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ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 401k Plan overview

Plan NameADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN
Plan identification number 511

ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='941692300' AND PlanID='511'

401k Sponsoring company profile

ADVANCED MICRO DEVICES has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED MICRO DEVICES
Employer identification number (EIN):941692300
NAIC Classification:334410

Additional information about ADVANCED MICRO DEVICES

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-08-01
Company Identification Number: 0003778306
Legal Registered Office Address: 2485 AUGUSTINE DR MSC 68

SANTA CLARA
United States of America (USA)
95054

More information about ADVANCED MICRO DEVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5112024-01-01DANA SHAY
5112023-01-01
5112023-01-01DANA SHAY
5112022-01-01
5112022-01-01DANA SHAY
5112021-01-01
5112021-01-01DANA MONROY
5112020-01-01
5112019-01-01
5112018-01-01
5112017-01-01CHON ASUNCION
5112016-01-01LARYSA MYSYK
5112015-01-01LARYSA MYSYK
5112014-01-01ANTHONY LAFEBER
5112013-01-01COURTNEY HOLCOMB COURTNEY HOLCOMB2014-09-19
5112012-01-01COURTNEY HOLCOMB COURTNEY HOLCOMB2013-09-23
5112011-01-01AMANDA MCCULLOUGH AMANDA MCCULLOUGH2012-07-30
5112010-01-01AMANDA MCCULLOUGH AMANDA MCCULLOUGH2011-07-27
5112009-01-01AMANDA MCCULLOUGH AMANDA MCCULLOUGH2010-07-28
5112009-01-01AMANDA MCCULLOUGH AMANDA MCCULLOUGH2010-10-13
5112008-01-01AMANDA MCCULLOUGH AMANDA MCCULLOUGH2010-10-13
5112007-01-01 AMANDA MCCULLOUGH2010-07-01
5112006-01-01 AMANDA MCCULLOUGH2010-07-01
5112005-01-01 AMANDA MCCULLOUGH2010-07-01
5112004-07-01 AMANDA MCCULLOUGH2010-07-01
5112003-07-01 AMANDA MCCULLOUGH2010-07-01
5112002-07-01 AMANDA MCCULLOUGH2010-07-13

Plan Statistics for ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN

401k plan membership statisitcs for ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN

Measure Date Value
2023: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-018,768
Total number of active participants reported on line 7a of the Form 55002023-01-019,300
Number of retired or separated participants receiving benefits2023-01-01135
Number of other retired or separated participants entitled to future benefits2023-01-01231
Total of all active and inactive participants2023-01-019,666
2022: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,775
Total number of active participants reported on line 7a of the Form 55002022-01-019,025
Number of retired or separated participants receiving benefits2022-01-01819
Number of other retired or separated participants entitled to future benefits2022-01-01302
Total of all active and inactive participants2022-01-0110,146
2021: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,716
Total number of active participants reported on line 7a of the Form 55002021-01-015,577
Number of retired or separated participants receiving benefits2021-01-01134
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-015,775
2020: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,363
Total number of active participants reported on line 7a of the Form 55002020-01-014,627
Number of retired or separated participants receiving benefits2020-01-0182
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-014,716
2019: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,766
Total number of active participants reported on line 7a of the Form 55002019-01-014,185
Number of retired or separated participants receiving benefits2019-01-01168
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-014,363
2018: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,284
Total number of active participants reported on line 7a of the Form 55002018-01-013,641
Number of retired or separated participants receiving benefits2018-01-01108
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-013,766
2017: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,980
Total number of active participants reported on line 7a of the Form 55002017-01-013,066
Number of retired or separated participants receiving benefits2017-01-01193
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-013,284
2016: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,043
Total number of active participants reported on line 7a of the Form 55002016-01-012,919
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-012,980
2015: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,440
Total number of active participants reported on line 7a of the Form 55002015-01-012,791
Number of retired or separated participants receiving benefits2015-01-01233
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-013,043
2014: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,691
Total number of active participants reported on line 7a of the Form 55002014-01-013,164
Number of retired or separated participants receiving benefits2014-01-01203
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-013,440
2013: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,369
Total number of active participants reported on line 7a of the Form 55002013-01-013,467
Number of retired or separated participants receiving benefits2013-01-01130
Number of other retired or separated participants entitled to future benefits2013-01-0194
Total of all active and inactive participants2013-01-013,691
2012: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,094
Total number of active participants reported on line 7a of the Form 55002012-01-014,173
Number of retired or separated participants receiving benefits2012-01-01111
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-014,369
2011: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,159
Total number of active participants reported on line 7a of the Form 55002011-01-013,994
Number of retired or separated participants receiving benefits2011-01-0133
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-014,094
2010: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,139
Total number of active participants reported on line 7a of the Form 55002010-01-014,235
Number of retired or separated participants receiving benefits2010-01-0158
Number of other retired or separated participants entitled to future benefits2010-01-0171
Total of all active and inactive participants2010-01-014,364
2009: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,525
Total number of active participants reported on line 7a of the Form 55002009-01-013,927
Number of retired or separated participants receiving benefits2009-01-01181
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-014,139
2008: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-014,912
Total number of active participants reported on line 7a of the Form 55002008-01-014,180
Number of retired or separated participants receiving benefits2008-01-01345
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-014,525
2007: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-015,626
Total number of active participants reported on line 7a of the Form 55002007-01-014,469
Number of retired or separated participants receiving benefits2007-01-01443
Total of all active and inactive participants2007-01-014,912
Total participants2007-01-014,912
2006: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-015,757
Total number of active participants reported on line 7a of the Form 55002006-01-015,443
Number of retired or separated participants receiving benefits2006-01-01183
Total of all active and inactive participants2006-01-015,626
Total participants2006-01-015,626
2005: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-015,229
Total number of active participants reported on line 7a of the Form 55002005-01-015,609
Number of retired or separated participants receiving benefits2005-01-01148
Total of all active and inactive participants2005-01-015,757
Total participants2005-01-015,757
2004: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2004 401k membership
Total participants, beginning-of-year2004-07-015,088
Total number of active participants reported on line 7a of the Form 55002004-07-015,017
Number of retired or separated participants receiving benefits2004-07-01212
Total of all active and inactive participants2004-07-015,229
Total participants2004-07-015,229
2003: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2003 401k membership
Total participants, beginning-of-year2003-07-015,118
Total number of active participants reported on line 7a of the Form 55002003-07-014,872
Number of retired or separated participants receiving benefits2003-07-01216
Total of all active and inactive participants2003-07-015,088
Total participants2003-07-015,088
2002: ADVANCED MICRO DEVICES COMPREHENSIVE WELFARE PLAN 2002 401k membership
Total participants, beginning-of-year2002-07-016,847
Total number of active participants reported on line 7a of the Form 55002002-07-015,001
Number of retired or separated participants receiving benefits2002-07-01117
Total of all active and inactive participants2002-07-015,118
Total participants2002-07-015,118

