JOHN MORIARTY AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN
401k plan membership statisitcs for JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 557 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 564 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 0 |
| Total of all active and inactive participants | 2022-10-01 | 577 |
| 2021: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 568 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 580 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
| Total of all active and inactive participants | 2021-10-01 | 592 |
| 2020: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 530 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 518 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 530 |
| Number of employers contributing to the scheme | 2020-10-01 | 0 |
| 2019: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 522 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 535 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
| Total of all active and inactive participants | 2019-10-01 | 540 |
| 2018: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 444 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 522 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 522 |
| 2017: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 405 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 444 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 444 |
| 2016: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 408 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 405 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 405 |
| 2015: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 392 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 408 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 408 |
| 2014: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 377 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 392 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 392 |
| 2013: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-23 | 297 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-23 | 378 |
| Number of retired or separated participants receiving benefits | 2013-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-23 | 0 |
| Total of all active and inactive participants | 2013-10-23 | 378 |
| 2012: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-23 | 222 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-23 | 297 |
| Number of retired or separated participants receiving benefits | 2012-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-23 | 0 |
| Total of all active and inactive participants | 2012-10-23 | 297 |
| 2011: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-23 | 191 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-23 | 222 |
| Total of all active and inactive participants | 2011-10-23 | 222 |
| 2010: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-23 | 184 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-23 | 191 |
| Total of all active and inactive participants | 2010-10-23 | 191 |
| 2009: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-23 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-23 | 184 |
| Number of retired or separated participants receiving benefits | 2009-10-23 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-23 | 0 |
| Total of all active and inactive participants | 2009-10-23 | 193 |
| 2008: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-10-23 | 299 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-10-23 | 207 |
| Number of retired or separated participants receiving benefits | 2008-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-10-23 | 0 |
| Total of all active and inactive participants | 2008-10-23 | 207 |
| 2007: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-10-23 | 301 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-10-23 | 299 |
| Number of retired or separated participants receiving benefits | 2007-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-10-23 | 0 |
| Total of all active and inactive participants | 2007-10-23 | 299 |
| 2006: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-10-23 | 309 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-10-23 | 301 |
| Number of retired or separated participants receiving benefits | 2006-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-10-23 | 0 |
| Total of all active and inactive participants | 2006-10-23 | 301 |
| 2005: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-10-23 | 242 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-10-23 | 309 |
| Number of retired or separated participants receiving benefits | 2005-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-10-23 | 0 |
| Total of all active and inactive participants | 2005-10-23 | 309 |
| 2004: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-10-23 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-10-23 | 242 |
| Number of retired or separated participants receiving benefits | 2004-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2004-10-23 | 0 |
| Total of all active and inactive participants | 2004-10-23 | 242 |
| 2003: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-10-23 | 188 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-10-23 | 207 |
| Number of retired or separated participants receiving benefits | 2003-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2003-10-23 | 0 |
| Total of all active and inactive participants | 2003-10-23 | 207 |
| 2002: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-10-23 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-10-23 | 188 |
| Number of retired or separated participants receiving benefits | 2002-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2002-10-23 | 0 |
| Total of all active and inactive participants | 2002-10-23 | 188 |
| 2001: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-10-23 | 160 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-10-23 | 148 |
| Number of retired or separated participants receiving benefits | 2001-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2001-10-23 | 0 |
| Total of all active and inactive participants | 2001-10-23 | 148 |
| 2000: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-10-23 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-10-23 | 160 |
