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PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 401k Plan overview

Plan NamePETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN
Plan identification number 501

PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

401k Sponsoring company profile

PETRO-HUNT, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:PETRO-HUNT, L.L.C.
Employer identification number (EIN):752756884
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

Additional information about PETRO-HUNT, L.L.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-11-29
Company Identification Number: 0801690835
Legal Registered Office Address: 2101 CEDAR SPRINGS RD STE 600

DALLAS
United States of America (USA)
75201

More information about PETRO-HUNT, L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-11-01
5012020-11-01
5012019-11-01
5012018-11-01
5012017-11-01
5012016-11-01TOM NELSON
5012015-11-01TOM NELSON
5012014-11-01TOM NELSON
5012013-11-01TOM NELSON
5012012-11-01TOM NELSON
5012011-11-01TOM NELSON
5012010-11-01TOM NELSON
5012009-11-01TOM NELSON
5012008-11-01

Plan Statistics for PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN

401k plan membership statisitcs for PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN

Measure Date Value
2021: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01236
Total number of active participants reported on line 7a of the Form 55002021-11-01244
Number of retired or separated participants receiving benefits2021-11-012
Number of other retired or separated participants entitled to future benefits2021-11-012
Total of all active and inactive participants2021-11-01248
Total participants2021-11-01248
2020: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01244
Total number of active participants reported on line 7a of the Form 55002020-11-01222
Number of retired or separated participants receiving benefits2020-11-017
Number of other retired or separated participants entitled to future benefits2020-11-017
Total of all active and inactive participants2020-11-01236
Total participants2020-11-01236
Number of employers contributing to the scheme2020-11-010
2019: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01241
Total number of active participants reported on line 7a of the Form 55002019-11-01228
Number of retired or separated participants receiving benefits2019-11-018
Number of other retired or separated participants entitled to future benefits2019-11-018
Total of all active and inactive participants2019-11-01244
Total participants2019-11-01244
Number of employers contributing to the scheme2019-11-010
2018: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01245
Total number of active participants reported on line 7a of the Form 55002018-11-01239
Number of retired or separated participants receiving benefits2018-11-011
Number of other retired or separated participants entitled to future benefits2018-11-011
Total of all active and inactive participants2018-11-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01241
Number of participants with account balances2018-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
Number of employers contributing to the scheme2018-11-010
2017: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01233
Total number of active participants reported on line 7a of the Form 55002017-11-01242
Number of retired or separated participants receiving benefits2017-11-013
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01245
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
Number of employers contributing to the scheme2017-11-010
2016: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01307
Total number of active participants reported on line 7a of the Form 55002016-11-01233
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01233
Number of participants with account balances2016-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
Number of employers contributing to the scheme2016-11-010
2015: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01284
Total number of active participants reported on line 7a of the Form 55002015-11-01256
Number of retired or separated participants receiving benefits2015-11-0145
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-016
Total participants2015-11-01307
Number of participants with account balances2015-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
Number of employers contributing to the scheme2015-11-010
2014: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01316
Total number of active participants reported on line 7a of the Form 55002014-11-01243
Number of retired or separated participants receiving benefits2014-11-0140
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-011
Total participants2014-11-01284
Number of participants with account balances2014-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
Number of employers contributing to the scheme2014-11-010
2013: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01320
Total number of active participants reported on line 7a of the Form 55002013-11-01307
Number of retired or separated participants receiving benefits2013-11-014
Number of other retired or separated participants entitled to future benefits2013-11-014
Total of all active and inactive participants2013-11-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-011
Total participants2013-11-01316
Number of participants with account balances2013-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
Number of employers contributing to the scheme2013-11-010
2012: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01272
Total number of active participants reported on line 7a of the Form 55002012-11-01311
Number of retired or separated participants receiving benefits2012-11-014
Number of other retired or separated participants entitled to future benefits2012-11-014
Total of all active and inactive participants2012-11-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-011
Total participants2012-11-01320
Number of participants with account balances2012-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
Number of employers contributing to the scheme2012-11-010
2011: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01264
Total number of active participants reported on line 7a of the Form 55002011-11-01244
Number of retired or separated participants receiving benefits2011-11-0126
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-012
Total participants2011-11-01272
Number of participants with account balances2011-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01246
Total number of active participants reported on line 7a of the Form 55002010-11-01240
Number of retired or separated participants receiving benefits2010-11-0124
Number of other retired or separated participants entitled to future benefits2010-11-010
Total of all active and inactive participants2010-11-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01264
Number of participants with account balances2010-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01246
Total number of active participants reported on line 7a of the Form 55002009-11-01225
Number of retired or separated participants receiving benefits2009-11-0120
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-011
Total participants2009-11-01246
Number of participants with account balances2009-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
Number of employers contributing to the scheme2009-11-010

