HOL-MAC CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN
| 2023: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Mulitple employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Mulitple employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Mulitple employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Mulitple employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2008: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2008 form 5500 responses |
|---|
| 2008-04-01 | Type of plan entity | Mulitple employer plan |
| 2008-04-01 | Submission has been amended | No |
| 2008-04-01 | This submission is the final filing | No |
| 2008-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-04-01 | Plan is a collectively bargained plan | No |
| 2008-04-01 | Plan funding arrangement – Insurance | Yes |
| 2008-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2008-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2007: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2007 form 5500 responses |
|---|
| 2007-04-01 | Type of plan entity | Mulitple employer plan |
| 2007-04-01 | Submission has been amended | No |
| 2007-04-01 | This submission is the final filing | No |
| 2007-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-04-01 | Plan is a collectively bargained plan | No |
| 2007-04-01 | Plan funding arrangement – Insurance | Yes |
| 2007-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2007-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2006: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2006 form 5500 responses |
|---|
| 2006-04-01 | Type of plan entity | Mulitple employer plan |
| 2006-04-01 | Submission has been amended | No |
| 2006-04-01 | This submission is the final filing | No |
| 2006-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-04-01 | Plan is a collectively bargained plan | No |
| 2006-04-01 | Plan funding arrangement – Insurance | Yes |
| 2006-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2006-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2005: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2005 form 5500 responses |
|---|
| 2005-04-01 | Type of plan entity | Mulitple employer plan |
| 2005-04-01 | Submission has been amended | No |
| 2005-04-01 | This submission is the final filing | No |
| 2005-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-04-01 | Plan is a collectively bargained plan | No |
| 2005-04-01 | Plan funding arrangement – Insurance | Yes |
| 2005-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2005-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2004: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2004 form 5500 responses |
|---|
| 2004-04-01 | Type of plan entity | Mulitple employer plan |
| 2004-04-01 | Submission has been amended | No |
| 2004-04-01 | This submission is the final filing | No |
| 2004-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-04-01 | Plan is a collectively bargained plan | No |
| 2004-04-01 | Plan funding arrangement – Insurance | Yes |
| 2004-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2004-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2004-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2003: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2003 form 5500 responses |
|---|
| 2003-04-01 | Type of plan entity | Mulitple employer plan |
| 2003-04-01 | Submission has been amended | No |
| 2003-04-01 | This submission is the final filing | No |
| 2003-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-04-01 | Plan is a collectively bargained plan | No |
| 2003-04-01 | Plan funding arrangement – Insurance | Yes |
| 2003-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2003-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2003-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2002: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2002 form 5500 responses |
|---|
| 2002-04-01 | Type of plan entity | Mulitple employer plan |
| 2002-04-01 | Submission has been amended | No |
| 2002-04-01 | This submission is the final filing | No |
| 2002-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-04-01 | Plan is a collectively bargained plan | No |
| 2002-04-01 | Plan funding arrangement – Insurance | Yes |
| 2002-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2002-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2002-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2001: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2001 form 5500 responses |
|---|
| 2001-04-01 | Type of plan entity | Mulitple employer plan |
| 2001-04-01 | Submission has been amended | No |
| 2001-04-01 | This submission is the final filing | No |
| 2001-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-04-01 | Plan is a collectively bargained plan | No |
| 2001-04-01 | Plan funding arrangement – Insurance | Yes |
| 2001-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2001-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2001-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2000: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 2000 form 5500 responses |
|---|
| 2000-04-01 | Type of plan entity | Mulitple employer plan |
| 2000-04-01 | Submission has been amended | Yes |
| 2000-04-01 | This submission is the final filing | No |
| 2000-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-04-01 | Plan is a collectively bargained plan | No |
| 2000-04-01 | Plan funding arrangement – Insurance | Yes |
| 2000-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2000-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2000-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1999: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1999 form 5500 responses |
|---|
| 1999-04-01 | Type of plan entity | Mulitple employer plan |
| 1999-04-01 | Submission has been amended | No |
| 1999-04-01 | This submission is the final filing | No |
| 1999-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-04-01 | Plan is a collectively bargained plan | No |
| 1999-04-01 | Plan funding arrangement – Insurance | Yes |
| 1999-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1999-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1999-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1998: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1998 form 5500 responses |
|---|
| 1998-04-01 | Type of plan entity | Mulitple employer plan |
| 1998-04-01 | Submission has been amended | No |
| 1998-04-01 | This submission is the final filing | No |
| 1998-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1998-04-01 | Plan is a collectively bargained plan | No |
| 1998-04-01 | Plan funding arrangement – Insurance | Yes |
