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GLIDE FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameGLIDE FOUNDATION 403(B) PLAN
Plan identification number 001

GLIDE FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GLIDE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:GLIDE FOUNDATION
Employer identification number (EIN):941156481
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GLIDE FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0136653

More information about GLIDE FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLIDE FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROSALIA AQUINO MCMILLEN2023-09-24
0012021-01-01JEAN COOPER2022-10-11
0012020-01-01ERBY FOSTER2021-10-05
0012020-01-01ERBY FOSTER2022-05-08
0012019-07-01ERBY FOSTER2020-10-06
0012019-07-01ERBY FOSTER2022-05-08

Plan Statistics for GLIDE FOUNDATION 403(B) PLAN

401k plan membership statisitcs for GLIDE FOUNDATION 403(B) PLAN

Measure Date Value
2022: GLIDE FOUNDATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01206
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01240
Number of participants with account balances2022-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GLIDE FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01211
Total number of active participants reported on line 7a of the Form 55002021-01-01161
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01206
Number of participants with account balances2021-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GLIDE FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01199
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01211
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GLIDE FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01184
Total number of active participants reported on line 7a of the Form 55002019-07-01173
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0126
Total of all active and inactive participants2019-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01199
Number of participants with account balances2019-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010

Financial Data on GLIDE FOUNDATION 403(B) PLAN

Measure Date Value
2022 : GLIDE FOUNDATION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$268,153
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$684,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$578,954
Expenses. Certain deemed distributions of participant loans2022-12-31$5,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,566,351
Value of total assets at end of year2022-12-31$8,480,026
Value of total assets at beginning of year2022-12-31$8,896,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,148
Total interest from all sources2022-12-31$14,992
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$227,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$227,394
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,061,382
Participant contributions at end of year2022-12-31$116,279
Participant contributions at beginning of year2022-12-31$90,737
Participant contributions at end of year2022-12-31$302
Participant contributions at beginning of year2022-12-31$2,017
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$99,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-416,131
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,480,026
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,896,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,714,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,165,688
Interest on participant loans2022-12-31$4,517
Interest earned on other investments2022-12-31$10,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$648,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$637,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,540,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$405,527
Employer contributions (assets) at end of year2022-12-31$247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$578,954
Contract administrator fees2022-12-31$100,148
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : GLIDE FOUNDATION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,234,204
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,207,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,157,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,500,914
Value of total assets at end of year2021-12-31$8,896,157
Value of total assets at beginning of year2021-12-31$7,868,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,743
Total interest from all sources2021-12-31$12,127
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$245,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$245,146
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$897,163
Participant contributions at end of year2021-12-31$90,737
Participant contributions at beginning of year2021-12-31$103,476
Participant contributions at end of year2021-12-31$2,017
Participant contributions at beginning of year2021-12-31$370
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$326,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,027,195
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,896,157
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,868,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,165,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,252,598
Interest on participant loans2021-12-31$4,412
Interest earned on other investments2021-12-31$7,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$637,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$512,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$476,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$276,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,157,266
Contract administrator fees2021-12-31$49,743
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : GLIDE FOUNDATION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,017,961
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$604,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$563,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,151,905
Value of total assets at end of year2020-12-31$7,868,962
Value of total assets at beginning of year2020-12-31$6,455,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,186
Total interest from all sources2020-12-31$12,579
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$317,305
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$317,305
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$806,554
Participant contributions at end of year2020-12-31$103,476
Participant contributions at beginning of year2020-12-31$96,088
Participant contributions at end of year2020-12-31$370
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$73,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,413,214
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,868,962
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,455,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,252,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,930,193
Interest on participant loans2020-12-31$6,034
Interest earned on other investments2020-12-31$6,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$512,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$429,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$536,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$272,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$563,561
Contract administrator fees2020-12-31$41,186
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARMANINO MCKENNA LLP
Accountancy firm EIN2020-12-31946214841
2019 : GLIDE FOUNDATION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$5,793,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$700,491
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$38,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$428,502
Value of total assets at end of year2019-12-31$6,455,748
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,714
Total interest from all sources2019-12-31$4,185
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$308,473
Participant contributions at end of year2019-12-31$96,088
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$661,918
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,455,748
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,930,193
Interest on participant loans2019-12-31$1,467
Interest earned on other investments2019-12-31$2,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$429,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$267,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,859
Contract administrator fees2019-12-31$8,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARMANINO LLP
Accountancy firm EIN2019-12-31946214841

Form 5500 Responses for GLIDE FOUNDATION 403(B) PLAN

2022: GLIDE FOUNDATION 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GLIDE FOUNDATION 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GLIDE FOUNDATION 403(B) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GLIDE FOUNDATION 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813417
Policy instance 1
Insurance contract or identification number813417
Number of Individuals Covered240
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813417
Policy instance 1
Insurance contract or identification number813417
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813417
Policy instance 1
Insurance contract or identification number813417
Number of Individuals Covered211
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813417
Policy instance 1
Insurance contract or identification number813417
Number of Individuals Covered199
Insurance policy start date2019-07-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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