Financial Data on PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN

Measure Date Value
2022 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$0
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets to this plan2022-10-31$0
Total transfer of assets from this plan2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Expenses. Interest paid2022-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-10-31$0
Total income from all sources (including contributions)2022-10-31$0
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$0
Expenses. Certain deemed distributions of participant loans2022-10-31$0
Value of total corrective distributions2022-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$0
Value of total assets at end of year2022-10-31$0
Value of total assets at beginning of year2022-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$0
Total income from rents2022-10-31$0
Total interest from all sources2022-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$0
Assets. Real estate other than employer real property at end of year2022-10-31$0
Assets. Real estate other than employer real property at beginning of year2022-10-31$0
Administrative expenses professional fees incurred2022-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-10-31$0
Was this plan covered by a fidelity bond2022-10-31No
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$0
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$0
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$0
Assets. Other investments not covered elsewhere at end of year2022-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$0
Assets. Loans (other than to participants) at end of year2022-10-31$0
Assets. Loans (other than to participants) at beginning of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$0
Other income not declared elsewhere2022-10-31$0
Administrative expenses (other) incurred2022-10-31$0
Liabilities. Value of operating payables at end of year2022-10-31$0
Liabilities. Value of operating payables at beginning of year2022-10-31$0
Total non interest bearing cash at end of year2022-10-31$0
Total non interest bearing cash at beginning of year2022-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Income. Non cash contributions2022-10-31$0
Value of net income/loss2022-10-31$0
Value of net assets at end of year (total assets less liabilities)2022-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Assets. partnership/joint venture interests at end of year2022-10-31$0
Assets. partnership/joint venture interests at beginning of year2022-10-31$0
Investment advisory and management fees2022-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$0
Value of interest in pooled separate accounts at end of year2022-10-31$0
Value of interest in pooled separate accounts at beginning of year2022-10-31$0
Interest on participant loans2022-10-31$0
Income. Interest from loans (other than to participants)2022-10-31$0
Interest earned on other investments2022-10-31$0
Income. Interest from US Government securities2022-10-31$0
Income. Interest from corporate debt instruments2022-10-31$0
Value of interest in master investment trust accounts at end of year2022-10-31$0
Value of interest in master investment trust accounts at beginning of year2022-10-31$0
Value of interest in common/collective trusts at end of year2022-10-31$0
Value of interest in common/collective trusts at beginning of year2022-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-10-31$0
Asset value of US Government securities at end of year2022-10-31$0
Asset value of US Government securities at beginning of year2022-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$0
Net investment gain/loss from pooled separate accounts2022-10-31$0
Net investment gain or loss from common/collective trusts2022-10-31$0
Net gain/loss from 103.12 investment entities2022-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Assets. Invements in employer securities at end of year2022-10-31$0
Assets. Invements in employer securities at beginning of year2022-10-31$0
Assets. Value of employer real property at end of year2022-10-31$0
Assets. Value of employer real property at beginning of year2022-10-31$0
Contributions received in cash from employer2022-10-31$0
Employer contributions (assets) at end of year2022-10-31$0
Employer contributions (assets) at beginning of year2022-10-31$0
Income. Dividends from preferred stock2022-10-31$0
Income. Dividends from common stock2022-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$0
Asset. Corporate debt instrument preferred debt at end of year2022-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-10-31$0
Contract administrator fees2022-10-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-10-31$0
Liabilities. Value of benefit claims payable at end of year2022-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-10-31$0
Did the plan have assets held for investment2022-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Aggregate proceeds on sale of assets2022-10-31$0
Aggregate carrying amount (costs) on sale of assets2022-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-10-31$0
2021 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$0
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total transfer of assets to this plan2021-10-31$0
Total transfer of assets from this plan2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Expenses. Interest paid2021-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-10-31$0
Total income from all sources (including contributions)2021-10-31$0
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$0
Expenses. Certain deemed distributions of participant loans2021-10-31$0
Value of total corrective distributions2021-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$0
Value of total assets at end of year2021-10-31$0
Value of total assets at beginning of year2021-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$0
Total interest from all sources2021-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$0
Assets. Real estate other than employer real property at end of year2021-10-31$0
Assets. Real estate other than employer real property at beginning of year2021-10-31$0
Administrative expenses professional fees incurred2021-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-10-31$0
