Total of all active and inactive participants | 1992-01-01 | 182 |
| Total participants | 1992-01-01 | 182 |
| 1991: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1991 401k membership |
|---|
| Total participants, beginning-of-year | 1991-01-01 | 140 |
| Total number of active participants reported on line 7a of the Form 5500 | 1991-01-01 | 149 |
| Total of all active and inactive participants | 1991-01-01 | 149 |
| Total participants | 1991-01-01 | 149 |
| 1990: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1990 401k membership |
|---|
| Total participants, beginning-of-year | 1990-01-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 1990-01-01 | 140 |
| Total of all active and inactive participants | 1990-01-01 | 140 |
| Total participants | 1990-01-01 | 140 |
| 1989: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1989 401k membership |
|---|
| Total participants, beginning-of-year | 1989-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 1989-01-01 | 136 |
| Total of all active and inactive participants | 1989-01-01 | 136 |
| Total participants | 1989-01-01 | 136 |
| 1988: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1988 401k membership |
|---|
| Total participants, beginning-of-year | 1988-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 1988-01-01 | 118 |
| Total of all active and inactive participants | 1988-01-01 | 118 |
| Total participants | 1988-01-01 | 118 |
| 2022: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ZOELLER COMPANY LIFE, AD&D AND LTD 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 |
| 2018: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
| 2014: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 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 | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 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 | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single 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 | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ZOELLER COMPANY LIFE, AD&D AND LTD 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 | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single 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 | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | Yes |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | Yes |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | Yes |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | Yes |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | Yes |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2003: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | No |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | Yes |
| 2003-01-01 | Plan funding arrangement – Insurance | Yes |
| 2003-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2002: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | No |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | Yes |
| 2002-01-01 | Plan funding arrangement – Insurance | Yes |
| 2002-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2001: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2001 form 5500 responses |
|---|
| 2001-01-01 | Type of plan entity | Single employer plan |
| 2001-01-01 | Submission has been amended | No |
| 2001-01-01 | This submission is the final filing | No |
| 2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-01-01 | Plan is a collectively bargained plan | Yes |
| 2001-01-01 | Plan funding arrangement – Insurance | Yes |
| 2001-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2000: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 2000 form 5500 responses |
|---|
| 2000-01-01 | Type of plan entity | Single employer plan |
| 2000-01-01 | Submission has been amended | No |
| 2000-01-01 | This submission is the final filing | No |
| 2000-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-01-01 | Plan is a collectively bargained plan | Yes |
| 2000-01-01 | Plan funding arrangement – Insurance | Yes |
| 2000-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1999: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1999 form 5500 responses |
|---|
| 1999-01-01 | Type of plan entity | Single employer plan |
| 1999-01-01 | Submission has been amended | No |
| 1999-01-01 | This submission is the final filing | No |
| 1999-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-01-01 | Plan is a collectively bargained plan | Yes |
| 1999-01-01 | Plan funding arrangement – Insurance | Yes |
| 1999-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1998: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1998 form 5500 responses |
|---|
| 1998-01-01 | Type of plan entity | Single employer plan |
| 1998-01-01 | Submission has been amended | No |
| 1998-01-01 | This submission is the final filing | No |
| 1998-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1998-01-01 | Plan is a collectively bargained plan | Yes |
| 1998-01-01 | Plan funding arrangement – Insurance | Yes |
| 1998-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1997: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1997 form 5500 responses |
|---|
| 1997-01-01 | Type of plan entity | Single employer plan |
| 1997-01-01 | Submission has been amended | No |
| 1997-01-01 | This submission is the final filing | No |
| 1997-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1997-01-01 | Plan is a collectively bargained plan | Yes |
| 1997-01-01 | Plan funding arrangement – Insurance | Yes |
| 1997-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1996: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1996 form 5500 responses |
|---|
| 1996-01-01 | Type of plan entity | Single employer plan |
| 1996-01-01 | Submission has been amended | No |
| 1996-01-01 | This submission is the final filing | No |
| 1996-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1996-01-01 | Plan is a collectively bargained plan | Yes |
| 1996-01-01 | Plan funding arrangement – Insurance | Yes |
| 1996-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1995: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1995 form 5500 responses |
|---|
| 1995-01-01 | Type of plan entity | Single employer plan |
| 1995-01-01 | Submission has been amended | No |
| 1995-01-01 | This submission is the final filing | No |
| 1995-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1995-01-01 | Plan is a collectively bargained plan | Yes |
| 1995-01-01 | Plan funding arrangement – Insurance | Yes |
| 1995-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1994: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1994 form 5500 responses |
|---|
| 1994-01-01 | Type of plan entity | Single employer plan |
| 1994-01-01 | Submission has been amended | No |
