HENNESSEY PUBLIC SCHOOLS has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: HENNESSEY PUBLIC SCHOOLS 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 131 |
| Total of all active and inactive participants | 2021-12-01 | 131 |
| Total participants | 2021-12-01 | 131 |
| 2020: HENNESSEY PUBLIC SCHOOLS 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 135 |
| Total of all active and inactive participants | 2020-12-01 | 135 |
| Total participants | 2020-12-01 | 135 |
| 2019: HENNESSEY PUBLIC SCHOOLS 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 133 |
| Total of all active and inactive participants | 2019-12-01 | 133 |
| Total participants | 2019-12-01 | 133 |
| 2018: HENNESSEY PUBLIC SCHOOLS 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 136 |
| Total of all active and inactive participants | 2018-12-01 | 136 |
| Total participants | 2018-12-01 | 136 |
| 2017: HENNESSEY PUBLIC SCHOOLS 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 130 |
| Total of all active and inactive participants | 2017-12-01 | 130 |
| Total participants | 2017-12-01 | 130 |
| 2016: HENNESSEY PUBLIC SCHOOLS 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 125 |
| Total of all active and inactive participants | 2016-12-01 | 125 |
| Total participants | 2016-12-01 | 125 |
| 2015: HENNESSEY PUBLIC SCHOOLS 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 117 |
| Total of all active and inactive participants | 2015-12-01 | 117 |
| Total participants | 2015-12-01 | 117 |
| 2014: HENNESSEY PUBLIC SCHOOLS 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 112 |
| Total of all active and inactive participants | 2014-12-01 | 112 |
| Total participants | 2014-12-01 | 112 |
| 2013: HENNESSEY PUBLIC SCHOOLS 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 103 |
| Total of all active and inactive participants | 2013-12-01 | 103 |
| Total participants | 2013-12-01 | 103 |
| Number of participants with account balances | 2013-12-01 | 103 |
| 2012: HENNESSEY PUBLIC SCHOOLS 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 105 |
| Total of all active and inactive participants | 2012-12-01 | 105 |
| Total participants | 2012-12-01 | 105 |
| Number of participants with account balances | 2012-12-01 | 105 |
| 2010: HENNESSEY PUBLIC SCHOOLS 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 103 |
| Total of all active and inactive participants | 2010-12-01 | 103 |
| Total participants | 2010-12-01 | 103 |
| Number of participants with account balances | 2010-12-01 | 103 |
| Total participants, beginning-of-year | 2010-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 104 |
| Total of all active and inactive participants | 2010-01-01 | 104 |
| Total participants | 2010-01-01 | 104 |
| Number of participants with account balances | 2010-01-01 | 104 |
| Measure | Date | Value |
|---|
| 2017 : HENNESSEY PUBLIC SCHOOLS 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-11-30 | $-7,389 |
| Total plan liabilities at end of year | 2017-11-30 | $0 |
| Total plan liabilities at beginning of year | 2017-11-30 | $0 |
| Total income from all sources | 2017-11-30 | $7,389 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $0 |
| Total plan assets at end of year | 2017-11-30 | $0 |
| Total plan assets at beginning of year | 2017-11-30 | $0 |
| Total contributions received or receivable from participants | 2017-11-30 | $7,389 |
| Net income (gross income less expenses) | 2017-11-30 | $7,389 |
| Net plan assets at end of year (total assets less liabilities) | 2017-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-11-30 | $0 |
| 2016 : HENNESSEY PUBLIC SCHOOLS 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-11-30 | $-6,428 |
| Total plan liabilities at end of year | 2016-11-30 | $0 |
| Total plan liabilities at beginning of year | 2016-11-30 | $0 |
| Total income from all sources | 2016-11-30 | $6,428 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $0 |
| Total plan assets at end of year | 2016-11-30 | $0 |
| Total plan assets at beginning of year | 2016-11-30 | $0 |
| Total contributions received or receivable from participants | 2016-11-30 | $6,428 |
| Net income (gross income less expenses) | 2016-11-30 | $6,428 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $0 |
| 2015 : HENNESSEY PUBLIC SCHOOLS 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-11-30 | $-8,482 |
| Total plan liabilities at end of year | 2015-11-30 | $0 |
| Total plan liabilities at beginning of year | 2015-11-30 | $0 |
| Total income from all sources | 2015-11-30 | $8,482 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $0 |
| Total plan assets at end of year | 2015-11-30 | $0 |
| Total plan assets at beginning of year | 2015-11-30 | $0 |
| Total contributions received or receivable from participants | 2015-11-30 | $8,482 |
