DEAN WORD COMPANY LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN
Measure | Date | Value |
---|
2022 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data |
---|
Total plan liabilities at end of year | 2022-12-31 | $163,126 |
Total plan liabilities at beginning of year | 2022-12-31 | $436,746 |
Total income from all sources | 2022-12-31 | $665,402 |
Expenses. Total of all expenses incurred | 2022-12-31 | $391,782 |
Benefits paid (including direct rollovers) | 2022-12-31 | $353,371 |
Total contributions received or receivable from participants | 2022-12-31 | $183,288 |
Net income (gross income less expenses) | 2022-12-31 | $273,620 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-163,126 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-436,746 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $482,114 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $38,411 |
2021 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-12-31 | $436,746 |
Total plan liabilities at beginning of year | 2021-12-31 | $421,342 |
Total income from all sources | 2021-12-31 | $1,038,473 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,053,877 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,018,217 |
Total contributions received or receivable from participants | 2021-12-31 | $151,680 |
Net income (gross income less expenses) | 2021-12-31 | $-15,404 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-436,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-421,342 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $886,793 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $35,660 |
2020 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $421,342 |
Total plan liabilities at beginning of year | 2020-12-31 | $292,894 |
Total income from all sources | 2020-12-31 | $718,828 |
Expenses. Total of all expenses incurred | 2020-12-31 | $847,276 |
Benefits paid (including direct rollovers) | 2020-12-31 | $809,695 |
Total contributions received or receivable from participants | 2020-12-31 | $222,457 |
Net income (gross income less expenses) | 2020-12-31 | $-128,448 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-421,342 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-292,894 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $496,371 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $37,581 |
2019 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $292,894 |
Total plan liabilities at beginning of year | 2019-12-31 | $154,469 |
Total income from all sources | 2019-12-31 | $579,534 |
Expenses. Total of all expenses incurred | 2019-12-31 | $717,959 |
Benefits paid (including direct rollovers) | 2019-12-31 | $681,279 |
Total contributions received or receivable from participants | 2019-12-31 | $233,054 |
Net income (gross income less expenses) | 2019-12-31 | $-138,425 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-292,894 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-154,469 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $346,480 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $36,680 |
2018 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $154,469 |
Total plan liabilities at beginning of year | 2018-12-31 | $182,251 |
Total income from all sources | 2018-12-31 | $563,703 |
Expenses. Total of all expenses incurred | 2018-12-31 | $535,921 |
Benefits paid (including direct rollovers) | 2018-12-31 | $482,645 |
Total contributions received or receivable from participants | 2018-12-31 | $218,933 |
Net income (gross income less expenses) | 2018-12-31 | $27,782 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-154,469 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-182,251 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $344,770 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $53,276 |
2017 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $182,251 |
Total plan liabilities at beginning of year | 2017-12-31 | $230,058 |
Total income from all sources | 2017-12-31 | $636,459 |
Expenses. Total of all expenses incurred | 2017-12-31 | $588,652 |
Benefits paid (including direct rollovers) | 2017-12-31 | $449,780 |
Total contributions received or receivable from participants | 2017-12-31 | $230,714 |
Net income (gross income less expenses) | 2017-12-31 | $47,807 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-182,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-230,058 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $405,745 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $138,872 |
2016 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $230,058 |
Total plan liabilities at beginning of year | 2016-12-31 | $133,343 |
Total income from all sources | 2016-12-31 | $715,104 |
Expenses. Total of all expenses incurred | 2016-12-31 | $811,819 |
Benefits paid (including direct rollovers) | 2016-12-31 | $365,385 |
Total contributions received or receivable from participants | 2016-12-31 | $270,335 |
Net income (gross income less expenses) | 2016-12-31 | $-96,715 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-230,058 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-133,343 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $444,769 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $446,434 |
2015 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $133,343 |
Total plan liabilities at beginning of year | 2015-12-31 | $88,538 |
Total income from all sources | 2015-12-31 | $922,589 |
Expenses. Total of all expenses incurred | 2015-12-31 | $967,394 |
Benefits paid (including direct rollovers) | 2015-12-31 | $623,694 |
Total contributions received or receivable from participants | 2015-12-31 | $194,399 |
Net income (gross income less expenses) | 2015-12-31 | $-44,805 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $-133,343 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-88,538 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $728,190 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $343,700 |
2014 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $88,538 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $109,885 |
Total income from all sources (including contributions) | 2014-12-31 | $654,627 |
Total of all expenses incurred | 2014-12-31 | $636,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $327,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $654,627 |
Value of total assets at end of year | 2014-12-31 | $0 |
Value of total assets at beginning of year | 2014-12-31 | $2,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $308,908 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $32,846 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $18,577 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-88,538 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-107,115 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,770 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $621,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $327,142 |
Contract administrator fees | 2014-12-31 | $308,908 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $88,538 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $109,885 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, PC |
Accountancy firm EIN | 2014-12-31 | 742606559 |
2013 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $109,885 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $70,867 |
Total income from all sources (including contributions) | 2013-12-31 | $712,539 |
Total of all expenses incurred | 2013-12-31 | $758,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $403,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $712,539 |
Value of total assets at end of year | 2013-12-31 | $2,770 |
Value of total assets at beginning of year | 2013-12-31 | $9,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $355,119 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $135,727 |
Participant contributions at beginning of year | 2013-12-31 | $4,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-45,712 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-107,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-61,403 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,770 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,974 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $576,812 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $403,132 |
Contract administrator fees | 2013-12-31 | $355,119 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $109,885 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $70,867 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, PC |
Accountancy firm EIN | 2013-12-31 | 742606559 |
2012 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $70,867 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $149,133 |
