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STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 401k Plan overview

Plan NameSTEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST
Plan identification number 501

STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

STEWART TITLE COMPANY OF SACRAMENTO has sponsored the creation of one or more 401k plans.

Company Name:STEWART TITLE COMPANY OF SACRAMENTO
Employer identification number (EIN):942594339
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01PAUL CARRILLO PAUL CARRILLO
5012020-01-01PAUL CARRILLO PAUL CARRILLO
5012019-01-01PAUL CARRILLO2020-10-14 PAUL CARRILLO2020-10-14
5012018-01-01PAUL CARRILLO2019-10-14 PAUL CARRILLO2019-10-14
5012017-01-01PAUL CARRILLO PAUL CARRILLO2018-10-15
5012016-01-01PAUL CARRILLO PAUL CARRILLO2017-10-16
5012015-01-01PAUL CARRILLO PAUL CARRILLO2016-10-13
5012014-01-01PAUL CARRILLO PAUL CARRILLO2015-10-15
5012013-01-01PAUL CARRILLO PAUL CARRILLO2014-10-14
5012012-01-01PAUL CARRILLO PAUL CARRILLO2013-10-15
5012011-01-01PAUL CARRILLO PAUL CARRILLO2012-10-15
5012010-01-01PAUL CARRILLO PAUL CARRILLO2011-10-17
5012009-01-01PAUL CARRILLO PAUL CARRILLO2010-10-13

Plan Statistics for STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST

401k plan membership statisitcs for STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST

Measure Date Value
2021: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0188
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Total of all active and inactive participants2021-01-01110
2020: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01102
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Total of all active and inactive participants2020-01-0188
2019: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0193
Total number of active participants reported on line 7a of the Form 55002019-01-01102
Total of all active and inactive participants2019-01-01102
2018: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0181
Total number of active participants reported on line 7a of the Form 55002018-01-0193
Total of all active and inactive participants2018-01-0193
2017: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0175
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Total of all active and inactive participants2017-01-0181
2016: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0171
Total number of active participants reported on line 7a of the Form 55002016-01-0175
Total of all active and inactive participants2016-01-0175
2015: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0166
Total number of active participants reported on line 7a of the Form 55002015-01-0171
Total of all active and inactive participants2015-01-0171
2014: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0162
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Total of all active and inactive participants2014-01-0166
2013: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0187
Total number of active participants reported on line 7a of the Form 55002013-01-0162
Total of all active and inactive participants2013-01-0162
2012: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0187
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Total of all active and inactive participants2012-01-0187
2011: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0190
Total number of active participants reported on line 7a of the Form 55002011-01-0187
Total of all active and inactive participants2011-01-0187
2010: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0193
Total number of active participants reported on line 7a of the Form 55002010-01-0190
Total of all active and inactive participants2010-01-0190
2009: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0193
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Total of all active and inactive participants2009-01-0193

