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ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 401k Plan overview

Plan NameILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST
Plan identification number 511

ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

MUNICIPAL EMPLOYEE VEBA TRUST has sponsored the creation of one or more 401k plans.

Company Name:MUNICIPAL EMPLOYEE VEBA TRUST
Employer identification number (EIN):611751693
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5112022-01-01
5112021-01-01
5112020-01-01
5112019-01-01
5112018-01-01
5112017-01-01NORMAN FRESE
5112016-01-01NORMAN FRESE
5112015-01-01NORMAN FRESE
5112015-01-01NORMAN FRESE
5112014-08-01NORMAN FRESE

Plan Statistics for ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST

401k plan membership statisitcs for ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST

Measure Date Value
2022: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0147
Total number of active participants reported on line 7a of the Form 55002022-01-0146
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0146
2021: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0152
Total number of active participants reported on line 7a of the Form 55002021-01-0154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0161
Number of employers contributing to the scheme2021-01-013
2020: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01100
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0196
Number of employers contributing to the scheme2020-01-014
2019: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01104
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-01106
2018: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0170
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01120
Number of employers contributing to the scheme2018-01-016
2017: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0152
Total number of active participants reported on line 7a of the Form 55002017-01-0158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0158
2016: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0162
Total number of active participants reported on line 7a of the Form 55002016-01-0151
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0152
2015: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0158
Total number of active participants reported on line 7a of the Form 55002015-01-0158
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0162
2014: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2014 401k membership
Total participants, beginning-of-year2014-08-0169
Total number of active participants reported on line 7a of the Form 55002014-08-0162
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-0162

