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GROUP TRAVEL ACCIDENT PLAN 401k Plan overview

Plan NameGROUP TRAVEL ACCIDENT PLAN
Plan identification number 508

GROUP TRAVEL ACCIDENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

UTICA MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UTICA MUTUAL INSURANCE COMPANY
Employer identification number (EIN):150476880
NAIC Classification:524290

Additional information about UTICA MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2016-10-20
Company Identification Number: 604050180
Legal Registered Office Address: 7322 58TH STREET CT W APT 15-103

UNIVERSITY PLACE
United States of America (USA)
984674613

More information about UTICA MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP TRAVEL ACCIDENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082021-01-01
5082020-01-01
5082019-01-01
5082018-01-01KAREN LAPLANTE KAREN LAPLANTE2019-07-23
5082017-01-01GAIL STEDMAN
5082016-01-01GAIL STEDMAN
5082015-01-01GAIL STEDMAN
5082014-01-01GAIL STEDMAN
5082013-01-01GAIL STEDMAN
5082012-07-29GAIL STEDMAN
5082011-07-29GAIL STEDMAN
5082010-07-29GAIL STEDMAN
5082009-07-29 GAIL STEDMAN2011-02-23
5082009-07-29GAIL STEDMAN
5082008-07-29

Plan Statistics for GROUP TRAVEL ACCIDENT PLAN

401k plan membership statisitcs for GROUP TRAVEL ACCIDENT PLAN

Measure Date Value
2021: GROUP TRAVEL ACCIDENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,301
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: GROUP TRAVEL ACCIDENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,136
Total number of active participants reported on line 7a of the Form 55002020-01-011,291
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,301
Total participants2020-01-011,301
2019: GROUP TRAVEL ACCIDENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,111
Total number of active participants reported on line 7a of the Form 55002019-01-011,125
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,136
Total participants2019-01-011,136
2018: GROUP TRAVEL ACCIDENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,071
Total number of active participants reported on line 7a of the Form 55002018-01-011,100
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,111
2017: GROUP TRAVEL ACCIDENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,057
Total number of active participants reported on line 7a of the Form 55002017-01-011,058
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,071
2016: GROUP TRAVEL ACCIDENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,044
Total number of active participants reported on line 7a of the Form 55002016-01-011,044
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,057
2015: GROUP TRAVEL ACCIDENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,065
Total number of active participants reported on line 7a of the Form 55002015-01-011,030
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,044
2014: GROUP TRAVEL ACCIDENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,149
Total number of active participants reported on line 7a of the Form 55002014-01-011,052
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,065
2013: GROUP TRAVEL ACCIDENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,180
Total number of active participants reported on line 7a of the Form 55002013-01-011,122
Number of retired or separated participants receiving benefits2013-01-0127
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,149
2012: GROUP TRAVEL ACCIDENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-291,205
Total number of active participants reported on line 7a of the Form 55002012-07-291,152
Number of retired or separated participants receiving benefits2012-07-2928
Number of other retired or separated participants entitled to future benefits2012-07-290
Total of all active and inactive participants2012-07-291,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-290
Total participants2012-07-291,180
2011: GROUP TRAVEL ACCIDENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-291,277
Total number of active participants reported on line 7a of the Form 55002011-07-291,181
Number of retired or separated participants receiving benefits2011-07-2924
Number of other retired or separated participants entitled to future benefits2011-07-290
Total of all active and inactive participants2011-07-291,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-290
Total participants2011-07-291,205
2010: GROUP TRAVEL ACCIDENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-291,315
Total number of active participants reported on line 7a of the Form 55002010-07-291,253
Number of retired or separated participants receiving benefits2010-07-2924
Number of other retired or separated participants entitled to future benefits2010-07-290
Total of all active and inactive participants2010-07-291,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-290
Total participants2010-07-291,277
2009: GROUP TRAVEL ACCIDENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-291,267
Total number of active participants reported on line 7a of the Form 55002009-07-291,288
Number of retired or separated participants receiving benefits2009-07-2927
Number of other retired or separated participants entitled to future benefits2009-07-290
Total of all active and inactive participants2009-07-291,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-290
Total participants2009-07-291,315

Form 5500 Responses for GROUP TRAVEL ACCIDENT PLAN

2021: GROUP TRAVEL ACCIDENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: GROUP TRAVEL ACCIDENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: GROUP TRAVEL ACCIDENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP TRAVEL ACCIDENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP TRAVEL ACCIDENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP TRAVEL ACCIDENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP TRAVEL ACCIDENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP TRAVEL ACCIDENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP TRAVEL ACCIDENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GROUP TRAVEL ACCIDENT PLAN 2012 form 5500 responses
2012-07-29Type of plan entitySingle employer plan
2012-07-29Submission has been amendedNo
2012-07-29This submission is the final filingNo
2012-07-29This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-29Plan is a collectively bargained planNo
2012-07-29Plan funding arrangement – InsuranceYes
2012-07-29Plan benefit arrangement – InsuranceYes
2011: GROUP TRAVEL ACCIDENT PLAN 2011 form 5500 responses
2011-07-29Type of plan entitySingle employer plan
2011-07-29Submission has been amendedNo
2011-07-29This submission is the final filingNo
2011-07-29This return/report is a short plan year return/report (less than 12 months)No
2011-07-29Plan is a collectively bargained planNo
2011-07-29Plan funding arrangement – InsuranceYes
2011-07-29Plan benefit arrangement – InsuranceYes
2010: GROUP TRAVEL ACCIDENT PLAN 2010 form 5500 responses
2010-07-29Type of plan entitySingle employer plan
2010-07-29Submission has been amendedNo
2010-07-29This submission is the final filingNo
2010-07-29This return/report is a short plan year return/report (less than 12 months)No
2010-07-29Plan is a collectively bargained planNo
2010-07-29Plan funding arrangement – InsuranceYes
2010-07-29Plan benefit arrangement – InsuranceYes
2009: GROUP TRAVEL ACCIDENT PLAN 2009 form 5500 responses
2009-07-29Type of plan entitySingle employer plan
2009-07-29Submission has been amendedNo
2009-07-29This submission is the final filingNo
2009-07-29This return/report is a short plan year return/report (less than 12 months)No
2009-07-29Plan is a collectively bargained planNo
2009-07-29Plan funding arrangement – InsuranceYes
2009-07-29Plan benefit arrangement – InsuranceYes
2008: GROUP TRAVEL ACCIDENT PLAN 2008 form 5500 responses
2008-07-29Type of plan entitySingle employer plan
2008-07-29Submission has been amendedNo
2008-07-29This submission is the final filingNo
2008-07-29This return/report is a short plan year return/report (less than 12 months)No
2008-07-29Plan is a collectively bargained planNo

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-6001645
Policy instance 1
Insurance contract or identification numberGTU-6001645
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,695
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1301
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,255
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1291
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,255
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1111
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,255
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1071
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,255
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1044
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,255
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1065
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,460
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1135
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,795
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1180
Insurance policy start date2012-07-29
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND SERVICE
Insurance broker organization code?0
Insurance broker nameUTICA MUTUAL INSURANCE COMPANY
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1205
Insurance policy start date2011-07-29
Insurance policy end date2012-07-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,795
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 numberBTA-03314
Policy instance 1
Insurance contract or identification numberBTA-03314
Number of Individuals Covered1277
Insurance policy start date2010-07-29
Insurance policy end date2011-07-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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