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THE ALEUT CORPORATION GROUP BENEFIT PLAN 401k Plan overview

Plan NameTHE ALEUT CORPORATION GROUP BENEFIT PLAN
Plan identification number 501

THE ALEUT CORPORATION GROUP BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

THE ALEUT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE ALEUT CORPORATION
Employer identification number (EIN):920043224
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about THE ALEUT CORPORATION

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 1972-06-21
Company Identification Number: 11079D
Legal Registered Office Address: 4000 OLD SEWARD HWY #300

ANCHORAGE
United States of America (USA)
99503

More information about THE ALEUT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALEUT CORPORATION GROUP BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012020-01-01
5012019-01-01LIONEL CAMPOS2020-10-22
5012018-01-01LIONEL CAMPOS2019-10-15
5012017-01-01LIONEL CAMPOS2018-06-27 LIONEL CAMPOS2018-06-27
5012016-01-01LIONEL CAMPOS2018-06-27 LIONEL CAMPOS2018-06-27
5012015-01-01LIONEL CAMPOS
5012015-01-01LIONEL CAMPOS LIONEL CAMPOS2018-06-27
5012014-01-01LIONEL CAMPOS
5012014-01-01LIONEL CAMPOS
5012013-01-01LIONEL CAMPOS
5012012-01-01MEMRY A. DAHL
5012011-01-01MEMRY A. DAHL
5012009-01-01TRACY TIMOTHY WOO
5012009-01-01ROBERT J. HEMMEN, JR.
5012007-01-01ROBERT HEMMEN

Plan Statistics for THE ALEUT CORPORATION GROUP BENEFIT PLAN

401k plan membership statisitcs for THE ALEUT CORPORATION GROUP BENEFIT PLAN

Measure Date Value
2021: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0146
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0146
2020: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01120
Total number of active participants reported on line 7a of the Form 55002020-01-0163
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0163
2015: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
2014: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01111
Total of all active and inactive participants2014-01-01111
2013: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01188
Total number of active participants reported on line 7a of the Form 55002013-01-01196
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01199
2012: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01175
2011: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01371
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of retired or separated participants receiving benefits2011-01-01173
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01384
2009: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01469
Total number of active participants reported on line 7a of the Form 55002009-01-01441
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01443
2007: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01425
Total number of active participants reported on line 7a of the Form 55002007-01-01464
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-01464

