SERVIMETAL, LLC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN
Measure | Date | Value |
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2022: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-10-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 85 |
Number of retired or separated participants receiving benefits | 2022-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 4 |
Total of all active and inactive participants | 2022-10-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 0 |
Total participants | 2022-10-01 | 89 |
Number of participants with account balances | 2022-10-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
2021: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 81 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 4 |
Total of all active and inactive participants | 2021-10-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 85 |
Number of participants with account balances | 2021-10-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
2020: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 83 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 4 |
Total of all active and inactive participants | 2020-10-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 87 |
Number of participants with account balances | 2020-10-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
2019: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 83 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 4 |
Total of all active and inactive participants | 2019-10-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 87 |
Number of participants with account balances | 2019-10-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2018: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 83 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 4 |
Total of all active and inactive participants | 2018-10-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 87 |
Number of participants with account balances | 2018-10-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
2017: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 78 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 3 |
Total of all active and inactive participants | 2017-10-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 81 |
Number of participants with account balances | 2017-10-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
2016: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 78 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 82 |
Number of participants with account balances | 2016-10-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 82 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 2 |
Total of all active and inactive participants | 2015-10-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 84 |
Number of participants with account balances | 2015-10-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 70 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 1 |
Total of all active and inactive participants | 2014-10-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 71 |
Number of participants with account balances | 2014-10-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 70 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 1 |
Total of all active and inactive participants | 2013-10-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 71 |
Number of participants with account balances | 2013-10-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 37 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 1 |
Total of all active and inactive participants | 2012-10-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 38 |
Number of participants with account balances | 2012-10-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 40 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 40 |
Number of participants with account balances | 2011-10-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 1 |
2009: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 29 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
Total of all active and inactive participants | 2009-10-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 30 |
Number of participants with account balances | 2009-10-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 3 |
Measure | Date | Value |
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2023 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2023 401k financial data |
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Total income from all sources | 2023-09-30 | $55,434 |
Expenses. Total of all expenses incurred | 2023-09-30 | $104,108 |
Benefits paid (including direct rollovers) | 2023-09-30 | $97,367 |
Total plan assets at end of year | 2023-09-30 | $300,269 |
Total plan assets at beginning of year | 2023-09-30 | $348,943 |
Total contributions received or receivable from participants | 2023-09-30 | $15,870 |
Expenses. Other expenses not covered elsewhere | 2023-09-30 | $6,741 |
Other income received | 2023-09-30 | $39,564 |
Net income (gross income less expenses) | 2023-09-30 | $-48,674 |
Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $300,269 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $348,943 |
2022 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2022 401k financial data |
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Total income from all sources | 2022-09-30 | $-68,837 |
Expenses. Total of all expenses incurred | 2022-09-30 | $125,962 |
Benefits paid (including direct rollovers) | 2022-09-30 | $115,230 |
Total plan assets at end of year | 2022-09-30 | $348,943 |
Total plan assets at beginning of year | 2022-09-30 | $543,742 |
Total contributions received or receivable from participants | 2022-09-30 | $23,554 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $10,732 |
Other income received | 2022-09-30 | $-92,391 |
Net income (gross income less expenses) | 2022-09-30 | $-194,799 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $348,943 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $543,742 |
2021 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2021 401k financial data |
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Total income from all sources | 2021-09-30 | $130,046 |
Expenses. Total of all expenses incurred | 2021-09-30 | $43,088 |
Benefits paid (including direct rollovers) | 2021-09-30 | $32,721 |
Total plan assets at end of year | 2021-09-30 | $543,742 |
Total plan assets at beginning of year | 2021-09-30 | $456,784 |
Total contributions received or receivable from participants | 2021-09-30 | $25,025 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $10,367 |
Other income received | 2021-09-30 | $105,021 |
Net income (gross income less expenses) | 2021-09-30 | $86,958 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $543,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $456,784 |
2020 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2020 401k financial data |
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Total income from all sources | 2020-09-30 | $79,298 |