Total income from all sources (including contributions) | 2012-12-31 | $545,654 |
Total of all expenses incurred | 2012-12-31 | $458,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $221,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $545,654 |
Value of total assets at end of year | 2012-12-31 | $9,464 |
Value of total assets at beginning of year | 2012-12-31 | $745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $237,169 |
Total interest from all sources | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $131,232 |
Participant contributions at end of year | 2012-12-31 | $4,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $86,985 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-61,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-148,388 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,974 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $745 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $745 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $414,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $221,500 |
Contract administrator fees | 2012-12-31 | $237,169 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $70,867 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $149,133 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, PC |
Accountancy firm EIN | 2012-12-31 | 742606559 |
2011 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $149,133 |
Total income from all sources (including contributions) | 2011-12-31 | $469,947 |
Total of all expenses incurred | 2011-12-31 | $618,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $588,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $469,941 |
Value of total assets at end of year | 2011-12-31 | $745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $29,946 |
Total interest from all sources | 2011-12-31 | $6 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $128,535 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-148,388 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $-148,388 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $745 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $341,406 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $588,389 |
Contract administrator fees | 2011-12-31 | $29,946 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $149,133 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2011-12-31 | 742606559 |
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5933600 |
Policy instance | 3 |
Insurance contract or identification number | 5933600 | Number of Individuals Covered | 173 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $4,305 | Total amount of fees paid to insurance company | USD $1,243 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $42,363 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,305 | Amount paid for insurance broker fees | 1243 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31619 |
Policy instance | 2 |
Insurance contract or identification number | HCL31619 | Number of Individuals Covered | 48 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $2,379 | Total amount of fees paid to insurance company | USD $30,459 | Welfare Benefit Premiums Paid to Carrier | USD $318,651 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 16594 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Commission paid to Insurance Broker | USD $2,379 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCCLOT40459 |
Policy instance | 1 |
Insurance contract or identification number | HCCLOT40459 | Number of Individuals Covered | 48 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ORGAN AND TISSUE TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $7,037 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31619 |
Policy instance | 2 |
Insurance contract or identification number | HCL31619 | Number of Individuals Covered | 59 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $17,245 | Total amount of fees paid to insurance company | USD $18,415 | Welfare Benefit Premiums Paid to Carrier | USD $322,140 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,245 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 11021 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCCLOT40459 |
Policy instance | 1 |
Insurance contract or identification number | HCCLOT40459 | Number of Individuals Covered | 59 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ORGAN AND TISSUE TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $6,888 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31619 |
Policy instance | 2 |
Insurance contract or identification number | HCL31619 | Number of Individuals Covered | 62 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $37,580 | Welfare Benefit Premiums Paid to Carrier | USD $272,950 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 19062 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCCLOT40459 |
Policy instance | 1 |
Insurance contract or identification number | HCCLOT40459 | Number of Individuals Covered | 62 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ORGAN AND TISSUE TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $6,674 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31619 |
Policy instance | 2 |
Insurance contract or identification number | HCL31619 | Number of Individuals Covered | 55 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $288,285 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCCLOT40459 |
Policy instance | 1 |
Insurance contract or identification number | HCCLOT40459 | Number of Individuals Covered | 55 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $736 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $7,363 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $736 | Insurance broker organization code? | 3 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31619 |
Policy instance | 1 |
Insurance contract or identification number | HCL31619 | Number of Individuals Covered | 66 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $341,206 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-6309 |
Policy instance | 2 |
Insurance contract or identification number | 947-6309 | Number of Individuals Covered | 60 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $722 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $7,219 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $722 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31619 |
Policy instance | 2 |
Insurance contract or identification number | HCL31619 | Number of Individuals Covered | 69 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $341,207 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-0650 |
Policy instance | 1 |
Insurance contract or identification number | 947-0650 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | TRANSPLANT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | GPA |
|
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-0650 |
Policy instance | 1 |
Insurance contract or identification number | 947-0650 | Number of Individuals Covered | 73 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $818 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $8,185 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $818 | Insurance broker organization code? | 3 | Insurance broker name | GPA |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31619 |
Policy instance | 2 |
Insurance contract or identification number | HCL31619 | Number of Individuals Covered | 72 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $288,791 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 949-3942 |
Policy instance | 1 |
Insurance contract or identification number | 949-3942 | Number of Individuals Covered | 58 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $7,638 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $236,995 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,638 | Insurance broker name | GPA |
|
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 949-3942 |
Policy instance | 1 |
Insurance contract or identification number | 949-3942 | Number of Individuals Covered | 63 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $306,767 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 221549 |
Policy instance | 1 |
Insurance contract or identification number | 221549 | Number of Individuals Covered | 69 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $178,670 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker name | |
|
ACBG RISK RETENTION GROUP, LLC (National Association of Insurance Commissioners NAIC id number: 12557 ) |
Policy contract number | CI-008-11 |
Policy instance | 1 |
Insurance contract or identification number | CI-008-11 | Number of Individuals Covered | 61 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|