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| Plan Name | SUN LIFE ASSURANCE COMPANY OF CANADA STOP LOSS |
| Plan identification number | 505 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | FIRST NATIONAL BANK AND TRUST COMPANY OF BELOIT |
| Employer identification number (EIN): | 390159135 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 505 | 2021-01-01 | ||||
| 505 | 2020-01-01 | ||||
| 505 | 2019-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2021: SUN LIFE ASSURANCE COMPANY OF CANADA STOP LOSS 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 180 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 187 |
| Total participants | 2021-01-01 | 187 |
| 2020: SUN LIFE ASSURANCE COMPANY OF CANADA STOP LOSS 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 219 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 223 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 229 |
| Total participants | 2020-01-01 | 229 |
| 2019: SUN LIFE ASSURANCE COMPANY OF CANADA STOP LOSS 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 225 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 225 |
| Total of all active and inactive participants | 2019-01-01 | 225 |
| Total participants | 2019-01-01 | 225 |
| 2021: SUN LIFE ASSURANCE COMPANY OF CANADA STOP LOSS 2021 form 5500 responses | ||
|---|---|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: SUN LIFE ASSURANCE COMPANY OF CANADA STOP LOSS 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: SUN LIFE ASSURANCE COMPANY OF CANADA STOP LOSS 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 928098 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 928098 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 928098 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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