CALRES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF CALRES, INC
| Measure | Date | Value |
|---|
| 2018: EMPLOYEE HEALTH PLAN OF CALRES, INC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 3 |
| 2017: EMPLOYEE HEALTH PLAN OF CALRES, INC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
| Total of all active and inactive participants | 2017-05-01 | 4 |
| 2016: EMPLOYEE HEALTH PLAN OF CALRES, INC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 4 |
| 2015: EMPLOYEE HEALTH PLAN OF CALRES, INC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
| Total of all active and inactive participants | 2015-05-01 | 3 |
| 2014: EMPLOYEE HEALTH PLAN OF CALRES, INC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 9 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 9 |
| 2013: EMPLOYEE HEALTH PLAN OF CALRES, INC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 9 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 9 |
| 2012: EMPLOYEE HEALTH PLAN OF CALRES, INC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 11 |
| 2011: EMPLOYEE HEALTH PLAN OF CALRES, INC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 18 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 18 |
| 2010: EMPLOYEE HEALTH PLAN OF CALRES, INC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 17 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 0 |
| Total of all active and inactive participants | 2010-05-01 | 17 |
| Measure | Date | Value |
|---|
| 2019 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-04-30 | $0 |
| Total plan liabilities at beginning of year | 2019-04-30 | $0 |
| Total income from all sources | 2019-04-30 | $1,238 |
| Expenses. Total of all expenses incurred | 2019-04-30 | $1,238 |
| Benefits paid (including direct rollovers) | 2019-04-30 | $668 |
| Total plan assets at end of year | 2019-04-30 | $0 |
| Total plan assets at beginning of year | 2019-04-30 | $0 |
| Value of fidelity bond covering the plan | 2019-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2019-04-30 | $570 |
| Net income (gross income less expenses) | 2019-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-04-30 | $1,238 |
| 2018 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-04-30 | $0 |
| Total plan liabilities at beginning of year | 2018-04-30 | $0 |
| Total income from all sources | 2018-04-30 | $1,627 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $1,627 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $887 |
| Total plan assets at end of year | 2018-04-30 | $0 |
| Total plan assets at beginning of year | 2018-04-30 | $0 |
| Value of fidelity bond covering the plan | 2018-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $740 |
| Net income (gross income less expenses) | 2018-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $1,627 |
| 2017 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-04-30 | $0 |
| Total plan liabilities at beginning of year | 2017-04-30 | $0 |
| Total income from all sources | 2017-04-30 | $2,511 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $2,511 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $534 |
| Total plan assets at end of year | 2017-04-30 | $0 |
| Total plan assets at beginning of year | 2017-04-30 | $0 |
| Value of fidelity bond covering the plan | 2017-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $1,977 |
| Net income (gross income less expenses) | 2017-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $2,511 |
| 2016 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $0 |
| Total plan liabilities at beginning of year | 2016-04-30 | $1,055 |
| Total income from all sources | 2016-04-30 | $31,317 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $31,317 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $12,475 |
| Total plan assets at end of year | 2016-04-30 | $0 |
| Total plan assets at beginning of year | 2016-04-30 | $1,055 |
| Value of fidelity bond covering the plan | 2016-04-30 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $18,842 |
| Net income (gross income less expenses) | 2016-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $31,317 |
| 2015 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $1,055 |
| Total plan liabilities at beginning of year | 2015-04-30 | $1,758 |
| Total income from all sources | 2015-04-30 | $52,757 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $52,757 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $20,807 |
| Total plan assets at end of year | 2015-04-30 | $1,055 |
| Total plan assets at beginning of year | 2015-04-30 | $1,758 |
| Value of fidelity bond covering the plan | 2015-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $31,950 |
| Net income (gross income less expenses) | 2015-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $52,757 |
| 2014 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $1,758 |
| Total plan liabilities at beginning of year | 2014-04-30 | $1,369 |
| Total income from all sources | 2014-04-30 | $54,632 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $54,632 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $19,617 |
| Total plan assets at end of year | 2014-04-30 | $1,758 |
| Total plan assets at beginning of year | 2014-04-30 | $1,369 |
| Value of fidelity bond covering the plan | 2014-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $35,015 |
| Net income (gross income less expenses) | 2014-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $54,632 |
| 2013 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $1,369 |
| Total plan liabilities at beginning of year | 2013-04-30 | $2,319 |
| Total income from all sources | 2013-04-30 | $58,139 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $58,139 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $27,988 |
| Total plan assets at end of year | 2013-04-30 | $1,369 |
| Total plan assets at beginning of year | 2013-04-30 | $2,319 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $30,151 |
| Net income (gross income less expenses) | 2013-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $58,139 |
| 2012 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $2,319 |
| Total plan liabilities at beginning of year | 2012-04-30 | $1,814 |
| Total income from all sources | 2012-04-30 | $70,118 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $79,252 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $42,977 |
| Total plan assets at end of year | 2012-04-30 | $2,319 |
| Total plan assets at beginning of year | 2012-04-30 | $10,948 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $36,275 |
| Net income (gross income less expenses) | 2012-04-30 | $-9,134 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $9,134 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $70,118 |
| 2011 : EMPLOYEE HEALTH PLAN OF CALRES, INC 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $1,814 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $73,169 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $64,035 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $27,586 |
| Total plan assets at end of year | 2011-04-30 | $10,948 |
| Total plan assets at beginning of year | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $36,449 |
| Net income (gross income less expenses) | 2011-04-30 | $9,134 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $9,134 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $73,169 |
| 2018: EMPLOYEE HEALTH PLAN OF CALRES, INC 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMPLOYEE HEALTH PLAN OF CALRES, INC 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMPLOYEE HEALTH PLAN OF CALRES, INC 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEE HEALTH PLAN OF CALRES, INC 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEE HEALTH PLAN OF CALRES, INC 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEE HEALTH PLAN OF CALRES, INC 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE HEALTH PLAN OF CALRES, INC 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE HEALTH PLAN OF CALRES, INC 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: EMPLOYEE HEALTH PLAN OF CALRES, INC 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | First time form 5500 has been submitted | Yes |
| 2010-05-01 | Submission has been amended | No |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Insurance | Yes |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | 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 $339 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | 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 $475 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | 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 $12,770 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | 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 $21,673 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | 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 $22,679 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | 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 $16,977 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | 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 $20,483 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 12020 NFA 0037 |
| Policy instance | 1 |
| Insurance contract or identification number | 12020 NFA 0037 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | 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 $28,438 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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