HAWAIIAN FINANCIAL FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION
401k plan membership statisitcs for CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION
| Measure | Date | Value |
|---|
| 2021: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-21 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-21 | 0 |
| Number of retired or separated participants receiving benefits | 2021-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-21 | 0 |
| Total of all active and inactive participants | 2021-06-21 | 0 |
| 2020: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-21 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-21 | 119 |
| Number of retired or separated participants receiving benefits | 2020-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-21 | 0 |
| Total of all active and inactive participants | 2020-06-21 | 119 |
| 2019: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-21 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-21 | 119 |
| Number of retired or separated participants receiving benefits | 2019-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-21 | 0 |
| Total of all active and inactive participants | 2019-06-21 | 119 |
| 2018: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-21 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-21 | 119 |
| Number of retired or separated participants receiving benefits | 2018-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-21 | 0 |
| Total of all active and inactive participants | 2018-06-21 | 119 |
| 2017: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-21 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-21 | 118 |
| Number of retired or separated participants receiving benefits | 2017-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-21 | 0 |
| Total of all active and inactive participants | 2017-06-21 | 118 |
| 2016: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-21 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-21 | 109 |
| Number of retired or separated participants receiving benefits | 2016-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-21 | 0 |
| Total of all active and inactive participants | 2016-06-21 | 109 |
| 2015: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-21 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-21 | 109 |
| Number of retired or separated participants receiving benefits | 2015-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-21 | 0 |
| Total of all active and inactive participants | 2015-06-21 | 109 |
| 2014: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-21 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-21 | 108 |
| Number of retired or separated participants receiving benefits | 2014-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-21 | 0 |
| Total of all active and inactive participants | 2014-06-21 | 108 |
| 2013: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-21 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-21 | 104 |
| Number of retired or separated participants receiving benefits | 2013-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-21 | 0 |
| Total of all active and inactive participants | 2013-06-21 | 104 |
| 2012: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-21 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-21 | 101 |
| Number of retired or separated participants receiving benefits | 2012-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-21 | 0 |
| Total of all active and inactive participants | 2012-06-21 | 101 |
| 2011: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-21 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-21 | 102 |
| Number of retired or separated participants receiving benefits | 2011-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-21 | 0 |
| Total of all active and inactive participants | 2011-06-21 | 102 |
| 2010: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-21 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-21 | 100 |
| Number of retired or separated participants receiving benefits | 2010-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-06-21 | 0 |
| Total of all active and inactive participants | 2010-06-21 | 100 |
| 2009: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-21 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-21 | 101 |
| Number of retired or separated participants receiving benefits | 2009-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-21 | 0 |
| Total of all active and inactive participants | 2009-06-21 | 101 |
| 2008: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-06-21 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-06-21 | 100 |
| Number of retired or separated participants receiving benefits | 2008-06-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-06-21 | 0 |
| Total of all active and inactive participants | 2008-06-21 | 100 |
| 2021: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2021 form 5500 responses |
|---|
| 2021-06-21 | Type of plan entity | Single employer plan |
| 2021-06-21 | Submission has been amended | No |
| 2021-06-21 | This submission is the final filing | Yes |
| 2021-06-21 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-06-21 | Plan is a collectively bargained plan | No |
| 2021-06-21 | Plan funding arrangement – Insurance | Yes |
| 2021-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2020: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2020 form 5500 responses |
|---|
| 2020-06-21 | Type of plan entity | Single employer plan |
| 2020-06-21 | Submission has been amended | No |
| 2020-06-21 | This submission is the final filing | No |
| 2020-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-21 | Plan is a collectively bargained plan | No |
| 2020-06-21 | Plan funding arrangement – Insurance | Yes |
| 2020-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2019: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2019 form 5500 responses |
|---|
| 2019-06-21 | Type of plan entity | Single employer plan |
| 2019-06-21 | Submission has been amended | No |
| 2019-06-21 | This submission is the final filing | No |
| 2019-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-21 | Plan is a collectively bargained plan | No |
| 2019-06-21 | Plan funding arrangement – Insurance | Yes |
| 2019-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2018: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2018 form 5500 responses |
|---|
| 2018-06-21 | Type of plan entity | Single employer plan |
| 2018-06-21 | Submission has been amended | No |
| 2018-06-21 | This submission is the final filing | No |
| 2018-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-21 | Plan is a collectively bargained plan | No |
| 2018-06-21 | Plan funding arrangement – Insurance | Yes |
| 2018-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2017: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2017 form 5500 responses |
|---|
| 2017-06-21 | Type of plan entity | Single employer plan |
| 2017-06-21 | Submission has been amended | No |
| 2017-06-21 | This submission is the final filing | No |
| 2017-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-06-21 | Plan is a collectively bargained plan | No |
| 2017-06-21 | Plan funding arrangement – Insurance | Yes |
| 2017-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2016: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2016 form 5500 responses |
|---|
| 2016-06-21 | Type of plan entity | Single employer plan |
| 2016-06-21 | Submission has been amended | No |
| 2016-06-21 | This submission is the final filing | No |
| 2016-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-06-21 | Plan is a collectively bargained plan | No |
| 2016-06-21 | Plan funding arrangement – Insurance | Yes |
| 2016-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2015: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2015 form 5500 responses |
|---|
| 2015-06-21 | Type of plan entity | Single employer plan |
| 2015-06-21 | Submission has been amended | No |
| 2015-06-21 | This submission is the final filing | No |
| 2015-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-21 | Plan is a collectively bargained plan | No |
| 2015-06-21 | Plan funding arrangement – Insurance | Yes |
| 2015-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2014: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2014 form 5500 responses |
|---|
| 2014-06-21 | Type of plan entity | Single employer plan |
| 2014-06-21 | Submission has been amended | No |
| 2014-06-21 | This submission is the final filing | No |
| 2014-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-21 | Plan is a collectively bargained plan | No |
| 2014-06-21 | Plan funding arrangement – Insurance | Yes |
