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EFH HEALTH CARE AND LIFE INSURANCE PLAN 401k Plan overview

Plan NameEFH HEALTH CARE AND LIFE INSURANCE PLAN
Plan identification number 501

EFH HEALTH CARE AND LIFE INSURANCE PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    ENERGY FUTURE HOLDINGS CORPORATION has sponsored the creation of one or more 401k plans.

    Company Name:ENERGY FUTURE HOLDINGS CORPORATION
    Employer identification number (EIN):752669310
    NAIC Classification:551112
    NAIC Description:Offices of Other Holding Companies

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan EFH HEALTH CARE AND LIFE INSURANCE PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    5012015-01-01CYNDIE EWERT
    5012014-01-01CYNDIE EWERT
    5012013-01-01CYNDIE EWERT
    5012012-01-01CYNDIE EWERT
    5012011-01-01CYNDIE EWERT
    5012010-01-01CYNDIE EWEET
    5012009-01-01CYNDIE EWERT

    Plan Statistics for EFH HEALTH CARE AND LIFE INSURANCE PLAN

    401k plan membership statisitcs for EFH HEALTH CARE AND LIFE INSURANCE PLAN

    Measure Date Value
    2015
    Total participants, beginning-of-year2015-01-016,850
    Total number of active participants reported on line 7a of the Form 55002015-01-015,508
    Number of retired or separated participants receiving benefits2015-01-011,350
    Number of other retired or separated participants entitled to future benefits2015-01-010
    Total of all active and inactive participants2015-01-016,858
    2014
    Total participants, beginning-of-year2014-01-0115,194
    Total number of active participants reported on line 7a of the Form 55002014-01-015,718
    Number of retired or separated participants receiving benefits2014-01-011,660
    Number of other retired or separated participants entitled to future benefits2014-01-010
    Total of all active and inactive participants2014-01-017,378
    2013
    Total participants, beginning-of-year2013-01-0115,194
    Total number of active participants reported on line 7a of the Form 55002013-01-019,339
    Number of retired or separated participants receiving benefits2013-01-016,475
    Number of other retired or separated participants entitled to future benefits2013-01-010
    Total of all active and inactive participants2013-01-0115,814
    2012
    Total participants, beginning-of-year2012-01-0118,111
    Total number of active participants reported on line 7a of the Form 55002012-01-019,452
    Number of retired or separated participants receiving benefits2012-01-017,662
    Number of other retired or separated participants entitled to future benefits2012-01-010
    Total of all active and inactive participants2012-01-0117,114
    2011
    Total participants, beginning-of-year2011-01-0116,511
    Total number of active participants reported on line 7a of the Form 55002011-01-019,830
    Number of retired or separated participants receiving benefits2011-01-018,281
    Number of other retired or separated participants entitled to future benefits2011-01-010
    Total of all active and inactive participants2011-01-0118,111
    2010
    Total participants, beginning-of-year2010-01-0118,830
    Total number of active participants reported on line 7a of the Form 55002010-01-018,334
    Number of retired or separated participants receiving benefits2010-01-018,177
    Number of other retired or separated participants entitled to future benefits2010-01-010
    Total of all active and inactive participants2010-01-0116,511
    2009
    Total participants, beginning-of-year2009-01-0116,562
    Total number of active participants reported on line 7a of the Form 55002009-01-019,428
    Number of retired or separated participants receiving benefits2009-01-019,402
    Number of other retired or separated participants entitled to future benefits2009-01-010
    Total of all active and inactive participants2009-01-0118,830

