BIDART BROS ET AL has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: BIDART BROS 2022 401k membership |
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Total participants, beginning-of-year | 2022-06-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 105 |
Total of all active and inactive participants | 2022-06-01 | 105 |
2021: BIDART BROS 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-06-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 162 |
Total of all active and inactive participants | 2021-06-01 | 162 |
2020: BIDART BROS 2020 401k membership |
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Total participants, beginning-of-year | 2020-06-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 146 |
Number of retired or separated participants receiving benefits | 2020-06-01 | 0 |
Total of all active and inactive participants | 2020-06-01 | 146 |
2019: BIDART BROS 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-06-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 156 |
Total of all active and inactive participants | 2019-06-01 | 156 |
2018: BIDART BROS 2018 401k membership |
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Total participants, beginning-of-year | 2018-06-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 140 |
Total of all active and inactive participants | 2018-06-01 | 140 |
2017: BIDART BROS 2017 401k membership |
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Total participants, beginning-of-year | 2017-06-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 155 |
Total of all active and inactive participants | 2017-06-01 | 155 |
2016: BIDART BROS 2016 401k membership |
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Total participants, beginning-of-year | 2016-06-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 177 |
Total of all active and inactive participants | 2016-06-01 | 177 |
Number of employers contributing to the scheme | 2016-06-01 | 177 |
Total participants, beginning-of-year | 2016-03-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
Total of all active and inactive participants | 2016-03-01 | 0 |
2015: BIDART BROS 2015 401k membership |
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Total participants, beginning-of-year | 2015-06-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 192 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 0 |
Total of all active and inactive participants | 2015-06-01 | 192 |
Number of participants with account balances | 2015-06-01 | 0 |
Number of employers contributing to the scheme | 2015-06-01 | 192 |
Total participants, beginning-of-year | 2015-03-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 97 |
Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
Total of all active and inactive participants | 2015-03-01 | 97 |
2014: BIDART BROS 2014 401k membership |
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Total participants, beginning-of-year | 2014-06-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 180 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
Total of all active and inactive participants | 2014-06-01 | 180 |
Total participants, beginning-of-year | 2014-03-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 99 |
Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 0 |
Total of all active and inactive participants | 2014-03-01 | 99 |
2013: BIDART BROS 2013 401k membership |
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Total participants, beginning-of-year | 2013-06-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 115 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
Total of all active and inactive participants | 2013-06-01 | 115 |
Total participants, beginning-of-year | 2013-03-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 110 |
Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 0 |
Total of all active and inactive participants | 2013-03-01 | 110 |
2012: BIDART BROS 2012 401k membership |
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Total participants, beginning-of-year | 2012-06-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 73 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
Total of all active and inactive participants | 2012-06-01 | 73 |
Total participants, beginning-of-year | 2012-03-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 110 |
Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 0 |
Total of all active and inactive participants | 2012-03-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 0 |
Number of participants with account balances | 2012-03-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 0 |
2011: BIDART BROS 2011 401k membership |
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Total participants, beginning-of-year | 2011-06-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 76 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
Total of all active and inactive participants | 2011-06-01 | 76 |
Total participants, beginning-of-year | 2011-03-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 106 |
Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
Total of all active and inactive participants | 2011-03-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
Number of participants with account balances | 2011-03-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
2010: BIDART BROS 2010 401k membership |
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Total participants, beginning-of-year | 2010-06-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 97 |
Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 0 |
Total of all active and inactive participants | 2010-06-01 | 97 |