| 1994-01-01 | This submission is the final filing | No |
| 1994-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1994-01-01 | Plan is a collectively bargained plan | Yes |
| 1994-01-01 | Plan funding arrangement – Insurance | Yes |
| 1994-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1993: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1993 form 5500 responses |
|---|
| 1993-01-01 | Type of plan entity | Single employer plan |
| 1993-01-01 | Submission has been amended | No |
| 1993-01-01 | This submission is the final filing | No |
| 1993-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1993-01-01 | Plan is a collectively bargained plan | Yes |
| 1993-01-01 | Plan funding arrangement – Insurance | Yes |
| 1993-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1992: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1992 form 5500 responses |
|---|
| 1992-01-01 | Type of plan entity | Single employer plan |
| 1992-01-01 | Submission has been amended | No |
| 1992-01-01 | This submission is the final filing | No |
| 1992-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1992-01-01 | Plan is a collectively bargained plan | Yes |
| 1992-01-01 | Plan funding arrangement – Insurance | Yes |
| 1992-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1991: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1991 form 5500 responses |
|---|
| 1991-01-01 | Type of plan entity | Single employer plan |
| 1991-01-01 | Submission has been amended | No |
| 1991-01-01 | This submission is the final filing | No |
| 1991-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1991-01-01 | Plan is a collectively bargained plan | Yes |
| 1991-01-01 | Plan funding arrangement – Insurance | Yes |
| 1991-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1990: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1990 form 5500 responses |
|---|
| 1990-01-01 | Type of plan entity | Single employer plan |
| 1990-01-01 | Submission has been amended | No |
| 1990-01-01 | This submission is the final filing | No |
| 1990-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1990-01-01 | Plan is a collectively bargained plan | Yes |
| 1990-01-01 | Plan funding arrangement – Insurance | Yes |
| 1990-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1989: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1989 form 5500 responses |
|---|
| 1989-01-01 | Type of plan entity | Single employer plan |
| 1989-01-01 | Submission has been amended | No |
| 1989-01-01 | This submission is the final filing | No |
| 1989-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1989-01-01 | Plan is a collectively bargained plan | Yes |
| 1989-01-01 | Plan funding arrangement – Insurance | Yes |
| 1989-01-01 | Plan benefit arrangement – Insurance | Yes |
| 1988: ZOELLER COMPANY LIFE, AD&D AND LTD PLAN 1988 form 5500 responses |
|---|
| 1988-01-01 | Type of plan entity | Single employer plan |
| 1988-01-01 | Submission has been amended | No |
| 1988-01-01 | This submission is the final filing | No |
| 1988-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1988-01-01 | Plan is a collectively bargained plan | Yes |
| 1988-01-01 | Plan funding arrangement – Insurance | Yes |
| 1988-01-01 | Plan benefit arrangement – Insurance | Yes |
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 427 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,872 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 410 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 786 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 874 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 722 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 543 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 420 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | 0695550 |
| Policy instance | 1 |
| Insurance contract or identification number | 0695550 | | Number of Individuals Covered | 349 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 220111 |
| Policy instance | 2 |
| Insurance contract or identification number | 220111 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $9,137 | | Total amount of fees paid to insurance company | USD $53,590 | | 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 | | 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 $53,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,137 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSURED NL INSURANCE AGENCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010146082000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010146082000 | | Number of Individuals Covered | 584 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $6,259 | | Total amount of fees paid to insurance company | USD $89,444 | | 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 | | 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 $89,444 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,216 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT ADVISORS SVCS GRP LLC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 220111 |
| Policy instance | 2 |
| Insurance contract or identification number | 220111 | | Number of Individuals Covered | 396 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,128 | | Total amount of fees paid to insurance company | USD $50,736 | | 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 | | 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 $50,736 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,128 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSURED NL INSURANCE AGENCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010146082 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010146082 | | Number of Individuals Covered | 552 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,452 | | Total amount of fees paid to insurance company | USD $103,769 | | 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 | | 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 $103,769 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,377 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT ADVISORS SVCS GRP LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010146082 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010146082 | | Number of Individuals Covered | 517 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $13,411 | | Total amount of fees paid to insurance company | USD $108,172 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $108,172 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1601 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSURED NL INS AGCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010146082 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010146082 | | Number of Individuals Covered | 536 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $125,009 