KAHN & COMPANY INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST
401k plan membership statisitcs for KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST
| Measure | Date | Value |
|---|
| 2020: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 0 |
| 2019: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 17 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 17 |
| 2018: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 19 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 19 |
| 2017: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 20 |
| Total of all active and inactive participants | 2017-08-01 | 20 |
| Total participants | 2017-08-01 | 20 |
| 2016: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 17 |
| Total of all active and inactive participants | 2016-08-01 | 17 |
| Total participants | 2016-08-01 | 17 |
| 2015: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 17 |
| Total of all active and inactive participants | 2015-08-01 | 17 |
| Total participants | 2015-08-01 | 17 |
| 2014: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 14 |
| Total of all active and inactive participants | 2014-08-01 | 14 |
| 2013: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 15 |
| Total of all active and inactive participants | 2013-08-01 | 15 |
| 2012: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 16 |
| Total of all active and inactive participants | 2012-08-01 | 16 |
| 2011: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 18 |
| Total of all active and inactive participants | 2011-08-01 | 18 |
| 2010: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 19 |
| Total of all active and inactive participants | 2010-08-01 | 19 |
| 2009: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 19 |
| Total of all active and inactive participants | 2009-08-01 | 19 |
| Measure | Date | Value |
|---|
| 2021 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $262,076 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $301,877 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $279,212 |
| Total plan assets at end of year | 2021-07-31 | $0 |
| Total plan assets at beginning of year | 2021-07-31 | $39,801 |
| Net income (gross income less expenses) | 2021-07-31 | $-39,801 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $39,801 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $262,076 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $22,665 |
| 2020 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $472,834 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $462,109 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $421,646 |
| Total plan assets at end of year | 2020-07-31 | $39,801 |
| Total plan assets at beginning of year | 2020-07-31 | $29,076 |
| Net income (gross income less expenses) | 2020-07-31 | $10,725 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $39,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $29,076 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $472,834 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $40,463 |
| 2019 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-07-31 | $394,038 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $398,800 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $367,688 |
| Total plan assets at end of year | 2019-07-31 | $29,076 |
| Total plan assets at beginning of year | 2019-07-31 | $33,838 |
| Net income (gross income less expenses) | 2019-07-31 | $-4,762 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $29,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $33,838 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $394,038 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $31,112 |
| 2018 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $337,623 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $348,732 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $317,384 |
| Total plan assets at end of year | 2018-07-31 | $33,838 |
| Total plan assets at beginning of year | 2018-07-31 | $44,947 |
| Net income (gross income less expenses) | 2018-07-31 | $-11,109 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $33,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $44,947 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $337,623 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $31,348 |
| 2017 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $314,661 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $322,363 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $298,904 |
| Total plan assets at end of year | 2017-07-31 | $44,947 |
| Total plan assets at beginning of year | 2017-07-31 | $52,649 |
| Net income (gross income less expenses) | 2017-07-31 | $-7,702 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $44,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $52,649 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $314,661 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $23,459 |
| 2016 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $352,838 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $318,610 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $292,956 |
| Total plan assets at end of year | 2016-07-31 | $52,649 |
| Total plan assets at beginning of year | 2016-07-31 | $18,421 |
| Net income (gross income less expenses) | 2016-07-31 | $34,228 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $52,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $18,421 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $352,838 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $25,654 |
| 2015 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $348,548 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $334,122 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $303,933 |
| Total plan assets at end of year | 2015-07-31 | $18,421 |
| Total plan assets at beginning of year | 2015-07-31 | $3,995 |
| Net income (gross income less expenses) | 2015-07-31 | $14,426 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $18,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $3,995 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $348,548 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $30,189 |
| 2014 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $261,249 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $258,067 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $239,208 |
| Total plan assets at end of year | 2014-07-31 | $3,995 |
| Total plan assets at beginning of year | 2014-07-31 | $813 |
| Net income (gross income less expenses) | 2014-07-31 | $3,182 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $3,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $813 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $261,249 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $18,859 |
| 2013 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $123,641 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $124,834 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $103,458 |
| Total plan assets at end of year | 2013-07-31 | $813 |
| Total plan assets at beginning of year | 2013-07-31 | $2,006 |