| Number of retired or separated participants receiving benefits | 2000-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2000-10-23 | 0 |
| Total of all active and inactive participants | 2000-10-23 | 160 |
| 1999: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-10-23 | 164 |
| Total number of active participants reported on line 7a of the Form 5500 | 1999-10-23 | 148 |
| Number of retired or separated participants receiving benefits | 1999-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1999-10-23 | 0 |
| Total of all active and inactive participants | 1999-10-23 | 148 |
| 1998: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 1998 401k membership |
|---|
| Total participants, beginning-of-year | 1998-10-23 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 1998-10-23 | 164 |
| Number of retired or separated participants receiving benefits | 1998-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1998-10-23 | 0 |
| Total of all active and inactive participants | 1998-10-23 | 164 |
| 1997: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 1997 401k membership |
|---|
| Total participants, beginning-of-year | 1997-10-23 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 1997-10-23 | 122 |
| Number of retired or separated participants receiving benefits | 1997-10-23 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1997-10-23 | 0 |
| Total of all active and inactive participants | 1997-10-23 | 122 |
| 2022: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Submission has been amended | No |
| 2022-10-01 | This submission is the final filing | No |
| 2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-10-01 | Plan is a collectively bargained plan | No |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-10-23 | Type of plan entity | Single employer plan |
| 2013-10-23 | Submission has been amended | No |
| 2013-10-23 | This submission is the final filing | No |
| 2013-10-23 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-10-23 | Plan is a collectively bargained plan | No |
| 2013-10-23 | Plan funding arrangement – Insurance | Yes |
| 2013-10-23 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2013-10-23 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-10-23 | Type of plan entity | Single employer plan |
| 2012-10-23 | Submission has been amended | No |
| 2012-10-23 | This submission is the final filing | No |
| 2012-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-23 | Plan is a collectively bargained plan | No |
| 2012-10-23 | Plan funding arrangement – Insurance | Yes |
| 2012-10-23 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2012-10-23 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-10-23 | Type of plan entity | Single employer plan |
| 2011-10-23 | Submission has been amended | No |
| 2011-10-23 | This submission is the final filing | No |
| 2011-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-23 | Plan is a collectively bargained plan | No |
| 2011-10-23 | Plan funding arrangement – Insurance | Yes |
| 2011-10-23 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2011-10-23 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-10-23 | Type of plan entity | Single employer plan |
| 2010-10-23 | Submission has been amended | No |
| 2010-10-23 | This submission is the final filing | No |
| 2010-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-23 | Plan is a collectively bargained plan | No |
| 2010-10-23 | Plan funding arrangement – Insurance | Yes |
| 2010-10-23 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2010-10-23 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-10-23 | Type of plan entity | Single employer plan |
| 2009-10-23 | Submission has been amended | No |
| 2009-10-23 | This submission is the final filing | No |
| 2009-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-23 | Plan is a collectively bargained plan | No |
| 2009-10-23 | Plan funding arrangement – Insurance | Yes |
| 2009-10-23 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-23 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2008: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2008 form 5500 responses |
|---|
| 2008-10-23 | Type of plan entity | Single employer plan |
| 2008-10-23 | Submission has been amended | No |
| 2008-10-23 | This submission is the final filing | No |
| 2008-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-23 | Plan is a collectively bargained plan | No |
| 2008-10-23 | Plan funding arrangement – Insurance | Yes |
| 2008-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2007: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2007 form 5500 responses |
|---|
| 2007-10-23 | Type of plan entity | Single employer plan |
| 2007-10-23 | Submission has been amended | No |
| 2007-10-23 | This submission is the final filing | No |
| 2007-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-10-23 | Plan is a collectively bargained plan | No |
| 2007-10-23 | Plan funding arrangement – Insurance | Yes |
| 2007-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2006: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2006 form 5500 responses |
|---|
| 2006-10-23 | Type of plan entity | Single employer plan |
| 2006-10-23 | Submission has been amended | No |
| 2006-10-23 | This submission is the final filing | No |
| 2006-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-10-23 | Plan is a collectively bargained plan | No |
| 2006-10-23 | Plan funding arrangement – Insurance | Yes |
| 2006-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2005: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2005 form 5500 responses |
|---|
| 2005-10-23 | Type of plan entity | Single employer plan |
| 2005-10-23 | Submission has been amended | No |
| 2005-10-23 | This submission is the final filing | No |
| 2005-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-10-23 | Plan is a collectively bargained plan | No |
| 2005-10-23 | Plan funding arrangement – Insurance | Yes |
| 2005-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2004: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2004 form 5500 responses |
|---|
| 2004-10-23 | Type of plan entity | Single employer plan |
| 2004-10-23 | Submission has been amended | No |