| Net income (gross income less expenses) | 2015-11-30 | $8,482 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $0 |
| 2014 : HENNESSEY PUBLIC SCHOOLS 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-11-30 | $-7,050 |
| Total plan liabilities at end of year | 2014-11-30 | $0 |
| Total plan liabilities at beginning of year | 2014-11-30 | $0 |
| Total income from all sources | 2014-11-30 | $7,050 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $0 |
| Total plan assets at end of year | 2014-11-30 | $0 |
| Total plan assets at beginning of year | 2014-11-30 | $0 |
| Total contributions received or receivable from participants | 2014-11-30 | $7,050 |
| Net income (gross income less expenses) | 2014-11-30 | $7,050 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $0 |
| 2013 : HENNESSEY PUBLIC SCHOOLS 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-11-30 | $7,195 |
| Total income from all sources | 2013-11-30 | $7,195 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $0 |
| Total contributions received or receivable from participants | 2013-11-30 | $7,195 |
| Net income (gross income less expenses) | 2013-11-30 | $7,195 |
| 2011 : HENNESSEY PUBLIC SCHOOLS 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-11-30 | $7,269 |
| Total income from all sources | 2011-11-30 | $7,269 |
| Total contributions received or receivable from participants | 2011-11-30 | $7,269 |
| Net income (gross income less expenses) | 2011-11-30 | $7,269 |
| 2010 : HENNESSEY PUBLIC SCHOOLS 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $7,452 |
| Total income from all sources | 2010-12-31 | $7,452 |
| Total contributions received or receivable from participants | 2010-12-31 | $7,452 |
| Net income (gross income less expenses) | 2010-12-31 | $7,452 |
| 2021: HENNESSEY PUBLIC SCHOOLS 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: HENNESSEY PUBLIC SCHOOLS 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: HENNESSEY PUBLIC SCHOOLS 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: HENNESSEY PUBLIC SCHOOLS 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: HENNESSEY PUBLIC SCHOOLS 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: HENNESSEY PUBLIC SCHOOLS 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: HENNESSEY PUBLIC SCHOOLS 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Submission has been amended | No |
| 2015-12-01 | This submission is the final filing | No |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-01 | Plan is a collectively bargained plan | No |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: HENNESSEY PUBLIC SCHOOLS 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | No |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: HENNESSEY PUBLIC SCHOOLS 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | No |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: HENNESSEY PUBLIC SCHOOLS 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: HENNESSEY PUBLIC SCHOOLS 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Single employer plan |
| 2010-12-01 | Submission has been amended | Yes |
| 2010-12-01 | This submission is the final filing | No |
| 2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-12-01 | Plan is a collectively bargained plan | No |
| 2010-12-01 | Plan funding arrangement – Insurance | Yes |
| 2010-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925297 |
| Policy instance | 1 |
| Insurance contract or identification number | 925297 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $741 | | Total amount of fees paid to insurance company | USD $741 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,403 | | Commission paid to Insurance Broker | USD $741 | | Amount paid for insurance broker fees | 741 | | Additional information about fees paid to insurance broker | FACILIATE AND ADMINISTRATER LIFE INSURANCE PROGRAM | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925297 |
| Policy instance | 1 |
| Insurance contract or identification number | 925297 | | Number of Individuals Covered | 135 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $799 | | Total amount of fees paid to insurance company | USD $799 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $799 | | Amount paid for insurance broker fees | 799 | | Additional information about fees paid to insurance broker | FACILIATE AND ADMINISTER LIFE INSURANCE PROGRAM | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925297 |
| Policy instance | 1 |