Was this plan covered by a fidelity bond2021-10-31No
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$0
Participant contributions at end of year2021-10-31$0
Participant contributions at beginning of year2021-10-31$0
Participant contributions at end of year2021-10-31$0
Participant contributions at beginning of year2021-10-31$0
Assets. Other investments not covered elsewhere at end of year2021-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-31$0
Assets. Loans (other than to participants) at end of year2021-10-31$0
Assets. Loans (other than to participants) at beginning of year2021-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-10-31$0
Other income not declared elsewhere2021-10-31$0
Administrative expenses (other) incurred2021-10-31$0
Liabilities. Value of operating payables at end of year2021-10-31$0
Liabilities. Value of operating payables at beginning of year2021-10-31$0
Total non interest bearing cash at end of year2021-10-31$0
Total non interest bearing cash at beginning of year2021-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Income. Non cash contributions2021-10-31$0
Value of net income/loss2021-10-31$0
Value of net assets at end of year (total assets less liabilities)2021-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Assets. partnership/joint venture interests at end of year2021-10-31$0
Assets. partnership/joint venture interests at beginning of year2021-10-31$0
Investment advisory and management fees2021-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$0
Value of interest in pooled separate accounts at end of year2021-10-31$0
Value of interest in pooled separate accounts at beginning of year2021-10-31$0
Interest on participant loans2021-10-31$0
Income. Interest from loans (other than to participants)2021-10-31$0
Interest earned on other investments2021-10-31$0
Income. Interest from US Government securities2021-10-31$0
Income. Interest from corporate debt instruments2021-10-31$0
Value of interest in master investment trust accounts at end of year2021-10-31$0
Value of interest in master investment trust accounts at beginning of year2021-10-31$0
Value of interest in common/collective trusts at end of year2021-10-31$0
Value of interest in common/collective trusts at beginning of year2021-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-10-31$0
Asset value of US Government securities at end of year2021-10-31$0
Asset value of US Government securities at beginning of year2021-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$0
Net investment gain/loss from pooled separate accounts2021-10-31$0
Net investment gain or loss from common/collective trusts2021-10-31$0
Net gain/loss from 103.12 investment entities2021-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Assets. Invements in employer securities at end of year2021-10-31$0
Assets. Invements in employer securities at beginning of year2021-10-31$0
Assets. Value of employer real property at end of year2021-10-31$0
Assets. Value of employer real property at beginning of year2021-10-31$0
Contributions received in cash from employer2021-10-31$0
Employer contributions (assets) at end of year2021-10-31$0
Employer contributions (assets) at beginning of year2021-10-31$0
Income. Dividends from preferred stock2021-10-31$0
Income. Dividends from common stock2021-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$0
Asset. Corporate debt instrument preferred debt at end of year2021-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-10-31$0
Contract administrator fees2021-10-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-10-31$0
Liabilities. Value of benefit claims payable at end of year2021-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-10-31$0
Did the plan have assets held for investment2021-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Aggregate proceeds on sale of assets2021-10-31$0
Aggregate carrying amount (costs) on sale of assets2021-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-10-31$0
2020 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$0
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total transfer of assets to this plan2020-10-31$0
Total transfer of assets from this plan2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Expenses. Interest paid2020-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-10-31$0
Total income from all sources (including contributions)2020-10-31$0
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$0
Expenses. Certain deemed distributions of participant loans2020-10-31$0
Value of total corrective distributions2020-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$0
Value of total assets at end of year2020-10-31$0
Value of total assets at beginning of year2020-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$0
Total income from rents2020-10-31$0
Total interest from all sources2020-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$0
Assets. Real estate other than employer real property at end of year2020-10-31$0
Assets. Real estate other than employer real property at beginning of year2020-10-31$0
Administrative expenses professional fees incurred2020-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-10-31$0
Was this plan covered by a fidelity bond2020-10-31No
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$0
Participant contributions at end of year2020-10-31$0
Participant contributions at beginning of year2020-10-31$0
Participant contributions at end of year2020-10-31$0
Participant contributions at beginning of year2020-10-31$0
Assets. Other investments not covered elsewhere at end of year2020-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$0
Assets. Loans (other than to participants) at end of year2020-10-31$0
Assets. Loans (other than to participants) at beginning of year2020-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$0
Other income not declared elsewhere2020-10-31$0
Administrative expenses (other) incurred2020-10-31$0
Liabilities. Value of operating payables at end of year2020-10-31$0
Liabilities. Value of operating payables at beginning of year2020-10-31$0
Total non interest bearing cash at end of year2020-10-31$0
Total non interest bearing cash at beginning of year2020-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Income. Non cash contributions2020-10-31$0