| 2004-10-23 | This submission is the final filing | No |
| 2004-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-10-23 | Plan is a collectively bargained plan | No |
| 2004-10-23 | Plan funding arrangement – Insurance | Yes |
| 2004-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2003: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2003 form 5500 responses |
|---|
| 2003-10-23 | Type of plan entity | Single employer plan |
| 2003-10-23 | Submission has been amended | No |
| 2003-10-23 | This submission is the final filing | No |
| 2003-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-10-23 | Plan is a collectively bargained plan | No |
| 2003-10-23 | Plan funding arrangement – Insurance | Yes |
| 2003-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2002: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2002 form 5500 responses |
|---|
| 2002-10-23 | Type of plan entity | Single employer plan |
| 2002-10-23 | Submission has been amended | No |
| 2002-10-23 | This submission is the final filing | No |
| 2002-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-10-23 | Plan is a collectively bargained plan | No |
| 2002-10-23 | Plan funding arrangement – Insurance | Yes |
| 2002-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2001: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2001 form 5500 responses |
|---|
| 2001-10-23 | Type of plan entity | Single employer plan |
| 2001-10-23 | Submission has been amended | No |
| 2001-10-23 | This submission is the final filing | No |
| 2001-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-10-23 | Plan is a collectively bargained plan | No |
| 2001-10-23 | Plan funding arrangement – Insurance | Yes |
| 2001-10-23 | Plan benefit arrangement – Insurance | Yes |
| 2000: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 2000 form 5500 responses |
|---|
| 2000-10-23 | Type of plan entity | Single employer plan |
| 2000-10-23 | Submission has been amended | No |
| 2000-10-23 | This submission is the final filing | No |
| 2000-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-10-23 | Plan is a collectively bargained plan | No |
| 2000-10-23 | Plan funding arrangement – Insurance | Yes |
| 2000-10-23 | Plan benefit arrangement – Insurance | Yes |
| 1999: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 1999 form 5500 responses |
|---|
| 1999-10-23 | Type of plan entity | Single employer plan |
| 1999-10-23 | Submission has been amended | No |
| 1999-10-23 | This submission is the final filing | No |
| 1999-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-10-23 | Plan is a collectively bargained plan | No |
| 1999-10-23 | Plan funding arrangement – Insurance | Yes |
| 1999-10-23 | Plan benefit arrangement – Insurance | Yes |
| 1998: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 1998 form 5500 responses |
|---|
| 1998-10-23 | Type of plan entity | Single employer plan |
| 1998-10-23 | Submission has been amended | No |
| 1998-10-23 | This submission is the final filing | No |
| 1998-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1998-10-23 | Plan is a collectively bargained plan | No |
| 1998-10-23 | Plan funding arrangement – Insurance | Yes |
| 1998-10-23 | Plan benefit arrangement – Insurance | Yes |
| 1997: JOHN MORIARTY & ASSOCIATES, INC. WELFARE BENEFIT PLAN 1997 form 5500 responses |
|---|
| 1997-10-23 | Type of plan entity | Single employer plan |
| 1997-10-23 | First time form 5500 has been submitted | Yes |
| 1997-10-23 | Submission has been amended | No |
| 1997-10-23 | This submission is the final filing | No |
| 1997-10-23 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1997-10-23 | Plan is a collectively bargained plan | No |
| 1997-10-23 | Plan funding arrangement – Insurance | Yes |
| 1997-10-23 | Plan benefit arrangement – Insurance | Yes |
| MONTGOMERY & ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | EAP |
| Policy instance | 4 |
| Insurance contract or identification number | EAP | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 60293 |
| Policy instance | 3 |
| Insurance contract or identification number | 60293 | | Number of Individuals Covered | 564 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $34,265 | | Total amount of fees paid to insurance company | USD $123 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $234,522 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,265 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 123 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 743017 |
| Policy instance | 2 |
| Insurance contract or identification number | 743017 | | Number of Individuals Covered | 1296 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $106,128 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $9,970,672 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $106,128 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 13498 |
| Policy instance | 1 |
| Insurance contract or identification number | 13498 | | Number of Individuals Covered | 340 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $13,671 | | Total amount of fees paid to insurance company | USD $3,376 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $364,095 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,671 | | Amount paid for insurance broker fees | 3376 | | Additional information about fees paid to insurance broker | OTHER FEES | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 13498 |
| Policy instance | 1 |
| Insurance contract or identification number | 13498 | | Number of Individuals Covered | 745 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $15,350 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $308,414 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,350 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 743017 |
| Policy instance | 2 |
| Insurance contract or identification number | 743017 | | Number of Individuals Covered | 1248 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $97,392 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $10,957,224 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $97,392 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 60293 |
| Policy instance | 3 |
