KELLEY AVENUE PUBLIC WAREHOUSE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN
401k plan membership statisitcs for BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN
| Measure | Date | Value |
|---|
| 2020: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
| Total participants | 2020-08-01 | 0 |
| Number of participants with account balances | 2020-08-01 | 0 |
| 2019: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 2 |
| Total participants | 2019-08-01 | 2 |
| 2018: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
| Total participants | 2018-08-01 | 2 |
| Number of participants with account balances | 2018-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| 2017: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
| Total participants | 2017-08-01 | 2 |
| Number of participants with account balances | 2017-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 0 |
| 2016: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 2 |
| Number of participants with account balances | 2016-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| 2015: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
| Total participants | 2015-08-01 | 2 |
| Number of participants with account balances | 2015-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
| 2014: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
| Total of all active and inactive participants | 2014-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 3 |
| Number of participants with account balances | 2014-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 0 |
| Total of all active and inactive participants | 2013-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
| Total participants | 2013-08-01 | 3 |
| Number of participants with account balances | 2013-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
| 2012: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 0 |
| Total of all active and inactive participants | 2012-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
| Total participants | 2012-08-01 | 3 |
| Number of participants with account balances | 2012-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
| 2011: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 0 |
| Total of all active and inactive participants | 2011-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
| Total participants | 2011-08-01 | 3 |
| Number of participants with account balances | 2011-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
| 2009: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
| Total of all active and inactive participants | 2009-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
| Total participants | 2009-08-01 | 3 |
| Number of participants with account balances | 2009-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-01-31 | $0 |
| Total plan liabilities at beginning of year | 2021-01-31 | $0 |
| Total income from all sources | 2021-01-31 | $1,767 |
| Expenses. Total of all expenses incurred | 2021-01-31 | $1,767 |
| Benefits paid (including direct rollovers) | 2021-01-31 | $0 |
| Total plan assets at end of year | 2021-01-31 | $0 |
| Total plan assets at beginning of year | 2021-01-31 | $0 |
| Value of fidelity bond covering the plan | 2021-01-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-01-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-01-31 | $1,767 |
| Contributions received from other sources (not participants or employers) | 2021-01-31 | $0 |
| Other income received | 2021-01-31 | $0 |
| Noncash contributions received | 2021-01-31 | $0 |
| Net income (gross income less expenses) | 2021-01-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-01-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-01-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-01-31 | $1,767 |
| Value of certain deemed distributions of participant loans | 2021-01-31 | $0 |
| Value of corrective distributions | 2021-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-01-31 | $0 |
| 2020 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-07-31 | $0 |
| Total plan liabilities at beginning of year | 2020-07-31 | $0 |
| Total income from all sources | 2020-07-31 | $3,559 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $3,559 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $0 |
| Total plan assets at end of year | 2020-07-31 | $0 |
| Total plan assets at beginning of year | 2020-07-31 | $0 |
| Value of fidelity bond covering the plan | 2020-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-07-31 | $3,559 |
| Contributions received from other sources (not participants or employers) | 2020-07-31 | $0 |
| Other income received | 2020-07-31 | $0 |
| Noncash contributions received | 2020-07-31 | $0 |
| Net income (gross income less expenses) | 2020-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $3,559 |
| Value of certain deemed distributions of participant loans | 2020-07-31 | $0 |
| Value of corrective distributions | 2020-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $0 |
| 2019 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-07-31 | $0 |
| Total plan liabilities at beginning of year | 2019-07-31 | $0 |
| Total income from all sources | 2019-07-31 | $1,789 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $1,789 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $0 |
| Total plan assets at end of year | 2019-07-31 | $0 |
| Total plan assets at beginning of year | 2019-07-31 | $0 |
| Value of fidelity bond covering the plan | 2019-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-07-31 | $1,789 |
| Contributions received from other sources (not participants or employers) | 2019-07-31 | $0 |
| Other income received | 2019-07-31 | $0 |
| Noncash contributions received | 2019-07-31 | $0 |
| Net income (gross income less expenses) | 2019-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $1,789 |
| Value of certain deemed distributions of participant loans | 2019-07-31 | $0 |
| Value of corrective distributions | 2019-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $0 |
| 2018 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-07-31 | $0 |
| Total plan liabilities at beginning of year | 2018-07-31 | $0 |
| Total income from all sources | 2018-07-31 | $2,882 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $2,882 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $0 |
| Total plan assets at end of year | 2018-07-31 | $0 |
| Total plan assets at beginning of year | 2018-07-31 | $0 |
| Value of fidelity bond covering the plan | 2018-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-07-31 | $2,882 |
| Contributions received from other sources (not participants or employers) | 2018-07-31 | $0 |
| Other income received | 2018-07-31 | $0 |
| Noncash contributions received | 2018-07-31 | $0 |
| Net income (gross income less expenses) | 2018-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $2,882 |
| Value of certain deemed distributions of participant loans | 2018-07-31 | $0 |
| Value of corrective distributions | 2018-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $0 |
| 2017 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-07-31 | $0 |
| Total plan liabilities at beginning of year | 2017-07-31 | $0 |
