A & B ELECTRIC COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN
401k plan membership statisitcs for A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN
| Measure | Date | Value |
|---|
| 2023: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 57 |
| Total of all active and inactive participants | 2023-01-01 | 57 |
| Total participants | 2023-01-01 | 57 |
| 2022: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 73 |
| Total of all active and inactive participants | 2022-01-01 | 73 |
| Total participants | 2022-01-01 | 73 |
| 2021: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 84 |
| Total of all active and inactive participants | 2021-01-01 | 84 |
| Total participants | 2021-01-01 | 84 |
| 2020: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 80 |
| Total of all active and inactive participants | 2020-01-01 | 80 |
| Total participants | 2020-01-01 | 80 |
| 2019: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 74 |
| Total of all active and inactive participants | 2019-01-01 | 74 |
| Total participants | 2019-01-01 | 74 |
| 2018: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 72 |
| Total of all active and inactive participants | 2018-01-01 | 72 |
| Total participants | 2018-01-01 | 72 |
| 2017: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 76 |
| Total of all active and inactive participants | 2017-01-01 | 76 |
| Total participants | 2017-01-01 | 76 |
| 2016: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 86 |
| Total of all active and inactive participants | 2016-01-01 | 86 |
| Total participants | 2016-01-01 | 86 |
| 2015: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 76 |
| Total of all active and inactive participants | 2015-01-01 | 76 |
| Total participants | 2015-01-01 | 76 |
| 2014: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
| Total of all active and inactive participants | 2014-01-01 | 65 |
| Total participants | 2014-01-01 | 65 |
| 2013: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 68 |
| Total of all active and inactive participants | 2013-01-01 | 68 |
| Total participants | 2013-01-01 | 68 |
| 2012: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 62 |
| Total of all active and inactive participants | 2012-01-01 | 62 |
| Total participants | 2012-01-01 | 62 |
| 2011: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 70 |
| Total of all active and inactive participants | 2011-01-01 | 70 |
| Total participants | 2011-01-01 | 70 |
| 2009: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 76 |
| Total of all active and inactive participants | 2009-01-01 | 76 |
| Total participants | 2009-01-01 | 76 |
| Measure | Date | Value |
|---|
| 2023 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $679,367 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $706,942 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $657,672 |
| Total plan assets at end of year | 2023-12-31 | $38,313 |
| Total plan assets at beginning of year | 2023-12-31 | $65,888 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $328,571 |
| Net income (gross income less expenses) | 2023-12-31 | $-27,575 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $38,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $65,888 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $350,796 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $49,270 |
| 2022 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $739,542 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $807,176 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $740,606 |
| Total plan assets at end of year | 2022-12-31 | $65,888 |
| Total plan assets at beginning of year | 2022-12-31 | $133,522 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $289,523 |
| Net income (gross income less expenses) | 2022-12-31 | $-67,634 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $65,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $133,522 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $450,019 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $66,570 |
| 2021 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $988,725 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,542,525 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,465,722 |
| Total plan assets at end of year | 2021-12-31 | $133,522 |
| Total plan assets at beginning of year | 2021-12-31 | $687,322 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $456,864 |
| Net income (gross income less expenses) | 2021-12-31 | $-553,800 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $133,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $687,322 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $531,861 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $76,803 |
| 2020 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $993,538 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,108,521 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,048,923 |
| Total plan assets at end of year | 2020-12-31 | $687,322 |
| Total plan assets at beginning of year | 2020-12-31 | $802,305 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $362,965 |
| Net income (gross income less expenses) | 2020-12-31 | $-114,983 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $687,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $802,305 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $630,573 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $59,598 |
| 2019 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,301,911 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,356,717 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,286,271 |
| Total plan assets at end of year | 2019-12-31 | $802,305 |
| Total plan assets at beginning of year | 2019-12-31 | $857,111 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $541,072 |
| Net income (gross income less expenses) | 2019-12-31 | $-54,806 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $802,305 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $857,111 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $760,839 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $70,446 |
| 2018 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,401,197 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,132,072 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,085,766 |
| Total plan assets at end of year | 2018-12-31 | $857,111 |
| Total plan assets at beginning of year | 2018-12-31 | $587,986 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $508,664 |
| Net income (gross income less expenses) | 2018-12-31 | $269,125 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $857,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $587,986 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $892,533 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $46,306 |
| 2017 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,237,409 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,369,639 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,306,359 |
| Total plan assets at end of year | 2017-12-31 | $587,986 |
| Total plan assets at beginning of year | 2017-12-31 | $720,216 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $487,868 |
| Net income (gross income less expenses) | 2017-12-31 | $-132,230 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $587,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $720,216 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $749,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $63,280 |
| 2016 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,248,312 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,179,115 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,115,098 |
| Total plan assets at end of year | 2016-12-31 | $720,216 |
| Total plan assets at beginning of year | 2016-12-31 | $651,019 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $430,393 |
| Net income (gross income less expenses) | 2016-12-31 | $69,197 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $720,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $651,019 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $817,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $64,017 |
| 2015 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $969,664 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $941,405 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $888,553 |
| Total plan assets at end of year | 2015-12-31 | $651,019 |
| Total plan assets at beginning of year | 2015-12-31 | $622,760 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $295,170 |
| Net income (gross income less expenses) | 2015-12-31 | $28,259 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $651,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $622,760 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $674,494 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $52,852 |
| 2014 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $626,889 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $781,739 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $727,659 |
| Total plan assets at end of year | 2014-12-31 | $622,760 |
| Total plan assets at beginning of year | 2014-12-31 | $777,610 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $299,779 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,700 |
| Net income (gross income less expenses) | 2014-12-31 | $-154,850 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $622,760 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $777,610 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $327,110 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $52,380 |
| 2013 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $762,858 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $663,383 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $618,573 |
| Total plan assets at end of year | 2013-12-31 | $777,610 |