Total participants, beginning-of-year | 2010-03-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 109 |
Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 0 |
Total of all active and inactive participants | 2010-03-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 0 |
Number of participants with account balances | 2010-03-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-03-01 | 0 |
2009: BIDART BROS 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-06-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 108 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
Total of all active and inactive participants | 2009-06-01 | 108 |
Measure | Date | Value |
---|
2015 : BIDART BROS 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-05-31 | $54,121 |
Total plan liabilities at beginning of year | 2015-05-31 | $48,192 |
Total income from all sources | 2015-05-31 | $332,197 |
Expenses. Total of all expenses incurred | 2015-05-31 | $355,049 |
Benefits paid (including direct rollovers) | 2015-05-31 | $126,898 |
Total plan assets at end of year | 2015-05-31 | $58,396 |
Total plan assets at beginning of year | 2015-05-31 | $75,319 |
Value of fidelity bond covering the plan | 2015-05-31 | $100,000 |
Contributions received from other sources (not participants or employers) | 2015-05-31 | $4,038 |
Net income (gross income less expenses) | 2015-05-31 | $-22,852 |
Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $4,275 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $27,127 |
Total contributions received or receivable from employer(s) | 2015-05-31 | $328,159 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $228,151 |
2014 : BIDART BROS 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-05-31 | $48,192 |
Total plan liabilities at beginning of year | 2014-05-31 | $16,899 |
Total income from all sources | 2014-05-31 | $253,568 |
Expenses. Total of all expenses incurred | 2014-05-31 | $228,441 |
Benefits paid (including direct rollovers) | 2014-05-31 | $126,866 |
Total plan assets at end of year | 2014-05-31 | $75,319 |
Total plan assets at beginning of year | 2014-05-31 | $18,899 |
Value of fidelity bond covering the plan | 2014-05-31 | $100,000 |
Contributions received from other sources (not participants or employers) | 2014-05-31 | $25,169 |
Net income (gross income less expenses) | 2014-05-31 | $25,127 |
Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $27,127 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $2,000 |
Total contributions received or receivable from employer(s) | 2014-05-31 | $228,399 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $101,575 |
2013 : BIDART BROS 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-05-31 | $16,899 |
Total plan liabilities at beginning of year | 2013-05-31 | $22,477 |
Total income from all sources | 2013-05-31 | $224,215 |
Expenses. Total of all expenses incurred | 2013-05-31 | $224,389 |
Benefits paid (including direct rollovers) | 2013-05-31 | $149,161 |
Total plan assets at end of year | 2013-05-31 | $18,899 |
Total plan assets at beginning of year | 2013-05-31 | $24,651 |
Total contributions received or receivable from participants | 2013-05-31 | $487 |
Contributions received from other sources (not participants or employers) | 2013-05-31 | $227 |
Net income (gross income less expenses) | 2013-05-31 | $-174 |
Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $2,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $2,174 |
Total contributions received or receivable from employer(s) | 2013-05-31 | $223,501 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $75,228 |
2012 : BIDART BROS 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-05-31 | $22,477 |
Total plan liabilities at beginning of year | 2012-05-31 | $23,793 |
Total income from all sources | 2012-05-31 | $241,372 |
Expenses. Total of all expenses incurred | 2012-05-31 | $244,734 |
Benefits paid (including direct rollovers) | 2012-05-31 | $160,436 |
Total plan assets at end of year | 2012-05-31 | $24,651 |
Total plan assets at beginning of year | 2012-05-31 | $29,329 |
Total contributions received or receivable from participants | 2012-05-31 | $2,900 |
Expenses. Other expenses not covered elsewhere | 2012-05-31 | $84,298 |
Contributions received from other sources (not participants or employers) | 2012-05-31 | $199 |
Net income (gross income less expenses) | 2012-05-31 | $-3,362 |
Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $2,174 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $5,536 |
Total contributions received or receivable from employer(s) | 2012-05-31 | $238,273 |
2011 : BIDART BROS 2011 401k financial data |
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Total plan liabilities at end of year | 2011-05-31 | $23,793 |
Total plan liabilities at beginning of year | 2011-05-31 | $30,196 |
Total income from all sources | 2011-05-31 | $300,622 |
Expenses. Total of all expenses incurred | 2011-05-31 | $318,782 |
Benefits paid (including direct rollovers) | 2011-05-31 | $227,505 |
Total plan assets at end of year | 2011-05-31 | $29,329 |
Total plan assets at beginning of year | 2011-05-31 | $53,892 |
Total contributions received or receivable from participants | 2011-05-31 | $3,755 |
Expenses. Other expenses not covered elsewhere | 2011-05-31 | $91,277 |
Contributions received from other sources (not participants or employers) | 2011-05-31 | $9,178 |
Net income (gross income less expenses) | 2011-05-31 | $-18,160 |
Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $5,536 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $23,696 |