| Total income from all sources | 2017-07-31 | $2,387 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $2,387 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $0 |
| Total plan assets at end of year | 2017-07-31 | $0 |
| Total plan assets at beginning of year | 2017-07-31 | $0 |
| Value of fidelity bond covering the plan | 2017-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-07-31 | $2,387 |
| Contributions received from other sources (not participants or employers) | 2017-07-31 | $0 |
| Other income received | 2017-07-31 | $0 |
| Noncash contributions received | 2017-07-31 | $0 |
| Net income (gross income less expenses) | 2017-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $2,387 |
| Value of certain deemed distributions of participant loans | 2017-07-31 | $0 |
| Value of corrective distributions | 2017-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $0 |
| 2016 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-07-31 | $0 |
| Total plan liabilities at beginning of year | 2016-07-31 | $0 |
| Total income from all sources | 2016-07-31 | $2,284 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $2,284 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $0 |
| Total plan assets at end of year | 2016-07-31 | $0 |
| Total plan assets at beginning of year | 2016-07-31 | $0 |
| Value of fidelity bond covering the plan | 2016-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-07-31 | $2,284 |
| Contributions received from other sources (not participants or employers) | 2016-07-31 | $0 |
| Other income received | 2016-07-31 | $0 |
| Noncash contributions received | 2016-07-31 | $0 |
| Net income (gross income less expenses) | 2016-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $2,284 |
| Value of certain deemed distributions of participant loans | 2016-07-31 | $0 |
| Value of corrective distributions | 2016-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $0 |
| 2015 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-07-31 | $0 |
| Total plan liabilities at end of year | 2015-07-31 | $0 |
| Total plan liabilities at beginning of year | 2015-07-31 | $0 |
| Total income from all sources | 2015-07-31 | $4,665 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $4,665 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $0 |
| Total plan assets at end of year | 2015-07-31 | $0 |
| Total plan assets at beginning of year | 2015-07-31 | $0 |
| Value of fidelity bond covering the plan | 2015-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-07-31 | $4,665 |
| Contributions received from other sources (not participants or employers) | 2015-07-31 | $0 |
| Other income received | 2015-07-31 | $0 |
| Noncash contributions received | 2015-07-31 | $0 |
| Net income (gross income less expenses) | 2015-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $4,665 |
| Value of certain deemed distributions of participant loans | 2015-07-31 | $0 |
| Value of corrective distributions | 2015-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $0 |
| 2014 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-07-31 | $0 |
| Total plan liabilities at end of year | 2014-07-31 | $0 |
| Total plan liabilities at beginning of year | 2014-07-31 | $0 |
| Total income from all sources | 2014-07-31 | $2,145 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $2,145 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $0 |
| Total plan assets at end of year | 2014-07-31 | $0 |
| Total plan assets at beginning of year | 2014-07-31 | $0 |
| Value of fidelity bond covering the plan | 2014-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-07-31 | $2,145 |
| Contributions received from other sources (not participants or employers) | 2014-07-31 | $0 |
| Other income received | 2014-07-31 | $0 |
| Noncash contributions received | 2014-07-31 | $0 |
| Net income (gross income less expenses) | 2014-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $2,145 |
| Value of certain deemed distributions of participant loans | 2014-07-31 | $0 |
| Value of corrective distributions | 2014-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $0 |
| 2013 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $1,776 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $1,776 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $0 |
| Total plan assets at end of year | 2013-07-31 | $0 |
| Total plan assets at beginning of year | 2013-07-31 | $0 |
| Value of fidelity bond covering the plan | 2013-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-07-31 | $1,776 |
| Contributions received from other sources (not participants or employers) | 2013-07-31 | $0 |
| Other income received | 2013-07-31 | $0 |
| Noncash contributions received | 2013-07-31 | $0 |
| Net income (gross income less expenses) | 2013-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $1,776 |
| Value of certain deemed distributions of participant loans | 2013-07-31 | $0 |
| Value of corrective distributions | 2013-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $0 |
| 2012 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-07-31 | $0 |
| Total plan liabilities at beginning of year | 2012-07-31 | $0 |
| Total income from all sources | 2012-07-31 | $1,828 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $1,828 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $0 |
| Total plan assets at end of year | 2012-07-31 | $0 |
| Total plan assets at beginning of year | 2012-07-31 | $0 |
| Value of fidelity bond covering the plan | 2012-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-07-31 | $1,828 |
| Contributions received from other sources (not participants or employers) | 2012-07-31 | $0 |
| Other income received | 2012-07-31 | $0 |
| Noncash contributions received | 2012-07-31 | $0 |
| Net income (gross income less expenses) | 2012-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $1,828 |
| Value of certain deemed distributions of participant loans | 2012-07-31 | $0 |
| Value of corrective distributions | 2012-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $0 |
| 2011 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-07-31 | $0 |
| Total plan liabilities at beginning of year | 2011-07-31 | $0 |
| Total income from all sources | 2011-07-31 | $1,760 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $1,760 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $0 |
| Total plan assets at end of year | 2011-07-31 | $0 |
| Total plan assets at beginning of year | 2011-07-31 | $0 |
| Value of fidelity bond covering the plan | 2011-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-07-31 | $1,760 |
| Contributions received from other sources (not participants or employers) | 2011-07-31 | $0 |
| Other income received | 2011-07-31 | $0 |
| Noncash contributions received | 2011-07-31 | $0 |
| Net income (gross income less expenses) | 2011-07-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $1,760 |
| Value of certain deemed distributions of participant loans | 2011-07-31 | $0 |
| Value of corrective distributions | 2011-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $0 |
| 2020: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Mulitple employer plan |
| 2020-08-01 | Submission has been amended | No |
| 2020-08-01 | This submission is the final filing | Yes |
