CARTER-WATERS LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015: GROUP TRAVEL ACCIDENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-16 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-16 | 198 |
| Number of retired or separated participants receiving benefits | 2015-03-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-16 | 0 |
| Total of all active and inactive participants | 2015-03-16 | 198 |
| 2014: GROUP TRAVEL ACCIDENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-16 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-16 | 155 |
| Number of retired or separated participants receiving benefits | 2014-03-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-16 | 0 |
| Total of all active and inactive participants | 2014-03-16 | 155 |
| 2013: GROUP TRAVEL ACCIDENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-16 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-16 | 155 |
| Number of retired or separated participants receiving benefits | 2013-03-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-16 | 0 |
| Total of all active and inactive participants | 2013-03-16 | 155 |
| 2012: GROUP TRAVEL ACCIDENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-16 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-16 | 152 |
| Number of retired or separated participants receiving benefits | 2012-03-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-16 | 0 |
| Total of all active and inactive participants | 2012-03-16 | 152 |
| 2011: GROUP TRAVEL ACCIDENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-16 | 166 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-16 | 155 |
| Number of retired or separated participants receiving benefits | 2011-03-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-16 | 0 |
| Total of all active and inactive participants | 2011-03-16 | 155 |
| 2010: GROUP TRAVEL ACCIDENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-16 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-16 | 166 |
| Number of retired or separated participants receiving benefits | 2010-03-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-03-16 | 0 |
| Total of all active and inactive participants | 2010-03-16 | 166 |
| 2009: GROUP TRAVEL ACCIDENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-16 | 198 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-16 | 194 |
| Number of retired or separated participants receiving benefits | 2009-03-16 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-16 | 0 |
| Total of all active and inactive participants | 2009-03-16 | 194 |
| 2015: GROUP TRAVEL ACCIDENT PLAN 2015 form 5500 responses |
|---|
| 2015-03-16 | Type of plan entity | Single employer plan |
| 2015-03-16 | Submission has been amended | No |
| 2015-03-16 | This submission is the final filing | No |
| 2015-03-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-03-16 | Plan is a collectively bargained plan | No |
| 2015-03-16 | Plan funding arrangement – Insurance | Yes |
| 2015-03-16 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP TRAVEL ACCIDENT PLAN 2014 form 5500 responses |
|---|
| 2014-03-16 | Type of plan entity | Single employer plan |
| 2014-03-16 | Submission has been amended | No |
| 2014-03-16 | This submission is the final filing | No |
| 2014-03-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-03-16 | Plan is a collectively bargained plan | No |
| 2014-03-16 | Plan funding arrangement – Insurance | Yes |
| 2014-03-16 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP TRAVEL ACCIDENT PLAN 2013 form 5500 responses |
|---|
| 2013-03-16 | Type of plan entity | Single employer plan |
| 2013-03-16 | Submission has been amended | No |
| 2013-03-16 | This submission is the final filing | No |
| 2013-03-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-03-16 | Plan is a collectively bargained plan | No |
| 2013-03-16 | Plan funding arrangement – Insurance | Yes |
| 2013-03-16 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP TRAVEL ACCIDENT PLAN 2012 form 5500 responses |
|---|
| 2012-03-16 | Type of plan entity | Single employer plan |
| 2012-03-16 | Submission has been amended | No |
| 2012-03-16 | This submission is the final filing | No |
| 2012-03-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-03-16 | Plan is a collectively bargained plan | No |
| 2012-03-16 | Plan funding arrangement – Insurance | Yes |
| 2012-03-16 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP TRAVEL ACCIDENT PLAN 2011 form 5500 responses |
|---|
| 2011-03-16 | Type of plan entity | Single employer plan |
| 2011-03-16 | Submission has been amended | No |
| 2011-03-16 | This submission is the final filing | No |
| 2011-03-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-16 | Plan is a collectively bargained plan | No |
| 2011-03-16 | Plan funding arrangement – Insurance | Yes |
| 2011-03-16 | Plan benefit arrangement – Insurance | Yes |
| 2010: GROUP TRAVEL ACCIDENT PLAN 2010 form 5500 responses |
|---|
| 2010-03-16 | Type of plan entity | Single employer plan |
| 2010-03-16 | Submission has been amended | No |
| 2010-03-16 | This submission is the final filing | No |
| 2010-03-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-03-16 | Plan is a collectively bargained plan | No |
| 2010-03-16 | Plan funding arrangement – Insurance | Yes |
| 2010-03-16 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP TRAVEL ACCIDENT PLAN 2009 form 5500 responses |
|---|
| 2009-03-16 | Type of plan entity | Single employer plan |
| 2009-03-16 | Submission has been amended | No |
| 2009-03-16 | This submission is the final filing | No |
| 2009-03-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-16 | Plan is a collectively bargained plan | No |
| 2009-03-16 | Plan funding arrangement – Insurance | Yes |
| 2009-03-16 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ETB200681 |
| Policy instance | 1 |
| Insurance contract or identification number | ETB200681 | | Number of Individuals Covered | 198 | | Insurance policy start date | 2015-03-16 | | Insurance policy end date | 2016-03-15 | | Total amount of commissions paid to insurance broker | USD $113 | | Total amount of fees paid to insurance company | USD $128 | | 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 | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | 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 $750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $113 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 128 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker name | REUBEN WARNER ASSOCIATES, INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ETB200681 |
| Policy instance | 1 |
| Insurance contract or identification number | ETB200681 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2014-03-16 | | Insurance policy end date | 2015-03-15 | | Total amount of commissions paid to insurance broker | USD $113 | | Total amount of fees paid to insurance company | USD $128 | | 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 | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | 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 $750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Amount paid for insurance broker fees | 128 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $113 | | Insurance broker name | GALLAGHER BENEFIT SERVICES, INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ETB200681 |
| Policy instance | 1 |
| Insurance contract or identification number | ETB200681 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2013-03-16 | | Insurance policy end date | 2014-03-15 | | Total amount of commissions paid to insurance broker | USD $113 | | Total amount of fees paid to insurance company | USD $128 | | 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 | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | 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 $750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Amount paid for insurance broker fees | 128 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $113 | | Insurance broker name | GALLAGHER BENEFIT SERVICES, INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ETB200681 |
| Policy instance | 1 |
| Insurance contract or identification number | ETB200681 | | Number of Individuals Covered | 152 | | Insurance policy start date | 2012-03-16 | | Insurance policy end date | 2013-03-15 | | Total amount of commissions paid to insurance broker | USD $113 | | Total amount of fees paid to insurance company | USD $128 | | 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 | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | 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 $750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Amount paid for insurance broker fees | 128 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $113 | | Insurance broker name | GALLAGHER BENEFIT SERVICES, INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ETB200681 |
| Policy instance | 1 |
| Insurance contract or identification number | ETB200681 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2011-03-16 | | Insurance policy end date | 2012-03-15 | | Total amount of commissions paid to insurance broker | USD $113 | | Total amount of fees paid to insurance company | USD $128 | | 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 | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | 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 $750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ETB-200681 |
| Policy instance | 1 |
| Insurance contract or identification number | ETB-200681 | | Number of Individuals Covered | 166 | | Insurance policy start date | 2010-03-16 | | Insurance policy end date | 2011-03-15 | | Total amount of commissions paid to insurance broker | USD $113 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | 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 $750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $113 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES, INC. |
|
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