Value of net income/loss2020-10-31$0
Value of net assets at end of year (total assets less liabilities)2020-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Assets. partnership/joint venture interests at end of year2020-10-31$0
Assets. partnership/joint venture interests at beginning of year2020-10-31$0
Investment advisory and management fees2020-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$0
Value of interest in pooled separate accounts at end of year2020-10-31$0
Value of interest in pooled separate accounts at beginning of year2020-10-31$0
Interest on participant loans2020-10-31$0
Income. Interest from loans (other than to participants)2020-10-31$0
Interest earned on other investments2020-10-31$0
Income. Interest from US Government securities2020-10-31$0
Income. Interest from corporate debt instruments2020-10-31$0
Value of interest in master investment trust accounts at end of year2020-10-31$0
Value of interest in master investment trust accounts at beginning of year2020-10-31$0
Value of interest in common/collective trusts at end of year2020-10-31$0
Value of interest in common/collective trusts at beginning of year2020-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-10-31$0
Asset value of US Government securities at end of year2020-10-31$0
Asset value of US Government securities at beginning of year2020-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$0
Net investment gain/loss from pooled separate accounts2020-10-31$0
Net investment gain or loss from common/collective trusts2020-10-31$0
Net gain/loss from 103.12 investment entities2020-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Assets. Invements in employer securities at end of year2020-10-31$0
Assets. Invements in employer securities at beginning of year2020-10-31$0
Assets. Value of employer real property at end of year2020-10-31$0
Assets. Value of employer real property at beginning of year2020-10-31$0
Contributions received in cash from employer2020-10-31$0
Employer contributions (assets) at end of year2020-10-31$0
Employer contributions (assets) at beginning of year2020-10-31$0
Income. Dividends from preferred stock2020-10-31$0
Income. Dividends from common stock2020-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$0
Asset. Corporate debt instrument preferred debt at end of year2020-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-10-31$0
Contract administrator fees2020-10-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-10-31$0
Liabilities. Value of benefit claims payable at end of year2020-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-10-31$0
Did the plan have assets held for investment2020-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Aggregate proceeds on sale of assets2020-10-31$0
Aggregate carrying amount (costs) on sale of assets2020-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-10-31$0
2019 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$0
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total transfer of assets to this plan2019-10-31$0
Total transfer of assets from this plan2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Expenses. Interest paid2019-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-10-31$0
Total income from all sources (including contributions)2019-10-31$0
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$0
Expenses. Certain deemed distributions of participant loans2019-10-31$0
Value of total corrective distributions2019-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$0
Value of total assets at end of year2019-10-31$0
Value of total assets at beginning of year2019-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$0
Total income from rents2019-10-31$0
Total interest from all sources2019-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$0
Assets. Real estate other than employer real property at end of year2019-10-31$0
Assets. Real estate other than employer real property at beginning of year2019-10-31$0
Administrative expenses professional fees incurred2019-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-10-31$0
Was this plan covered by a fidelity bond2019-10-31No
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$0
Participant contributions at end of year2019-10-31$0
Participant contributions at beginning of year2019-10-31$0
Participant contributions at end of year2019-10-31$0
Participant contributions at beginning of year2019-10-31$0
Assets. Other investments not covered elsewhere at end of year2019-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$0
Assets. Loans (other than to participants) at end of year2019-10-31$0
Assets. Loans (other than to participants) at beginning of year2019-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-10-31$0
Other income not declared elsewhere2019-10-31$0
Administrative expenses (other) incurred2019-10-31$0
Liabilities. Value of operating payables at end of year2019-10-31$0
Liabilities. Value of operating payables at beginning of year2019-10-31$0
Total non interest bearing cash at end of year2019-10-31$0
Total non interest bearing cash at beginning of year2019-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Income. Non cash contributions2019-10-31$0
Value of net income/loss2019-10-31$0
Value of net assets at end of year (total assets less liabilities)2019-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Assets. partnership/joint venture interests at end of year2019-10-31$0
Assets. partnership/joint venture interests at beginning of year2019-10-31$0
Investment advisory and management fees2019-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$0
Value of interest in pooled separate accounts at end of year2019-10-31$0
Value of interest in pooled separate accounts at beginning of year2019-10-31$0
Interest on participant loans2019-10-31$0
Income. Interest from loans (other than to participants)2019-10-31$0
Interest earned on other investments2019-10-31$0
Income. Interest from US Government securities2019-10-31$0
Income. Interest from corporate debt instruments2019-10-31$0
Value of interest in master investment trust accounts at end of year2019-10-31$0
Value of interest in master investment trust accounts at beginning of year2019-10-31$0
Value of interest in common/collective trusts at end of year2019-10-31$0