Financial Data on THE ALEUT CORPORATION GROUP BENEFIT PLAN

Measure Date Value
2015 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,200
Total income from all sources (including contributions)2015-12-31$0
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$132,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$132,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$160,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$92,321
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$146,360
Administrative expenses (other) incurred2015-12-31$22,835
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$160,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-132,113
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$132,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$45,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$356,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$132,113
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$28,200
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$495,000
Total income from all sources (including contributions)2014-12-31$898,218
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$967,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$942,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$898,200
Value of total assets at end of year2014-12-31$160,313
Value of total assets at beginning of year2014-12-31$696,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,889
Total interest from all sources2014-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$166,550
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$122,915
Total non interest bearing cash at end of year2014-12-31$160,313
Total non interest bearing cash at beginning of year2014-12-31$92,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-69,476
Value of net assets at end of year (total assets less liabilities)2014-12-31$132,113
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$201,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$481,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$481,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$78,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$730,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$864,544
Contract administrator fees2014-12-31$24,889
Liabilities. Value of benefit claims payable at end of year2014-12-31$28,200
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$495,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$495,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$505,000
Total income from all sources (including contributions)2013-12-31$2,449,047
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,591,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,472,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,448,974
Value of total assets at end of year2013-12-31$696,589
Value of total assets at beginning of year2013-12-31$849,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$119,835
Total interest from all sources2013-12-31$73
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$487,931
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$122,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$88,415
Total non interest bearing cash at end of year2013-12-31$92,190
Total non interest bearing cash at beginning of year2013-12-31$106,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-142,884
Value of net assets at end of year (total assets less liabilities)2013-12-31$201,589
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$344,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$481,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$654,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$654,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$73
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$323,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,939,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,148,195
Contract administrator fees2013-12-31$119,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$495,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$505,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$505,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,716,472
Total of all expenses incurred2012-12-31$2,942,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,811,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,716,415
Value of total assets at end of year2012-12-31$849,473
Value of total assets at beginning of year2012-12-31$570,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$130,627
Total interest from all sources2012-12-31$57
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$324,829
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$88,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$33,029
Total non interest bearing cash at end of year2012-12-31$106,271
Total non interest bearing cash at beginning of year2012-12-31$209,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-225,903
Value of net assets at end of year (total assets less liabilities)2012-12-31$344,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$570,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$654,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$327,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$327,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$301,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,338,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,510,118
Contract administrator fees2012-12-31$130,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$505,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$277,552
Total income from all sources (including contributions)2011-12-31$3,621,824
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,869,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,710,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,621,804
Value of total assets at end of year2011-12-31$608,800
Value of total assets at beginning of year2011-12-31$133,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$158,098
Total interest from all sources2011-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$233,719
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$71,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$57,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$277,552
Total non interest bearing cash at end of year2011-12-31$209,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$752,740
Value of net assets at end of year (total assets less liabilities)2011-12-31$608,800
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-143,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$327,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$76,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$76,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$486,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,388,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,224,706
Contract administrator fees2011-12-31$158,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$233,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$336,532
Total income from all sources (including contributions)2010-12-31$4,752,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,892,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,401,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,752,060
Value of total assets at end of year2010-12-31$127,904
Value of total assets at beginning of year2010-12-31$371,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$491,172
Total interest from all sources2010-12-31$179
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$144,145
Assets. Other investments not covered elsewhere at end of year2010-12-31$1
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$51,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$135,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$98,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$251,871
Administrative expenses (other) incurred2010-12-31$283,270
Total non interest bearing cash at beginning of year2010-12-31$3,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-140,020
Value of net assets at end of year (total assets less liabilities)2010-12-31$-105,531
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$76,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$78,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$78,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$452,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,752,060
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$157,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,948,584
Contract administrator fees2010-12-31$202,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$134,964
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$84,661
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2008 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$3,403,452
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$3,799,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$3,583,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$3,384,232
Value of total assets at end of year2008-12-31$731,120
Value of total assets at beginning of year2008-12-31$1,127,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$216,631
Total interest from all sources2008-12-31$19,220
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$3,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$49,657
Assets. Other investments not covered elsewhere at end of year2008-12-31$621
Assets. Other investments not covered elsewhere at beginning of year2008-12-31$4,214
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$57,720
Total non interest bearing cash at end of year2008-12-31$219,154
Total non interest bearing cash at beginning of year2008-12-31$49,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-396,386
Value of net assets at end of year (total assets less liabilities)2008-12-31$731,120
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$1,127,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$511,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$1,074,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$1,074,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$19,220
Expenses. Payments to insurance carriers foe the provision of benefits2008-12-31$606,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31Yes
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$3,276,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$2,976,279
Contract administrator fees2008-12-31$216,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Unqualified
Accountancy firm name2008-12-31KPMG,LLP
Accountancy firm EIN2008-12-31135565207
2007 : THE ALEUT CORPORATION GROUP BENEFIT PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$27,606
Total income from all sources (including contributions)2007-12-31$3,080,104
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$2,865,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$2,654,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$3,033,233
Value of total assets at end of year2007-12-31$1,127,506
Value of total assets at beginning of year2007-12-31$940,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$210,803
Total interest from all sources2007-12-31$46,871
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$3,000,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$71,905
Assets. Other investments not covered elsewhere at end of year2007-12-31$4,214
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$24,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-12-31$27,606
Total non interest bearing cash at end of year2007-12-31$49,059
Total non interest bearing cash at beginning of year2007-12-31$11,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$214,600
Value of net assets at end of year (total assets less liabilities)2007-12-31$1,127,506
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$912,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Investment advisory and management fees2007-12-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-12-31$1,074,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-12-31$928,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-12-31$928,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$46,871
Expenses. Payments to insurance carriers foe the provision of benefits2007-12-31$543,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31Yes
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$2,937,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$2,111,608
Contract administrator fees2007-12-31$205,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32007-12-31No
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31No
Opinion of an independent qualified public accountant for this plan2007-12-31Unqualified
Accountancy firm name2007-12-31KPMG,LLP
Accountancy firm EIN2007-12-31135565207

Form 5500 Responses for THE ALEUT CORPORATION GROUP BENEFIT PLAN

2021: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes
2007: THE ALEUT CORPORATION GROUP BENEFIT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan funding arrangement – General assets of the sponsorYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2007-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number417008410828
Policy instance 1
Insurance contract or identification number417008410828
Number of Individuals Covered129
Insurance policy start date2014-01-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $79,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010940-000
Policy instance 1
Insurance contract or identification number16-010940-000
Number of Individuals Covered155
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,864
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $323,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7864
Additional information about fees paid to insurance brokerGROUP MARKETING SUPPORT FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SVCS USA INC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010940-000
Policy instance 1
Insurance contract or identification number16-010940-000
Number of Individuals Covered169
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,555
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $301,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1555
Additional information about fees paid to insurance brokerGROUP MARKETING SUPPORT FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SVCS USA INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010940-000
Policy instance 1
Insurance contract or identification number16-010940-000
Number of Individuals Covered229
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,684
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $320,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010940-000
Policy instance 1
Insurance contract or identification number16-010940-000
Number of Individuals Covered397
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,323
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $452,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010940-00
Policy instance 1
Insurance contract or identification number16-010940-00
Number of Individuals Covered441
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $350,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010940-00
Policy instance 1
Insurance contract or identification number16-010940-00
Number of Individuals Covered441
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,520
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $306,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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