J-U-B ENGINEERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN
401k plan membership statisitcs for J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN
Measure | Date | Value |
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2022: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 366 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 376 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 376 |
Number of employers contributing to the scheme | 2022-01-01 | 0 |
2021: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 336 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 366 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 367 |
Number of employers contributing to the scheme | 2021-01-01 | 0 |
2020: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 343 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 343 |
Number of employers contributing to the scheme | 2020-01-01 | 0 |
2019: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 314 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 324 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 329 |
Number of employers contributing to the scheme | 2019-01-01 | 0 |
2018: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 303 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 306 |
Number of employers contributing to the scheme | 2018-01-01 | 0 |
2017: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 299 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 302 |
2016: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 283 |
Total participants | 2016-01-01 | 283 |
2015: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 260 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 258 |
2014: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 260 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 260 |
2013: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 244 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 247 |
2012: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 250 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 256 |
2011: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 300 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 294 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 296 |
2010: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 300 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 6 |
Total of all active and inactive participants | 2010-01-01 | 306 |
2009: J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 295 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 299 |
Measure | Date | Value |
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2015 : J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2015 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $901,335 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,174,229 |
Total income from all sources (including contributions) | 2015-12-31 | $3,590,324 |
Total of all expenses incurred | 2015-12-31 | $3,552,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,273,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,590,324 |
Value of total assets at end of year | 2015-12-31 | $869,000 |
Value of total assets at beginning of year | 2015-12-31 | $1,104,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $279,402 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,199,435 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $185,889 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $154,620 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $550,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $775,000 |
Administrative expenses (other) incurred | 2015-12-31 | $53,457 |
Total non interest bearing cash at end of year | 2015-12-31 | $714,380 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,073,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $37,488 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-32,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-69,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $666,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,205,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,606,883 |
Contract administrator fees | 2015-12-31 | $225,945 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $351,335 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $399,229 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $30,870 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | RIPLEY DOORN & COMPANY, P.L.L.C. |
Accountancy firm EIN | 2015-12-31 | 820476132 |
2014 : J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2014 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,174,229 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $912,998 |
Total income from all sources (including contributions) | 2014-12-31 | $2,586,713 |
Total of all expenses incurred | 2014-12-31 | $2,770,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,542,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,586,713 |
Value of total assets at end of year | 2014-12-31 | $1,104,406 |
Value of total assets at beginning of year | 2014-12-31 | $1,027,153 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $227,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,164,933 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,780 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $30,708 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $775,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $575,000 |
Administrative expenses (other) incurred | 2014-12-31 | $153,153 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,073,536 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $996,445 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-183,978 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-69,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $114,155 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $603,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,420,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,939,461 |
Contract administrator fees | 2014-12-31 | $74,600 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $399,229 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $337,998 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $30,870 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | RIPLEY DOORN & COMPANY, P.L.L.C. |
Accountancy firm EIN | 2014-12-31 | 820476132 |
2013 : J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2013 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $912,998 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $701,000 |
Total income from all sources (including contributions) | 2013-12-31 | $3,454,401 |
Total of all expenses incurred | 2013-12-31 | $3,303,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,184,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,454,401 |
Value of total assets at end of year | 2013-12-31 | $1,027,153 |
Value of total assets at beginning of year | 2013-12-31 | $664,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $118,630 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,072,387 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $372,014 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $30,708 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $186,839 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $575,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $205,000 |
Administrative expenses (other) incurred | 2013-12-31 | $32,643 |
Total non interest bearing cash at end of year | 2013-12-31 | $996,445 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $477,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $150,835 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $114,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-36,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $528,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,010,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,656,294 |
