VULCAN, INC. has sponsored the creation of one or more 401k plans.
Additional information about VULCAN, INC.
Submission information for form 5500 for 401k plan VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 210 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 210 |
| Number of employers contributing to the scheme | 2022-01-01 | 0 |
| 2021: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 166 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 166 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 166 |
| Number of employers contributing to the scheme | 2021-01-01 | 0 |
| 2020: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 459 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 439 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 442 |
| Number of employers contributing to the scheme | 2020-01-01 | 0 |
| 2019: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 407 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 457 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 459 |
| Number of employers contributing to the scheme | 2019-01-01 | 0 |
| 2018: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 214 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 228 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 230 |
| Total participants | 2018-01-01 | 230 |
| 2017: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 208 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 209 |
| Total participants | 2017-01-01 | 209 |
| 2016: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 278 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 246 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 12 |
| Total of all active and inactive participants | 2016-01-01 | 258 |
| Total participants | 2016-01-01 | 258 |
| 2015: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 267 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 273 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 277 |
| Total participants | 2015-01-01 | 277 |
| 2014: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-02 | 273 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-02 | 265 |
| Number of retired or separated participants receiving benefits | 2014-11-02 | 9 |
| Total of all active and inactive participants | 2014-11-02 | 274 |
| Total participants | 2014-11-02 | 274 |
| Total participants, beginning-of-year | 2014-01-01 | 267 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 273 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 277 |
| Total participants | 2014-01-01 | 277 |
| 2013: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-03 | 270 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-03 | 268 |
| Number of retired or separated participants receiving benefits | 2013-11-03 | 5 |
| Total of all active and inactive participants | 2013-11-03 | 273 |
| Total participants | 2013-11-03 | 273 |
| Total participants, beginning-of-year | 2013-11-01 | 270 |
| Total of all active and inactive participants | 2013-11-01 | 0 |
| Total participants | 2013-11-01 | 0 |
| 2012: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 261 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 265 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 0 |
| Total of all active and inactive participants | 2012-11-01 | 270 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
| Total participants | 2012-11-01 | 270 |
| Number of participants with account balances | 2012-11-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| Number of employers contributing to the scheme | 2012-11-01 | 0 |
| 2011: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 235 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 257 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 4 |
| Total of all active and inactive participants | 2011-11-01 | 261 |
| Total participants | 2011-11-01 | 261 |
| 2010: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 197 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 232 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 3 |
| Total of all active and inactive participants | 2010-11-01 | 235 |
| Total participants | 2010-11-01 | 235 |
| 2009: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 195 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 0 |
| Total of all active and inactive participants | 2009-11-01 | 197 |
| Total participants | 2009-11-01 | 197 |
| Measure | Date | Value |
|---|
| 2014 : VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-11-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-01 | $134,300 |
| Total income from all sources (including contributions) | 2014-11-01 | $1,234,318 |
| Total loss/gain on sale of assets | 2014-11-01 | $0 |
| Total of all expenses incurred | 2014-11-01 | $1,449,252 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-11-01 | $1,181,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-11-01 | $1,234,300 |
| Value of total assets at end of year | 2014-11-01 | $0 |
| Value of total assets at beginning of year | 2014-11-01 | $349,234 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-11-01 | $267,470 |
| Total interest from all sources | 2014-11-01 | $18 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-11-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-11-01 | No |
| Was this plan covered by a fidelity bond | 2014-11-01 | Yes |
| Value of fidelity bond cover | 2014-11-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-11-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-11-01 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-11-01 | $134,300 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-11-01 | $2 |
| Administrative expenses (other) incurred | 2014-11-01 | $130,965 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-01 | No |
| Value of net income/loss | 2014-11-01 | $-214,934 |
| Value of net assets at end of year (total assets less liabilities) | 2014-11-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-11-01 | $214,934 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-11-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-11-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-11-01 | No |
| Investment advisory and management fees | 2014-11-01 | $3,400 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-11-01 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-11-01 | $349,232 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-11-01 | $349,232 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-11-01 | $18 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-11-01 | $1,181,782 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-11-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-11-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-11-01 | No |
| Contributions received in cash from employer | 2014-11-01 | $1,100,000 |
| Contract administrator fees | 2014-11-01 | $133,105 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-11-01 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-11-01 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-11-01 | $134,300 |
| Did the plan have assets held for investment | 2014-11-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-11-01 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-11-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-11-01 | Disclaimer |
| Accountancy firm name | 2014-11-01 | HARTMANN, BLACKMON & KILGORE, PC |
| Accountancy firm EIN | 2014-11-01 | 631033662 |
| Total unrealized appreciation/depreciation of assets | 2014-08-15 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-15 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-15 | $134,300 |
| Total income from all sources (including contributions) | 2014-08-15 | $1,234,318 |
| Total loss/gain on sale of assets | 2014-08-15 | $0 |
| Total of all expenses incurred | 2014-08-15 | $1,449,252 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-15 | $1,181,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-15 | $1,234,300 |