Expenses. Total of all expenses incurred | 2020-09-30 | $72,530 |
Benefits paid (including direct rollovers) | 2020-09-30 | $63,231 |
Total plan assets at end of year | 2020-09-30 | $456,784 |
Total plan assets at beginning of year | 2020-09-30 | $450,016 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $9,299 |
Other income received | 2020-09-30 | $53,972 |
Net income (gross income less expenses) | 2020-09-30 | $6,768 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $456,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $450,016 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $25,326 |
2019 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2019 401k financial data |
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Total income from all sources | 2019-09-30 | $47,557 |
Expenses. Total of all expenses incurred | 2019-09-30 | $39,973 |
Benefits paid (including direct rollovers) | 2019-09-30 | $31,182 |
Total plan assets at end of year | 2019-09-30 | $450,016 |
Total plan assets at beginning of year | 2019-09-30 | $442,432 |
Total contributions received or receivable from participants | 2019-09-30 | $32,186 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $8,791 |
Other income received | 2019-09-30 | $15,371 |
Net income (gross income less expenses) | 2019-09-30 | $7,584 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $450,016 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $442,432 |
2018 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2018 401k financial data |
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Total income from all sources | 2018-09-30 | $118,092 |
Expenses. Total of all expenses incurred | 2018-09-30 | $110,067 |
Benefits paid (including direct rollovers) | 2018-09-30 | $101,317 |
Total plan assets at end of year | 2018-09-30 | $442,432 |
Total plan assets at beginning of year | 2018-09-30 | $434,407 |
Total contributions received or receivable from participants | 2018-09-30 | $59,027 |
Expenses. Other expenses not covered elsewhere | 2018-09-30 | $8,750 |
Other income received | 2018-09-30 | $59,065 |
Net income (gross income less expenses) | 2018-09-30 | $8,025 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $442,432 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $434,407 |
2017 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2017 401k financial data |
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Total income from all sources | 2017-09-30 | $74,164 |
Expenses. Total of all expenses incurred | 2017-09-30 | $48,094 |
Benefits paid (including direct rollovers) | 2017-09-30 | $42,541 |
Total plan assets at end of year | 2017-09-30 | $434,407 |
Total plan assets at beginning of year | 2017-09-30 | $408,337 |
Total contributions received or receivable from participants | 2017-09-30 | $16,996 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $5,553 |
Other income received | 2017-09-30 | $57,168 |
Net income (gross income less expenses) | 2017-09-30 | $26,070 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $434,407 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $408,337 |
2016 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2016 401k financial data |
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Total income from all sources | 2016-09-30 | $58,944 |
Expenses. Total of all expenses incurred | 2016-09-30 | $25,832 |
Benefits paid (including direct rollovers) | 2016-09-30 | $21,408 |
Total plan assets at end of year | 2016-09-30 | $408,337 |
Total plan assets at beginning of year | 2016-09-30 | $375,225 |
Total contributions received or receivable from participants | 2016-09-30 | $17,253 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $4,424 |
Other income received | 2016-09-30 | $41,691 |
Net income (gross income less expenses) | 2016-09-30 | $33,112 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $408,337 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $375,225 |
2015 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2015 401k financial data |
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Total income from all sources | 2015-09-30 | $21,621 |
Expenses. Total of all expenses incurred | 2015-09-30 | $57,838 |
Benefits paid (including direct rollovers) | 2015-09-30 | $52,999 |
Total plan assets at end of year | 2015-09-30 | $375,225 |
Total plan assets at beginning of year | 2015-09-30 | $411,442 |
Total contributions received or receivable from participants | 2015-09-30 | $22,075 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $4,839 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $8,000 |
Other income received | 2015-09-30 | $-8,454 |
Net income (gross income less expenses) | 2015-09-30 | $-36,217 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $375,225 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $411,442 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $0 |
2014 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2014 401k financial data |
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Total income from all sources | 2014-09-30 | $53,330 |
Expenses. Total of all expenses incurred | 2014-09-30 | $24,172 |
Benefits paid (including direct rollovers) | 2014-09-30 | $19,991 |
Total plan assets at end of year | 2014-09-30 | $411,442 |
Total plan assets at beginning of year | 2014-09-30 | $382,284 |
Total contributions received or receivable from participants | 2014-09-30 | $30,659 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $4,181 |
Other income received | 2014-09-30 | $22,671 |
Net income (gross income less expenses) | 2014-09-30 | $29,158 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $411,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $382,284 |
2013 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2013 401k financial data |
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Total income from all sources | 2013-09-30 | $90,409 |
Expenses. Total of all expenses incurred | 2013-09-30 | $26,787 |
Benefits paid (including direct rollovers) | 2013-09-30 | $26,479 |
Total plan assets at end of year | 2013-09-30 | $382,284 |
Total plan assets at beginning of year | 2013-09-30 | $318,662 |
Total contributions received or receivable from participants | 2013-09-30 | $34,852 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $308 |
Contributions received from other sources (not participants or employers) | 2013-09-30 | $24,443 |
Other income received | 2013-09-30 | $31,114 |
Net income (gross income less expenses) | 2013-09-30 | $63,622 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $382,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $318,662 |
2012 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2012 401k financial data |
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Total income from all sources | 2012-09-30 | $85,078 |
Expenses. Total of all expenses incurred | 2012-09-30 | $14,479 |
Benefits paid (including direct rollovers) | 2012-09-30 | $14,251 |