Total contributions received or receivable from employer(s) | 2011-05-31 | $287,689 |
2022: BIDART BROS 2022 form 5500 responses |
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2022-06-01 | Type of plan entity | Single employer plan |
2022-06-01 | Submission has been amended | No |
2022-06-01 | This submission is the final filing | No |
2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-06-01 | Plan is a collectively bargained plan | No |
2022-06-01 | Plan funding arrangement – Insurance | Yes |
2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-06-01 | Plan benefit arrangement – Insurance | Yes |
2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: BIDART BROS 2021 form 5500 responses |
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2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Submission has been amended | No |
2021-06-01 | This submission is the final filing | No |
2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-06-01 | Plan is a collectively bargained plan | No |
2021-06-01 | Plan funding arrangement – Insurance | Yes |
2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-06-01 | Plan benefit arrangement – Insurance | Yes |
2021-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: BIDART BROS 2020 form 5500 responses |
---|
2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Submission has been amended | No |
2020-06-01 | This submission is the final filing | No |
2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-06-01 | Plan is a collectively bargained plan | No |
2020-06-01 | Plan funding arrangement – Insurance | Yes |
2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-06-01 | Plan benefit arrangement – Insurance | Yes |
2020-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: BIDART BROS 2019 form 5500 responses |
---|
2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Submission has been amended | No |
2019-06-01 | This submission is the final filing | No |
2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-01 | Plan is a collectively bargained plan | No |
2019-06-01 | Plan funding arrangement – Insurance | Yes |
2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-06-01 | Plan benefit arrangement – Insurance | Yes |
2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: BIDART BROS 2018 form 5500 responses |
---|
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Insurance | Yes |
2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-06-01 | Plan benefit arrangement – Insurance | Yes |
2018-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: BIDART BROS 2017 form 5500 responses |
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2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Submission has been amended | No |
2017-06-01 | This submission is the final filing | No |
2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-01 | Plan is a collectively bargained plan | No |
2017-06-01 | Plan funding arrangement – Insurance | Yes |
2017-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-06-01 | Plan benefit arrangement – Insurance | Yes |
2017-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: BIDART BROS 2016 form 5500 responses |
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2016-06-01 | Type of plan entity | Multi-employer plan |
2016-06-01 | Submission has been amended | No |
2016-06-01 | This submission is the final filing | No |
2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-06-01 | Plan is a collectively bargained plan | Yes |
2016-06-01 | Plan funding arrangement – Insurance | Yes |
2016-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-06-01 | Plan benefit arrangement – Insurance | Yes |
2016-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016-03-01 | Type of plan entity | Single employer plan |
2016-03-01 | Submission has been amended | No |
2016-03-01 | This submission is the final filing | Yes |
2016-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-03-01 | Plan is a collectively bargained plan | No |
2016-03-01 | Plan funding arrangement – Insurance | Yes |
2016-03-01 | Plan benefit arrangement – Insurance | Yes |
2015: BIDART BROS 2015 form 5500 responses |
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2015-06-01 | Type of plan entity | Multi-employer plan |
2015-06-01 | Submission has been amended | No |
2015-06-01 | This submission is the final filing | No |
2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-06-01 | Plan is a collectively bargained plan | Yes |
2015-06-01 | Plan funding arrangement – Insurance | Yes |
2015-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-06-01 | Plan benefit arrangement – Insurance | Yes |
2015-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Submission has been amended | No |
2015-03-01 | This submission is the final filing | No |
2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-03-01 | Plan is a collectively bargained plan | No |
2015-03-01 | Plan funding arrangement – Insurance | Yes |
2015-03-01 | Plan benefit arrangement – Insurance | Yes |
2014: BIDART BROS 2014 form 5500 responses |
---|
2014-06-01 | Type of plan entity | Multi-employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Insurance | Yes |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement – Insurance | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Submission has been amended | No |
2014-03-01 | This submission is the final filing | No |
2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-03-01 | Plan is a collectively bargained plan | No |
2014-03-01 | Plan funding arrangement – Insurance | Yes |
2014-03-01 | Plan benefit arrangement – Insurance | Yes |
2013: BIDART BROS 2013 form 5500 responses |
---|