Value of interest in common/collective trusts at beginning of year2019-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-10-31$0
Asset value of US Government securities at end of year2019-10-31$0
Asset value of US Government securities at beginning of year2019-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$0
Net investment gain/loss from pooled separate accounts2019-10-31$0
Net investment gain or loss from common/collective trusts2019-10-31$0
Net gain/loss from 103.12 investment entities2019-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Assets. Invements in employer securities at end of year2019-10-31$0
Assets. Invements in employer securities at beginning of year2019-10-31$0
Assets. Value of employer real property at end of year2019-10-31$0
Assets. Value of employer real property at beginning of year2019-10-31$0
Contributions received in cash from employer2019-10-31$0
Employer contributions (assets) at end of year2019-10-31$0
Employer contributions (assets) at beginning of year2019-10-31$0
Income. Dividends from preferred stock2019-10-31$0
Income. Dividends from common stock2019-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-10-31$0
Contract administrator fees2019-10-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-10-31$0
Liabilities. Value of benefit claims payable at end of year2019-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-10-31$0
Did the plan have assets held for investment2019-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Aggregate proceeds on sale of assets2019-10-31$0
Aggregate carrying amount (costs) on sale of assets2019-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-10-31$0
2018 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$0
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$0
Value of total assets at end of year2018-10-31$0
Value of total assets at beginning of year2018-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$0
Total interest from all sources2018-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Was this plan covered by a fidelity bond2018-10-31No
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$0
Value of net assets at end of year (total assets less liabilities)2018-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
2017 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$0
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$0
Value of total assets at end of year2017-10-31$0
Value of total assets at beginning of year2017-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$0
Total interest from all sources2017-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31No
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$0
Value of net assets at end of year (total assets less liabilities)2017-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-10-31No
Did the plan have assets held for investment2017-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
2016 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$0
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$0
Value of total assets at end of year2016-10-31$0
Value of total assets at beginning of year2016-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$0
Total interest from all sources2016-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Was this plan covered by a fidelity bond2016-10-31No
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$0
Value of net assets at end of year (total assets less liabilities)2016-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-10-31No
Did the plan have assets held for investment2016-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
2015 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$0
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$0
Value of total assets at end of year2015-10-31$0
Value of total assets at beginning of year2015-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$0
Total interest from all sources2015-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Was this plan covered by a fidelity bond2015-10-31No
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$0
Value of net assets at end of year (total assets less liabilities)2015-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-10-31No
Did the plan have assets held for investment2015-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
2014 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$0
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$0
Value of total assets at end of year2014-10-31$0
Value of total assets at beginning of year2014-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$0
Total interest from all sources2014-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31No
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$0
Value of net assets at end of year (total assets less liabilities)2014-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-10-31No
Did the plan have assets held for investment2014-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
2013 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$0
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$0
Value of total assets at end of year2013-10-31$0
Value of total assets at beginning of year2013-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$0
Total interest from all sources2013-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Was this plan covered by a fidelity bond2013-10-31No
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$0
Value of net assets at end of year (total assets less liabilities)2013-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31No
Did the plan have assets held for investment2013-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
2012 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2012 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Was this plan covered by a fidelity bond2012-10-31No
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Did the plan have assets held for investment2012-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
2011 : PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2011 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31No
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Did the plan have assets held for investment2011-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No