Total plan assets at end of year | 2012-09-30 | $318,662 |
Total plan assets at beginning of year | 2012-09-30 | $248,063 |
Total contributions received or receivable from participants | 2012-09-30 | $35,787 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $228 |
Other income received | 2012-09-30 | $49,291 |
Net income (gross income less expenses) | 2012-09-30 | $70,599 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $318,662 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $248,063 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $0 |
2011 : SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-09-30 | $0 |
Total income from all sources | 2011-09-30 | $19,024 |
Expenses. Total of all expenses incurred | 2011-09-30 | $3,130 |
Benefits paid (including direct rollovers) | 2011-09-30 | $3,045 |
Total plan assets at end of year | 2011-09-30 | $248,063 |
Total plan assets at beginning of year | 2011-09-30 | $232,169 |
Total contributions received or receivable from participants | 2011-09-30 | $26,117 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $85 |
Other income received | 2011-09-30 | $-7,093 |
Net income (gross income less expenses) | 2011-09-30 | $15,894 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $248,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $232,169 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $0 |
2022: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2022 form 5500 responses |
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2022-10-01 | Type of plan entity | Single employer plan |
2022-10-01 | Submission has been amended | No |
2022-10-01 | This submission is the final filing | No |
2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-10-01 | Plan is a collectively bargained plan | No |
2022-10-01 | Plan funding arrangement – Insurance | Yes |
2022-10-01 | Plan funding arrangement – Trust | Yes |
2022-10-01 | Plan benefit arrangement – Insurance | Yes |
2022-10-01 | Plan benefit arrangement - Trust | Yes |
2021: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2021 form 5500 responses |
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2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | Submission has been amended | No |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Insurance | Yes |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement – Insurance | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2020 form 5500 responses |
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2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Insurance | Yes |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement – Insurance | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2019 form 5500 responses |
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2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2019-10-01 | Plan funding arrangement – Insurance | Yes |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement – Insurance | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2018 form 5500 responses |
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2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Insurance | Yes |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement – Insurance | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Insurance | Yes |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement – Insurance | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2016 form 5500 responses |
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2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | Yes |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Insurance | Yes |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement – Insurance | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2015 form 5500 responses |
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2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Insurance | Yes |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement – Insurance | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Insurance | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement – Insurance | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement – Insurance | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2012 form 5500 responses |
---|
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement – Insurance | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2011 form 5500 responses |
---|
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement – Insurance | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: SERVIMETAL INC, CASH OR DEFERRED INCOME PLAN 2009 form 5500 responses |
---|
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 22 | Insurance policy start date | 2022-10-01 | Insurance policy end date | 2023-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 23 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 24 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 26 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 28 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 30 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 10 | Insurance policy start date | 2015-10-01 | Insurance policy end date | 2016-09-30 | Total amount of commissions paid to insurance broker | USD $208 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $208 | Insurance broker organization code? | 3 | Insurance broker name | JAVIER CORDERO |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 9 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $232 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $232 | Insurance broker organization code? | 3 | Insurance broker name | JAVIER CORDERO |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 12 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $206 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $182 | Insurance broker organization code? | 3 | Insurance broker name | JAVIER CORDERO |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 45460-P1 |
Policy instance | 1 |
Insurance contract or identification number | 45460-P1 | Number of Individuals Covered | 15 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Total amount of commissions paid to insurance broker | USD $1,041 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $1,041 | Insurance broker organization code? | 3 | Insurance broker name | JAVIER CORDERO |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 454690-P1 |
Policy instance | 1 |
Insurance contract or identification number | 454690-P1 | Number of Individuals Covered | 29 | Insurance policy start date | 2011-10-01 | Total amount of commissions paid to insurance broker | USD $278 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 454690-P1 |
Policy instance | 1 |
Insurance contract or identification number | 454690-P1 | Number of Individuals Covered | 3 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $296 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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