| Net income (gross income less expenses) | 2013-07-31 | $-1,193 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $2,006 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $123,641 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $21,376 |
| 2012 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $205,091 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $203,667 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $187,512 |
| Total plan assets at end of year | 2012-07-31 | $2,006 |
| Total plan assets at beginning of year | 2012-07-31 | $582 |
| Net income (gross income less expenses) | 2012-07-31 | $1,424 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $2,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $582 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $205,091 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $16,155 |
| 2011 : KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $133,077 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $134,707 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $121,749 |
| Total plan assets at end of year | 2011-07-31 | $582 |
| Total plan assets at beginning of year | 2011-07-31 | $2,212 |
| Net income (gross income less expenses) | 2011-07-31 | $-1,630 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $2,212 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $133,077 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $12,958 |
| 2020: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | This submission is the final filing | Yes |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2010: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Plan funding arrangement – Insurance | Yes |
| 2010-08-01 | Plan funding arrangement – Trust | Yes |
| 2010-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KAHN & COMPANY INC. EMPLOYEE MEDICAL TRUST 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 000498 |
| Policy instance | 2 |
| Insurance contract or identification number | 000498 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,033 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-10 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-10 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PRESCRIPTION DRUG | | Welfare Benefit Premiums Paid to Carrier | USD $123,993 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-09 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-09 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PRESCRIPTION DRUG | | Welfare Benefit Premiums Paid to Carrier | USD $138,340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 000498 |
| Policy instance | 2 |
| Insurance contract or identification number | 000498 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,398 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-08 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-08 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $117,186 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 000498 |
| Policy instance | 2 |
| Insurance contract or identification number | 000498 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 000498 |
| Policy instance | 2 |
| Insurance contract or identification number | 000498 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,638 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-07 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-07 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Welfare Benefit Premiums Paid to Carrier | USD $122,752 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-05 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-05 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Welfare Benefit Premiums Paid to Carrier | USD $95,858 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | F9A340 |
| Policy instance | 2 |
| Insurance contract or identification number | F9A340 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $206 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,057 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $206 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | DIVERSIFIED GROUP BR |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000ADCW |
| Policy instance | 2 |
| Insurance contract or identification number | G000ADCW | | Number of Individuals Covered | 18 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $666 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,662 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $666 | | Insurance broker organization code? | 3 | | Insurance broker name | DIVERSIFIED GROUP BROKERAGE CORP. |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-04 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-04 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $69,122 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000ADCW |
| Policy instance | 2 |
| Insurance contract or identification number | G000ADCW | | Number of Individuals Covered | 16 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $577 | | Total amount of fees paid to insurance company | USD $54 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,308 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $577 | | Amount paid for insurance broker fees | 54 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | DIVERSIFIED GROUP BROKERS |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-02 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-02 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $64,888 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-02 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-02 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $48,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000ADCW |
| Policy instance | 2 |
| Insurance contract or identification number | G000ADCW | | Number of Individuals Covered | 16 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $692 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,769 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $692 | | Insurance broker organization code? | 3 | | Insurance broker name | DIVERSIFIED GROUP BROKERS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000ADCW |
| Policy instance | 2 |
| Insurance contract or identification number | G000ADCW | | Number of Individuals Covered | 18 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $810 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-02 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-02 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $39,338 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000ADCW |
| Policy instance | 2 |
| Insurance contract or identification number | G000ADCW | | Number of Individuals Covered | 19 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $685 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,501 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GB00331CT-01 |
| Policy instance | 1 |
| Insurance contract or identification number | GB00331CT-01 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $35,278 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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