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PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 401k Plan overview

Plan NamePHYSICIAN'S CHOICE IN CARE 401(K) PLAN
Plan identification number 001

PHYSICIAN'S CHOICE IN CARE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PHYSICIAN'S CHOICE IN CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:PHYSICIAN'S CHOICE IN CARE, LLC
Employer identification number (EIN):204306589
NAIC Classification:111100
NAIC Description:Oilseed and Grain Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIAN'S CHOICE IN CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GINGER BARSOTTI2022-10-14
0012021-01-01GINGER BARSOTTI2022-10-06
0012021-01-01
0012021-01-01GINGER BARSOTTI2022-10-13
0012021-01-01GINGER BARSOTTI2022-10-12
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01

Plan Statistics for PHYSICIAN'S CHOICE IN CARE 401(K) PLAN

401k plan membership statisitcs for PHYSICIAN'S CHOICE IN CARE 401(K) PLAN

Measure Date Value
2021: PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01106
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01258
Total number of active participants reported on line 7a of the Form 55002020-01-01144
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01168
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01255
Total number of active participants reported on line 7a of the Form 55002019-01-01249
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01258
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01230
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01235
Number of participants with account balances2018-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on PHYSICIAN'S CHOICE IN CARE 401(K) PLAN

Measure Date Value
2021 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$20,072
Total transfer of assets from this plan2021-12-31$37,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$109,460
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,120,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,118,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$97,808
Value of total assets at beginning of year2021-12-31$1,125,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,331
Total interest from all sources2021-12-31$169
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$39,758
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$39,758
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,010,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,808
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,125,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,089,743
Interest earned on other investments2021-12-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$36,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$69,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,118,027
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH, CARNEY & CO., P.C.
Accountancy firm EIN2021-12-31731225615
2020 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$8,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$438,232
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$342,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$339,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$297,933
Value of total assets at end of year2020-12-31$1,125,828
Value of total assets at beginning of year2020-12-31$1,021,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,472
Total interest from all sources2020-12-31$769
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,268
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$37,268
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$175,164
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$155
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$4,382
Administrative expenses (other) incurred2020-12-31$2,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$95,800
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,125,828
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,021,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,089,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$981,764
Interest on participant loans2020-12-31$371
Interest earned on other investments2020-12-31$398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$36,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$102,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$122,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$339,960
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH, CARNEY & CO., P.C.
Accountancy firm EIN2020-12-31731225615
2019 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$618,977
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$58,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$56,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$481,835
Value of total assets at end of year2019-12-31$1,021,089
Value of total assets at beginning of year2019-12-31$460,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,232
Total interest from all sources2019-12-31$600
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$37,508
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$37,508
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$216,731
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,144
Assets. Loans (other than to participants) at end of year2019-12-31$4,382
Assets. Loans (other than to participants) at beginning of year2019-12-31$1,866
Administrative expenses (other) incurred2019-12-31$2,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$560,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,021,089
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$460,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$981,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$423,011
Interest on participant loans2019-12-31$213
Interest earned on other investments2019-12-31$387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$35,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$99,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$170,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$56,114
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH, CARNEY & CO., P.C.
Accountancy firm EIN2019-12-31731225615
2018 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$37,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$439,323
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$476,206
Value of total assets at end of year2018-12-31$460,458
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,363
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$27,118
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,118
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$153,139
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$224,799
Assets. Loans (other than to participants) at end of year2018-12-31$1,866
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$423,117
Value of net assets at end of year (total assets less liabilities)2018-12-31$460,458
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$423,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$35,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-64,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$98,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Qualified
Accountancy firm name2018-12-31SMITH, CARNEY & CO., P.C.
Accountancy firm EIN2018-12-31731225615

Form 5500 Responses for PHYSICIAN'S CHOICE IN CARE 401(K) PLAN

2021: PHYSICIAN'S CHOICE IN CARE 401(K) 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 filingNo
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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHYSICIAN'S CHOICE IN CARE 401(K) 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHYSICIAN'S CHOICE IN CARE 401(K) 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201397
Policy instance 1
Insurance contract or identification number201397
Number of Individuals Covered106
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201397
Policy instance 1
Insurance contract or identification number201397
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201397
Policy instance 1
Insurance contract or identification number201397
Number of Individuals Covered92
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201397
Policy instance 1
Insurance contract or identification number201397
Number of Individuals Covered74
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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