BEE SWEET CITRUS, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: BEE SWEET CITRUS, INC 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 152 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 128 |
| Total of all active and inactive participants | 2023-01-01 | 128 |
| 2022: BEE SWEET CITRUS, INC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 154 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 136 |
| Total of all active and inactive participants | 2022-01-01 | 136 |
| 2021: BEE SWEET CITRUS, INC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 131 |
| Total of all active and inactive participants | 2021-01-01 | 131 |
| 2020: BEE SWEET CITRUS, INC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 234 |
| Total of all active and inactive participants | 2020-01-01 | 234 |
| 2019: BEE SWEET CITRUS, INC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 200 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 260 |
| Total of all active and inactive participants | 2019-01-01 | 260 |
| 2018: BEE SWEET CITRUS, INC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 363 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 176 |
| Total of all active and inactive participants | 2018-01-01 | 176 |
| 2017: BEE SWEET CITRUS, INC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 453 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 286 |
| Total of all active and inactive participants | 2017-01-01 | 286 |
| 2016: BEE SWEET CITRUS, INC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 373 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 370 |
| Total of all active and inactive participants | 2016-01-01 | 370 |
| 2015: BEE SWEET CITRUS, INC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 492 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 278 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
| Total of all active and inactive participants | 2015-03-01 | 278 |
| 2014: BEE SWEET CITRUS, INC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 482 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 0 |
| Total of all active and inactive participants | 2014-03-01 | 482 |
| 2013: BEE SWEET CITRUS, INC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 70 |
| Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 0 |
| Total of all active and inactive participants | 2013-03-01 | 70 |
| 2012: BEE SWEET CITRUS, INC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 68 |
| Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 0 |
| Total of all active and inactive participants | 2012-03-01 | 68 |
| 2011: BEE SWEET CITRUS, INC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 69 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
| Total of all active and inactive participants | 2011-03-01 | 69 |
| 2010: BEE SWEET CITRUS, INC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 67 |
| Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 0 |
| Total of all active and inactive participants | 2010-03-01 | 67 |
| 2009: BEE SWEET CITRUS, INC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 67 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 0 |
| Total of all active and inactive participants | 2009-03-01 | 67 |
| Measure | Date | Value |
|---|
| 2015 : BEE SWEET CITRUS, INC 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-02-28 | $29,669 |
| Total plan liabilities at beginning of year | 2015-02-28 | $14,351 |
| Total income from all sources | 2015-02-28 | $152,961 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $177,106 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $98,686 |
| Total plan assets at end of year | 2015-02-28 | $30,741 |
| Total plan assets at beginning of year | 2015-02-28 | $39,568 |
| Value of fidelity bond covering the plan | 2015-02-28 | $10,000 |
| Contributions received from other sources (not participants or employers) | 2015-02-28 | $123 |
| Net income (gross income less expenses) | 2015-02-28 | $-24,145 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $1,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $25,217 |
| Total contributions received or receivable from employer(s) | 2015-02-28 | $152,838 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $78,420 |
| 2014 : BEE SWEET CITRUS, INC 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-02-28 | $14,351 |
| Total plan liabilities at beginning of year | 2014-02-28 | $25,171 |
| Total income from all sources | 2014-02-28 | $149,502 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $125,568 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $73,556 |
| Total plan assets at end of year | 2014-02-28 | $39,568 |
| Total plan assets at beginning of year | 2014-02-28 | $26,454 |
| Value of fidelity bond covering the plan | 2014-02-28 | $10,000 |
| Total contributions received or receivable from participants | 2014-02-28 | $1,507 |
| Contributions received from other sources (not participants or employers) | 2014-02-28 | $26,660 |
| Net income (gross income less expenses) | 2014-02-28 | $23,934 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $25,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $1,283 |
| Total contributions received or receivable from employer(s) | 2014-02-28 | $121,335 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $52,012 |
| 2013 : BEE SWEET CITRUS, INC 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-02-28 | $25,171 |
| Total plan liabilities at beginning of year | 2013-02-28 | $17,083 |
| Total income from all sources | 2013-02-28 | $132,802 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $133,960 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $71,855 |
| Total plan assets at end of year | 2013-02-28 | $26,454 |
| Total plan assets at beginning of year | 2013-02-28 | $19,524 |
| Value of fidelity bond covering the plan | 2013-02-28 | $10,000 |
| Total contributions received or receivable from participants | 2013-02-28 | $1,575 |
| Net income (gross income less expenses) | 2013-02-28 | $-1,158 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $1,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $2,441 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $131,227 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $62,105 |
| 2012 : BEE SWEET CITRUS, INC 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-02-29 | $17,083 |
| Total plan liabilities at beginning of year | 2012-02-29 | $15,890 |
| Total income from all sources | 2012-02-29 | $124,594 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $123,849 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $62,604 |
| Total plan assets at end of year | 2012-02-29 | $19,524 |
| Total plan assets at beginning of year | 2012-02-29 | $17,586 |
| Value of fidelity bond covering the plan | 2012-02-29 | $10,000 |
| Total contributions received or receivable from participants | 2012-02-29 | $1,272 |
| Expenses. Other expenses not covered elsewhere | 2012-02-29 | $61,245 |
| Contributions received from other sources (not participants or employers) | 2012-02-29 | $2,880 |
| Net income (gross income less expenses) | 2012-02-29 | $745 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $2,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $1,696 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $120,442 |
| 2011 : BEE SWEET CITRUS, INC 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-02-28 | $15,890 |
| Total plan liabilities at beginning of year | 2011-02-28 | $9,899 |
| Total income from all sources | 2011-02-28 | $126,765 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $132,246 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $73,624 |