Financial Data on STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST

Measure Date Value
2021 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,214
Total income from all sources (including contributions)2021-12-31$798,478
Total of all expenses incurred2021-12-31$953,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$903,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$798,478
Value of total assets at end of year2021-12-31$139,547
Value of total assets at beginning of year2021-12-31$286,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$348,478
Participant contributions at end of year2021-12-31$27,148
Participant contributions at beginning of year2021-12-31$27,772
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$15,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$177,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$31,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$29,021
Administrative expenses (other) incurred2021-12-31$50,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-154,984
Value of net assets at end of year (total assets less liabilities)2021-12-31$100,528
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$255,512
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$86,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$90,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$90,244
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$725,536
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$450,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$150,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,402
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,193
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 name2021-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2021-12-31680251243
2020 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$35,653
Total income from all sources (including contributions)2020-12-31$811,607
Total of all expenses incurred2020-12-31$824,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$778,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$811,607
Value of total assets at end of year2020-12-31$286,726
Value of total assets at beginning of year2020-12-31$304,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$311,607
Participant contributions at end of year2020-12-31$27,772
Participant contributions at beginning of year2020-12-31$24,624
Assets. Other investments not covered elsewhere at end of year2020-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$15,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$127,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$10,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$29,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$26,301
Administrative expenses (other) incurred2020-12-31$46,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-12,957
Value of net assets at end of year (total assets less liabilities)2020-12-31$255,512
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$268,469
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$90,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$252,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$252,984
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$650,116
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$500,000
Employer contributions (assets) at end of year2020-12-31$150,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,193
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$9,352
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 name2020-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2020-12-31680251243
2019 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$35,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$35,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,359
Total income from all sources (including contributions)2019-12-31$298,094
Total income from all sources (including contributions)2019-12-31$298,094
Total of all expenses incurred2019-12-31$830,779
Total of all expenses incurred2019-12-31$830,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$784,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$784,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$297,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$297,683
Value of total assets at end of year2019-12-31$304,122
Value of total assets at end of year2019-12-31$304,122
Value of total assets at beginning of year2019-12-31$826,513
Value of total assets at beginning of year2019-12-31$826,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,550
Total interest from all sources2019-12-31$411
Total interest from all sources2019-12-31$411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$297,683
Contributions received from participants2019-12-31$297,683
Participant contributions at end of year2019-12-31$24,624
Participant contributions at end of year2019-12-31$24,624
Participant contributions at beginning of year2019-12-31$46,968
Participant contributions at beginning of year2019-12-31$46,968
Assets. Other investments not covered elsewhere at end of year2019-12-31$15,575
Assets. Other investments not covered elsewhere at end of year2019-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$184,481
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$184,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$26,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$26,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,398
Administrative expenses (other) incurred2019-12-31$46,550
Administrative expenses (other) incurred2019-12-31$46,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-532,685
Value of net income/loss2019-12-31$-532,685
Value of net assets at end of year (total assets less liabilities)2019-12-31$268,469
Value of net assets at end of year (total assets less liabilities)2019-12-31$268,469
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$801,154
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$801,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$252,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$252,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$159,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$159,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$159,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$159,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$411
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$599,748
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$599,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$600,000
Employer contributions (assets) at beginning of year2019-12-31$600,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$9,352
Liabilities. Value of benefit claims payable at end of year2019-12-31$9,352
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,961
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,961
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm name2019-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2019-12-31680251243
Accountancy firm EIN2019-12-31680251243
2018 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,137
Total income from all sources (including contributions)2018-12-31$905,137
Total of all expenses incurred2018-12-31$784,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$737,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$904,702
Value of total assets at end of year2018-12-31$826,513
Value of total assets at beginning of year2018-12-31$711,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,664
Total interest from all sources2018-12-31$435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$304,702
Participant contributions at end of year2018-12-31$46,968
Participant contributions at beginning of year2018-12-31$29,970
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$138,782
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$22,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$25,213
Administrative expenses (other) incurred2018-12-31$47,664
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$31,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$120,192
Value of net assets at end of year (total assets less liabilities)2018-12-31$801,154
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$680,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$159,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$29,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$29,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$435
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$598,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$600,000
Employer contributions (assets) at end of year2018-12-31$600,000
Employer contributions (assets) at beginning of year2018-12-31$600,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,961
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,924
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2018-12-31680251243
2017 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,662
Total income from all sources (including contributions)2017-12-31$974,872
Total of all expenses incurred2017-12-31$826,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$780,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$974,850
Value of total assets at end of year2017-12-31$711,099
Value of total assets at beginning of year2017-12-31$564,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,481
Total interest from all sources2017-12-31$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$374,850
Participant contributions at end of year2017-12-31$29,970
Participant contributions at beginning of year2017-12-31$63,380
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$15,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$144,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$25,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$28,079
Administrative expenses (other) incurred2017-12-31$46,481
Total non interest bearing cash at end of year2017-12-31$31,359
Total non interest bearing cash at beginning of year2017-12-31$23,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$147,937
Value of net assets at end of year (total assets less liabilities)2017-12-31$680,962
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$533,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$636,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$600,000
Employer contributions (assets) at end of year2017-12-31$600,000
Employer contributions (assets) at beginning of year2017-12-31$390,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,924
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,583
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2017-12-31680251243
2016 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,118
Total income from all sources (including contributions)2016-12-31$899,390
Total of all expenses incurred2016-12-31$877,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$832,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$899,384
Value of total assets at end of year2016-12-31$564,687
Value of total assets at beginning of year2016-12-31$534,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,693
Total interest from all sources2016-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$389,384
Participant contributions at end of year2016-12-31$63,380
Participant contributions at beginning of year2016-12-31$32,045
Assets. Other investments not covered elsewhere at end of year2016-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$193,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$28,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,674
Administrative expenses (other) incurred2016-12-31$45,693
Total non interest bearing cash at end of year2016-12-31$23,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,397
Value of net assets at end of year (total assets less liabilities)2016-12-31$533,025