| 1998-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1998-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1998-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1997: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1997 form 5500 responses |
|---|
| 1997-04-01 | Type of plan entity | Mulitple employer plan |
| 1997-04-01 | Submission has been amended | No |
| 1997-04-01 | This submission is the final filing | No |
| 1997-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1997-04-01 | Plan is a collectively bargained plan | No |
| 1997-04-01 | Plan funding arrangement – Insurance | Yes |
| 1997-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1997-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1997-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1996: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1996 form 5500 responses |
|---|
| 1996-04-01 | Type of plan entity | Mulitple employer plan |
| 1996-04-01 | Submission has been amended | No |
| 1996-04-01 | This submission is the final filing | No |
| 1996-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1996-04-01 | Plan is a collectively bargained plan | No |
| 1996-04-01 | Plan funding arrangement – Insurance | Yes |
| 1996-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1996-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1996-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1995: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1995 form 5500 responses |
|---|
| 1995-04-01 | Type of plan entity | Mulitple employer plan |
| 1995-04-01 | Submission has been amended | No |
| 1995-04-01 | This submission is the final filing | No |
| 1995-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1995-04-01 | Plan is a collectively bargained plan | No |
| 1995-04-01 | Plan funding arrangement – Insurance | Yes |
| 1995-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1995-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1995-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1994: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1994 form 5500 responses |
|---|
| 1994-04-01 | Type of plan entity | Mulitple employer plan |
| 1994-04-01 | Submission has been amended | No |
| 1994-04-01 | This submission is the final filing | No |
| 1994-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1994-04-01 | Plan is a collectively bargained plan | No |
| 1994-04-01 | Plan funding arrangement – Insurance | Yes |
| 1994-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1994-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1994-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1993: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1993 form 5500 responses |
|---|
| 1993-04-01 | Type of plan entity | Mulitple employer plan |
| 1993-04-01 | Submission has been amended | No |
| 1993-04-01 | This submission is the final filing | No |
| 1993-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1993-04-01 | Plan is a collectively bargained plan | No |
| 1993-04-01 | Plan funding arrangement – Insurance | Yes |
| 1993-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1993-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1993-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1992: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1992 form 5500 responses |
|---|
| 1992-04-01 | Type of plan entity | Mulitple employer plan |
| 1992-04-01 | Submission has been amended | No |
| 1992-04-01 | This submission is the final filing | No |
| 1992-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1992-04-01 | Plan is a collectively bargained plan | No |
| 1992-04-01 | Plan funding arrangement – Insurance | Yes |
| 1992-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1992-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1992-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 1991: HOL-MAC CORPORATION HEALTH AND WELFARE BENEFIT PLAN 1991 form 5500 responses |
|---|
| 1991-04-01 | Type of plan entity | Mulitple employer plan |
| 1991-04-01 | First time form 5500 has been submitted | Yes |
| 1991-04-01 | Submission has been amended | No |
| 1991-04-01 | This submission is the final filing | No |
| 1991-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1991-04-01 | Plan is a collectively bargained plan | No |
| 1991-04-01 | Plan funding arrangement – Insurance | Yes |
| 1991-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1991-04-01 | Plan benefit arrangement – Insurance | Yes |
| 1991-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007-0001 |
| Policy instance | 2 |
| Insurance contract or identification number | G00608007-0001 | | Number of Individuals Covered | 600 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $16,923 | | Total amount of fees paid to insurance company | USD $6,343 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $169,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 945211 |
| Policy instance | 1 |
| Insurance contract or identification number | 945211 | | Number of Individuals Covered | 434 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $24,292 | | Total amount of fees paid to insurance company | USD $180 | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $129,296 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 945211 |
| Policy instance | 1 |
| Insurance contract or identification number | 945211 | | Number of Individuals Covered | 415 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $24,297 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $109,566 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007-0001 |
| Policy instance | 2 |
| Insurance contract or identification number | G00608007-0001 | | Number of Individuals Covered | 760 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $16,082 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $160,817 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 945211 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007-0001 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007-0000 |
| Policy instance | 3 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007-0003 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30074777 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007-0000 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30074777 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30074777 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00608007 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30074777 |
| Policy instance | 1 |
| MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 9671215 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G608007 |
| Policy instance | 2 |