2013-06-01 | Type of plan entity | Multi-employer plan |
2013-06-01 | Submission has been amended | No |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Insurance | Yes |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement – Insurance | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Submission has been amended | No |
2013-03-01 | This submission is the final filing | No |
2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-03-01 | Plan is a collectively bargained plan | No |
2013-03-01 | Plan funding arrangement – Insurance | Yes |
2013-03-01 | Plan benefit arrangement – Insurance | Yes |
2012: BIDART BROS 2012 form 5500 responses |
---|
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Submission has been amended | No |
2012-06-01 | This submission is the final filing | No |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-06-01 | Plan is a collectively bargained plan | No |
2012-06-01 | Plan funding arrangement – Insurance | Yes |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement – Insurance | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Submission has been amended | No |
2012-03-01 | This submission is the final filing | No |
2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-03-01 | Plan is a collectively bargained plan | No |
2012-03-01 | Plan funding arrangement – Insurance | Yes |
2012-03-01 | Plan benefit arrangement – Insurance | Yes |
2011: BIDART BROS 2011 form 5500 responses |
---|
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Submission has been amended | No |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | No |
2011-06-01 | Plan funding arrangement – Insurance | Yes |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement – Insurance | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Submission has been amended | No |
2011-03-01 | This submission is the final filing | No |
2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-03-01 | Plan is a collectively bargained plan | No |
2011-03-01 | Plan funding arrangement – Insurance | Yes |
2011-03-01 | Plan benefit arrangement – Insurance | Yes |
2010: BIDART BROS 2010 form 5500 responses |
---|
2010-06-01 | Type of plan entity | Single employer plan |
2010-06-01 | Submission has been amended | Yes |
2010-06-01 | This submission is the final filing | No |
2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-06-01 | Plan is a collectively bargained plan | No |
2010-06-01 | Plan funding arrangement – Insurance | Yes |
2010-06-01 | Plan funding arrangement – Trust | Yes |
2010-06-01 | Plan benefit arrangement – Insurance | Yes |
2010-06-01 | Plan benefit arrangement - Trust | Yes |
2010-03-01 | Type of plan entity | Single employer plan |
2010-03-01 | First time form 5500 has been submitted | Yes |
2010-03-01 | Submission has been amended | No |
2010-03-01 | This submission is the final filing | No |
2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-03-01 | Plan is a collectively bargained plan | No |
2010-03-01 | Plan funding arrangement – Insurance | Yes |
2010-03-01 | Plan benefit arrangement – Insurance | Yes |
2009: BIDART BROS 2009 form 5500 responses |
---|
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | Yes |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | No |
2009-06-01 | Plan funding arrangement – Insurance | Yes |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement – Insurance | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2022-06-01 | Insurance policy end date | 2023-05-31 | Total amount of commissions paid to insurance broker | USD $4,679 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $3,509 | Insurance broker organization code? | 0 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2021-06-01 | Insurance policy end date | 2022-05-31 | Total amount of commissions paid to insurance broker | USD $5,119 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $3,839 | Insurance broker organization code? | 0 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 146 | Insurance policy start date | 2020-06-01 | Insurance policy end date | 2021-05-31 | Total amount of commissions paid to insurance broker | USD $5,086 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $3,814 | Insurance broker organization code? | 0 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | GLUG-73N7 |
Policy instance | 1 |
Insurance contract or identification number | GLUG-73N7 | Number of Individuals Covered | 156 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of commissions paid to insurance broker | USD $5,027 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $3,770 | Insurance broker organization code? | 0 |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | GLUG-73N7 |
Policy instance | 1 |
Insurance contract or identification number | GLUG-73N7 | Number of Individuals Covered | 179 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-05-31 | Total amount of commissions paid to insurance broker | USD $5,664 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $4,248 | Insurance broker organization code? | 0 | Insurance broker name | DIBUDUO & DEFENDIS |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | UP-73N7 |
Policy instance | 1 |
Insurance contract or identification number | UP-73N7 | Number of Individuals Covered | 192 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-05-31 | Total amount of commissions paid to insurance broker | USD $6,024 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $4,518 | Insurance broker organization code? | 0 | Insurance broker name | DIBUDUO & DEFENDIS |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000APBU |
Policy instance | 1 |