    Financial Data on EFH HEALTH CARE AND LIFE INSURANCE PLAN

    Measure Date Value
    2015
    Total unrealized appreciation/depreciation of assets2015-12-31$0
    Total transfer of assets from this plan2015-12-31$1,198,595
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total income from all sources (including contributions)2015-12-31$83,057,918
    Total loss/gain on sale of assets2015-12-31$0
    Total of all expenses incurred2015-12-31$82,099,118
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$78,418,447
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$83,057,814
    Value of total assets at end of year2015-12-31$224,484
    Value of total assets at beginning of year2015-12-31$464,279
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,680,671
    Total interest from all sources2015-12-31$104
    Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
    Was this plan covered by a fidelity bond2015-12-31Yes
    Value of fidelity bond cover2015-12-31$20,000,000
    If this is an individual account plan, was there a blackout period2015-12-31No
    Were there any nonexempt tranactions with any party-in-interest2015-12-31No
    Contributions received from participants2015-12-31$13,949,310
    Participant contributions at end of year2015-12-31$0
    Participant contributions at beginning of year2015-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$27
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7
    Total non interest bearing cash at end of year2015-12-31$0
    Total non interest bearing cash at beginning of year2015-12-31$0
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$958,800
    Value of net assets at end of year (total assets less liabilities)2015-12-31$224,484
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$464,279
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
    Were any leases to which the plan was party in default or uncollectible2015-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
    Value of interest in common/collective trusts at end of year2015-12-31$0
    Value of interest in common/collective trusts at beginning of year2015-12-31$0
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$224,457
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$464,272
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$464,272
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$104
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
    Was there a failure to transmit to the plan any participant contributions2015-12-31No
    Has the plan failed to provide any benefit when due under the plan2015-12-31No
    Contributions received in cash from employer2015-12-31$69,108,504
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$78,418,447
    Contract administrator fees2015-12-31$3,680,671
    Did the plan have assets held for investment2015-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
    Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
    Accountancy firm name2015-12-31MCCONNELL AND JONES, LLP
    Accountancy firm EIN2015-12-31760488832
    2014
    Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$219,584
    Total unrealized appreciation/depreciation of assets2014-12-31$219,584
    Total transfer of assets from this plan2014-12-31$99,275,102
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
    Total income from all sources (including contributions)2014-12-31$119,308,773
    Total loss/gain on sale of assets2014-12-31$1,295,321
    Total of all expenses incurred2014-12-31$117,593,418
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$110,931,328
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$117,593,418
    Value of total assets at end of year2014-12-31$464,279
    Value of total assets at beginning of year2014-12-31$98,024,026
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,662,090
    Total interest from all sources2014-12-31$200,450
    Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
    Was this plan covered by a fidelity bond2014-12-31Yes
    Value of fidelity bond cover2014-12-31$20,000,000
    If this is an individual account plan, was there a blackout period2014-12-31No
    Were there any nonexempt tranactions with any party-in-interest2014-12-31No
    Contributions received from participants2014-12-31$27,233,675
    Participant contributions at end of year2014-12-31$0
    Participant contributions at beginning of year2014-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,000,078
    Total non interest bearing cash at end of year2014-12-31$0
    Total non interest bearing cash at beginning of year2014-12-31$0
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
    Value of net income/loss2014-12-31$1,715,355
    Value of net assets at end of year (total assets less liabilities)2014-12-31$464,279
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,024,026
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
    Were any leases to which the plan was party in default or uncollectible2014-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$97,023,948
    Value of interest in common/collective trusts at end of year2014-12-31$0
    Value of interest in common/collective trusts at beginning of year2014-12-31$0
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$464,272
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$200,450
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
    Was there a failure to transmit to the plan any participant contributions2014-12-31No
    Has the plan failed to provide any benefit when due under the plan2014-12-31No
    Contributions received in cash from employer2014-12-31$90,359,743
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$110,931,328
    Contract administrator fees2014-12-31$6,662,090
    Did the plan have assets held for investment2014-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
    Aggregate proceeds on sale of assets2014-12-31$1,295,321
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
    Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