| 2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-08-01 | Plan is a collectively bargained plan | No |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Mulitple employer plan |
| 2019-08-01 | Submission has been amended | No |
| 2019-08-01 | This submission is the final filing | No |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-08-01 | Plan is a collectively bargained plan | No |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Mulitple employer plan |
| 2018-08-01 | Submission has been amended | No |
| 2018-08-01 | This submission is the final filing | No |
| 2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-08-01 | Plan is a collectively bargained plan | No |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Mulitple employer plan |
| 2017-08-01 | Submission has been amended | No |
| 2017-08-01 | This submission is the final filing | No |
| 2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-08-01 | Plan is a collectively bargained plan | No |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Multi-employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Mulitple employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Mulitple employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Mulitple employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Mulitple employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Mulitple employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Mulitple employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 513269 |
| Policy instance | 2 |
| Insurance contract or identification number | 513269 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $22 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $192 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 513269 |
| Policy instance | 1 |
| Insurance contract or identification number | 513269 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $242 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,575 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $242 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 513269 |
| Policy instance | 1 |
| Insurance contract or identification number | 513269 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $42 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $377 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 513269 |
| Policy instance | 2 |
| Insurance contract or identification number | 513269 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $35 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,182 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 513269 |
| Policy instance | 2 |
| Insurance contract or identification number | 513269 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $183 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $329 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $183 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES COMMISSIONS | | Insurance broker organization code? | 3 |
|
| SUNLIFE ASSURANCE COMAPANY (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 88936 |
| Policy instance | 1 |
| Insurance contract or identification number | 88936 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $14 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,341 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES COMMISSIONS | | Insurance broker organization code? | 3 |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 693417 |
| Policy instance | 3 |
| Insurance contract or identification number | 693417 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $42 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,379 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES COMMISSIONS | | Insurance broker organization code? | 3 |
|
| SUNLIFE ASSURANCE COMAPANY (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 88936 |
| Policy instance | 1 |
| Insurance contract or identification number | 88936 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $182 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $182 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 51239 |
| Policy instance | 2 |
| Insurance contract or identification number | 51239 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $35 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $303 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 88936 |
| Policy instance | 1 |
| Insurance contract or identification number | 88936 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $165 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $2,022 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $165 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 51239 |
| Policy instance | 2 |
| Insurance contract or identification number | 51239 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $35 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $262 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 51239 |
| Policy instance | 2 |
| Insurance contract or identification number | 51239 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $42 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,337 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 88936 |
| Policy instance | 1 |
| Insurance contract or identification number | 88936 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $158 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $1,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $158 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
|
| UNUM PROVIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 51239 |
| Policy instance | 2 |
| Insurance contract or identification number | 51239 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $54 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $417 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 88936 |
| Policy instance | 1 |
| Insurance contract or identification number | 88936 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $139 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $1,729 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $139 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD. |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 88986 |
| Policy instance | 1 |
| Insurance contract or identification number | 88986 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $334 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $1,403 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $334 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 512369 |
| Policy instance | 2 |
| Insurance contract or identification number | 512369 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $82 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $373 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | REDTAIL LTD |
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 512369 |
| Policy instance | 2 |
| Insurance contract or identification number | 512369 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $66 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $402 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 88986 |
| Policy instance | 1 |
| Insurance contract or identification number | 88986 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $117 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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