| 2014-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2013: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2013 form 5500 responses |
|---|
| 2013-06-21 | Type of plan entity | Single employer plan |
| 2013-06-21 | Submission has been amended | No |
| 2013-06-21 | This submission is the final filing | No |
| 2013-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-21 | Plan is a collectively bargained plan | No |
| 2013-06-21 | Plan funding arrangement – Insurance | Yes |
| 2013-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2012: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2012 form 5500 responses |
|---|
| 2012-06-21 | Type of plan entity | Single employer plan |
| 2012-06-21 | Submission has been amended | No |
| 2012-06-21 | This submission is the final filing | No |
| 2012-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-21 | Plan is a collectively bargained plan | No |
| 2012-06-21 | Plan funding arrangement – Insurance | Yes |
| 2012-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2011: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2011 form 5500 responses |
|---|
| 2011-06-21 | Type of plan entity | Single employer plan |
| 2011-06-21 | Submission has been amended | No |
| 2011-06-21 | This submission is the final filing | No |
| 2011-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-21 | Plan is a collectively bargained plan | No |
| 2011-06-21 | Plan funding arrangement – Insurance | Yes |
| 2011-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2010: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2010 form 5500 responses |
|---|
| 2010-06-21 | Type of plan entity | Single employer plan |
| 2010-06-21 | Submission has been amended | No |
| 2010-06-21 | This submission is the final filing | No |
| 2010-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-06-21 | Plan is a collectively bargained plan | No |
| 2010-06-21 | Plan funding arrangement – Insurance | Yes |
| 2010-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2009: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2009 form 5500 responses |
|---|
| 2009-06-21 | Type of plan entity | Single employer plan |
| 2009-06-21 | Submission has been amended | No |
| 2009-06-21 | This submission is the final filing | No |
| 2009-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-21 | Plan is a collectively bargained plan | No |
| 2009-06-21 | Plan funding arrangement – Insurance | Yes |
| 2009-06-21 | Plan benefit arrangement – Insurance | Yes |
| 2008: CUNET TRUST AD&D PLAN FOR EMPLOYEES OF HAWAIIAN TEL FEDERAL CREDIT UNION 2008 form 5500 responses |
|---|
| 2008-06-21 | Type of plan entity | Single employer plan |
| 2008-06-21 | First time form 5500 has been submitted | Yes |
| 2008-06-21 | Submission has been amended | No |
| 2008-06-21 | This submission is the final filing | No |
| 2008-06-21 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-06-21 | Plan is a collectively bargained plan | No |
| 2008-06-21 | Plan funding arrangement – Insurance | Yes |
| 2008-06-21 | Plan benefit arrangement – Insurance | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 120296 |
| Policy instance | 2 |
| Insurance contract or identification number | 120296 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-06-21 | | Insurance policy end date | 2021-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950869-06 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950869-06 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-06-21 | | Insurance policy end date | 2021-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 120296 |
| Policy instance | 2 |
| Insurance contract or identification number | 120296 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $1,529 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $17,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,529 | | Insurance broker organization code? | 3 |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950869-06 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950869-06 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2020-06-21 | | Insurance policy end date | 2021-06-20 | | Total amount of commissions paid to insurance broker | USD $1,571 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | 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 $7,854 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,571 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 120296 |
| Policy instance | 2 |
| Insurance contract or identification number | 120296 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2019-06-21 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $1,520 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $17,003 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,520 | | Insurance broker organization code? | 3 |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950869-05 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950869-05 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2019-06-21 | | Insurance policy end date | 2020-06-20 | | Total amount of commissions paid to insurance broker | USD $1,571 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | 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 $7,854 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,571 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 120296 |
| Policy instance | 2 |
| Insurance contract or identification number | 120296 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $1,498 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $16,635 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,498 | | Insurance broker organization code? | 3 |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950869-04 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950869-04 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2018-06-21 | | Insurance policy end date | 2019-06-20 | | Total amount of commissions paid to insurance broker | USD $1,558 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | 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 $7,788 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,558 | | Insurance broker organization code? | 3 |
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| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950869-03 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950869-03 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2017-06-21 | | Insurance policy end date | 2018-06-20 | | Total amount of commissions paid to insurance broker | USD $1,439 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | 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 $7,194 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 120296 |
| Policy instance | 2 |
| Insurance contract or identification number | 120296 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $1,366 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $14,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 120296 |
| Policy instance | 2 |
| Insurance contract or identification number | 120296 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $1,266 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $12,770 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,266 | | Insurance broker organization code? | 3 |
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| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950869-01 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950869-01 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2015-06-21 | | Insurance policy end date | 2016-06-20 | | Total amount of commissions paid to insurance broker | USD $1,426 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | 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 $7,128 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,426 | | Insurance broker organization code? | 3 |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 120296 |
| Policy instance | 2 |
| Insurance contract or identification number | 120296 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $1,135 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $10,582 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,135 | | Insurance broker organization code? | 3 |
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| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950869-00 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950869-00 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2014-06-21 | | Insurance policy end date | 2015-06-20 | | Total amount of commissions paid to insurance broker | USD $1,412 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | 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 $7,062 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,412 | | Insurance broker organization code? | 3 |
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