Contract administrator fees | 2013-12-31 | $85,987 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $337,998 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $496,000 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | RIPLEY DOORN & COMPANY, P.L.L.C. |
Accountancy firm EIN | 2013-12-31 | 820476132 |
2012 : J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2012 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $701,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,037,908 |
Total income from all sources (including contributions) | 2012-12-31 | $4,125,761 |
Total of all expenses incurred | 2012-12-31 | $3,922,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,800,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,125,761 |
Value of total assets at end of year | 2012-12-31 | $664,320 |
Value of total assets at beginning of year | 2012-12-31 | $797,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $121,452 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $982,041 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $588,720 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $186,839 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $147,117 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $205,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $560,000 |
Administrative expenses (other) incurred | 2012-12-31 | $31,949 |
Total non interest bearing cash at end of year | 2012-12-31 | $477,481 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $650,363 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $203,748 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-36,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-240,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $496,516 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,555,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,304,045 |
Contract administrator fees | 2012-12-31 | $89,503 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $496,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $477,908 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | RIPLEY DOORN & COMPANY, P.L.L.C. |
Accountancy firm EIN | 2012-12-31 | 820476132 |
2011 : J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,037,908 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $919,983 |
Total income from all sources (including contributions) | 2011-12-31 | $3,466,194 |
Total of all expenses incurred | 2011-12-31 | $3,685,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,523,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,466,194 |
Value of total assets at end of year | 2011-12-31 | $797,480 |
Value of total assets at beginning of year | 2011-12-31 | $899,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $161,824 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,041,717 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $269,477 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $147,117 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,394 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $560,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $690,000 |
Administrative expenses (other) incurred | 2011-12-31 | $40,288 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $12,686 |
Total non interest bearing cash at end of year | 2011-12-31 | $650,363 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $895,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-219,472 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $-240,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-20,956 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $483,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,155,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,040,529 |
Contract administrator fees | 2011-12-31 | $121,536 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $477,908 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $217,297 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | RIPLEY DOORN & COMPANY, P.L.L.C. |
Accountancy firm EIN | 2011-12-31 | 820476132 |
2010 : J-U-B ENGINEERS, INC EMPLOYEE WELFARE BENEFIT PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $919,983 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,044,760 |
Total income from all sources (including contributions) | 2010-12-31 | $2,848,181 |
Total of all expenses incurred | 2010-12-31 | $2,891,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,752,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,848,181 |
Value of total assets at end of year | 2010-12-31 | $899,027 |
Value of total assets at beginning of year | 2010-12-31 | $1,066,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $138,851 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $967,989 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $45,192 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,394 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $77,025 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $690,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $725,000 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $12,686 |
Total non interest bearing cash at end of year | 2010-12-31 | $895,633 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $989,855 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-43,076 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $-20,956 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $22,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $433,514 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,835,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,318,892 |
Contract administrator fees | 2010-12-31 | $138,851 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $217,297 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $319,760 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | RIPLEY DOORN & COMPANY, P.L.L.C. |
Accountancy firm EIN | 2010-12-31 | 820476132 |
UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 424 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $246,906 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 405 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $278,101 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 380 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $267,089 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 357 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $230,556 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 323 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $183,676 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GD-2143 |
Policy instance | 2 |
Insurance contract or identification number | GD-2143 | Number of Individuals Covered | 283 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $56,543 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | G2-2143 |
Policy instance | 3 |
Insurance contract or identification number | G2-2143 | Number of Individuals Covered | 195 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $42,266 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLI 96131 |
Policy instance | 4 |
Insurance contract or identification number | CLI 96131 | Number of Individuals Covered | 264 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $486,010 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | G4-2143 |
Policy instance | 5 |