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$511,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$65,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$204,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$204,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$638,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$510,000
Employer contributions (assets) at end of year2016-12-31$390,000
Employer contributions (assets) at beginning of year2016-12-31$276,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,583
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,444
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2016-12-31680251243
2015 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,590
Total income from all sources (including contributions)2015-12-31$747,595
Total of all expenses incurred2015-12-31$748,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$707,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$746,859
Value of total assets at end of year2015-12-31$534,746
Value of total assets at beginning of year2015-12-31$535,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$40,951
Total interest from all sources2015-12-31$736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$350,859
Participant contributions at end of year2015-12-31$32,045
Participant contributions at beginning of year2015-12-31$27,945
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$151,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,772
Administrative expenses (other) incurred2015-12-31$40,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-752
Value of net assets at end of year (total assets less liabilities)2015-12-31$511,628
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$512,380
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$204,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$220,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$220,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$736
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$555,832
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$396,000
Employer contributions (assets) at end of year2015-12-31$276,000
Employer contributions (assets) at beginning of year2015-12-31$272,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,444
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$7,818
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31CAMPBELL TAYLOR AND COMPANY
Accountancy firm EIN2015-12-31680251243
2014 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,161
Total income from all sources (including contributions)2014-12-31$618,467
Total of all expenses incurred2014-12-31$710,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$682,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$618,467
Value of total assets at end of year2014-12-31$535,970
Value of total assets at beginning of year2014-12-31$619,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$346,467
Participant contributions at end of year2014-12-31$27,945
Participant contributions at beginning of year2014-12-31$64,391
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,575
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,298
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$106,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,375
Administrative expenses (other) incurred2014-12-31$27,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-91,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$512,380
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$603,919
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$220,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$152,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$152,391
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$575,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$272,000
Employer contributions (assets) at end of year2014-12-31$272,000
Employer contributions (assets) at beginning of year2014-12-31$400,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$7,818
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$7,786
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31CAMPBELL TAYLOR AND COMPANY
Accountancy firm EIN2014-12-31680251243
2013 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,759
Total income from all sources (including contributions)2013-12-31$787,225
Total of all expenses incurred2013-12-31$788,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$775,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$787,157
Value of total assets at end of year2013-12-31$619,080
Value of total assets at beginning of year2013-12-31$621,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,586
Total interest from all sources2013-12-31$68
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$2,000,000
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$387,157
Participant contributions at end of year2013-12-31$64,391
Participant contributions at beginning of year2013-12-31$32,566
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,298
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$37,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$13,226
Administrative expenses (other) incurred2013-12-31$12,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,221
Value of net assets at end of year (total assets less liabilities)2013-12-31$603,919
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$605,140
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$152,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$216,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$216,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$68
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$738,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$400,000
Employer contributions (assets) at end of year2013-12-31$400,000
Employer contributions (assets) at beginning of year2013-12-31$370,000
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$7,786
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,533
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2013-12-31680251243
2012 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-592
Total unrealized appreciation/depreciation of assets2012-12-31$-592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,218
Total income from all sources (including contributions)2012-12-31$764,043
Total of all expenses incurred2012-12-31$772,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$758,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$760,983
Value of total assets at end of year2012-12-31$621,899
Value of total assets at beginning of year2012-12-31$623,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,203
Total interest from all sources2012-12-31$3,652
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$2,000,000
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$390,983
Participant contributions at end of year2012-12-31$32,566
Participant contributions at beginning of year2012-12-31$33,833
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$55,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$13,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,934
Administrative expenses (other) incurred2012-12-31$13,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-8,067
Value of net assets at end of year (total assets less liabilities)2012-12-31$605,140
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$613,207
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$216,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$85,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$85,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,652
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$703,887
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$370,000
Employer contributions (assets) at end of year2012-12-31$370,000
Employer contributions (assets) at beginning of year2012-12-31$300,000
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$204,224
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$3,533
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,284
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CAMPBELL TAYLOR AND COMPANY
Accountancy firm EIN2012-12-31680251243
2011 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-358
Total unrealized appreciation/depreciation of assets2011-12-31$-358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,235
Total income from all sources (including contributions)2011-12-31$669,267
Total of all expenses incurred2011-12-31$664,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$651,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$669,416
Value of total assets at end of year2011-12-31$623,425
Value of total assets at beginning of year2011-12-31$620,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,682
Total interest from all sources2011-12-31$209
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$2,000,000
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$369,416
Participant contributions at end of year2011-12-31$33,833
Participant contributions at beginning of year2011-12-31$35,101
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$32,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,746
Administrative expenses (other) incurred2011-12-31$12,682
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$5,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$613,207
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$607,972
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$85,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$285,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$285,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$209
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$618,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$300,000
Employer contributions (assets) at end of year2011-12-31$300,000
Employer contributions (assets) at beginning of year2011-12-31$300,000
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$204,224
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,284
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,489
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2011-12-31680251243
2010 : STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$59,459
Total income from all sources (including contributions)2010-12-31$639,988
Total of all expenses incurred2010-12-31$669,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$655,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$639,181
Value of total assets at end of year2010-12-31$620,207
Value of total assets at beginning of year2010-12-31$696,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,805
Total interest from all sources2010-12-31$807
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$2,000,000
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$339,181
Participant contributions at end of year2010-12-31$35,101
Participant contributions at beginning of year2010-12-31$53,846
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$42,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$55,199
Administrative expenses (other) incurred2010-12-31$13,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-29,282
Value of net assets at end of year (total assets less liabilities)2010-12-31$607,972
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$637,254
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$285,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$642,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$642,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$807
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$612,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$300,000
Employer contributions (assets) at end of year2010-12-31$300,000
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$3,489
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,260
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2010-12-31680251243