| Total plan assets at end of year | 2011-02-28 | $17,586 |
| Total plan assets at beginning of year | 2011-02-28 | $17,076 |
| Value of fidelity bond covering the plan | 2011-02-28 | $75,000 |
| Expenses. Other expenses not covered elsewhere | 2011-02-28 | $58,622 |
| Contributions received from other sources (not participants or employers) | 2011-02-28 | $2,861 |
| Net income (gross income less expenses) | 2011-02-28 | $-5,481 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $1,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $7,177 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $123,904 |
| 2023: BEE SWEET CITRUS, INC 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: BEE SWEET CITRUS, INC 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: BEE SWEET CITRUS, INC 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: BEE SWEET CITRUS, INC 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: BEE SWEET CITRUS, INC 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: BEE SWEET CITRUS, INC 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: BEE SWEET CITRUS, INC 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: BEE SWEET CITRUS, INC 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: BEE SWEET CITRUS, INC 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Submission has been amended | No |
| 2015-03-01 | This submission is the final filing | No |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-03-01 | Plan is a collectively bargained plan | No |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: BEE SWEET CITRUS, INC 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Submission has been amended | No |
| 2014-03-01 | This submission is the final filing | No |
| 2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-03-01 | Plan is a collectively bargained plan | No |
| 2014-03-01 | Plan funding arrangement – Insurance | Yes |
| 2014-03-01 | Plan funding arrangement – Trust | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-03-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BEE SWEET CITRUS, INC 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Submission has been amended | No |
| 2013-03-01 | This submission is the final filing | No |
| 2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-03-01 | Plan is a collectively bargained plan | No |
| 2013-03-01 | Plan funding arrangement – Insurance | Yes |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BEE SWEET CITRUS, INC 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Submission has been amended | No |
| 2012-03-01 | This submission is the final filing | No |
| 2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-03-01 | Plan is a collectively bargained plan | No |
| 2012-03-01 | Plan funding arrangement – Insurance | Yes |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BEE SWEET CITRUS, INC 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Submission has been amended | No |
| 2011-03-01 | This submission is the final filing | No |
| 2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-01 | Plan is a collectively bargained plan | No |
| 2011-03-01 | Plan funding arrangement – Insurance | Yes |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BEE SWEET CITRUS, INC 2010 form 5500 responses |
|---|
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | Submission has been amended | Yes |
| 2010-03-01 | This submission is the final filing | No |
| 2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-03-01 | Plan is a collectively bargained plan | No |
| 2010-03-01 | Plan funding arrangement – Insurance | Yes |
| 2010-03-01 | Plan funding arrangement – Trust | Yes |
| 2010-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BEE SWEET CITRUS, INC 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Submission has been amended | No |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-01 | Plan is a collectively bargained plan | No |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
| NATIONAL UNDERWRITING SERVICES (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | EL 108-1046-17 |
| Policy instance | 1 |
| Insurance contract or identification number | EL 108-1046-17 | | Total amount of commissions paid to insurance broker | USD $139,078 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes |
|
| NATIONAL UNDERWRITING SERVICES (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | EL 108-1046-17 |
| Policy instance | 1 |
| Insurance contract or identification number | EL 108-1046-17 | | Total amount of commissions paid to insurance broker | USD $144,782 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $144,782 | | Insurance broker organization code? | 3 |
|
| NATIONAL UNDERWRITING SERVICES (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | EL 108-1046-17 |
| Policy instance | 1 |
| Insurance contract or identification number | EL 108-1046-17 | | Total amount of commissions paid to insurance broker | USD $135,356 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $135,356 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| NATIONAL UNDERWRITING SERVICES (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | EL 108-1046-17 |
| Policy instance | 1 |
| Insurance contract or identification number | EL 108-1046-17 | | Total amount of commissions paid to insurance broker | USD $25,881 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $25,881 | | Insurance broker organization code? | 3 |
|
| NATIONAL UNDERWRITING SERVICES (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | EL 108-1046-17 |
| Policy instance | 1 |
| Insurance contract or identification number | EL 108-1046-17 | | Number of Individuals Covered | 260 | | Total amount of commissions paid to insurance broker | USD $6,338 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $6,338 | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 77N7 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 77N7 | | Number of Individuals Covered | 482 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of commissions paid to insurance broker | USD $3,348 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2,511 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 77N7 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 77N7 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-02-28 | | Total amount of commissions paid to insurance broker | USD $3,518 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2,636 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 77N7 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 77N7 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Total amount of commissions paid to insurance broker | USD $4,392 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $3,294 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
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| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 77N7 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 77N7 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-28 | | Total amount of commissions paid to insurance broker | USD $4,447 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 77N7 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 77N7 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $4,560 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $3,420 | | Additional information about fees paid to insurance broker | PREMIUM | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
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