    Accountancy firm name2014-12-31MCCONNELL AND JONES, LLP
    Accountancy firm EIN2014-12-31760488832
    2013
    Total unrealized appreciation/depreciation of assets2013-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
    Total income from all sources (including contributions)2013-12-31$157,036,790
    Total loss/gain on sale of assets2013-12-31$0
    Total of all expenses incurred2013-12-31$159,494,441
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,263,597
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$139,092,245
    Value of total assets at end of year2013-12-31$98,024,026
    Value of total assets at beginning of year2013-12-31$100,481,677
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,230,844
    Total interest from all sources2013-12-31$0
    Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
    Administrative expenses professional fees incurred2013-12-31$6,000
    Was this plan covered by a fidelity bond2013-12-31Yes
    Value of fidelity bond cover2013-12-31$20,000,000
    If this is an individual account plan, was there a blackout period2013-12-31No
    Were there any nonexempt tranactions with any party-in-interest2013-12-31No
    Contributions received from participants2013-12-31$31,758,560
    Participant contributions at end of year2013-12-31$0
    Participant contributions at beginning of year2013-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,000,078
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$253
    Administrative expenses (other) incurred2013-12-31$15,300
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
    Value of net income/loss2013-12-31$-2,457,651
    Value of net assets at end of year (total assets less liabilities)2013-12-31$98,024,026
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$100,481,677
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
    Were any leases to which the plan was party in default or uncollectible2013-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$97,023,948
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$100,481,424
    Value of interest in common/collective trusts at end of year2013-12-31$0
    Value of interest in common/collective trusts at beginning of year2013-12-31$0
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,944,545
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
    Was there a failure to transmit to the plan any participant contributions2013-12-31No
    Has the plan failed to provide any benefit when due under the plan2013-12-31No
    Contributions received in cash from employer2013-12-31$107,333,685
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,263,597
    Contract administrator fees2013-12-31$7,209,544
    Did the plan have assets held for investment2013-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
    Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
    Accountancy firm name2013-12-31MCCONNELL AND JONES, LLP
    Accountancy firm EIN2013-12-31760488832
    2012
    Total unrealized appreciation/depreciation of assets2012-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
    Total income from all sources (including contributions)2012-12-31$149,168,280
    Total loss/gain on sale of assets2012-12-31$0
    Total of all expenses incurred2012-12-31$151,461,095
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$145,923,150
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$136,227,339
    Value of total assets at end of year2012-12-31$100,481,677
    Value of total assets at beginning of year2012-12-31$102,774,492
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,537,945
    Total interest from all sources2012-12-31$0
    Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
    Administrative expenses professional fees incurred2012-12-31$1,500
    Was this plan covered by a fidelity bond2012-12-31Yes
    Value of fidelity bond cover2012-12-31$20,000,000
    If this is an individual account plan, was there a blackout period2012-12-31No
    Were there any nonexempt tranactions with any party-in-interest2012-12-31No
    Contributions received from participants2012-12-31$35,248,972
    Participant contributions at end of year2012-12-31$0
    Participant contributions at beginning of year2012-12-31$157,817
    Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$85,221
    Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$253
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6
    Administrative expenses (other) incurred2012-12-31$18,300
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
    Value of net income/loss2012-12-31$-2,292,815
    Value of net assets at end of year (total assets less liabilities)2012-12-31$100,481,677
    Value of net assets at beginning of year (total assets less liabilities)2012-12-31$102,774,492
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
    Were any leases to which the plan was party in default or uncollectible2012-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$100,481,424
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$96,173,023
    Value of interest in common/collective trusts at end of year2012-12-31$0
    Value of interest in common/collective trusts at beginning of year2012-12-31$6,443,646
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,940,941
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
    Was there a failure to transmit to the plan any participant contributions2012-12-31No
    Has the plan failed to provide any benefit when due under the plan2012-12-31No
    Contributions received in cash from employer2012-12-31$100,893,146
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$145,923,150
    Contract administrator fees2012-12-31$5,518,145
    Did the plan have assets held for investment2012-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
    Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
    Accountancy firm name2012-12-31MCCONNELL AND JONES LLP
    Accountancy firm EIN2012-12-31760488832
    2011
    Total unrealized appreciation/depreciation of assets2011-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
