FISHER & THOMPSON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FISHER & THOMPSON, INC. GROUP HEALTH PLAN
401k plan membership statisitcs for FISHER & THOMPSON, INC. GROUP HEALTH PLAN
| Measure | Date | Value |
|---|
| 2023: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-03-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-03-01 | 114 |
| Number of retired or separated participants receiving benefits | 2023-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-03-01 | 0 |
| Total of all active and inactive participants | 2023-03-01 | 114 |
| 2022: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-03-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 148 |
| Number of retired or separated participants receiving benefits | 2022-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 0 |
| Total of all active and inactive participants | 2022-03-01 | 148 |
| 2021: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 86 |
| Number of retired or separated participants receiving benefits | 2021-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 0 |
| Total of all active and inactive participants | 2021-03-01 | 86 |
| 2020: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 84 |
| Number of retired or separated participants receiving benefits | 2020-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 0 |
| Total of all active and inactive participants | 2020-03-01 | 84 |
| 2019: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 85 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 0 |
| Total of all active and inactive participants | 2019-03-01 | 85 |
| 2018: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 83 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 0 |
| Total of all active and inactive participants | 2018-03-01 | 85 |
| 2017: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 95 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 0 |
| Total of all active and inactive participants | 2017-03-01 | 96 |
| 2016: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 89 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
| Total of all active and inactive participants | 2016-03-01 | 89 |
| 2015: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 86 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
| Total of all active and inactive participants | 2015-03-01 | 86 |
| Measure | Date | Value |
|---|
| 2024 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-02-29 | $112,743 |
| Total plan liabilities at beginning of year | 2024-02-29 | $151,715 |
| Total income from all sources | 2024-02-29 | $1,509,235 |
| Expenses. Total of all expenses incurred | 2024-02-29 | $1,357,944 |
| Benefits paid (including direct rollovers) | 2024-02-29 | $733,323 |
| Total plan assets at end of year | 2024-02-29 | $145,467 |
| Total plan assets at beginning of year | 2024-02-29 | $33,148 |
| Value of fidelity bond covering the plan | 2024-02-29 | $500,000 |
| Total contributions received or receivable from participants | 2024-02-29 | $191,303 |
| Expenses. Other expenses not covered elsewhere | 2024-02-29 | $607,492 |
| Contributions received from other sources (not participants or employers) | 2024-02-29 | $0 |
| Other income received | 2024-02-29 | $4,580 |
| Net income (gross income less expenses) | 2024-02-29 | $151,291 |
| Net plan assets at end of year (total assets less liabilities) | 2024-02-29 | $32,724 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-02-29 | $-118,567 |
| Total contributions received or receivable from employer(s) | 2024-02-29 | $1,313,352 |
| Value of corrective distributions | 2024-02-29 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-02-29 | $17,129 |
| 2023 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-02-28 | $151,715 |
| Total plan liabilities at beginning of year | 2023-02-28 | $122,166 |
| Total income from all sources | 2023-02-28 | $1,102,857 |
| Expenses. Total of all expenses incurred | 2023-02-28 | $1,134,491 |
| Benefits paid (including direct rollovers) | 2023-02-28 | $645,512 |
| Total plan assets at end of year | 2023-02-28 | $33,148 |
| Total plan assets at beginning of year | 2023-02-28 | $35,233 |
| Value of fidelity bond covering the plan | 2023-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2023-02-28 | $177,663 |
| Expenses. Other expenses not covered elsewhere | 2023-02-28 | $468,238 |
| Contributions received from other sources (not participants or employers) | 2023-02-28 | $0 |
| Other income received | 2023-02-28 | $155 |
| Net income (gross income less expenses) | 2023-02-28 | $-31,634 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $-118,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $-86,933 |
| Total contributions received or receivable from employer(s) | 2023-02-28 | $925,039 |
| Value of corrective distributions | 2023-02-28 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-02-28 | $20,741 |
| 2022 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-02-28 | $122,166 |
| Total plan liabilities at beginning of year | 2022-02-28 | $171,865 |
| Total income from all sources | 2022-02-28 | $884,447 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $898,385 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $482,323 |
| Total plan assets at end of year | 2022-02-28 | $35,233 |
| Total plan assets at beginning of year | 2022-02-28 | $98,870 |
| Value of fidelity bond covering the plan | 2022-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2022-02-28 | $229,432 |
| Expenses. Other expenses not covered elsewhere | 2022-02-28 | $382,511 |
| Other income received | 2022-02-28 | $63 |
| Net income (gross income less expenses) | 2022-02-28 | $-13,938 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $-86,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $-72,995 |
| Total contributions received or receivable from employer(s) | 2022-02-28 | $654,952 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-02-28 | $33,551 |
| 2021 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-02-28 | $171,865 |
| Total plan liabilities at beginning of year | 2021-02-28 | $72,501 |
| Total income from all sources | 2021-02-28 | $853,818 |
| Expenses. Total of all expenses incurred | 2021-02-28 | $854,953 |