Insurance contract or identification number | G000APBU | Number of Individuals Covered | 97 | Insurance policy start date | 2015-03-01 | Insurance policy end date | 2016-02-29 | Total amount of commissions paid to insurance broker | USD $3,340 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $33,401 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,340 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | Insurance broker organization code? | 3 | Insurance broker name | DIBUDUO & DEFENDIS AGENCY |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | UP-73N7 |
Policy instance | 1 |
Insurance contract or identification number | UP-73N7 | Number of Individuals Covered | 180 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2015-05-31 | Total amount of commissions paid to insurance broker | USD $6,662 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $4,997 | Insurance broker organization code? | 0 | Insurance broker name | DIBUDUO & DEFENDIS |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000APBU |
Policy instance | 1 |
Insurance contract or identification number | G000APBU | Number of Individuals Covered | 99 | Insurance policy start date | 2014-02-25 | Insurance policy end date | 2015-02-24 | Total amount of commissions paid to insurance broker | USD $2,752 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $27,520 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,752 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | SERVICES RENDERED | Insurance broker organization code? | 3 | Insurance broker name | DIBUDUO & DEFENDIS AGENCY |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | UP-73N7 |
Policy instance | 1 |
Insurance contract or identification number | UP-73N7 | Number of Individuals Covered | 115 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Total amount of commissions paid to insurance broker | USD $4,934 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $3,701 | Insurance broker organization code? | 0 | Insurance broker name | DIBUDUO & DEFENDIS |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 038997 |
Policy instance | 1 |
Insurance contract or identification number | 038997 | Number of Individuals Covered | 110 | Insurance policy start date | 2013-02-25 | Insurance policy end date | 2014-02-24 | Total amount of commissions paid to insurance broker | USD $344 | Total amount of fees paid to insurance company | USD $28 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $3,438 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $344 | Amount paid for insurance broker fees | 28 | Additional information about fees paid to insurance broker | SERVICES RENDERED | Insurance broker organization code? | 3 | Insurance broker name | DIBUDUO & DEFENDIS AGENCY |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | UP-73N7 |
Policy instance | 1 |
Insurance contract or identification number | UP-73N7 | Number of Individuals Covered | 73 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Total amount of commissions paid to insurance broker | USD $3,350 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $2,512 | Insurance broker organization code? | 0 | Insurance broker name | DIBUDIO & DEFENDIS |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 038997 |
Policy instance | 1 |
Insurance contract or identification number | 038997 | Number of Individuals Covered | 110 | Insurance policy start date | 2012-02-25 | Insurance policy end date | 2013-02-24 | Total amount of commissions paid to insurance broker | USD $2,572 | Total amount of fees paid to insurance company | USD $243 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $32,445 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,572 | Amount paid for insurance broker fees | 243 | Additional information about fees paid to insurance broker | SERVICES RENDERED | Insurance broker organization code? | 3 | Insurance broker name | DIBUDUO & DEFENDIS AGENCY |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | UP-73N7 |
Policy instance | 1 |
Insurance contract or identification number | UP-73N7 | Number of Individuals Covered | 76 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | Total amount of commissions paid to insurance broker | USD $4,117 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 038997 |
Policy instance | 2 |
Insurance contract or identification number | 038997 | Number of Individuals Covered | 106 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-29 | Total amount of commissions paid to insurance broker | USD $3,653 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $30,710 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05725636 |
Policy instance | 1 |
Insurance contract or identification number | KM05725636 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-29 | Total amount of commissions paid to insurance broker | USD $115 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | UP-73N7 |
Policy instance | 1 |
Insurance contract or identification number | UP-73N7 | Number of Individuals Covered | 97 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $4,803 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05725636 |
Policy instance | 1 |
Insurance contract or identification number | KM05725636 | Number of Individuals Covered | 109 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $2,582 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ADD | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $39,968 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,582 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | DIBUDUO & DEFENDIS INS. BROKERS LLC |
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