    Total income from all sources (including contributions)2011-12-31$142,333,477
    Total loss/gain on sale of assets2011-12-31$0
    Total of all expenses incurred2011-12-31$146,361,180
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$140,294,262
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$139,977,244
    Value of total assets at end of year2011-12-31$102,774,492
    Value of total assets at beginning of year2011-12-31$106,802,195
    Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,066,918
    Total interest from all sources2011-12-31$0
    Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
    Was this plan covered by a fidelity bond2011-12-31Yes
    Value of fidelity bond cover2011-12-31$20,000,000
    If this is an individual account plan, was there a blackout period2011-12-31No
    Were there any nonexempt tranactions with any party-in-interest2011-12-31No
    Contributions received from participants2011-12-31$33,001,814
    Participant contributions at end of year2011-12-31$157,817
    Participant contributions at beginning of year2011-12-31$216,188
    Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$495
    Administrative expenses (other) incurred2011-12-31$-13,696
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
    Value of net income/loss2011-12-31$-4,027,703
    Value of net assets at end of year (total assets less liabilities)2011-12-31$102,774,492
    Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,802,195
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
    Were any leases to which the plan was party in default or uncollectible2011-12-31No
    Investment advisory and management fees2011-12-31$2,300
    Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$96,173,023
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$98,617,154
    Value of interest in common/collective trusts at end of year2011-12-31$6,443,646
    Value of interest in common/collective trusts at beginning of year2011-12-31$7,968,358
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$187,049
    Net investment gain or loss from common/collective trusts2011-12-31$2,169,184
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
    Was there a failure to transmit to the plan any participant contributions2011-12-31No
    Has the plan failed to provide any benefit when due under the plan2011-12-31No
    Contributions received in cash from employer2011-12-31$106,975,430
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$140,294,262
    Contract administrator fees2011-12-31$6,078,314
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
    Did the plan have assets held for investment2011-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
    Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
    Accountancy firm name2011-12-31MCCONNELL AND JONES LLP
    Accountancy firm EIN2011-12-31760488832
    2010
    Total unrealized appreciation/depreciation of assets2010-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
    Total income from all sources (including contributions)2010-12-31$146,727,646
    Total loss/gain on sale of assets2010-12-31$0
    Total of all expenses incurred2010-12-31$141,561,018
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$136,259,087
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$136,519,778
    Value of total assets at end of year2010-12-31$106,802,195
    Value of total assets at beginning of year2010-12-31$101,635,567
    Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,301,931
    Total interest from all sources2010-12-31$0
    Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
    Was this plan covered by a fidelity bond2010-12-31Yes
    Value of fidelity bond cover2010-12-31$20,000,000
    If this is an individual account plan, was there a blackout period2010-12-31No
    Were there any nonexempt tranactions with any party-in-interest2010-12-31No
    Contributions received from participants2010-12-31$34,837,243
    Participant contributions at end of year2010-12-31$216,188
    Participant contributions at beginning of year2010-12-31$250,041
    Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$495
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$918
    Administrative expenses (other) incurred2010-12-31$2,500
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
    Value of net income/loss2010-12-31$5,166,628
    Value of net assets at end of year (total assets less liabilities)2010-12-31$106,802,195
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,635,567
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
    Were any leases to which the plan was party in default or uncollectible2010-12-31No
    Investment advisory and management fees2010-12-31$2,000
    Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$98,617,154
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$89,112,730
    Value of interest in common/collective trusts at end of year2010-12-31$7,968,358
    Value of interest in common/collective trusts at beginning of year2010-12-31$12,271,878
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
    Net investment gain or loss from common/collective trusts2010-12-31$2,451,546
    Net gain/loss from 103.12 investment entities2010-12-31$7,756,322
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
    Was there a failure to transmit to the plan any participant contributions2010-12-31No
    Has the plan failed to provide any benefit when due under the plan2010-12-31No
    Contributions received in cash from employer2010-12-31$101,682,535
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$136,259,087
    Contract administrator fees2010-12-31$5,297,431
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
    Did the plan have assets held for investment2010-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
    Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
    Accountancy firm name2010-12-31MCCONNELL AND JONES LLP
    Accountancy firm EIN2010-12-31760594870