| MISSISSIPPI EYE CARE ALLIANCE, LLC DBA VISION CARE DIRECT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1662 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 608007 |
| Policy instance | 1 |
| MISSISSIPPI EYE CARE ALLIANCE, LLC DBA VISION CARE DIRECT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1662 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 608007 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 608007 |
| Policy instance | 1 |
| MISSISSIPPI EYE CARE ALLIANCE, LLC DBA VISION CARE DIRECT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1662 |
| Policy instance | 2 |
| MISSISSIPPI EYE CARE ALLIANCE, LLC DBA VISION CARE DIRECT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1662 |
| Policy instance | 1 |
| INTERNATIONAL INSURANCE AGENCY (National Association of Insurance Commissioners NAIC id number: 86355 ) |
| Policy contract number | IIS1854 |
| Policy instance | 3 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 608007 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 608007 |
| Policy instance | 1 |
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | SLC918 |
| Policy instance | 2 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 608007 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 861743 |
| Policy instance | 2 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 1 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 861743 |
| Policy instance | 2 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 1 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 111989 |
| Policy instance | 1 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 911286 |
| Policy instance | 2 |
| GENWORTH FINANCIAL ASSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 37095 ) |
| Policy contract number | 007-4187-00 |
| Policy instance | 3 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 111989 |
| Policy instance | 4 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 1028326 |
| Policy instance | 6 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 911286 |
| Policy instance | 1 |
| GENWORTH FINANCIAL ASSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 37095 ) |
| Policy contract number | 007-4187-00 |
| Policy instance | 2 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 4 |
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 1028326 |
| Policy instance | 5 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 111989 |
| Policy instance | 3 |
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 1028326 |
| Policy instance | 1 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 911286 |
| Policy instance | 2 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 111989 |
| Policy instance | 4 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 111989 |
| Policy instance | 4 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 911286 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05560035 |
| Policy instance | 1 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 111989 |
| Policy instance | 4 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 911286 |
| Policy instance | 2 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05560035 |
| Policy instance | 1 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-377250 |
| Policy instance | 1 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 911286 |
| Policy instance | 2 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| CONTINENTAL CASUALTY COMPANY (National Association of Insurance Commissioners NAIC id number: 20443 ) |
| Policy contract number | SR83084743 |
| Policy instance | 4 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-377250 |
| Policy instance | 1 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| CONTINENTAL CASUALTY COMPANY (National Association of Insurance Commissioners NAIC id number: 20443 ) |
| Policy contract number | 00 |
| Policy instance | 4 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 911286 |
| Policy instance | 2 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| CONTINENTAL CASUALTY COMPANY (National Association of Insurance Commissioners NAIC id number: 20443 ) |
| Policy contract number | 00 |
| Policy instance | 4 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 2477 |
| Policy instance | 2 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-377250 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 00 |
| Policy instance | 1 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 2477 |
| Policy instance | 2 |
| CONTINENTAL CASUALTY COMPANY (National Association of Insurance Commissioners NAIC id number: 20443 ) |
| Policy contract number | 00 |
| Policy instance | 4 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 4 |
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 1028326 |
| Policy instance | 1 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 00 |
| Policy instance | 2 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 2477 |
| Policy instance | 3 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 00 |
| Policy instance | 5 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 6 |
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 1028326 |
| Policy instance | 1 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 5 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 00 |
| Policy instance | 4 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 3 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 2477 |
| Policy instance | 2 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 2 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 00 |
| Policy instance | 3 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 4 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 2477 |
| Policy instance | 1 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 2477 |
| Policy instance | 1 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 2 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 00 |
| Policy instance | 3 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 4 |
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65765 ) |
| Policy contract number | 00 |
| Policy instance | 1 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 111989 |
| Policy instance | 3 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 2 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 4 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | OVF72 |
| Policy instance | 4 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 00 |
| Policy instance | 3 |
| SAFECO NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 24759 ) |
| Policy contract number | 01-009574-00 |
| Policy instance | 2 |
| VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65765 ) |
| Policy contract number | 00 |
| Policy instance | 1 |