Financial Data on ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST

Measure Date Value
2022 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$1,244,400
Expenses. Total of all expenses incurred2022-12-31$1,292,404
Benefits paid (including direct rollovers)2022-12-31$727,839
Total plan assets at end of year2022-12-31$221,126
Total plan assets at beginning of year2022-12-31$269,130
Value of fidelity bond covering the plan2022-12-31$50,000
Expenses. Other expenses not covered elsewhere2022-12-31$5,027
Other income received2022-12-31$182
Net income (gross income less expenses)2022-12-31$-48,004
Net plan assets at end of year (total assets less liabilities)2022-12-31$221,126
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$269,130
Total contributions received or receivable from employer(s)2022-12-31$1,244,218
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$559,538
2021 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,418,777
Expenses. Total of all expenses incurred2021-12-31$1,327,595
Benefits paid (including direct rollovers)2021-12-31$1,293,521
Total plan assets at end of year2021-12-31$269,130
Total plan assets at beginning of year2021-12-31$177,948
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$6,239
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$126
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$91,182
Net plan assets at end of year (total assets less liabilities)2021-12-31$269,130
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$177,948
Total contributions received or receivable from employer(s)2021-12-31$1,418,651
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$27,835
2020 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,622,660
Expenses. Total of all expenses incurred2020-12-31$1,533,907
Benefits paid (including direct rollovers)2020-12-31$986,697
Total plan assets at end of year2020-12-31$172,908
Total plan assets at beginning of year2020-12-31$84,155
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$1,149,846
Expenses. Other expenses not covered elsewhere2020-12-31$34,292
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$168
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$88,753
Net plan assets at end of year (total assets less liabilities)2020-12-31$172,908
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$84,155
Total contributions received or receivable from employer(s)2020-12-31$472,646
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$512,918
2019 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$25,000
Total income from all sources2019-12-31$2,017,178
Expenses. Total of all expenses incurred2019-12-31$2,033,531
Benefits paid (including direct rollovers)2019-12-31$1,393,264
Total plan assets at end of year2019-12-31$89,105
Total plan assets at beginning of year2019-12-31$130,458
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$8,228
Other income received2019-12-31$325
Net income (gross income less expenses)2019-12-31$-16,353
Net plan assets at end of year (total assets less liabilities)2019-12-31$89,105
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$105,458
Total contributions received or receivable from employer(s)2019-12-31$2,016,853
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$632,039
2018 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$35,671
Total plan liabilities at beginning of year2018-12-31$69,584
Total income from all sources2018-12-31$1,999,398
Expenses. Total of all expenses incurred2018-12-31$1,963,353
Benefits paid (including direct rollovers)2018-12-31$1,174,042
Total plan assets at end of year2018-12-31$182,838
Total plan assets at beginning of year2018-12-31$180,706
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$24,274
Expenses. Other expenses not covered elsewhere2018-12-31$4,135
Net income (gross income less expenses)2018-12-31$36,045
Net plan assets at end of year (total assets less liabilities)2018-12-31$147,167
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$111,122
Total contributions received or receivable from employer(s)2018-12-31$1,975,124
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$785,176
2017 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$69,584
Total plan liabilities at beginning of year2017-12-31$28,300
Total income from all sources2017-12-31$1,095,113
Expenses. Total of all expenses incurred2017-12-31$1,077,962
Benefits paid (including direct rollovers)2017-12-31$554,936
Total plan assets at end of year2017-12-31$180,706
Total plan assets at beginning of year2017-12-31$122,271
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$26,927
Expenses. Other expenses not covered elsewhere2017-12-31$2,875
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$0
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$17,151
Net plan assets at end of year (total assets less liabilities)2017-12-31$111,122
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$93,971
Total contributions received or receivable from employer(s)2017-12-31$1,068,186
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$520,151
2016 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$28,300
Total plan liabilities at beginning of year2016-12-31$26,857
Total income from all sources2016-12-31$1,027,729
Expenses. Total of all expenses incurred2016-12-31$1,140,680
Benefits paid (including direct rollovers)2016-12-31$727,589
Total plan assets at end of year2016-12-31$122,271
Total plan assets at beginning of year2016-12-31$233,779
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$28,557
Net income (gross income less expenses)2016-12-31$-112,951
Net plan assets at end of year (total assets less liabilities)2016-12-31$93,971
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$206,922
Total contributions received or receivable from employer(s)2016-12-31$999,172
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$413,091
2015 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$26,851
Total income from all sources2015-12-31$1,084,663
Expenses. Total of all expenses incurred2015-12-31$920,924
Benefits paid (including direct rollovers)2015-12-31$516,520
Total plan assets at end of year2015-12-31$233,779
Total plan assets at beginning of year2015-12-31$43,189
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$29,839
Other income received2015-12-31$27,199
Net income (gross income less expenses)2015-12-31$163,739
Net plan assets at end of year (total assets less liabilities)2015-12-31$206,928
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$43,189
Total contributions received or receivable from employer(s)2015-12-31$1,027,625
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$404,404
2014 : ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$15,965
Total income from all sources2014-12-31$178,226
Expenses. Total of all expenses incurred2014-12-31$151,002
Benefits paid (including direct rollovers)2014-12-31$16,035
Total plan assets at end of year2014-12-31$43,189
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$20,415
Expenses. Other expenses not covered elsewhere2014-12-31$4,031
Contributions received from other sources (not participants or employers)2014-12-31$1,310
Net income (gross income less expenses)2014-12-31$27,224
Net plan assets at end of year (total assets less liabilities)2014-12-31$43,189
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$156,501
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$130,936

Form 5500 Responses for ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST

2022: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
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: ILLINOIS COUNCIL OF POLICE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION TRUST 2014 form 5500 responses
2014-08-01Type of plan entityMulti-employer plan
2014-08-01First time form 5500 has been submittedYes
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 8000035 04
Policy instance 1
Insurance contract or identification numberESL 8000035 04
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $42,962
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $395,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,395
Insurance broker organization code?3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 8000035 03
Policy instance 1
Insurance contract or identification numberESL 8000035 03
Number of Individuals Covered54
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $44,985
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $377,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,037
Insurance broker organization code?3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 8000035 03
Policy instance 1
Insurance contract or identification numberESL 8000035 03
Number of Individuals Covered68
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $74,678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $395,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,919
Insurance broker organization code?3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 2000084 00
Policy instance 1
Insurance contract or identification numberESL 2000084 00
Number of Individuals Covered106
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $87,080
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $479,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,355
Insurance broker organization code?3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 2000084 00
Policy instance 1
Insurance contract or identification numberESL 2000084 00
Number of Individuals Covered58
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $307,336
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberC-SSL-IHCRS-001
Policy instance 1
Insurance contract or identification numberC-SSL-IHCRS-001
Number of Individuals Covered57
Insurance policy start date2015-02-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $252,952
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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