    Form 5500 Responses

    2015
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01Submission has been amendedNo
    2015-01-01This submission is the final filingNo
    2015-01-01This return/report is a short plan year return/report (less than 12 months)No
    2015-01-01Plan is a collectively bargained planNo
    2015-01-01Plan funding arrangement – InsuranceYes
    2015-01-01Plan funding arrangement – TrustYes
    2015-01-01Plan funding arrangement – General assets of the sponsorYes
    2015-01-01Plan benefit arrangement – InsuranceYes
    2015-01-01Plan benefit arrangement - TrustYes
    2015-01-01Plan benefit arrangement – General assets of the sponsorYes
    2014
    2014-01-01Type of plan entitySingle employer plan
    2014-01-01Submission has been amendedNo
    2014-01-01This submission is the final filingNo
    2014-01-01This return/report is a short plan year return/report (less than 12 months)No
    2014-01-01Plan is a collectively bargained planNo
    2014-01-01Plan funding arrangement – InsuranceYes
    2014-01-01Plan funding arrangement – TrustYes
    2014-01-01Plan funding arrangement – General assets of the sponsorYes
    2014-01-01Plan benefit arrangement – InsuranceYes
    2014-01-01Plan benefit arrangement - TrustYes
    2014-01-01Plan benefit arrangement – General assets of the sponsorYes
    2013
    2013-01-01Type of plan entitySingle employer plan
    2013-01-01Submission has been amendedYes
    2013-01-01This submission is the final filingNo
    2013-01-01This return/report is a short plan year return/report (less than 12 months)No
    2013-01-01Plan is a collectively bargained planNo
    2013-01-01Plan funding arrangement – InsuranceYes
    2013-01-01Plan funding arrangement – TrustYes
    2013-01-01Plan funding arrangement – General assets of the sponsorYes
    2013-01-01Plan benefit arrangement – InsuranceYes
    2013-01-01Plan benefit arrangement - TrustYes
    2013-01-01Plan benefit arrangement – General assets of the sponsorYes
    2012
    2012-01-01Type of plan entitySingle employer plan
    2012-01-01Submission has been amendedYes
    2012-01-01This submission is the final filingNo
    2012-01-01This return/report is a short plan year return/report (less than 12 months)No
    2012-01-01Plan is a collectively bargained planNo
    2012-01-01Plan funding arrangement – InsuranceYes
    2012-01-01Plan funding arrangement – TrustYes
    2012-01-01Plan funding arrangement – General assets of the sponsorYes
    2012-01-01Plan benefit arrangement – InsuranceYes
    2012-01-01Plan benefit arrangement - TrustYes
    2012-01-01Plan benefit arrangement – General assets of the sponsorYes
    2011
    2011-01-01Type of plan entitySingle employer plan
    2011-01-01Submission has been amendedNo
    2011-01-01This submission is the final filingNo
    2011-01-01This return/report is a short plan year return/report (less than 12 months)No
    2011-01-01Plan is a collectively bargained planNo
    2011-01-01Plan funding arrangement – InsuranceYes
    2011-01-01Plan funding arrangement – TrustYes
    2011-01-01Plan funding arrangement – General assets of the sponsorYes
    2011-01-01Plan benefit arrangement – InsuranceYes
    2011-01-01Plan benefit arrangement - TrustYes
    2011-01-01Plan benefit arrangement – General assets of the sponsorYes
    2010
    2010-01-01Type of plan entitySingle employer plan
    2010-01-01Submission has been amendedNo
    2010-01-01This submission is the final filingNo
    2010-01-01This return/report is a short plan year return/report (less than 12 months)No
    2010-01-01Plan is a collectively bargained planNo
    2010-01-01Plan funding arrangement – InsuranceYes
    2010-01-01Plan funding arrangement – TrustYes
    2010-01-01Plan funding arrangement – General assets of the sponsorYes
    2010-01-01Plan benefit arrangement – InsuranceYes
    2010-01-01Plan benefit arrangement - TrustYes
    2010-01-01Plan benefit arrangement – General assets of the sponsorYes
    2009
    2009-01-01Type of plan entitySingle employer plan
    2009-01-01Submission has been amendedNo
    2009-01-01This submission is the final filingNo
    2009-01-01This return/report is a short plan year return/report (less than 12 months)No
    2009-01-01Plan is a collectively bargained planNo
    2009-01-01Plan funding arrangement – InsuranceYes
    2009-01-01Plan funding arrangement – TrustYes
    2009-01-01Plan funding arrangement – General assets of the sponsorYes
    2009-01-01Plan benefit arrangement – InsuranceYes
    2009-01-01Plan benefit arrangement - TrustYes
    2009-01-01Plan benefit arrangement – General assets of the sponsorYes