Form 5500 Responses for STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST

2021: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
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: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
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: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFITS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number43116
Policy instance 2
Insurance contract or identification number43116
Number of Individuals Covered72
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $46,111
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $716,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,096
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099316 0000
Policy instance 1
Insurance contract or identification number10099316 0000
Number of Individuals Covered99
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number43116
Policy instance 2
Insurance contract or identification number43116
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $43,915
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $643,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,663
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099316 0000
Policy instance 1
Insurance contract or identification number10099316 0000
Number of Individuals Covered99
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099316 0000
Policy instance 1
Insurance contract or identification number10099316 0000
Number of Individuals Covered95
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number43116
Policy instance 2
Insurance contract or identification number43116
Number of Individuals Covered72
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $43,915
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $577,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,663
Insurance broker organization code?3
CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number43116
Policy instance 2
Insurance contract or identification number43116
Number of Individuals Covered69
Insurance policy start date2018-07-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $77,273
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $559,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,801
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099316 0000
Policy instance 1
Insurance contract or identification number10099316 0000
Number of Individuals Covered85
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,160
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,160
Insurance broker organization code?3
CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number43116
Policy instance 2
Insurance contract or identification number43116
Number of Individuals Covered69
Insurance policy start date2017-07-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $52,312
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $610,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,799
Insurance broker organization code?3
Insurance broker nameSHEPLER & FEAR GA
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099316 0000
Policy instance 1
Insurance contract or identification number10099316 0000
Number of Individuals Covered95
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,359
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,359
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099316 0000
Policy instance 1
Insurance contract or identification number10099316 0000
Number of Individuals Covered94
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,901
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,901
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number43116
Policy instance 2
Insurance contract or identification number43116
Number of Individuals Covered71
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $49,379
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $525,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,785
Insurance broker organization code?3
Insurance broker nameSHEPLER & FEAR GA
CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number43116
Policy instance 4
Insurance contract or identification number43116
Number of Individuals Covered66
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,750
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $293,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,250
Insurance broker organization code?3
Insurance broker nameSHEPLER & FEAR GA
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099315 0000
Policy instance 2
Insurance contract or identification number10099315 0000
Number of Individuals Covered96
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,964
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,964
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number17755-0001
Policy instance 1
Insurance contract or identification number17755-0001
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number352130
Policy instance 3
Insurance contract or identification number352130
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $168,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099315 0000
Policy instance 2
Insurance contract or identification number10099315 0000
Number of Individuals Covered97
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number17755-0001
Policy instance 1
Insurance contract or identification number17755-0001
Number of Individuals Covered8
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number352130
Policy instance 3
Insurance contract or identification number352130
Number of Individuals Covered46
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,208
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $564,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,208
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number17755-0001
Policy instance 1
Insurance contract or identification number17755-0001
Number of Individuals Covered18
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number352130
Policy instance 3
Insurance contract or identification number352130
Number of Individuals Covered50
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $27,111
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $542,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,111
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099315 0000
Policy instance 2
Insurance contract or identification number10099315 0000
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,767
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,767
Insurance broker organization code?3
Insurance broker nameROSS W RELLES
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number17755-0001
Policy instance 1
Insurance contract or identification number17755-0001
Number of Individuals Covered14
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099315 0000
Policy instance 2
Insurance contract or identification number10099315 0000
Number of Individuals Covered87
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,767
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number352130
Policy instance 3
Insurance contract or identification number352130
Number of Individuals Covered50
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,022
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $484,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number17755-0001
Policy instance 1
Insurance contract or identification number17755-0001
Number of Individuals Covered29
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $131,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10099315 0000
Policy instance 2
Insurance contract or identification number10099315 0000
Number of Individuals Covered90
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,562
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,347
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number352130
Policy instance 4
Insurance contract or identification number352130
Number of Individuals Covered42
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,663
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $373,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number490045
Policy instance 3
Insurance contract or identification number490045
Number of Individuals Covered10
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,637
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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