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SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 401k Plan overview

Plan NameSISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE
Plan identification number 503

SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE Benefits

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

401k Sponsoring company profile

SISTEMA UNIVERSITARIO ANA G MENDEZ has sponsored the creation of one or more 401k plans.

Company Name:SISTEMA UNIVERSITARIO ANA G MENDEZ
Employer identification number (EIN):660201206
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-08-01VICTORIA DE JESUS2023-11-27 VICTORIA DE JESUS2023-11-27
5032021-08-01VICTORIA DE JESUS2022-11-13 VICTORIA DE JESUS2022-11-13
5032020-08-01VICTORIA DE JESUS2022-05-11 VICTORIA DE JESUS2022-05-11
5032019-08-01VICTORIA DE JESUS2021-02-14 VICTORIA DE JESUS2021-02-14
5032018-08-01VICTORIA DE JESUS2020-03-18 VICTORIA DE JESUS2020-03-18
5032017-08-01VICTORIA DE JESUS2020-03-18 VICTORIA DE JESUS2020-03-18
5032017-08-01VICTORIA DE JESUS2020-03-18 VICTORIA DE JESUS2020-03-18
5032017-08-01VICTORIA DE JESUS2020-03-18 VICTORIA DE JESUS2020-03-18
5032016-08-01VICTORIA DE JESUS VICTORIA DE JESUS2018-02-21
5032015-08-01VICTORIA DE JESUS
5032014-08-01VICTORIA DE JESUS VICTORIA DE JESUS2017-04-25
5032013-08-01VICTORIA DE JESUS VICTORIA DE JESUS2015-03-27
5032013-01-01VICTORIA DE JESUS VICTORIA DE JESUS2014-03-07
5032012-01-01VICTORIA DE JESUS VICTORIA DE JESUS2013-09-06
5032011-01-01VICTORIA DE JESUS
5032010-01-01VICTORIA DE JESUS
5032009-01-01VICTORIA DE JESUS
5032008-01-01VICTORIA DE JESUS
5032007-01-01VICTORIA DE JESUS
5032006-01-01VICTORIA DE JESUS
5032005-01-01VICTORIA DE JESUS

Plan Statistics for SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE

401k plan membership statisitcs for SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE

Measure Date Value
2022: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2022 401k membership
Total participants, beginning-of-year2022-08-011,858
Total number of active participants reported on line 7a of the Form 55002022-08-011,238
Total of all active and inactive participants2022-08-011,238
2021: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2021 401k membership
Total participants, beginning-of-year2021-08-011,860
Total number of active participants reported on line 7a of the Form 55002021-08-011,858
Total of all active and inactive participants2021-08-011,858
2020: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2020 401k membership
Total participants, beginning-of-year2020-08-011,860
Total number of active participants reported on line 7a of the Form 55002020-08-011,861
Total of all active and inactive participants2020-08-011,861
2019: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2019 401k membership
Total participants, beginning-of-year2019-08-012,021
Total number of active participants reported on line 7a of the Form 55002019-08-011,860
Total of all active and inactive participants2019-08-011,860
2018: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2018 401k membership
Total participants, beginning-of-year2018-08-012,021
Total number of active participants reported on line 7a of the Form 55002018-08-011,846
Total of all active and inactive participants2018-08-011,846
2017: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2017 401k membership
Total participants, beginning-of-year2017-08-012,021
Total number of active participants reported on line 7a of the Form 55002017-08-012,141
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-012,141
2016: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2016 401k membership
Total participants, beginning-of-year2016-08-012,108
Total number of active participants reported on line 7a of the Form 55002016-08-012,021
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-012,021
2015: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2015 401k membership
Total participants, beginning-of-year2015-08-012,214
Total number of active participants reported on line 7a of the Form 55002015-08-012,108
Total of all active and inactive participants2015-08-012,108
2014: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2014 401k membership
Total participants, beginning-of-year2014-08-012,214
Total number of active participants reported on line 7a of the Form 55002014-08-011,974
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-011,974
2013: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2013 401k membership
Total participants, beginning-of-year2013-08-012,204
Total number of active participants reported on line 7a of the Form 55002013-08-012,214
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-012,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants, beginning-of-year2013-01-011,911
Total number of active participants reported on line 7a of the Form 55002013-01-012,204
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
2012: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2012 401k membership
Total participants, beginning-of-year2012-01-011,975
Total number of active participants reported on line 7a of the Form 55002012-01-011,911
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,911
2011: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2011 401k membership
Total participants, beginning-of-year2011-01-011,752
Total number of active participants reported on line 7a of the Form 55002011-01-011,975
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
2010: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2010 401k membership
Total participants, beginning-of-year2010-01-011,749
Total number of active participants reported on line 7a of the Form 55002010-01-011,752
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
2009: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2009 401k membership
Total participants, beginning-of-year2009-01-011,745
Total number of active participants reported on line 7a of the Form 55002009-01-011,749
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
2008: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2008 401k membership
Total participants, beginning-of-year2008-01-011,715
Total number of active participants reported on line 7a of the Form 55002008-01-011,745
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-011,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
2007: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2007 401k membership
Total participants, beginning-of-year2007-01-011,700
Total number of active participants reported on line 7a of the Form 55002007-01-011,715
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-011,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
2006: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2006 401k membership
Total participants, beginning-of-year2006-01-011,542
Total number of active participants reported on line 7a of the Form 55002006-01-011,700
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-011,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
2005: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2005 401k membership
Total participants, beginning-of-year2005-01-011,542
Total number of active participants reported on line 7a of the Form 55002005-01-011,542
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-011,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010

Form 5500 Responses for SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE

2022: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – General assets of the sponsorYes
2022-08-01Plan benefit arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – General assets of the sponsorYes
2021: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – General assets of the sponsorYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – General assets of the sponsorYes
2020: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – General assets of the sponsorYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – General assets of the sponsorYes
2019: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – General assets of the sponsorYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – General assets of the sponsorYes
2018: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – General assets of the sponsorYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – General assets of the sponsorYes
2017: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – General assets of the sponsorYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – General assets of the sponsorYes
2016: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – General assets of the sponsorYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – General assets of the sponsorYes
2015: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – General assets of the sponsorYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – General assets of the sponsorYes
2014: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – General assets of the sponsorYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – General assets of the sponsorYes
2013: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedYes
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – General assets of the sponsorYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – General assets of the sponsorYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes
2008: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – General assets of the sponsorYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – General assets of the sponsorYes
2007: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – General assets of the sponsorYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – General assets of the sponsorYes
2006: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – General assets of the sponsorYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – General assets of the sponsorYes
2005: SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – General assets of the sponsorYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract number06010064
Policy instance 1
Insurance contract or identification number06010064
Number of Individuals Covered1238
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $19,967
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGL\ADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,967
Insurance broker organization code?3
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract number06010064
Policy instance 1
Insurance contract or identification number06010064
Number of Individuals Covered1858
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $21,013
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGL\ADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,013
Insurance broker organization code?3
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract number06010064
Policy instance 1
Insurance contract or identification number06010064
Number of Individuals Covered1861
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $23,198
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGL/ADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,198
Insurance broker organization code?3
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract number06010064
Policy instance 1
Insurance contract or identification number06010064
Number of Individuals Covered1860
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $30,920
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGL\ADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,920
Insurance broker organization code?3
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract number06010064
Policy instance 1
Insurance contract or identification number06010064
Number of Individuals Covered1846
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $67,477
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGL\ADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,477
Insurance broker organization code?3
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract number06010064
Policy instance 1
Insurance contract or identification number06010064
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $81,226
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGL\ADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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