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 4
Insurance contract or identification number12290437
Number of Individuals Covered9406
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 BenefitYes
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 $1,522,657
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 number0235821
Policy instance 10
Insurance contract or identification number0235821
Number of Individuals Covered316
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,690
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $107,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 1
Insurance contract or identification numberGTP 0009139256
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $27,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 2
Insurance contract or identification number1969
Number of Individuals Covered2090
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $12,291,604
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 number0101386
Policy instance 3
Insurance contract or identification number0101386
Number of Individuals Covered11244
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68,671
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $5,134,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 5
Insurance contract or identification number6090478
Number of Individuals Covered2981
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $46,819
Total amount of fees paid to insurance companyUSD $7,412
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 providedLEGAL
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 $614,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COUNSELING GLOBAL DOMESTIC (National Association of Insurance Commissioners NAIC id number: 54161 )
Policy contract number421063
Policy instance 6
Insurance contract or identification number421063
Number of Individuals Covered9147
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $176,243
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 number0223721
Policy instance 7
Insurance contract or identification number0223721
Number of Individuals Covered2410
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,344
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Other welfare benefits providedGROUP ACCIDENT
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 $176,504
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 number0223722
Policy instance 8
Insurance contract or identification number0223722
Number of Individuals Covered1675
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,489
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Other welfare benefits providedHOSPITAL INDEMNMITY
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 $223,343
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 number0223724
Policy instance 9
Insurance contract or identification number0223724
Number of Individuals Covered1185
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,750
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Other welfare benefits providedCRITICAL ILLNESS
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 $396,775
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 number0223722
Policy instance 8
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 4
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 5
COUNSELING GLOBAL DOMESTIC (National Association of Insurance Commissioners NAIC id number: 54161 )
Policy contract number421063
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223721
Policy instance 7
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223724
Policy instance 9
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0235821
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 4
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 5
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 1
COUNSELING GLOBAL DOMESTIC (National Association of Insurance Commissioners NAIC id number: 54161 )
Policy contract number421063
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223721
Policy instance 8
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223722
Policy instance 9
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223723
Policy instance 10
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223724
Policy instance 11
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number174284
Policy instance 7
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 2
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 5
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number938219
Policy instance 7
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 5
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 6
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 2
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 2
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 1
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 5
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 6
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 7
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number227269
Policy instance 8
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberPAI 009124928
Policy instance 1
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 3
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 6
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 7
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberPAI 009124928
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12290437
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 5
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969, 104116
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number227269
Policy instance 8
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6090478
Policy instance 7
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12290437
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009139256
Policy instance 2
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberPAI 009124928
Policy instance 1
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 4
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberPAI 009124928
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12290437
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 5
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969*
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009117953
Policy instance 2
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 0009117953
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12290437
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 5
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969*
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberPAI 009124928
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12290437
Policy instance 8
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969/104116
Policy instance 5
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 6
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number855141G
Policy instance 4
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 9117953
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberPAI 00912 49 28
Policy instance 2
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67307-2
Policy instance 1
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP 9117953
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1969/104116
Policy instance 3
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberADVM01/ADVM02
Policy instance 4
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract number655510
Policy instance 6
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberPAI 9124928
Policy instance 7
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12290437
Policy instance 8
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0101386
Policy instance 5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number855141G
Policy instance 2

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