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $125,009 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010146082 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010146082 | | Number of Individuals Covered | 522 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $124,441 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $124,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010146082 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010146082 | | Number of Individuals Covered | 507 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of fees paid to insurance company | USD $117,447 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $117,447 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010010636 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010010636 | | Number of Individuals Covered | 507 | | Insurance policy start date | 2005-03-01 | | Insurance policy end date | 2006-02-28 | | Total amount of commissions paid to insurance broker | USD $14,232 | | Total amount of fees paid to insurance company | USD $89,865 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $89,865 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 14232 | | Insurance broker organization code? | 3 | | Insurance broker name | NEACE LUKENS |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010010636 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010010636 | | Number of Individuals Covered | 506 | | Insurance policy start date | 2004-03-01 | | Insurance policy end date | 2005-02-28 | | Total amount of commissions paid to insurance broker | USD $7,216 | | Total amount of fees paid to insurance company | USD $75,326 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $75,326 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5853 | | Insurance broker organization code? | 3 | | Insurance broker name | NEACE & LUKENS |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010010636 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010010636 | | Number of Individuals Covered | 473 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Total amount of fees paid to insurance company | USD $86,187 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $86,187 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010010636 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010010636 | | Number of Individuals Covered | 482 | | Insurance policy start date | 2003-01-01 | | Insurance policy end date | 2003-12-31 | | Total amount of fees paid to insurance company | USD $92,147 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $92,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 478 | | Insurance policy start date | 2002-01-01 | | Insurance policy end date | 2002-12-31 | | Total amount of fees paid to insurance company | USD $75,504 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $75,504 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 455 | | Insurance policy start date | 2001-01-01 | | Insurance policy end date | 2001-12-31 | | Total amount of fees paid to insurance company | USD $69,703 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $69,703 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 453 | | Insurance policy start date | 2000-01-01 | | Insurance policy end date | 2000-12-31 | | Total amount of fees paid to insurance company | USD $35,437 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 275 | | Insurance policy start date | 1999-01-01 | | Insurance policy end date | 1999-12-31 | | Total amount of fees paid to insurance company | USD $44,635 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,635 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 265 | | Insurance policy start date | 1998-01-01 | | Insurance policy end date | 1998-12-31 | | Total amount of fees paid to insurance company | USD $43,038 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $43,038 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 253 | | Insurance policy start date | 1997-01-01 | | Insurance policy end date | 1997-12-31 | | Total amount of fees paid to insurance company | USD $41,099 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,099 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 231 | | Insurance policy start date | 1996-01-01 | | Insurance policy end date | 1996-12-31 | | Total amount of fees paid to insurance company | USD $37,509 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,509 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 217 | | Insurance policy start date | 1995-01-01 | | Insurance policy end date | 1995-12-31 | | Total amount of fees paid to insurance company | USD $35,229 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,229 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 187 | | Insurance policy start date | 1994-01-01 | | Insurance policy end date | 1994-12-31 | | Total amount of fees paid to insurance company | USD $30,220 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,220 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 184 | | Insurance policy start date | 1993-01-01 | | Insurance policy end date | 1993-12-31 | | Total amount of fees paid to insurance company | USD $29,871 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,871 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 182 | | Insurance policy start date | 1992-01-01 | | Insurance policy end date | 1992-12-31 | | Total amount of fees paid to insurance company | USD $29,637 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,637 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 149 | | Insurance policy start date | 1991-01-01 | | Insurance policy end date | 1991-12-31 | | Total amount of fees paid to insurance company | USD $24,117 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,117 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 140 | | Insurance policy start date | 1990-01-01 | | Insurance policy end date | 1990-12-31 | | Total amount of fees paid to insurance company | USD $22,744 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,744 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 136 | | Insurance policy start date | 1989-01-01 | | Insurance policy end date | 1989-12-31 | | Total amount of fees paid to insurance company | USD $22,224 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,224 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 653428 |
| Policy instance | 1 |
| Insurance contract or identification number | 653428 | | Number of Individuals Covered | 118 | | Insurance policy start date | 1988-01-01 | | Insurance policy end date | 1988-12-31 | | Total amount of fees paid to insurance company | USD $19,316 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,316 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