| Insurance contract or identification number | 60293 | | Number of Individuals Covered | 569 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $31,140 | | Total amount of fees paid to insurance company | USD $87 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $217,175 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,835 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 87 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION |
|
| MONTGOMERY & ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | EAP |
| Policy instance | 4 |
| Insurance contract or identification number | EAP | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| MONTGOMERY & ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | EAP |
| Policy instance | 4 |
| Insurance contract or identification number | EAP | | Number of Individuals Covered | 543 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 60293 |
| Policy instance | 3 |
| Insurance contract or identification number | 60293 | | Number of Individuals Covered | 518 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $21,843 | | Total amount of fees paid to insurance company | USD $7,877 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $207,768 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,843 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 743017 |
| Policy instance | 2 |
| Insurance contract or identification number | 743017 | | Number of Individuals Covered | 1120 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $86,158 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,438,465 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $86,172 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 13498 |
| Policy instance | 1 |
| Insurance contract or identification number | 13498 | | Number of Individuals Covered | 640 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $12,545 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $278,843 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,544 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 60293 |
| Policy instance | 3 |
| Insurance contract or identification number | 60293 | | Number of Individuals Covered | 535 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $38,202 | | Total amount of fees paid to insurance company | USD $136 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $218,219 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,354 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 72 | | Additional information about fees paid to insurance broker | TPA FEES |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 013498 |
| Policy instance | 2 |
| Insurance contract or identification number | 013498 | | Number of Individuals Covered | 629 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $8,077 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $282,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,932 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0743017 |
| Policy instance | 1 |
| Insurance contract or identification number | 0743017 | | Number of Individuals Covered | 1152 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $98,630 | | Total amount of fees paid to insurance company | USD $12,215 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $9,960,954 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $90,509 | | Amount paid for insurance broker fees | 12215 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0743017 |
| Policy instance | 1 |
| Insurance contract or identification number | 0743017 | | Number of Individuals Covered | 495 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $104,965 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $9,153,641 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $104,965 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 013498 |
| Policy instance | 2 |
| Insurance contract or identification number | 013498 | | Number of Individuals Covered | 598 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $13,198 | | Total amount of fees paid to insurance company | USD $1,375 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $248,679 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,198 | | Amount paid for insurance broker fees | 1375 | | Additional information about fees paid to insurance broker | COMMISSIONS AND FEES | | Insurance broker organization code? | 3 |
|
| MONTGOMERY & ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 000000000000000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000000000000000 | | Number of Individuals Covered | 522 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 60293 |
| Policy instance | 4 |
| Insurance contract or identification number | 60293 | | Number of Individuals Covered | 522 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $29,245 | | Total amount of fees paid to insurance company | USD $172 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,018,374 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,245 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
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| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 60293 |
| Policy instance | 4 |
| Insurance contract or identification number | 60293 | | Number of Individuals Covered | 444 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $18,704 | | Total amount of fees paid to insurance company | USD $162 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $176,976 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| MONTGOMERY & ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 000000000000000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000000000000000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 013498 |
| Policy instance | 2 |
| Insurance contract or identification number | 013498 | | Number of Individuals Covered | 485 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $9,471 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $203,961 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0743017 |
| Policy instance | 1 |
| Insurance contract or identification number | 0743017 | | Number of Individuals Covered | 407 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $88,886 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,605,237 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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