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BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 401k Plan overview

Plan NameBEKAERT CORP GROUP TRAVEL ACCIDENT PLAN
Plan identification number 503

BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

BEKAERT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BEKAERT CORPORATION
Employer identification number (EIN):621340165
NAIC Classification:331200

Additional information about BEKAERT CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2149009

More information about BEKAERT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01
5032021-01-01
5032020-01-01
5032020-01-01MIGUEL MERZEAU2021-07-20
5032020-01-01MIGUEL MERZEAU2021-07-22
5032019-01-01
5032018-04-01
5032018-04-01
5032018-04-01 MIGUEL MERZEAU2019-02-26
5032018-04-01 MIGUEL MERZEAU2019-03-04
5032018-04-01MIGUEL MERZEAU
5032017-07-17MIGUEL MERZEAU
5032017-07-17
5032016-07-17MIGUEL MERZEAU
5032015-07-17MIGUEL MERZEAU
5032014-07-17MIGUEL MERZEAU
5032013-07-17ANGELA HOLMES
5032012-07-17JEANIE RAMSER
5032011-07-17JEANIE RAMSER
5032009-07-17JEANIE RAMSER

Plan Statistics for BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN

401k plan membership statisitcs for BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN

Measure Date Value
2022: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,130
Total number of active participants reported on line 7a of the Form 55002022-01-011,224
Total of all active and inactive participants2022-01-011,224
2021: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,311
Total number of active participants reported on line 7a of the Form 55002021-01-011,130
Total of all active and inactive participants2021-01-011,130
2020: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,311
Total number of active participants reported on line 7a of the Form 55002020-01-011,311
Total of all active and inactive participants2020-01-011,311
2019: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,470
Total number of active participants reported on line 7a of the Form 55002019-01-011,311
Total of all active and inactive participants2019-01-011,311
2018: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-011,470
Total number of active participants reported on line 7a of the Form 55002018-04-011,475
Total of all active and inactive participants2018-04-011,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
2017: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-171,280
Total number of active participants reported on line 7a of the Form 55002017-07-171,043
Total of all active and inactive participants2017-07-171,043
2016: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-171,268
Total number of active participants reported on line 7a of the Form 55002016-07-171,280
Total of all active and inactive participants2016-07-171,280
2015: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-171,246
Total number of active participants reported on line 7a of the Form 55002015-07-171,268
Total of all active and inactive participants2015-07-171,268
2014: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-171,255
Total number of active participants reported on line 7a of the Form 55002014-07-171,246
Total of all active and inactive participants2014-07-171,246
2013: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-171,187
Total number of active participants reported on line 7a of the Form 55002013-07-171,255
Total of all active and inactive participants2013-07-171,255
2012: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-171,247
Total number of active participants reported on line 7a of the Form 55002012-07-171,187
Number of retired or separated participants receiving benefits2012-07-170
Number of other retired or separated participants entitled to future benefits2012-07-170
Total of all active and inactive participants2012-07-171,187
2011: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-171,548
Total number of active participants reported on line 7a of the Form 55002011-07-171,247
Number of retired or separated participants receiving benefits2011-07-170
Number of other retired or separated participants entitled to future benefits2011-07-170
Total of all active and inactive participants2011-07-171,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-170
Number of participants with account balances2011-07-170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-170
2009: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-171,585
Total number of active participants reported on line 7a of the Form 55002009-07-171,504
Number of retired or separated participants receiving benefits2009-07-170
Number of other retired or separated participants entitled to future benefits2009-07-170
Total of all active and inactive participants2009-07-171,504