Form 5500 Responses for PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN

2021: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – General assets of the sponsorYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – General assets of the sponsorYes
2020: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – General assets of the sponsorYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – General assets of the sponsorYes
2019: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – General assets of the sponsorYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – General assets of the sponsorYes
2018: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – General assets of the sponsorYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – General assets of the sponsorYes
2017: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – General assets of the sponsorYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – General assets of the sponsorYes
2016: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – General assets of the sponsorYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – General assets of the sponsorYes
2015: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – General assets of the sponsorYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – General assets of the sponsorYes
2014: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – General assets of the sponsorYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – General assets of the sponsorYes
2013: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – General assets of the sponsorYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – General assets of the sponsorYes
2012: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – General assets of the sponsorYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – General assets of the sponsorYes
2011: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – General assets of the sponsorYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement – General assets of the sponsorYes
2010: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – General assets of the sponsorYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement – General assets of the sponsorYes
2009: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – General assets of the sponsorYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – General assets of the sponsorYes
2008: PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDCOARRR
Policy instance 4
Insurance contract or identification numberGMDCOARRR
Number of Individuals Covered91
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $1,572
Total amount of fees paid to insurance companyUSD $596
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D VOLUNTARY STAND ALONE
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 CarrierUSD $10,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,572
Amount paid for insurance broker fees596
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD, OTHER COMPENSATION
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL35849
Policy instance 3
Insurance contract or identification numberHCL35849
Number of Individuals Covered244
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of fees paid to insurance companyUSD $63,146
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $1,190,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3623
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number875114G
Policy instance 2
Insurance contract or identification number875114G
Number of Individuals Covered227
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,211
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
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 CarrierUSD $195,267
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1323
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10026781001
Policy instance 1
Insurance contract or identification number10026781001
Number of Individuals Covered598
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $26,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10026781001
Policy instance 1
Insurance contract or identification number10026781001
Number of Individuals Covered521
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $20,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number875114G
Policy instance 2
Insurance contract or identification number875114G
Number of Individuals Covered205
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,233
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
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 CarrierUSD $157,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5233
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL35849
Policy instance 3
Insurance contract or identification numberHCL35849
Number of Individuals Covered222
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of fees paid to insurance companyUSD $44,733
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $828,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees44733
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDCOARRR
Policy instance 4
Insurance contract or identification numberGMDCOARRR
Number of Individuals Covered73
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $1,366
Total amount of fees paid to insurance companyUSD $526
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D VOLUNTARY STAND ALONE
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 CarrierUSD $9,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,366
Amount paid for insurance broker fees526
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD, OTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDCOARRR
Policy instance 4
Insurance contract or identification numberGMDCOARRR
Number of Individuals Covered78
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $1,443
Total amount of fees paid to insurance companyUSD $559
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D VOLUNTARY STAND ALONE
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 CarrierUSD $9,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,443
Amount paid for insurance broker fees559
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD, OTHER COMPENSATION
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 3
Insurance contract or identification numberEXRK
Number of Individuals Covered440
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $66,798
Total amount of fees paid to insurance companyUSD $23,057
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $816,709
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66,798
Amount paid for insurance broker fees23057
Additional information about fees paid to insurance brokerADMINISTRATION FEE, WRITING AGENT, SUPP COMPENSATION
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10026781001
Policy instance 1
Insurance contract or identification number10026781001
Number of Individuals Covered533
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $24,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number875114G
Policy instance 2
Insurance contract or identification number875114G
Number of Individuals Covered216
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,473
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
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 CarrierUSD $150,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3473
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10026781001
Policy instance 1
Insurance contract or identification number10026781001
Number of Individuals Covered537
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $23,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number875114G
Policy instance 2
Insurance contract or identification number875114G
Number of Individuals Covered220
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,805
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
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 CarrierUSD $163,957
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3805
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540250
Policy instance 3
Insurance contract or identification numberSLM540250
Number of Individuals Covered241
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $765,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDC0ARRR
Policy instance 4
Insurance contract or identification numberGMDC0ARRR
Number of Individuals Covered86
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $1,394
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D LIFE INSURANCE
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 CarrierUSD $9,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,394
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540250
Policy instance 3
Insurance contract or identification numberSLM540250
Number of Individuals Covered242
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $756,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberT66BA-P-050140
Policy instance 4
Insurance contract or identification numberT66BA-P-050140
Number of Individuals Covered64
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $1,272
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D LIFE INSURANCE
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 CarrierUSD $8,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number875114G
Policy instance 2
Insurance contract or identification number875114G
Number of Individuals Covered224
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,714
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
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 CarrierUSD $152,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10026781001
Policy instance 1
Insurance contract or identification number10026781001
Number of Individuals Covered537
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $21,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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