| Insurance contract or identification number | 925297 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $818 | | Total amount of fees paid to insurance company | USD $818 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,425 | | Commission paid to Insurance Broker | USD $818 | | Amount paid for insurance broker fees | 818 | | Additional information about fees paid to insurance broker | FACILITATE AND ADMINISTER LIFE INSURANCE PROGRAM | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 136 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $892 | | Total amount of fees paid to insurance company | USD $892 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,402 | | Commission paid to Insurance Broker | USD $892 | | Amount paid for insurance broker fees | 892 | | Additional information about fees paid to insurance broker | FACILITATE AND ADMINISTER LIFE INSURANCE PROGRAM | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P07314 |
| Policy instance | 1 |
| Insurance contract or identification number | P07314 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $749 | | Total amount of fees paid to insurance company | USD $162 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $8,106 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P07314 |
| Policy instance | 1 |
| Insurance contract or identification number | P07314 | | Number of Individuals Covered | 117 | | Insurance policy start date | 2015-12-01 | | Insurance policy end date | 2016-11-30 | | Total amount of commissions paid to insurance broker | USD $614 | | Total amount of fees paid to insurance company | USD $129 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,428 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $614 | | Amount paid for insurance broker fees | 129 | | Additional information about fees paid to insurance broker | FACILITATE AND ADMINISTER LIFE INSURANCE PROGRAM. | | Insurance broker organization code? | 3 | | Insurance broker name | PREMIER CONSULTING PARTNERS LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P07314 |
| Policy instance | 1 |
| Insurance contract or identification number | P07314 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $779 | | Total amount of fees paid to insurance company | USD $170 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $8,482 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $779 | | Amount paid for insurance broker fees | 170 | | Additional information about fees paid to insurance broker | FACILITATE AND ADMINISTER LIFE INSURANCE PROGRAM. | | Insurance broker organization code? | 3 | | Insurance broker name | PREMIER CONSULTING PARTNERS LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P07314 |
| Policy instance | 1 |
| Insurance contract or identification number | P07314 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2013-12-01 | | Insurance policy end date | 2014-11-30 | | Total amount of commissions paid to insurance broker | USD $664 | | Total amount of fees paid to insurance company | USD $141 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,050 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $384 | | Amount paid for insurance broker fees | 77 | | Additional information about fees paid to insurance broker | SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | PREMIER CONSULTING PARTNERS LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P017314 |
| Policy instance | 1 |
| Insurance contract or identification number | P017314 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | Total amount of commissions paid to insurance broker | USD $676 | | Total amount of fees paid to insurance company | USD $144 | | 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? | No | | 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 | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,195 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $676 | | Amount paid for insurance broker fees | 144 | | Additional information about fees paid to insurance broker | SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | BAINS/WEST BENEFITS INC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P07314 |
| Policy instance | 1 |
| Insurance contract or identification number | P07314 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2009-12-01 | | Insurance policy end date | 2010-11-30 | | Total amount of commissions paid to insurance broker | USD $688 | | Total amount of fees paid to insurance company | USD $147 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,452 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $688 | | Amount paid for insurance broker fees | 147 | | Additional information about fees paid to insurance broker | SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | WADEL & ASSOC LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P7314 |
| Policy instance | 1 |
| Insurance contract or identification number | P7314 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2010-12-01 | | Insurance policy end date | 2011-11-30 | | Total amount of commissions paid to insurance broker | USD $682 | | Total amount of fees paid to insurance company | USD $145 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,269 |
|