| Value of total assets at end of year | 2014-08-15 | $0 |
| Value of total assets at beginning of year | 2014-08-15 | $349,234 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-15 | $267,470 |
| Total interest from all sources | 2014-08-15 | $18 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-08-15 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-15 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-08-15 | $0 |
| Was this plan covered by a fidelity bond | 2014-08-15 | Yes |
| Value of fidelity bond cover | 2014-08-15 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-08-15 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-08-15 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-08-15 | $134,300 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-08-15 | $2 |
| Administrative expenses (other) incurred | 2014-08-15 | $130,965 |
| Total non interest bearing cash at end of year | 2014-08-15 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-15 | No |
| Value of net income/loss | 2014-08-15 | $-214,934 |
| Value of net assets at end of year (total assets less liabilities) | 2014-08-15 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-08-15 | $214,934 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-15 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-15 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-08-15 | No |
| Investment advisory and management fees | 2014-08-15 | $3,400 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-15 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-15 | $349,232 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-15 | $349,232 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-08-15 | $18 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-15 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-08-15 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-08-15 | No |
| Contributions received in cash from employer | 2014-08-15 | $1,100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-15 | $1,181,782 |
| Contract administrator fees | 2014-08-15 | $133,105 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-08-15 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-08-15 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-08-15 | $134,300 |
| Did the plan have assets held for investment | 2014-08-15 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-15 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-15 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-15 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-08-15 | Disclaimer |
| Accountancy firm name | 2014-08-15 | HARTMANN BLACKMON & KILGORE, PC |
| Accountancy firm EIN | 2014-08-15 | 631033662 |
| 2013 : VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $134,300 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $107,100 |
| Total income from all sources (including contributions) | 2013-10-31 | $1,618,021 |
| Total loss/gain on sale of assets | 2013-10-31 | $0 |
| Total of all expenses incurred | 2013-10-31 | $1,648,128 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $1,334,322 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $1,618,001 |
| Value of total assets at end of year | 2013-10-31 | $349,232 |
| Value of total assets at beginning of year | 2013-10-31 | $379,340 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $313,806 |
| Total interest from all sources | 2013-10-31 | $20 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
| Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
| Value of fidelity bond cover | 2013-10-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
| Administrative expenses (other) incurred | 2013-10-31 | $162,896 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Income. Non cash contributions | 2013-10-31 | $1,332 |
| Value of net income/loss | 2013-10-31 | $-30,107 |
| Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $214,932 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $272,240 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
| Investment advisory and management fees | 2013-10-31 | $5,305 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-10-31 | $349,232 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-10-31 | $379,340 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-10-31 | $379,340 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-10-31 | $20 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
| Contributions received in cash from employer | 2013-10-31 | $1,616,669 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $1,334,322 |
| Contract administrator fees | 2013-10-31 | $145,605 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-10-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-10-31 | $134,300 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-10-31 | $107,100 |
| Did the plan have assets held for investment | 2013-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
| Accountancy firm name | 2013-10-31 | HARTMANN BLACKMON & KILGORE, PC |
| Accountancy firm EIN | 2013-10-31 | 631033662 |
| 2012 : VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $107,100 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $97,200 |
| Total income from all sources (including contributions) | 2012-10-31 | $1,588,402 |
| Total of all expenses incurred | 2012-10-31 | $1,607,311 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $1,462,887 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $1,588,389 |
| Value of total assets at end of year | 2012-10-31 | $379,341 |
| Value of total assets at beginning of year | 2012-10-31 | $398,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $144,424 |
| Total interest from all sources | 2012-10-31 | $13 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
| Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
| Value of fidelity bond cover | 2012-10-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-10-31 | $1 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-10-31 | $2 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Income. Non cash contributions | 2012-10-31 | $11,389 |
| Value of net income/loss | 2012-10-31 | $-18,909 |
| Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $272,241 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $301,050 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
| Investment advisory and management fees | 2012-10-31 | $5,075 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-10-31 | $379,340 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-10-31 | $398,248 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-10-31 | $398,248 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-10-31 | $13 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
| Contributions received in cash from employer | 2012-10-31 | $1,577,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $1,462,887 |
| Contract administrator fees | 2012-10-31 | $139,349 |
| Liabilities. Value of benefit claims payable at end of year | 2012-10-31 | $107,100 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-10-31 | $97,200 |
| Did the plan have assets held for investment | 2012-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Disclaimer |
| Accountancy firm name | 2012-10-31 | HARTMANN BLACKMON & KILGORE PC |
| Accountancy firm EIN | 2012-10-31 | 631033662 |
| 2011 : VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-10-31 | $1,221,034 |
| Total of all expenses incurred | 2011-10-31 | $1,221,954 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $1,109,005 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $1,221,000 |
| Value of total assets at end of year | 2011-10-31 | $398,248 |
| Value of total assets at beginning of year | 2011-10-31 | $399,168 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $112,949 |
| Total interest from all sources | 2011-10-31 | $34 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
| Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