| Total plan assets at beginning of year | 2013-12-31 | $678,135 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $321,698 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,616 |
| Net income (gross income less expenses) | 2013-12-31 | $99,475 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $777,610 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $678,135 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $441,160 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $43,194 |
| 2012 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $832,889 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $906,770 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $876,050 |
| Total plan assets at end of year | 2012-12-31 | $678,135 |
| Total plan assets at beginning of year | 2012-12-31 | $752,016 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $258,053 |
| Net income (gross income less expenses) | 2012-12-31 | $-73,881 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $678,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $752,016 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $574,836 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $30,720 |
| 2011 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $775,627 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $807,753 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $773,020 |
| Total plan assets at end of year | 2011-12-31 | $752,016 |
| Total plan assets at beginning of year | 2011-12-31 | $784,142 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $315,555 |
| Net income (gross income less expenses) | 2011-12-31 | $-32,126 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $752,016 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $784,142 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $460,072 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $34,733 |
| 2010 : A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $927,999 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,013,811 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $980,926 |
| Total plan assets at end of year | 2010-12-31 | $784,142 |
| Total plan assets at beginning of year | 2010-12-31 | $869,954 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $528,771 |
| Net income (gross income less expenses) | 2010-12-31 | $-85,812 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $784,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $869,954 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $399,228 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $32,885 |
| 2023: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 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 funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 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 funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 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 funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: A & B ELECTRIC COMPANY INC EMPLOYEE HEALTH PROTECTION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $2,684 | | 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 | Yes | | 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 $19,411 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 247386 |
| Policy instance | 1 |
| Insurance contract or identification number | 247386 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,267 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $284,167 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,639 | | 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 | Yes | | 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 $24,259 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,639 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 247386 |
| Policy instance | 1 |
| Insurance contract or identification number | 247386 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $248,450 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,514 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 247386 |
| Policy instance | 1 |
| Insurance contract or identification number | 247386 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,906 | | 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 $247,924 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,671 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $4,155 | | 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 | Yes | | 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 $27,700 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,155 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,783 | | 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 | Yes | | 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 $31,885 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,783 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 247386 |
| Policy instance | 1 |
| Insurance contract or identification number | 247386 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $57,439 | | 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 $364,540 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54,681 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,744 | | 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 | Yes | | 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 $31,231 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,744 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 247386 |
| Policy instance | 1 |
| Insurance contract or identification number | 247386 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $63,712 | | 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 $403,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,681 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,868 | | 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 | Yes | | 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 $32,849 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,868 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 247386 |
| Policy instance | 1 |
| Insurance contract or identification number | 247386 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $47,665 | | 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 $307,537 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,083 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $6,854 | | 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 | Yes | | 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 $45,696 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,854 | | Insurance broker organization code? | 3 | | Insurance broker name | O'LEARY JOHN |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 247386 |
| Policy instance | 1 |
| Insurance contract or identification number | 247386 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $42,631 | | 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 $274,270 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41,140 | | Insurance broker organization code? | 3 | | Insurance broker name | UMR, INC |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18267 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL18267 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $38,653 | | 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 | | 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 $257,686 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38,653 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | CORPORATE BENEFIT STRATEGIES, INC. |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 202724 |
| Policy instance | 2 |
| Insurance contract or identification number | 202724 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,774 | | 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 | Yes | | 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 $38,494 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,774 | | Insurance broker organization code? | 3 | | Insurance broker name | CORPORATE BENEFIT STRATEGIES INC |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18267 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL18267 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $38,019 | | 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 $253,463 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38,019 | | Insurance broker organization code? | 3 | | Insurance broker name | CORPORATE BENEFIT STRATEGIES, INC. |
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| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18267 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL18267 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $33,276 | | 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 $221,841 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,276 | | Insurance broker organization code? | 3 | | Insurance broker name | CORPORATE BENEFIT STRATEGIES, INC. |
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| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18267 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL18267 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $47,062 | | Welfare Benefit Premiums Paid to Carrier | USD $313,748 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,062 | | Insurance broker organization code? | 3 | | Insurance broker name | CORPORATE BENEFIT STRATEGIES INC |
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| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18267 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL18267 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $46,541 | | Welfare Benefit Premiums Paid to Carrier | USD $310,274 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 212358 |
| Policy instance | 1 |
| Insurance contract or identification number | 212358 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $47,624 | | Welfare Benefit Premiums Paid to Carrier | USD $317,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,624 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN OLEARY |
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