| Benefits paid (including direct rollovers) | 2021-02-28 | $426,903 |
| Total plan assets at end of year | 2021-02-28 | $98,870 |
| Total plan assets at beginning of year | 2021-02-28 | $641 |
| Value of fidelity bond covering the plan | 2021-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2021-02-28 | $218,988 |
| Expenses. Other expenses not covered elsewhere | 2021-02-28 | $354,400 |
| Contributions received from other sources (not participants or employers) | 2021-02-28 | $1,875 |
| Other income received | 2021-02-28 | $123 |
| Net income (gross income less expenses) | 2021-02-28 | $-1,135 |
| Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $-72,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $-71,860 |
| Total contributions received or receivable from employer(s) | 2021-02-28 | $632,832 |
| Value of corrective distributions | 2021-02-28 | $32,109 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-02-28 | $41,541 |
| 2020 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-02-29 | $72,501 |
| Total plan liabilities at beginning of year | 2020-02-29 | $44,176 |
| Total income from all sources | 2020-02-29 | $857,937 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $1,166,824 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $585,200 |
| Total plan assets at end of year | 2020-02-29 | $641 |
| Total plan assets at beginning of year | 2020-02-29 | $281,203 |
| Value of fidelity bond covering the plan | 2020-02-29 | $500,000 |
| Total contributions received or receivable from participants | 2020-02-29 | $237,031 |
| Expenses. Other expenses not covered elsewhere | 2020-02-29 | $325,564 |
| Contributions received from other sources (not participants or employers) | 2020-02-29 | $0 |
| Other income received | 2020-02-29 | $476 |
| Net income (gross income less expenses) | 2020-02-29 | $-308,887 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $-71,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $237,027 |
| Total contributions received or receivable from employer(s) | 2020-02-29 | $620,430 |
| Value of corrective distributions | 2020-02-29 | $214,059 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-02-29 | $42,001 |
| 2019 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-02-28 | $44,176 |
| Total plan liabilities at beginning of year | 2019-02-28 | $53,980 |
| Total income from all sources | 2019-02-28 | $946,845 |
| Expenses. Total of all expenses incurred | 2019-02-28 | $1,014,046 |
| Benefits paid (including direct rollovers) | 2019-02-28 | $374,338 |
| Total plan assets at end of year | 2019-02-28 | $281,203 |
| Total plan assets at beginning of year | 2019-02-28 | $358,208 |
| Value of fidelity bond covering the plan | 2019-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2019-02-28 | $261,026 |
| Expenses. Other expenses not covered elsewhere | 2019-02-28 | $339,215 |
| Contributions received from other sources (not participants or employers) | 2019-02-28 | $2,690 |
| Other income received | 2019-02-28 | $878 |
| Net income (gross income less expenses) | 2019-02-28 | $-67,201 |
| Net plan assets at end of year (total assets less liabilities) | 2019-02-28 | $237,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-02-28 | $304,228 |
| Total contributions received or receivable from employer(s) | 2019-02-28 | $682,251 |
| Value of corrective distributions | 2019-02-28 | $257,255 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-02-28 | $43,238 |
| 2018 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-02-28 | $53,980 |
| Total plan liabilities at beginning of year | 2018-02-28 | $74,859 |
| Total income from all sources | 2018-02-28 | $1,092,046 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $936,423 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $385,012 |
| Total plan assets at end of year | 2018-02-28 | $358,208 |
| Total plan assets at beginning of year | 2018-02-28 | $223,464 |
| Value of fidelity bond covering the plan | 2018-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2018-02-28 | $292,727 |
| Expenses. Other expenses not covered elsewhere | 2018-02-28 | $343,170 |
| Contributions received from other sources (not participants or employers) | 2018-02-28 | $6,717 |
| Other income received | 2018-02-28 | $726 |
| Net income (gross income less expenses) | 2018-02-28 | $155,623 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $304,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $148,605 |
| Total contributions received or receivable from employer(s) | 2018-02-28 | $791,876 |
| Value of corrective distributions | 2018-02-28 | $149,952 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-02-28 | $58,289 |
| 2017 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-02-28 | $74,859 |
| Total plan liabilities at beginning of year | 2017-02-28 | $70,404 |
| Total income from all sources | 2017-02-28 | $1,030,546 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $865,185 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $490,487 |
| Total plan assets at end of year | 2017-02-28 | $223,464 |
| Total plan assets at beginning of year | 2017-02-28 | $53,648 |
| Value of fidelity bond covering the plan | 2017-02-28 | $200,000 |
| Total contributions received or receivable from participants | 2017-02-28 | $258,150 |
| Expenses. Other expenses not covered elsewhere | 2017-02-28 | $305,339 |
| Other income received | 2017-02-28 | $331 |
| Net income (gross income less expenses) | 2017-02-28 | $165,361 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $148,605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $-16,756 |
| Total contributions received or receivable from employer(s) | 2017-02-28 | $772,065 |
| Value of corrective distributions | 2017-02-28 | $12,916 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $56,443 |
| 2016 : FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-02-29 | $70,404 |
| Total plan liabilities at beginning of year | 2016-02-29 | $0 |
| Total income from all sources | 2016-02-29 | $787,898 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $804,654 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $516,129 |
| Total plan assets at end of year | 2016-02-29 | $53,648 |