| Value of fidelity bond cover | 2011-10-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Value of net income/loss | 2011-10-31 | $-920 |
| Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $398,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $399,168 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
| Investment advisory and management fees | 2011-10-31 | $5,095 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-10-31 | $398,248 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-10-31 | $399,168 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-10-31 | $399,168 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-10-31 | $34 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-10-31 | $1,109,005 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
| Contributions received in cash from employer | 2011-10-31 | $1,221,000 |
| Contract administrator fees | 2011-10-31 | $107,854 |
| Did the plan have assets held for investment | 2011-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Disclaimer |
| Accountancy firm name | 2011-10-31 | HARTMAN BLACKMON & KILGORE PC |
| Accountancy firm EIN | 2011-10-31 | 631033662 |
| 2022: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 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 |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 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 |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-11-02 | Type of plan entity | Single employer plan |
| 2014-11-02 | Submission has been amended | No |
| 2014-11-02 | This submission is the final filing | No |
| 2014-11-02 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-11-02 | Plan is a collectively bargained plan | No |
| 2014-11-02 | Plan funding arrangement – Insurance | Yes |
| 2014-11-02 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-11-02 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-02 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-11-03 | Type of plan entity | Single employer plan |
| 2013-11-03 | Submission has been amended | Yes |
| 2013-11-03 | This submission is the final filing | No |
| 2013-11-03 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-11-03 | Plan is a collectively bargained plan | No |
| 2013-11-03 | Plan funding arrangement – Insurance | Yes |
| 2013-11-03 | Plan funding arrangement – Trust | Yes |
| 2013-11-03 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-11-03 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-03 | Plan benefit arrangement - Trust | Yes |
| 2013-11-03 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | Yes |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: VULCAN INC EMPLOYEE BENEFIT PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 633020 |
| Policy instance | 3 |
| Insurance contract or identification number | 633020 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $16,270 | | Total amount of fees paid to insurance company | USD $949 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $126,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,270 | | Amount paid for insurance broker fees | 949 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 802803 |
| Policy instance | 2 |
| Insurance contract or identification number | 802803 | | Number of Individuals Covered | 219 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $46,976 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL | | Welfare Benefit Premiums Paid to Carrier | USD $86,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $46,976 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 ) |
| Policy contract number | 633023 |
| Policy instance | 1 |
| Insurance contract or identification number | 633023 | | Number of Individuals Covered | 142 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,582 | | Total amount of fees paid to insurance company | USD $161 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,517 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,582 | | Amount paid for insurance broker fees | 161 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 ) |
| Policy contract number | 633023 |
| Policy instance | 1 |
| Insurance contract or identification number | 633023 | | Number of Individuals Covered | 160 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,864 | | Total amount of fees paid to insurance company | USD $249 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,867 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,678 | | Amount paid for insurance broker fees | 175 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0758086 |
| Policy instance | 3 |
| Insurance contract or identification number | R0758086 | | Number of Individuals Covered | 411 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $32,983 | | Total amount of fees paid to insurance company | USD $1,954 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,ACCIDENT, CRITICAL ILLNESS, HOSPITAL | | Welfare Benefit Premiums Paid to Carrier | USD $245,106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,539 | | Amount paid for insurance broker fees | 912 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 12181295 |
| Policy instance | 2 |
| Insurance contract or identification number | 12181295 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,312 | | Total amount of fees paid to insurance company | USD $170 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,468 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,021 | | Amount paid for insurance broker fees | 60 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 633022 |
| Policy instance | 2 |
| Insurance contract or identification number | 633022 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $6,165 | | Total amount of fees paid to insurance company | USD $0 | | 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? | No | | Commission paid to Insurance Broker | USD $6,165 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 ) |
| Policy contract number | 633023 |
| Policy instance | 3 |
| Insurance contract or identification number | 633023 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,911 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,911 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 633021 |
| Policy instance | 1 |
| Insurance contract or identification number | 633021 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $6,877 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $45,847 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,877 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0758086 |
| Policy instance | 5 |
| Insurance contract or identification number | R0758086 | | Number of Individuals Covered | 500 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $33,155 | | Total amount of fees paid to insurance company | USD $1,541 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL | | Welfare Benefit Premiums Paid to Carrier | USD $184,371 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,195 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | ADDITONAL COMPENSATION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 633020 |
| Policy instance | 6 |
| Insurance contract or identification number | 633020 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,931 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $39,613 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,931 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 12181295 |
| Policy instance | 4 |
| Insurance contract or identification number | 12181295 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,695 | | Total amount of fees paid to insurance company | USD $669 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,901 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,408 | | Amount paid for insurance broker fees | 668 | | Additional information about fees paid to insurance broker | ADDITONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