Insurance contract or identification number | G4-2143 | Number of Individuals Covered | 33 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Other welfare benefits provided | VOLUNTARY STAND ALONE AD&D | Welfare Benefit Premiums Paid to Carrier | USD $4,537 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0849705 |
Policy instance | 6 |
Insurance contract or identification number | 0849705 | Number of Individuals Covered | 253 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $16,301 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 283 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $60,894 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 2 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 279 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $53,734 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143A |
Policy instance | 3 |
Insurance contract or identification number | GL-2143A | Number of Individuals Covered | 215 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,627 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLI 96131 |
Policy instance | 4 |
Insurance contract or identification number | CLI 96131 | Number of Individuals Covered | 266 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $436,553 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143A |
Policy instance | 5 |
Insurance contract or identification number | GL-2143A | Number of Individuals Covered | 54 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Other welfare benefits provided | VOLUNTARY STAND ALONE AD&D | Welfare Benefit Premiums Paid to Carrier | USD $4,099 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0849705 |
Policy instance | 6 |
Insurance contract or identification number | 0849705 | Number of Individuals Covered | 267 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $18,307 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 500 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $52,157 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 379 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $50,503 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 2 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 271 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $51,607 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143A |
Policy instance | 3 |
Insurance contract or identification number | GL-2143A | Number of Individuals Covered | 234 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $37,076 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLI 96131 |
Policy instance | 4 |
Insurance contract or identification number | CLI 96131 | Number of Individuals Covered | 250 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $384,677 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143A |
Policy instance | 5 |
Insurance contract or identification number | GL-2143A | Number of Individuals Covered | 123 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Other welfare benefits provided | VOLUNTARY STAND ALONE AD&D | Welfare Benefit Premiums Paid to Carrier | USD $4,416 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH BENEFITS |
|
UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GD-2143 |
Policy instance | 1 |
Insurance contract or identification number | GD-2143 | Number of Individuals Covered | 268 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $50,754 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH & BENEFITS, LLC |
|
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50010435 |
Policy instance | 3 |
Insurance contract or identification number | 50010435 | Number of Individuals Covered | 35 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,369 | Other welfare benefits provided | VOLUNTARY AD&D | Welfare Benefit Premiums Paid to Carrier | USD $4,562 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,369 | Insurance broker name | PEAK 1 ADMINISTRATION LLC |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLI 96131 |
Policy instance | 4 |
Insurance contract or identification number | CLI 96131 | Number of Individuals Covered | 255 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $351,943 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143A |
Policy instance | 5 |
Insurance contract or identification number | GL-2143A | Number of Individuals Covered | 188 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Other welfare benefits provided | SUPPLEMENTAL LIFE | Welfare Benefit Premiums Paid to Carrier | USD $36,609 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH & BENEFIT LLC |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 2 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 353 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $52,647 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH & BENEFITS, LLC |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143A |
Policy instance | 5 |
Insurance contract or identification number | GL-2143A | Number of Individuals Covered | 114 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Other welfare benefits provided | SUPPLEMENTAL LIFE | Welfare Benefit Premiums Paid to Carrier | USD $41,942 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GD-2143 |
Policy instance | 1 |
Insurance contract or identification number | GD-2143 | Number of Individuals Covered | 313 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $56,651 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 2 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 313 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $58,961 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 101302201 |
Policy instance | 3 |
Insurance contract or identification number | 101302201 | Number of Individuals Covered | 39 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,491 | Other welfare benefits provided | VOLUNTARY ADD | Welfare Benefit Premiums Paid to Carrier | USD $4,975 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL16797 |
Policy instance | 4 |
Insurance contract or identification number | HCL16797 | Number of Individuals Covered | 296 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $320,782 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 1 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 287 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $58,648 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH & BENEFITS, LLC |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143 |
Policy instance | 2 |
Insurance contract or identification number | GL-2143 | Number of Individuals Covered | 313 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,807 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH & BENEFITS, LLC |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL16797 |
Policy instance | 4 |
Insurance contract or identification number | HCL16797 | Number of Individuals Covered | 300 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $275,964 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63983 ) |
Policy contract number | GL-2143A |
Policy instance | 5 |
Insurance contract or identification number | GL-2143A | Number of Individuals Covered | 112 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,035 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | MERCER HEALTH & BENEFIT LLC |
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USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 3022 |
Policy instance | 3 |
Insurance contract or identification number | 3022 | Number of Individuals Covered | 37 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,542 | Other welfare benefits provided | VOLUNTARY ADD | Welfare Benefit Premiums Paid to Carrier | USD $5,060 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,542 | Insurance broker organization code? | 3 | Insurance broker name | INSURANCE COORDINATORS OF MT, INC. |
|