Form 5500 Responses for BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN

2022: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2018: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2017 form 5500 responses
2017-07-17Type of plan entitySingle employer plan
2017-07-17Submission has been amendedYes
2017-07-17This submission is the final filingNo
2017-07-17This return/report is a short plan year return/report (less than 12 months)Yes
2017-07-17Plan is a collectively bargained planNo
2017-07-17Plan funding arrangement – InsuranceYes
2017-07-17Plan benefit arrangement – InsuranceYes
2016: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2016 form 5500 responses
2016-07-17Type of plan entitySingle employer plan
2016-07-17Submission has been amendedNo
2016-07-17This submission is the final filingNo
2016-07-17This return/report is a short plan year return/report (less than 12 months)No
2016-07-17Plan is a collectively bargained planNo
2016-07-17Plan funding arrangement – InsuranceYes
2016-07-17Plan benefit arrangement – InsuranceYes
2015: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2015 form 5500 responses
2015-07-17Type of plan entitySingle employer plan
2015-07-17Submission has been amendedNo
2015-07-17This submission is the final filingNo
2015-07-17This return/report is a short plan year return/report (less than 12 months)No
2015-07-17Plan is a collectively bargained planNo
2015-07-17Plan funding arrangement – InsuranceYes
2015-07-17Plan benefit arrangement – InsuranceYes
2014: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2014 form 5500 responses
2014-07-17Type of plan entitySingle employer plan
2014-07-17Submission has been amendedNo
2014-07-17This submission is the final filingNo
2014-07-17This return/report is a short plan year return/report (less than 12 months)No
2014-07-17Plan is a collectively bargained planNo
2014-07-17Plan funding arrangement – InsuranceYes
2014-07-17Plan benefit arrangement – InsuranceYes
2013: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2013 form 5500 responses
2013-07-17Type of plan entitySingle employer plan
2013-07-17Submission has been amendedNo
2013-07-17This submission is the final filingNo
2013-07-17This return/report is a short plan year return/report (less than 12 months)No
2013-07-17Plan is a collectively bargained planNo
2013-07-17Plan funding arrangement – InsuranceYes
2013-07-17Plan benefit arrangement – InsuranceYes
2012: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2012 form 5500 responses
2012-07-17Type of plan entitySingle employer plan
2012-07-17Submission has been amendedNo
2012-07-17This submission is the final filingNo
2012-07-17This return/report is a short plan year return/report (less than 12 months)No
2012-07-17Plan is a collectively bargained planNo
2012-07-17Plan funding arrangement – InsuranceYes
2012-07-17Plan benefit arrangement – InsuranceYes
2011: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2011 form 5500 responses
2011-07-17Type of plan entitySingle employer plan
2011-07-17Submission has been amendedNo
2011-07-17This submission is the final filingNo
2011-07-17This return/report is a short plan year return/report (less than 12 months)No
2011-07-17Plan is a collectively bargained planNo
2011-07-17Plan funding arrangement – InsuranceYes
2011-07-17Plan benefit arrangement – InsuranceYes
2009: BEKAERT CORP GROUP TRAVEL ACCIDENT PLAN 2009 form 5500 responses
2009-07-17Type of plan entitySingle employer plan
2009-07-17Submission has been amendedNo
2009-07-17This submission is the final filingNo
2009-07-17This return/report is a short plan year return/report (less than 12 months)No
2009-07-17Plan is a collectively bargained planNo
2009-07-17Plan funding arrangement – InsuranceYes
2009-07-17Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU438000
Policy instance 1
Insurance contract or identification numberGTU438000
Number of Individuals Covered1311
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 $3,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU438000
Policy instance 1
Insurance contract or identification numberGTU438000
Number of Individuals Covered1130
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $475
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 $3,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $475
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU4380000
Policy instance 1
Insurance contract or identification numberGTU4380000
Number of Individuals Covered1311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $559
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 $7,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $559
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU4380000
Policy instance 1
Insurance contract or identification numberGTU4380000
Number of Individuals Covered1311
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,307
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 $8,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,307
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU4380000
Policy instance 1
Insurance contract or identification numberGTU4380000
Number of Individuals Covered1475
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,425
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 $9,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $713
Insurance broker organization code?3
Insurance broker nameJAMES B OSWALD COMPANY
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU4380000
Policy instance 1
Insurance contract or identification numberGTU4380000
Number of Individuals Covered1043
Insurance policy start date2017-07-17
Insurance policy end date2018-07-16
Total amount of commissions paid to insurance brokerUSD $658
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $658
Insurance broker organization code?3
Insurance broker nameJAMES B OSWALD COMPANY
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 4380000
Policy instance 1
Insurance contract or identification numberGTU 4380000
Number of Individuals Covered1268
Insurance policy start date2015-07-17
Insurance policy end date2016-07-16
Total amount of commissions paid to insurance brokerUSD $658
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $329
Insurance broker organization code?3
Insurance broker nameCHARLES BENTZ
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 4380000
Policy instance 1
Insurance contract or identification numberGTU 4380000
Number of Individuals Covered1246
Insurance policy start date2014-07-17
Insurance policy end date2015-07-16
Total amount of commissions paid to insurance brokerUSD $732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $366
Insurance broker organization code?3
Insurance broker nameCHARLES BENTZ
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 4380000
Policy instance 1
Insurance contract or identification numberGTU 4380000
Number of Individuals Covered1255
Insurance policy start date2013-07-17
Insurance policy end date2014-07-16
Total amount of commissions paid to insurance brokerUSD $732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $366
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCHARLES BENTZ
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 4380000
Policy instance 1
Insurance contract or identification numberGTU 4380000
Number of Individuals Covered1187
Insurance policy start date2012-07-17
Insurance policy end date2013-07-16
Total amount of commissions paid to insurance brokerUSD $732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $366
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCHARLES BENTZ
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 4380000
Policy instance 1
Insurance contract or identification numberGTU 4380000
Number of Individuals Covered1247
Insurance policy start date2011-07-17
Insurance policy end date2012-07-16
Total amount of commissions paid to insurance brokerUSD $734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 4380000
Policy instance 1
Insurance contract or identification numberGTU 4380000
Number of Individuals Covered1548
Insurance policy start date2010-07-16
Insurance policy end date2011-07-16
Total amount of commissions paid to insurance brokerUSD $734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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