    Insurance Providers Used on plan

    MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
    Policy contract numberENGF0-001
    Policy instance 3
    Insurance contract or identification numberENGF0-001
    Number of Individuals Covered5376
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $135,458
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract number0146255
    Policy instance 2
    Insurance contract or identification number0146255
    Number of Individuals Covered13471
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $156,900
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $7,521,076
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $156,900
    Insurance broker organization code?3
    Insurance broker nameLIFE ACCOUNT, LLC
    S & W HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95099 )
    Policy contract number000376
    Policy instance 1
    Insurance contract or identification number000376
    Number of Individuals Covered910
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $4,255,687
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
    Policy contract numberMULTIPLE
    Policy instance 3
    Insurance contract or identification numberMULTIPLE
    Number of Individuals Covered5546
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $182,246
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    S & W HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95099 )
    Policy contract number000376
    Policy instance 1
    Insurance contract or identification number000376
    Number of Individuals Covered452
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $2,499,884
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberMULTIPLE
    Policy instance 2
    Insurance contract or identification numberMULTIPLE
    Number of Individuals Covered15676
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Total amount of commissions paid to insurance brokerUSD $123,402
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $12,494,503
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $123,402
    Insurance broker organization code?3
    Insurance broker nameLIFE ACCOUNT, LLC
    MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
    Policy contract numberENGF0-001
    Policy instance 3
    Insurance contract or identification numberENGF0-001
    Number of Individuals Covered9125
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $229,100
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
    Policy contract number079581
    Policy instance 4
    Insurance contract or identification number079581
    Number of Individuals Covered29903
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    S & W HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95099 )
    Policy contract numberMULTIPLE
    Policy instance 1
    Insurance contract or identification numberMULTIPLE
    Number of Individuals Covered1913
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $8,439,210
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberMULTIPLE
    Policy instance 2
    Insurance contract or identification numberMULTIPLE
    Number of Individuals Covered29665
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $228,808
    Total amount of fees paid to insurance companyUSD $51,071
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $15,296,343
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $191,179
    Insurance broker organization code?3
    Amount paid for insurance broker fees51071
    Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
    Insurance broker nameLOCKTON COMPANIES, LLC
    S & W HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95099 )
    Policy contract numberMULTIPLE
    Policy instance 1
    Insurance contract or identification numberMULTIPLE
    Number of Individuals Covered2030
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $8,447,166
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
    Policy contract number79581
    Policy instance 4
    Insurance contract or identification number79581
    Number of Individuals Covered30113
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
    Policy contract numberENGF0-001
    Policy instance 3
    Insurance contract or identification numberENGF0-001
    Number of Individuals Covered9244
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $230,992
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberMULTIPLE
    Policy instance 2
    Insurance contract or identification numberMULTIPLE
    Number of Individuals Covered29615
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Total amount of commissions paid to insurance brokerUSD $213,746
    Total amount of fees paid to insurance companyUSD $135,001
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $14,699,052
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $213,746
    Amount paid for insurance broker fees72
    Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
    Insurance broker organization code?3
    Insurance broker nameLOCKTON COMPANIES, LLC
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract number146600/146255
    Policy instance 3
    Insurance contract or identification number146600/146255
    Number of Individuals Covered11241
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $127,567
    Total amount of fees paid to insurance companyUSD $120,114
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $13,891,937
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    S & W HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95099 )
    Policy contract number000376
    Policy instance 2
    Insurance contract or identification number000376
    Number of Individuals Covered2198
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $9,120,690
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    UNITED HEALTHCARE BENEFITS OF TX (National Association of Insurance Commissioners NAIC id number: 95174 )
    Policy contract number601610
    Policy instance 1
    Insurance contract or identification number601610
    Number of Individuals Covered186
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $709,298
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    AETNA EMPLOYEE ASSISTANCE PLAN (National Association of Insurance Commissioners NAIC id number: 62221 )
    Policy contract number476582
    Policy instance 4
    Insurance contract or identification number476582
    Number of Individuals Covered2
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $238,808
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    S & W HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95099 )
    Policy contract number000376
    Policy instance 2
    Insurance contract or identification number000376
    Number of Individuals Covered2339
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $8,653,141
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    UNITED HEALTHCARE BENEFITS OF TX (National Association of Insurance Commissioners NAIC id number: 95174 )
    Policy contract number601610
    Policy instance 1
    Insurance contract or identification number601610
    Number of Individuals Covered187
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $634,585
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
    Policy contract number476581
    Policy instance 3
    Insurance contract or identification number476581
    Number of Individuals Covered26714
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $13,553,890
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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