| Total plan assets at beginning of year | 2016-02-29 | $0 |
| Value of fidelity bond covering the plan | 2016-02-29 | $200,000 |
| Total contributions received or receivable from participants | 2016-02-29 | $241,906 |
| Expenses. Other expenses not covered elsewhere | 2016-02-29 | $239,240 |
| Other income received | 2016-02-29 | $74 |
| Net income (gross income less expenses) | 2016-02-29 | $-16,756 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $-16,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $0 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $545,918 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $49,285 |
| 2023: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2023 form 5500 responses |
|---|
| 2023-03-01 | Type of plan entity | Single employer plan |
| 2023-03-01 | Submission has been amended | No |
| 2023-03-01 | This submission is the final filing | No |
| 2023-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-03-01 | Plan is a collectively bargained plan | No |
| 2023-03-01 | Plan funding arrangement – Insurance | Yes |
| 2023-03-01 | Plan funding arrangement – Trust | Yes |
| 2023-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-03-01 | Plan benefit arrangement - Trust | Yes |
| 2023-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2022 form 5500 responses |
|---|
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | Submission has been amended | No |
| 2022-03-01 | This submission is the final filing | No |
| 2022-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-03-01 | Plan is a collectively bargained plan | No |
| 2022-03-01 | Plan funding arrangement – Insurance | Yes |
| 2022-03-01 | Plan funding arrangement – Trust | Yes |
| 2022-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-03-01 | Plan benefit arrangement - Trust | Yes |
| 2022-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | Submission has been amended | No |
| 2021-03-01 | This submission is the final filing | No |
| 2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-03-01 | Plan is a collectively bargained plan | No |
| 2021-03-01 | Plan funding arrangement – Insurance | Yes |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
| 2020: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Submission has been amended | No |
| 2020-03-01 | This submission is the final filing | No |
| 2020-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-03-01 | Plan is a collectively bargained plan | No |
| 2020-03-01 | Plan funding arrangement – Insurance | Yes |
| 2020-03-01 | Plan funding arrangement – Trust | Yes |
| 2020-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-03-01 | Plan benefit arrangement - Trust | Yes |
| 2019: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Submission has been amended | No |
| 2019-03-01 | This submission is the final filing | No |
| 2019-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-03-01 | Plan is a collectively bargained plan | No |
| 2019-03-01 | Plan funding arrangement – Insurance | Yes |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Submission has been amended | No |
| 2018-03-01 | This submission is the final filing | No |
| 2018-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-03-01 | Plan is a collectively bargained plan | No |
| 2018-03-01 | Plan funding arrangement – Insurance | Yes |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Submission has been amended | No |
| 2017-03-01 | This submission is the final filing | No |
| 2017-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-03-01 | Plan is a collectively bargained plan | No |
| 2017-03-01 | Plan funding arrangement – Insurance | Yes |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Submission has been amended | No |
| 2016-03-01 | This submission is the final filing | No |
| 2016-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-03-01 | Plan is a collectively bargained plan | No |
| 2016-03-01 | Plan funding arrangement – Insurance | Yes |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FISHER & THOMPSON, INC. GROUP HEALTH PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | First time form 5500 has been submitted | Yes |
| 2015-03-01 | Submission has been amended | No |
| 2015-03-01 | This submission is the final filing | No |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-03-01 | Plan is a collectively bargained plan | No |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407368 |
| Policy instance | 1 |
| Insurance contract or identification number | 407368 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2023-03-01 | | Insurance policy end date | 2024-02-29 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $526,340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407368 |
| Policy instance | 1 |
| Insurance contract or identification number | 407368 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $329,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407368 |
| Policy instance | 1 |
| Insurance contract or identification number | 407368 | | Number of Individuals Covered | 86 | | Insurance policy start date | 2021-03-01 | | Insurance policy end date | 2022-02-28 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $325,828 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407368 |
| Policy instance | 1 |
| Insurance contract or identification number | 407368 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2021-02-28 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $299,225 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500108 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500108 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-28 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $270,460 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 83 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $282,891 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 96 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $283,809 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 86 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $188,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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